Archer Aviation to acquire three Boeing units in all-stock deal, shares surge
The eVTOL aircraft maker is buying a Boeing business with over $200M in revenue despite Archer itself having only $6.9M in revenue, sending shares up sharply.
finance.biggo.com · +14 outlets
Trump imposes 100% tariffs on some drones and components
The new drone tariff rates align with executive orders to reduce supply chain reliance on China, which dominates the global drone market valued at $15.6B.
Manufacturing Dive · +12 outlets
Caterpillar posts record Q2 backlog above $72 billion, raised 2026 outlook
CAT's record backlog and raised guidance are drawing analyst upgrades and investor attention amid AI-driven demand for infrastructure and data center power.
simplywall.st · +13 outlets
US de minimis elimination upheld by trade court
The Court of International Trade ruled President Trump has authority to rescind the tariff exemption for sub-$800 imports, a blow to e-commerce importers.
Supply Chain Dive · +14 outlets
Ford plans to phase out China-built Lincoln models for the US
The automaker aims to mitigate US tariffs and connected vehicle regulations by shifting production away from China and increasing domestic manufacturing.
Supply Chain Dive · +13 outlets
Stanley Black & Decker to invest $1B across US manufacturing and R&D
The Dewalt and Craftsman maker is spending on domestic production and skilled trades training programs.
Manufacturing Dive · +2 outlets
GE Vernova sees strong results on data center power demand and grid upgrades
GE Vernova (GEV) is benefiting from AI data center electricity demand and transmission grid modernization, with T&D revenue up 38% YoY.
simplywall.st · +14 outlets
Pentagon signs over $2B in deals securing batteries and critical minerals
Sila Technologies, Sunrise Energy Metals and Niron Magnetics received conditional loan commitments from the DOD's Office of Strategic Capital.
Supply Chain Dive · +1 outlets
Boeing 737-7 FAA approval and AI predictive maintenance deal
Boeing secured FAA approval for the 737-7 and signed an AI predictive maintenance deal, shaping its investment narrative.
simplywall.st · +1 outlets
Honeywell sees strong orders, targets 15% EPS growth in 2027
Honeywell's aerospace unit is digesting a Q2 inventory hit but the company is targeting 15% EPS growth in 2027 amid strong order flow.
TradingView · +10 outlets
JPMorgan cuts Deere price target on order outlook concerns
JPMorgan lowered its Deere price target ahead of the company's upcoming earnings report, citing concerns over the order outlook amid UAW labor tensions.
Sahm · +3 outlets
US tariffs on Brazil could lift overlooked American industrial stocks
The tariffs on Brazil may shift demand to domestic industrial names, according to analysis.
simplywall.st · +1 outlets
Walmart equipping a store with Symbotic fulfillment system
The SymMicro system is expected to go live in about six months, advancing in-store pickup and delivery operations.
Supply Chain Dive · +9 outlets
Tariff evasion report raises trade enforcement fears, pressuring industrial stocks
A report on tariff evasion is fueling concerns about trade enforcement, weighing on industrial and consumer stocks.
TipRanks
Stratasys Q2 earnings beat but revenues miss on weak system sales
The 3D printing company beat earnings expectations but revenue fell short due to weak system sales.
TradingView · +1 outlets
Trimble Q2 earnings beat estimates on field systems strength
Trimble's earnings topped expectations driven by strength in its field systems segment.
TradingView · +3 outlets
ATI Q2 earnings beat on aerospace demand, outlook raised
ATI beat Q2 estimates on strong aerospace demand and raised its outlook.
TradingView
AutoStore delivers 43% revenue growth with 72% gross margin
The warehouse robotics company reported strong growth and high margins.
simplywall.st