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  • Caterpillar's record-breaking Q3 driven by strong demand for power generation equipment used in AI data centers, offsetting construction slowdowns and tariff headwinds.
  • Fed cuts rates, halts balance-sheet runoff to shore up labor market and market functioning amid economic uncertainty.
  • Rapid AI adoption strains power grids, prompting utilities and communities to seek solutions, as industry responds with infrastructure investments and technical innovations.
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