Caterpillar ends Q2 with record backlog above $72B, stock extends rally
Caterpillar reported a record backlog exceeding $72 billion, with analysts focusing on margin trends and valuation as the stock continues its 2026 rally.
AD HOC NEWS · +6 outlets
Boeing and Archer Aviation deal reshapes turnaround story, BA stock holds gains
Boeing's deal with Archer Aviation, along with its Q2 backlog and analyst upgrades including from Argus and RBC Capital, is redefining its turnaround narrative.
AD HOC NEWS · +8 outlets
Honeywell International stock holds above $235 as aerospace digests Q2 inventory hit
Honeywell's stock remains resilient after its aerospace unit lowered guidance and absorbed an inventory hit, with analysts resetting expectations.
AD HOC NEWS · +3 outlets
GE Vernova benefits from AI-driven power demand and grid upgrade boom
GE Vernova's strong Q2 results and position in data center power and grid upgrades are fueling upside, though some analysts question whether expectations are to
Pluang · +14 outlets
Robotics stocks rally as Unitree's 8000X oversubscribed IPO draws frenzied demand
Unitree's heavily oversubscribed IPO is lifting robotics stocks including Ouster, Symbotic, and Teradyne amid investor enthusiasm.
AOL.com · +2 outlets
Deere heads into Q3 results with ag demand and margin normalization in focus
Deere is set to report earnings next week with Wall Street expecting growth, while UAW tensions and mixed valuations also draw attention.
AlphaStreet · +4 outlets
Pentagon signs over $2B in deals securing batteries and critical minerals
Sila Technologies, Sunrise Energy Metals, and Niron Magnetics inked conditional loan commitments with the DOD's Office of Strategic Capital.
Supply Chain Dive · +2 outlets
Ford plans to phase out China-built Lincoln models for the US
Ford's strategy aligns with a push to ramp up domestic manufacturing and create thousands of US jobs.
Manufacturing Dive · +10 outlets
US Commerce Department should revamp chips investment strategy, GAO says
The GAO found that the DOC's semiconductor programs have stalled and need a new plan to meet statutory requirements.
Manufacturing Dive · +3 outlets
Federal investigators say US Steel explosion 'should never have happened'
The US Chemical Safety Board identified safety failures that led to worker deaths at US Steel's Clairton Works facility.
Manufacturing Dive · +14 outlets
Stanley Black & Decker to invest $1B across US manufacturing, R&D, and training
The Dewalt and Craftsman tools maker is increasing its US footprint and making progress on its skilled trades training commitment.
Manufacturing Dive · +4 outlets
Samsung SDI acquires GM's stake in EV battery plant in Indiana
The Indiana facility becomes Samsung SDI's first wholly-owned factory in North America after GM's divestment.
Manufacturing Dive · +14 outlets
Federal court upholds FRA two-person crew rule, blocking railroads' automation push
A court ruling keeps the two-person crew requirement in place, a setback for railroads seeking automated operations.
Tech Times · +1 outlets
ATI Q2 earnings beat estimates on aerospace demand, outlook raised
ATI benefited from strong aerospace demand and raised its outlook after beating Q2 expectations.
TradingView · +14 outlets
Trimble Q2 earnings beat estimates on Field Systems strength
Trimble reported better-than-expected Q2 results driven by its Field Systems segment.
TradingView · +4 outlets
Asia to US East Coast ocean rates rise to new high
Sustained import volumes and rising freight rates near the end of an early peak season are surprising observers.
Supply Chain Dive · +14 outlets
Boeing supplier soars 15% on earnings, flashing buy signals
A Boeing and Airbus supplier surged on strong quarterly results, with technical indicators signaling a buy.
Investor's Business Daily · +1 outlets
Retailers stocked up for upcoming holiday season ahead of tariffs
NRF data projects imports at major US ports have peaked as businesses built inventory ahead of new tariffs.
Supply Chain Dive · +14 outlets