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U.S. Treasury yields recently hit a 24 year high, lifting borrowing costs and putting pressure on many growth stories. Capital is getting more selective. That can push investor attention toward clearer energy transition themes, including hydrogen fuel cell technology, where policy goals and decarbonisation needs remain in focus. This article highlights three hydrogen fuel cell stocks from the screener that could help you explore this niche. The stocks covered below are a starting sample from...

Event-driven look at Cummins stock Cummins (CMI) is back in focus after new data highlighted how a US$1,000 investment 10 years ago would now be worth US$4,346.42, underscoring the long-term effect of compounding for shareholders. The recent move in Cummins has been more hesitant in the short term, with the share price down 8.22% over the past month and 27.89% over the past quarter. Even so, the latest close at US$524.65 anchors a 1-year total shareholder return of 27.36% and a 5-year total...

After a 190% run in a single year, Bloom Energy is sliding hard while the broader market barely flinches, and the real question is whether today's session is a routine shakeout or the first crack in a historic growth story.

Cummins (NYSE:CMI) has outperformed the market over the past 10 years by 2.18% on an annualized basis producing an average annual return of 15.8%. Currently, Cummins has a market capitalization of $73.50 billion.

Cummins (NYSE:CMI) executives said demand in North American trucking and data-center power markets remains strong, while recent regulatory clarity around 2027 emissions rules has reduced uncertainty for fleet customers. Speaking at Morgan Stanley’s Laguna Conference, James Hopkins, Cummins’ vice pr

Cummins is a Buy due to robust multi-year demand from data center power generation and recovering North American truck markets. Read more on CMI stock here.

Cummins kept raising its dividend through the 2008 financial crisis, through every brutal truck cycle since, and straight into a hydrogen bet that has already burned hundreds of millions. The stock tells one story, but the dividend checks tell a stranger one.

Its shares have surged so far in 2026, and there could still be plenty of upside ahead.

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial Intelligence […]

Cummins (CMI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Cummins stock has delivered strong longer term gains, yet several valuation checks now flag the shares as potentially cheap relative to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. Recent share price weakness sits alongside a high value score and a DCF intrinsic value that sits above the current market level by a double digit margin. Cummins has returned 176.0% over the past 5 years, which keeps long term holders well ahead even after recent pullbacks. The...

In August 2026, Cummins Inc. announced that its Power Generation business was chosen to supply its largest battery energy storage systems to date for a major U.S. data center project, using LFP-based, utility-scale BESS to smooth AI-driven load fluctuations and support grid requirements. This move highlights Cummins’ push beyond traditional backup generators into grid-interactive, always-on power infrastructure for hyperscale AI campuses, positioning its BESS offering as a key tool for data...

Cummins (NYSE:CMI) announced its largest battery energy storage systems contract to date for a major U.S. data center project. The utility scale BESS deal is aimed at supporting rising AI driven power needs and grid resilience for the data center operator. The new agreement expands Cummins' presence in large scale energy storage for critical infrastructure. This kind of contract, highlighting power reliability for data centers, makes the wider grid and energy storage trend worth a closer...

On August 15, 2026, The Wall Street Journal reported that US manufacturing rose to its highest level since 2022 last month. It was driven mainly by demand from AI data centers, with industrial giants including Caterpillar Inc. (NYSE:CAT), Cummins Inc. (NYSE:CMI), and Ford Motor Company (NYSE:F) shifting their businesses to capture the opportunity. Why This […]

Cummins is best known for making engines for large trucks, but those engines can do other things, too.

Looking back on heavy transportation equipment stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Cummins (NYSE:CMI) and its peers.

AI's power problem is becoming a growth engine for Cummins.

Despite Cummins’ impressive run ahead of the broader market over the past year, Wall Street remains cautiously bullish on the stock’s future prospects.

Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts. As grid capacity limits become the most significant bottleneck for hyperscalers, standby and prime continuous power generation systems have evolved into mission-critical equipment. For industrial titans Caterpillar […]

Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Cummins’ second quarter was marked by robust top-line growth, but profitability faced headwinds, leading to a negative market reaction. Management highlighted surging power generation demand—especially from data centers—as a significant driver, with CEO Jennifer Rumsey emphasizing expanded capacity and a major agreement with a global hyperscaler. At the same time, higher variable compensation and tariffs weighed on margins. CFO Mark Smith noted, “The increase in EBITDA was primarily due to highe

Today, David Cummins was sworn in as the eighth Administrator of the Transportation Security Administration (TSA) following his confirmation by the U.S. Senate.

Cummins Inc. reported past second-quarter 2026 results with sales of US$9,457 million and net income of US$932 million, as earnings per share from continuing operations increased modestly year on year. The company paired these record quarterly sales with a higher full-year 2026 revenue growth outlook and a quarterly dividend increase to US$2.20 per share, underscoring confidence in demand from data centers and on-highway markets. Next, we’ll examine how Cummins’ raised 2026 revenue guidance...

CMI's Q2 revenues beat estimates. The company raises its 2026 outlook, but higher compensation, R&D, freight and coverage costs weigh on earnings and margins.