Caterpillar Earnings, Data Center Dimensions, and Bonds as a Hedge

<p>This week, our 3 Things are:</p><ol><li>Caterpillar earnings. A blowout, but what does it say about the AI story? </li><li>Data center dimensions. Driver of the broadening out.  </li><li>Bonds as a hedge. Checking in on correlation.   </li></ol>