AI data center boom

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Valmont(VMI) - 2025 Q3 - Earnings Call Transcript
2025-10-21 14:00
Valmont Industries (NYSE:VMI) Q3 2025 Earnings Call October 21, 2025 09:00 AM ET Speaker0Greetings. Welcome to Valmont Industries Incorporated Third Quarter twenty twenty five Earnings Conference Call. Please note this conference is being recorded. I will now turn the conference over to your host, Renee Campbell, Senior Vice President, Investor Relations and Treasurer. Ms.Campbell, you may begin.Speaker1Good morning, everyone, and thank you for joining us. With me today are Abner Appelbaum, President and Ch ...
How Does CAT Stock Compare With Peers?
Forbes· 2025-10-15 13:50
SAN LEANDRO, CALIFORNIA - AUGUST 05: In an aerial view, the Caterpillar logo is displayed on a Caterpillar tractor that sits parked in a lot at Peterson Cat on August 05, 2025 in San Leandro, California. Heavy equipment maker Caterpillar reported second-quarter earnings that showed a 21 percent decline in profits, as the company deals with unfavorable manufacturing costs resulting from higher tariffs. (Photo by Justin Sullivan/Getty Images)Getty ImagesCaterpillar stock (NYSE: CAT) is up 21% in a month, a su ...
Micron is finally getting credit for the business it will see from the AI data center boom: Cramer
CNBC Television· 2025-09-25 13:45
When a stock runs like crazy in earnings, even great numbers might not be enough to prevent it from selling off. Sell sell. Just look at Micron.Simple MU. It's a key maker of memory and storage ships that you know I have championed for years now. Going into last night's close, this stock was up 170% from its April lows, including a staggering 40% gain just since the end of August.Oh, it's been a terrific move as Micron wildly dismissed as a commodity shipmaker. That's the old days. is finally getting some c ...