Cummins, Stock Of The Day, Breaks Out On Massive AI Data-Center Deal

The AI and related power boom has lifted several stocks across the industrial sector. Cummins is no exception.

Investors Business Daily • 9 hours ago

Why Cummins (CMI) is a Top Momentum Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • Jun 16, 2026

Cummins Natural Gas Generators to Power Large Scale Data Centers in West Texas

COLUMBUS, Ind.--(BUSINESS WIRE)--Cummins Inc. announced an agreement with Circe Energy to provide a series of high-powered, high-efficiency natural gas generator sets to support a scalable, behind-the-meter, prime power microgrid solution for their High-Performance Computing (HPC) data center located in Texas. Deliveries are scheduled from 2026 through 2030 and will include Cummins' HSK78 (C2000N6CD) and QSK60 (C1400N6) generator set platforms. The announcement reflects Cummins' expanding role.

Business Wire • Jun 16, 2026

Costco & 2 Earnings Acceleration Stocks to Watch for Solid Upside

COST, CMI and KMT stand out for earnings acceleration, with rising EPS growth trends that often precede stronger stock performance.

Zacks Investment Research • Jun 16, 2026

Are Auto-Tires-Trucks Stocks Lagging Cummins (CMI) This Year?

Here is how Cummins (CMI) and Custom Truck One Source, Inc. (CTOS) have performed compared to their sector so far this year.

Zacks Investment Research • Jun 15, 2026

Cummins Inc. (CMI) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript

Cummins Inc. (CMI) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript

Seeking Alpha • Jun 11, 2026

Cummins (CMI) Down 4.7% Since Last Earnings Report: Can It Rebound?

Cummins (CMI) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Jun 4, 2026

Cummins: Data Center Demand And Truck Recovery Justify A Higher Multiple

Cummins (CMI) delivered strong Q1'26 results, with Power Systems EBITDA margin reaching a record 29.5% and full-year guidance raised across revenue and margins. CMI's truck market recovery is materializing faster than expected, driving improved outlooks for Engines and Components, but margin compression in Engines remains a key concern. Power Systems benefits from durable data center demand, supporting higher valuation multiples, yet the stock trades at a demanding 14x forward EV/EBITDA versus historical 7-10x.

Seeking Alpha • Jun 3, 2026

“Demand for Data Center Power Continues to Outpace Expectations” — Josh Brown's Case for Heavy Assets Over AI Hype

Josh Brown, CEO of Ritholtz Wealth Management and a fixture on CNBC's Halftime Report, has built a new ETF around a simple idea: own the businesses that artificial intelligence cannot replace.

24/7 Wall Street • Jun 1, 2026

Anti-AI Investing: The HALO Moat

I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.

Seeking Alpha • May 31, 2026