US industrial stocks flash technical warnings after sharp 10% slide
A swift 10% drop in industrial shares has triggered technical sell signals, drawing scrutiny across Wall Street even as broader indexes closed higher.
Crypto Briefing · +2 outlets
US and China agree to extend trade war truce by two months to January 10
The extension keeps lower tariffs and suspended trade actions in place, easing near-term cost uncertainty for manufacturers and shippers.
Supplychaindive · +14 outlets
Boeing deliveries hit eight-year high as production recovery takes hold
Rising deliveries support Boeing's turnaround, though the planemaker still faces a union vote and a large cash flow gap to close.
Yahoo Finance · +8 outlets
GE Aerospace faces margin pressure from rising costs as Jefferies trims target to $435
Analysts remain constructive on GE Aerospace but flag cost-driven margin pressure and question how much of its lead is already priced in.
Yahoo Finance · +5 outlets
Honeywell Aerospace hit with class action after earnings drop and DOJ settlement news
The lawsuit follows a sharp earnings decline and a Department of Justice settlement disclosure at Honeywell's aerospace unit.
Pluang · +1 outlets
Caterpillar Q2 revenue grows 23.7% as shares trade near $805
Caterpillar's strong quarterly revenue growth and autonomous quarry push keep the stock in focus for industrials investors.
AD HOC NEWS · +3 outlets
GE Vernova falls as $200B backlog test approaches; Seeking Alpha sees continued underperformance
GE Vernova shares slipped ahead of a key backlog update, with one analyst arguing growth is already reflected in the stock.
Yahoo Finance · +3 outlets
Albany International beats earnings and extends Boeing Dreamliner contract work
The contract extension and earnings beat raise questions about whether Albany International's valuation still leaves room.
simplywall.st · +1 outlets
Lego to spend $400M expanding Monterrey, Mexico plant, adding 1,300 jobs
The investment adds packing and warehouse capacity to strengthen Lego's regional supply chain in the Americas.
Manufacturingdive · +9 outlets
Amazon rolls out AI supply chain agents among seller upgrades
The inbound planning and aged inventory agents are part of a broader push to help sellers expand internationally.
Supplychaindive · +14 outlets
Companies are keeping IEEPA tariff refunds, Atlanta Fed says
Most firms are retaining returned tariff cash, though a notable share is being directed to customers and employees.
Supplychaindive · +14 outlets
USPS warns of Indianapolis and Louisville package delays during facility upgrades
New sorting equipment installation could temporarily disrupt package flows but is expected to aid peak season operations.
Supplychaindive · +7 outlets
Lowe's debuts drone delivery pilot with Wing and DoorDash in North Carolina
The pilot covers more than 100 SKUs at one store and could expand to additional locations.
Supplychaindive · +8 outlets
Honeywell International reports 3.4% revenue growth, sets Q3 call for October 22
Honeywell posted modest revenue growth and scheduled its third-quarter earnings release and investor call.
AD HOC NEWS · +2 outlets
Barron's names Vertiv and six more AI industrial stocks to buy
The picks center on industrial names tied to data center and AI infrastructure buildout.
Barron's · +3 outlets
Six food manufacturers detail supply chain tactics at Barclays conference
General Mills, Nestle and peers discussed cutting costs, uneven freight rates and demand forecasting at the event.
Manufacturingdive · +3 outlets
Deere stock seen as fully priced after strong Q2 beat
Analysts debate whether Deere's valuation leaves room after a strong quarter, with the dollar also in focus for exporters.
Yahoo Finance
Shippers explore port-to-inland transit routes to de-risk supply chains
Inland routes are being weighed as a stable alternative to heavily utilized corridors, per APM Terminals Mobile.
Supplychaindive