
The Market Isn’t Flat. It’s Rotating – And AI Is the Trigger
AI is driving a massive stock market rotation. Why software stocks are falling - and hard assets are suddenly winning.
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AI is driving a massive stock market rotation. Why software stocks are falling - and hard assets are suddenly winning.

APG Asset Management N.V. grew its holdings in shares of Deere and Company (NYSE: DE) by 2.5% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 177,434 shares of the industrial products company's stock after buying an additional 4,405 shares

Deere & Co. is capitalizing on AI in a unique way. GE Vernova has been on a tear since it went public two years ago.

Investors are seeking out stocks that are less vulnerable to AI disruption.

Banco Santander S.A. trimmed its holdings in Deere and Company (NYSE: DE) by 9.8% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,283 shares of the industrial products company's stock after selling 2,527 shares during the quarter. Banco Santander S.A.'s holdings in

MOLINE, Ill., Feb. 25, 2026 /PRNewswire/ -- The Deere & Company (NYSE: DE) Board of Directors today declared a quarterly dividend of $1.62 per share payable May 8, 2026, to stockholders of record on March 31, 2026.

Caterpillar (NYSE: CAT) and Deere (NYSE: DE) both reported recent quarters that tell strikingly different stories.

Clearstead Advisors LLC decreased its stake in shares of Deere and Company (NYSE: DE) by 11.1% during the undefined quarter, according to the company in its most recent filing with the SEC. The firm owned 18,110 shares of the industrial products company's stock after selling 2,255 shares during the quarter. Clearstead Advisors LLC's

Dakota Wealth Management reduced its position in Deere and Company (NYSE: DE) by 3.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,110 shares of the industrial products company's stock after selling 802 shares during the period.

Deere (DE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

ST. LOUIS--(BUSINESS WIRE)--Bayer and John Deere today announced a new capability that simplifies how U.S. farmers and advisors move from agronomic decisions to precise execution in the field. Beginning this season, customers can wirelessly transfer FieldView™ prescriptions to create Work Plans in Operations Center™. This eliminates the need for thumb drives and other manual steps that slow down field activities and increase the risk of errors. "This is about making innovation easier to use on.

Monday, Jefferies analyst Stephen Volkmann cut his rating on Deere stock to Sell from Hold.

Granite Investment Partners LLC cut its position in Deere and Company (NYSE: DE) by 3.9% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,292 shares of the industrial products company's stock after selling 1,548 shares during the quarter. Deere

Deere & Company delivered a strong Q1 double beat, raising net income guidance to $4.5B–$5B and driving a 40% YTD stock appreciation. Construction & Forestry and Small Ag & Turf segments outperformed, benefiting from robust infrastructure demand and strong price realization, while Production & Precision Ag remains challenged. DE's transition to high-margin recurring software revenue, targeting 10% CAGR by 2030, underpins a long-term technology-driven growth thesis despite a current P/E of 35.78.

"While the global large agriculture industry continues to experience challenges, we're encouraged by the ongoing recovery in demand within both the construction and small agriculture segments," said John May, chairman and CEO of John Deere.

Deere and Co. (NYSE: DE) reported strong Q1 results and raised its 2026 outlook. Several analysts raised their price forecasts.

Deere & Company (NYSE:DE) reported better-than-expected earnings for its first quarter on Thursday.

Deere (DE) jumps after strong earnings and higher guidance, lifting agriculture ETFs like VEGI, KROP and FTAG as farm and ag-tech stocks gain momentum.

American Express (AXP), Deere (DE) and Johnson and Johnson (JNJ) have removed diversity language from their board selection frameworks following engagement from t

Avestar Capital LLC reduced its holdings in Deere and Company (NYSE: DE) by 31.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,472 shares of the industrial products company's stock after selling 1,126 shares during the period. Avestar Capital LLC's holdings in