NVIDIA

Congressional documents reveal Nvidia engineers helped DeepSeek optimize AI training. The models are now linked to China's military, raising national security concerns.

Congress Accuses Nvidia of Helping DeepSeek Build AI Now Used by China's Military

LOCKHEED MARTIN

NORTHROP GRUMMAN CORP /DE/

GENERAL DYNAMICS

Lockheed Martin posts record $194B backlog as PAC-3 missile production triples to 2,000/year. Stock jumps 5% on raised 2026 guidance.

Lockheed Martin Hits Record $194B Backlog, Unveils Historic Missile Production Deals

CATERPILLAR

Caterpillar reports record $19.1B Q4 revenue, 18% above estimates. Power & Energy segment surges 37% on AI data center demand. Stock jumps 4%.

Caterpillar Surges on Record Quarter as AI Data Centers Drive Power Demand

SPIRE

Duke Energy

ATMOS ENERGY

Southwest Gas Holdings

NEW JERSEY RESOURCES

Spire confirms $2.48B Nashville acquisition on track for Q1 close at annual meeting. Hart-Scott-Rodino cleared, awaiting Tennessee approval.

Spire Confirms $2.48B Nashville Gas Acquisition Imminent as Annual Meeting Highlights Dividend Streak

MODINE MANUFACTURING

Gentherm

Modine projects 50-70% data center growth for two years, targeting $3B revenue. Stock surges 16% to all-time high as PT spinoff creates pure-play cooling company.

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Congress Accuses Nvidia of Helping DeepSeek Build AI Now Used by China's Military

Lockheed Martin Hits Record $194B Backlog, Unveils Historic Missile Production Deals

Caterpillar Surges on Record Quarter as AI Data Centers Drive Power Demand

Caterpillar Surges on Record Quarter as AI Data Centers Drive Power Demand

Spire Confirms $2.48B Nashville Gas Acquisition Imminent as Annual Meeting Highlights Dividend Streak

Modine Unveils Path to $3 Billion Data Center Revenue as Stock Hits All-Time High