Stock Movers Kraft Heinz Could Split, Dell Slides, Caterpillar Lower
Aug 29, 2025
Kraft Heinz is reportedly considering a corporate breakup, stirring market curiosity. Meanwhile, Dell faces challenges as sales of AI servers fall short, raising concerns about profitability amidst increasing costs. Caterpillar's shares took a hit due to warnings about escalating tariffs, potentially costing the company nearly $2 billion this year. These developments reflect the shifting landscape of corporate strategies and market reactions.
AI Snips
Chapters
Transcript
Episode notes
Kraft Heinz Breakup Nearing Announcement
- The Wall Street Journal reported Kraft Heinz is close to a breakup and could announce as soon as next week.
- Investors are responding positively as the stock is down about 9% year-to-date, so a breakup could unlock value.
AI Server Demand Shows Volatility At Dell
- Dell's AI server orders slowed sharply to $5.6 billion from $12.1 billion in a prior period, signaling demand volatility.
- Operating margin missed estimates at 8.8% even as Dell raised its annual outlook, prompting a sharp share decline.
Tariffs Hit Caterpillar's Margins Hard
- Caterpillar warned tariffs could cost up to $1.8 billion this year and $500–$600 million in the third quarter.
- The tariff hit pressures operating margins and weighed on shares, reversing a short winning streak.