Hi, I'm Susan Jabinsky, co-host of the Morning Filter podcast. Now, on a recent episode, Morning Stars chief US market strategist Dave Sakara talked about how to know when it's time to take profits on a core holding. Dave said that when a core holding moves too far into overvalued territory, especially if it's becoming an overweight position in your portfolio, well, that's when it may be time to take some profits.With that in mind, today we're highlighting three core stocks that look overvalued. According t ...

5 Hidden Winners of Geopolitical Tensions Beyond Oil and Defense | Investing.com Traders placed $580M in oil bets minutes before Trump's Iran post Trump delays strikes on Iranian power plants, says talks with Tehran "very good" Wall Street averages end more than 1% higher on Middle East de-escalation hopes Oil prices jump over 4% after Iran refutes US talks claims 5 Hidden Winners of Geopolitical Tensions Beyond Oil and Defense By Tafara Tsoka Stock Markets Published 03/24/2026, 02:32 AM 5 Hidden Winners of ...

北美电力市场呈现出显著的供需错配。从需求侧看，2021 至 2025 年间，北 美夏季峰值电力负荷持续增长，2025 年预计将达到约 760 GW 的新高，主要 受数据中心和极端高温天气驱动。数据中心电力需求的增长尤为突出，呈现非 线性爆发态势。对于 2028 至 2030 年数据中心的电力消耗，不同机构的预测 存在分化：IEA 等机构基于已规划项目预测新增装机容量为 20-50 GW；BCG 和麦肯锡等机构预测新增约 100 多 GW；而基于显卡出货量推算，2025 至 2030 年累计新增装机容量有望超过 200 GW。短期内，Amazon、谷歌、微 软、Meta 和 Oracle 五大云厂商 2026 年的 CAPEX 增速在 2025 年基础上将 小幅上行，而国内头部云厂商 2026 年 CAPEX 预计将实现翻倍增长。远期看， AI Agent 渗透率的提升将推动推理侧需求，维持 AI CAPEX 的高增速。 从供 给侧看，美国电网装机规模增长缓慢，2018 至 2024 年年均复合增速不足 2%。自 2025 年起，北美火电机组将迎来退役高峰，加剧了电网扩容的困难。 目前，美国并网许可项目的审批周 ...

Now, let's zoom back out for the bigger picture with Jim Thorne, chief market strategist in Wellington Altus, uh, private wealth. Jim, thank you so much for joining us today. One of the things you said uh, with regard to when the conflict first broke out was to actually sell oil, gold, and silver.It's been interesting to watch the performance in particular of the metals, gold, and silver have traded down, was traditionally a safe haven asset. One of the things I don't know if you uh heard our Kevin Green sp ...

U.S. equity markets experienced a massive relief rally on Monday, March 23, 2026, as investors reacted to a sudden de-escalation in Middle Eastern geopolitical tensions. The major indexes clawed back significant ground following a turbulent month, driven by a sharp decline in energy costs and renewed optimism regarding global trade stability. The surge was ignited by a diplomatic pivot from the White House, which provided a much-needed "diplomacy discount" to a market that had been pricing in a "total war" ...

证券研究报告 | 2026年03月22日 美股市场速览 弱于大市 资金加速流出，盈利显著上修 价格走势：多数行业回撤，能源与银行较强 本周，标普 500 指数-1.9%（上周-1.6%），纳斯达克综指-2.1%（上周-1.3%）。 风格：大盘价值（罗素 1000 价值-1.3%）＞小盘价值（罗素 2000 价值-1.5%） ＞小盘成长（罗素 2000 成长-1.8%）＞大盘成长（罗素 1000 成长-2.4%）。 3 个行业上涨，21 个行业下跌。上涨的主要有：能源（+2.8%）、银行（+1.7%）、 综合金融（+0.1%）；下跌的主要有：汽车与汽车零部件（-5.4%）、公用事 业（-5.0%）、食品与主要用品零售（-4.7%）、食品饮料与烟草（-4.6%）、 材料（-4.4%）。 资金流向：整体加速流出，少量流入能源 本周，标普 500 成分股估算资金流（涨跌额 x 成交量）为-155.5（亿美元， 下同），上周为-27.1，近 4 周为-313.9，近 13 周为-464.9。 4 个行业资金流入，19 个行业资金流出，1 个基本持平。资金流入的主要有： 能源（+6.6）、银行（+2.1）、运输（+1.4 ...

Key Takeaways Caterpillar shows stronger growth, earnings rebound and higher returns than Komatsu.CAT posted record Q4 2025 revenues and expects 57% CAGR with rising infrastructure demand.KMTUY faces profit pressure, tariff risk and expects fiscal 2025 sales and income decline.Caterpillar Inc. (CAT) and Komatsu Ltd. (KMTUY) are among the world’s leading manufacturers of construction and mining equipment, with Caterpillar holding the top position and Komatsu close behind. Both companies are globally recogniz ...

U.S. equity markets experienced a volatile session on Thursday, March 19, 2026, as investors grappled with intensifying geopolitical conflicts in the Middle East and a recalibrated interest rate outlook from the Federal Reserve. While major indexes opened sharply lower following reports of escalated hostilities between Israel and Iran, a late-session recovery helped pare significant losses. The day’s trading was characterized by a "flight to safety" in the energy sector, while technology and industrial stoc ...

GE Aerospace (NYSE: GE), one of the largest U.S. industrial companies, has seen its shares fall by more than 4% so far in March. That slump came despite the megacap delivering a strong fourth-quarter report. Revenue and earnings per share (EPS) rose by 18.9% and 32%, respectively. When the company announced earnings on the morning of Jan. 22, the stock actually fell by 3.6% from opening to closing. What gives? Well, some of that had to do with profit-taking by investors using the news to unload the stock, w ...

Core Viewpoint - Caterpillar Inc. is a top pick at BofA Securities, driven by strong multi-year growth drivers and positive stock momentum [1][2]. Group 1: Stock Outlook - BofA Securities analyst Michael Feniger maintains a Buy rating on Caterpillar with a price target of $825, indicating a potential upside of approximately 17.5% [2]. - The analyst anticipates a sustained earnings recovery supported by both cyclical and structural tailwinds [2]. Group 2: Demand and Opportunities - There is strong demand in power generation, particularly for small industrial turbines and reciprocating engines, with tight supply extending delivery timelines into late 2028 and early 2029 [3]. - Caterpillar's competitive advantages include scale, emissions technology, and a robust dealer network, especially in Western Canada, which is poised to become a key data center hub due to its favorable conditions [3]. - A 1GW data center may require up to 400 engines, presenting significant long-term service revenue opportunities [4]. - Mining trends show steady activity in Canada, brownfield opportunities in Chile, and long-term greenfield potential in Argentina as reforms progress [4]. Group 3: Valuation and Growth Drivers - Caterpillar is valued at 27.5 times projected 2027 earnings, above historical averages, reflecting confidence in a multi-year upcycle [5]. - Key growth drivers include easing interest rates, improving commodity prices, infrastructure spending, increased mining and energy capital expenditures, and aging fleets [5]. - While there are risks such as tariff-related margin pressure and potential delays in customer spending, the long-term outlook remains positive [5]. Group 4: Current Stock Performance - Caterpillar shares are trading 0.54% higher at $706.18 at the time of publication [6].