Quick Read – These three stocks crushed SPY’s 24% return by pairing irreplaceable physical moats with AI-era growth vectors across data centers, dealmaking, and healthcare. – Caterpillar surged 162% and Goldman Sachs climbed 75% over the past year, both posting four consecutive…
uble-digit earnings beats fueled by AI-driven demand. – CVS beat Q1 earnings by 16% as Aetna’s operating income surged 53% and its Google Cloud AI platform now handles 83% of prior authorizations. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Caterpillar didn’t make the cut. Grab the names FREE today
The Dow’s industrial-era anchors are quietly outpacing the broader market. Over the past year, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) returned 24.37%, and the Dow tracker returned 20.22%. Three “old economy” Dow components have left both benchmarks in the dust, and they share more than just a ticker on the same index.
What unites them: – Hard-asset moats (industrial machinery and dealer networks, a global capital franchise, a national pharmacy and insurance footprint) – B2B and cycle sensitivity (construction and power, dealmaking and trading, healthcare utilization and PBM volumes) – Dominant market positions with steep scale barriers. Each is also leveraging the AI buildout to drive recent earnings beats. Here is the countdown. 3.