CAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growth episode artwork

EPISODE · Jul 9, 2026 · 8 MIN

CAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growth

from Schwab Network · host Schwab Network

Caterpillar (CAT) has become tied to the AI trade in recent months, with Jonathan Sakraida pointing out it has outperformed Nvidia (NVDA) and the overall tech sector in the last 12 months. He points to Caterpillar's ever-growing demand for AI data center construction as a reason key reason backing his bullish view on the stock. Jonathan tells investors just to keep an eye on the valuations and tentative supply chain disruptions. George Tsilis turns to an example options trade for Caterpillar. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Episode metadata supplied by the publisher feed · Published Jul 9, 2026

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CAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growth

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