Boeing wins order for 140 737 MAX jets as Avolon expands fleet
The large MAX order adds to Boeing's backlog but comes as the planemaker's shares are down sharply in 2026 amid production questions.
TradingView · +11 outlets
GlobalFoundries and TSMC sign $2B 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
TD Cowen cuts Boeing, Lockheed targets, calling aerospace de-rating disorderly
The downgrades reflect analyst concern that defense and aerospace valuations have fallen faster than fundamentals warrant.
Stocktwits · +5 outlets
Federal court certifies importer class action against IEEPA tariffs
The Court of International Trade ruling aims to ensure all businesses that paid the levies can receive reimbursements.
Supplychaindive · +14 outlets
GE Vernova faces J.P. Morgan Buy reiteration and GLJ Strong Sell initiation
The split ratings arrive as GE Vernova shares are up over 50% since the end of 2025 on AI data center power demand.
AD HOC NEWS · +4 outlets
Honeywell in focus on portfolio reshaping and aerospace spin-off
Investors are weighing how Honeywell's separation of its aerospace unit and other portfolio moves affect the industrial conglomerate.
Kalkine Media · +14 outlets
U.S. factory backlogs hit $1.61 trillion as diesel, steel and tariffs lift freight costs
Rising input costs and freight expenses are pressuring manufacturers even as order backlogs remain elevated.
Breakbulk.News
AI data center power demand drives interest in power and cooling stocks through 2030
Analysts highlight power generation and cooling suppliers as key beneficiaries of AI infrastructure buildout.
Yahoo Finance · +14 outlets
Thousands of manufacturing layoffs announced in September
Dozens of companies including Avid Medical and MasterBrand Cabinets disclosed closures or workforce changes last month.
Manufacturingdive · +14 outlets
Blue Origin, PPG, Cleveland-Cliffs and others invest in manufacturing facilities
The wave of plant investments includes Cleveland-Cliffs' Butler Works expansion and Xingyu's first U.S. facility.
Manufacturingdive · +2 outlets
Caterpillar sees mixed analyst views after results and $1B automation push
Zacks downgraded CAT to Hold while others flagged the stock as undervalued amid a North Carolina automation investment.
Yahoo Finance · +4 outlets
Starlink mobile spectrum deal reprices US telecom infrastructure stocks like Belden
SpaceX's spectrum move hit telecom shares and reframed the investment case for infrastructure suppliers.
Simply Wall Street · +1 outlets
Honeywell wins Kenya refinery project; analysts target stock at $263
The refinery contract adds to Honeywell's process technology backlog and drew bullish analyst price targets.
AD HOC NEWS · +1 outlets
Boeing defense unit gains Navy fighter win as stock trades near fair value
The Navy contract award supports Boeing's defense segment even as its commercial business faces scrutiny.
Yahoo Finance · +1 outlets
Robotics stocks draw investor attention as AI automation wave builds
Multiple outlets highlight robotics suppliers positioned for the next phase of factory and warehouse automation.
Yahoo Finance · +6 outlets
Analysts diverge on Boeing outlook as Jefferies issues Buy rating
Boeing ratings and forecasts remain split as investors weigh a production recovery against risk factors.
The Globe and Mail · +5 outlets
GE Aerospace down 15% in three months as analysts weigh buying opportunity
The engine maker's share slide has prompted debate over whether the pullback is a buying chance.
TradingView
Park Aerospace beats Q2 earnings but cuts 2027 outlook as aerospace demand surges
The company flagged strong aerospace and missile demand while trimming its forward guidance.
Pluang · +1 outlets