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Deere & Co. beat Q3 earnings estimates with $12.61 billion in revenue and raised full-year guidance, sending shares up 9%. Strong construction and forestry growth driven by AI data center and infrast…
Caterpillar's blowout earnings reflect AI data center capex boom, with backlog up 92%. Hyperscalers Amazon, Microsoft, Alphabet, Meta reaffirmed spending plans, though rising state-level regulatory p…
Amazon Web Services stresses early regulator communication to manage risks and support data center-driven power infrastructure expansion amid soaring electricity demand.