Schneider Electric to buy PTC in its largest-ever acquisition, a $22.6 billion AI bet
The deal is Schneider's biggest ever and would reshape the industrial automation and software landscape, sending Schneider shares down sharply on the price paid
Morningstar · +14 outlets
C.H. Robinson to acquire RXO for $5.8B, combining two 3PL heavyweights
The deal would add network density and bring RXO's brokerage, expedited and last-mile services into C.H. Robinson if approved.
Supplychaindive · +3 outlets
GE HealthCare to acquire SOFIE Biosciences for $945 million in cash
The purchase expands GE HealthCare's PET radiopharmaceutical and imaging footprint, and the stock gained on the news.
Pulse 2.0 · +14 outlets
Defense, data centers and AI drive 58% of private equity manufacturing acquisitions in H1 2026
Defense and data center/AI companies each accounted for 29% of PE-led manufacturing deals, per the Private Equity Stakeholder Project.
Manufacturingdive · +1 outlets
Iowa governor signs bill granting $1.4B in tax incentives for Mesabi Metallics steel project
Lawmakers advanced the legislation despite concerns the project was being rushed without public input.
Manufacturingdive · +4 outlets
Caterpillar Q3 setup called constructive as Morgan Stanley bets on industrial rebound
Analysts expect a solid quarter and see an industrial recovery supporting Caterpillar into its earnings report.
TradingView · +1 outlets
Boeing in focus as Pentagon shift spotlights US defense AI names
Investors are weighing how a change in Pentagon priorities affects Boeing and other defense-linked AI contractors.
Simply Wall Street · +1 outlets
Caterpillar to expand North Carolina operations with $1B investment
Investors are reacting to the machinery maker's planned $1 billion North Carolina expansion.
Simply Wall Street · +14 outlets
September PMI numbers and their impact on the industrial economy
The latest manufacturing gauge is being read as a signal on the direction of the industrial economy.
FreightWaves · +14 outlets
Truist says industrials likely to raise 2026 guidance despite investor concerns
The brokerage expects industrial companies to lift full-year outlooks even as some investors remain cautious.
Yahoo Finance · +4 outlets
Caterpillar agrees to buy Fabick
The dealer acquisition adds to Caterpillar's distribution reach; the stock trades about 21% below its 52-week high.
AD HOC NEWS · +14 outlets
Wells Fargo starts Honeywell coverage with $231 target as company nears October 22 results
New analyst coverage and an earnings preview put Honeywell in focus ahead of its quarterly report.
AD HOC NEWS · +2 outlets
Costco CFO doubles down on tariff strategy as retailer uses refunds to lower prices
Costco said it predominantly used initial IEEPA tariff refunds to cut prices, underscoring how retailers are navigating trade policy.
Supplychaindive · +5 outlets
Nasdaq climbs to record high as S&P 500 gains, Dow slips
Tech strength lifted the Nasdaq to a record while the Dow lagged amid oil, bond and Fed rate uncertainty.
The Sunday Guardian · +12 outlets
GE Aerospace stock slips as market gains; company reports 21.1% revenue growth
The engine maker's shares fell in the session despite reported revenue growth, with a $0.47 dividend and ex-dividend date also in focus.
AD HOC NEWS · +6 outlets
US stocks close with Dow up 500 points as Apple hits $5T market cap, chips fall
A mixed session saw the Dow rally while the Philadelphia Semiconductor Index dropped over 4% and Apple reached a $5 trillion valuation.
TradingKey · +7 outlets
GE HealthCare raises quarterly dividend and reiterates Needham Buy with $93 target
The company is raising its quarterly dividend while analysts maintain bullish ratings on the stock.
TradingView · +1 outlets
Nasdaq, S&P 500, Dow futures climb as Nvidia outlook boosts markets
Futures rose after Nvidia's outlook lifted sentiment across major US indexes.
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