Boeing lands order for 140 737 MAX jets as stock gains on USD 14.7 billion deal
The 737 MAX order and reported USD 14.7 billion deal value gave Boeing a rare positive catalyst amid a broader aerospace de-rating.
TradingView · +11 outlets
GE Vernova drops on Q2 earnings miss; CEO raises guidance, says data center orders doubled 2025 total
Despite the earnings miss, management pointed to surging AI data center power demand as a driver of future grid and equipment orders.
Stocktwits · +9 outlets
TD Cowen cuts aerospace price targets, calls sector de-rating 'disorderly'
The brokerage lowered targets on Boeing, Lockheed Martin and peers after a sharp multi-week selloff across aerospace shares.
TradingView · +3 outlets
Caterpillar pullback seen as buying opportunity as USD 72 billion backlog supports outlook
Caterpillar shares fell sharply on a bond yield spike, but analysts point to a record backlog and AI power demand as supports.
TradingKey · +5 outlets
GlobalFoundries and TSMC reach USD 2 billion deal for US-based silicon interposers
The multiyear agreement aims to expand advanced packaging capacity for AI and high-performance computing demand.
Manufacturingdive · +14 outlets
Federal court certifies class action against IEEPA tariffs; CBP begins refunds
The Court of International Trade ruling seeks to ensure importers who paid the levies receive reimbursements, though CBP can currently only pay some filers.
Supplychaindive · +14 outlets
US factory backlogs hit USD 1.61 trillion as diesel, steel and tariffs drive up freight costs
Rising freight and material costs are keeping factory backlogs elevated, adding inflation pressure across manufacturing supply chains.
Breakbulk.News · +1 outlets
Deere stock sinks and trades at EUR 564.60 as federal inquiry tests repair risks
A federal inquiry into repair practices adds regulatory risk as Deere shares decline alongside broader market gains.
AD HOC NEWS · +1 outlets
Wolfspeed signs USD 1.5 billion DOD loan for semiconductor production and R&D
The loan supports volume expansion at Wolfspeed's New York and North Carolina facilities amid defense supply chain investment.
Manufacturingdive
Honeywell wins refinery project as analysts target stock near USD 263
The refinery contract and portfolio reshaping are central to the investment case as Honeywell restructures its businesses.
AD HOC NEWS · +3 outlets
Dow hits record high on strong banks and industrial stocks as tech slips
Industrial and financial shares led the Dow to a record close while technology names and the S&P 500 lagged.
Stocktwits · +14 outlets
GE Aerospace down 15% in three months as investors weigh buying opportunity
The stock has been pressured by the broader aerospace de-rating even as analysts watch defense backlog for direction.
TradingView · +8 outlets
Trump unveils plans for USD 15 billion steel mill in Iowa
Mesabi Metallics' facility would be the largest US steel mill, adding 10 million tons of annual capacity and 1,750 jobs.
Supplychaindive · +14 outlets
GLJ Research initiates GE Vernova at Strong Sell
The bearish initiation adds to a mixed analyst picture for GE Vernova following its quarterly results and stock decline.
AD HOC NEWS · +5 outlets
Leidos downgraded by J.P. Morgan as defense stocks face rocky earnings season
The downgrade adds to caution on defense names ahead of third-quarter results.
Seeking Alpha · +1 outlets
Boeing receives Buy rating from Jefferies
The positive rating stands out against the broader wave of aerospace target cuts and downgrades.
The Globe and Mail · +14 outlets
Caterpillar to invest USD 1 billion in North Carolina automation push
The automation investment is seen as a potential shift in Caterpillar's small-equipment manufacturing narrative.
Yahoo Finance
Boeing stock trades near fair value after Navy fighter contract win
The Navy fighter award has analysts weighing Boeing's valuation amid production recovery and defense backlog questions.
Yahoo Finance