Market Pulse Check Market Pulse on earnings, orders and capex: institutional flows are rotating toward names showing clear order growth and backlog visibility, while retail momentum follows headline earnings beats and high-profile endorsements. Short-term trading reacts to quarterly beats and guidance. Long-term capital allocates to megaproject-driven demand and power-infrastructure tailwinds. The story is global: U.S. earnings beat narratives, GCC infrastructure demand, and aerospace order books in Europe and Asia all

Caterpillar Inc. (NYSE:CAT) and General Electric Company (NYSE:GE) sit at the center of two converging demand waves. Caterpillar’s backup generators are being cited as essential for fast-growing data-center buildouts, while GE’s aerospace arm is posting double-digit revenue and EPS gains driven by rising aircraft activity and sensor demand. Near term, earnings and backlog updates will set market tone. Longer term, GCC infrastructure plans, LNG projects and AI-driven power needs create