Plus: Dow jumps 1.6%. Nasdaq and S&P 500 post best month since 2020. Caterpillar stock leaps on demand for data center construction. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices