Stocks edged higher on Wednesday morning as the yield on the 10-year Treasury fell below 1.5%, signaling reduced inflation concerns. On the earnings front, Campbell Soup shares fell nearly 6% after the company reported below-consensus fiscal 3Q results and lowered its full-year guidance. The Dow rose 0.1%, the S&P 0.2%, and the Nasdaq 0.2%. Crude oil traded near $70 per barrel, while gold fell $2 to $1893 per ounce.

This edition features where to look for infrastructure opportunities; the upcoming Berkshire meeting; an earnings roundup; and notes from Sage Group, Caterpillar, and General Dynamics.

President Joe Biden is preparing to announce an infrastructure-rebuilding plan that he estimates will create up to 10 million clean energy jobs. The following areas of the economy stand to benefit from the government spending, which could total as much as $4 trillion. The first element of the plan is improving the country's infrastructure, from roads and bridges to water systems and electricity grids.