Archer Aviation to acquire Wisk, Insitu, SkyGrid from Boeing in deal that sends shares up 11-20%
Archer Aviation will acquire Boeing subsidiaries Wisk Aero, Insitu, and SkyGrid and take a minority stake from Boeing, forming an end-to-end physical AI platfor
Manufacturing Dive · +14 outlets
Unitree Robotics IPO 8000X oversubscribed, robotics stocks rally broadly
Unitree Robotics' IPO was 8000 times oversubscribed, drawing comparison to SpaceX demand, and lifting robotics stocks including Ouster, Symbotic, and Teradyne.
finance.yahoo.com · +2 outlets
Caterpillar Q2 sales surpass $20B as data center generator demand surges
Caterpillar reported a blowout quarter with record revenue driven by generator sales for hyperscale data centers, and analysts raised estimates and highlighted
utilitydive.com · +9 outlets
SpaceX to invest $16.8B in first phase of Texas Terafab project
SpaceX plans to invest $16.8 billion in the first phase of a massive Terafab manufacturing project in Grimes County, Texas, creating 3,000 jobs and receiving $3
Manufacturing Dive · +14 outlets
Pentagon signs over $2B in conditional deals for batteries and critical minerals
The Department of Defense's Office of Strategic Capital inked conditional loan commitments with Sila Technologies, Sunrise Energy Metals, and Niron Magnetics to
Manufacturing Dive
Honeywell emerging as pure-play automation company amid aerospace spinoff
Honeywell is positioning as a pure-play automation company, while Jim Cramer dumped Honeywell Aerospace after a shock guidance cut triggered a sharp selloff.
Kalkine Media · +11 outlets
Boeing secures FAA certification for 737-7 MAX, delivery targets frame outlook
Boeing secured FAA certification for the 737-7 MAX, and analysts reiterated ratings on the 737MAX production outlook as 2026 delivery targets remain central.
simplywall.st · +4 outlets
Deere shares rise ahead of Q3 earnings as analysts weigh labor uncertainty and weak industry data
Deere's stock rose ahead of Q3 earnings despite weak industry data and unchanged guidance, with analysts debating labor uncertainties and potential front-runnin
Pluang · +5 outlets
GE Vernova stock up 3.29% on Aug 11 as data center power demand drives momentum
GE Vernova shares rose amid enthusiasm for its role in powering data centers and energy infrastructure, with analysts citing three big reasons to like the stock
TradingKey · +1 outlets
Embraer jumps after earnings beat with seventh straight record backlog
Embraer reported an earnings beat and reached its seventh consecutive record backlog, sending shares higher.
Investor's Business Daily · +2 outlets
Robotics and industrial automation stocks broadly in focus on AI and automation demand
Multiple analysis pieces highlight automation and robotics stocks as beneficiaries of AI-driven demand beyond chips, with Rockwell Automation raising guidance o
simplywall.st · +14 outlets
Century Aluminum says Oklahoma smelter on track for 2029 completion despite local pushback
Century Aluminum reported its planned Oklahoma smelter is on schedule for 2029 completion, benefiting from the Trump administration's onshoring program and a re
Manufacturing Dive
FedEx and Amazon pursue expanded use of robotic arms in logistics
FedEx has deployed trailer loading robotic systems at a Maryland hub, while Amazon aims to double its robotic arms fleet this year amid an industry-wide automat
Supply Chain Dive · +7 outlets
Clorox says ERP transition will deliver supply chain gains this year, expects $200M inflation hit
Clorox expects supply chain improvements from its ERP transition and better planning, but also faces a $200 million inflation hit from higher energy, commodity,
Supply Chain Dive · +9 outlets
Vertiv Holdings plunged in July on data center growth concerns
Vertiv Holdings shares fell sharply in July as investors reassessed the pace of data center infrastructure spending and the company's growth trajectory.
The Globe and Mail · +7 outlets
Freight rail automation sparks labor-industry policy battle
The push to automate freight rail operations is triggering a policy conflict between railroad companies and labor unions over jobs and safety.
Legis1
Nintendo recoups $300M in tariff refunds as memory crunch intensifies
Nintendo absorbed most tariffs last year but recouped $300 million in refunds, while now facing rising memory prices that add supply chain pressure.
Supply Chain Dive · +1 outlets
Indian parliamentary panel pushes Railways for zone-wise freight plan to boost low-mining and industrial areas
India's Parliamentary Panel is pushing Indian Railways to implement a zone-wise freight plan to increase cargo volume in low mining and industrial regions amid
Moneycontrol.com · +2 outlets