Caterpillar Inc. & London Stock Exchange Group

Caterpillar Inc.: Raised its annual revenue forecast, citing AI data center buildout. Stock jumped, becoming a major Dow contributor.

London Stock Exchange Group: Provided earnings beat data; minor role.

Caterpillar Inc.: Caterpillar is the central entity, reporting a strong Q2 beat, raising its revenue forecast, and cutting tariff cost expectations. Its stock surged up to 12% on the news, reflecting improved profitability and demand.

London Stock Exchange Group: London Stock Exchange Group provided analyst consensus data for the earnings comparison, but is not directly impacted.

Caterpillar Inc.: Caterpillar is a construction and mining equipment maker. Burry's short position is part of his broader bearish bets, but the company is not directly tied to AI.

London Stock Exchange Group: London Stock Exchange Group provided analyst estimates for Nebius's revenue. It is a data provider and not directly affected by the event.