GE Vernova Q2 misses estimates, but CEO raises guidance and says data center orders have doubled 2025's total
GE Vernova's AI data center order book has already topped all of 2025, even as the quarter's profit missed, keeping the power equipment maker central to the dat
Stocktwits · +14 outlets
Boeing raised to Strong-Buy at Barclays as Avolon orders 140 more 737 MAX jets
The Avolon order extends Boeing's 737 MAX backlog, though the stock is still down sharply in 2026 amid production and delivery questions.
MarketBeat · +3 outlets
Dow hits record high on strong banks and industrials as Nasdaq and S&P 500 slip on tech weakness
Rotating capital lifted industrial and financial names to a fresh Dow record while technology shares dragged the other major indexes lower.
Stocktwits · +14 outlets
Korea materials, parts and equipment stocks rally as AI investment hopes offset semiconductor slump
Korean industrial suppliers are drawing investor interest on expectations that AI infrastructure spending will outweigh weakness in chip demand.
조선일보 · +2 outlets
Vesuvius weighs takeover proposal as engineering value comes into view
A bid approach for the FTSE-listed molten metal flow engineering group puts a valuation spotlight on UK industrial assets.
Kalkine Media · +1 outlets
Park Aerospace shares fall 11% after Q2 earnings; call flags aerospace and missile demand surge
Park Electrochemical's results and commentary point to strong aerospace and missile materials demand offsetting near-term cost pressure.
The Globe and Mail · +4 outlets
Archer Aviation in focus as Boeing deal sets it on a different flight path from Joby
Archer's Boeing partnership is being contrasted with Joby's push toward commercial air taxi service, shaping the eVTOL investment case.
Stocktwits · +14 outlets
Alaska Airlines plans lie-flat suites for its 737-10 fleet
The premium cabin plan positions Alaska to compete for long-haul and transcontinental business travelers as it takes delivery of 737-10s.
www.insideflyer.com · +14 outlets
Deere looks undervalued after a 99% five-year gain as analysts weigh its tech edge over CNH
Analysts continue to favor Deere's precision agriculture technology as a durable margin advantage over rival CNH.
Simply Wall Street · +5 outlets
NTPC invites industrial partners to take 26% equity in co-generation projects
India's largest power producer is opening minority stakes in cogeneration assets to industrial partners to expand captive energy capacity.
The Economic Times · +5 outlets
Honeywell gets Buy rating from J.P. Morgan; analysts also list top aerospace competitors
Honeywell remains a favored industrial name with analysts, as its aerospace unit faces a competitive field.
The Globe and Mail · +14 outlets
AI data center power demand puts six power and cooling stocks in focus through 2030
Rising electricity and cooling needs from AI data centers are being framed as a multi-year tailwind for equipment suppliers.
AOL.com · +14 outlets
J.P. Morgan reiterates Buy ratings across industrial names including Parker Hannifin, 3M and Emerson
A broad slate of industrial goods coverage from J.P. Morgan signals continued analyst confidence in the sector's diversified manufacturers.
The Globe and Mail · +1 outlets
Xiaomi lands 70,000 EV orders as investors weigh whether upside is priced in
Strong order intake for Xiaomi's electric vehicle lineup is testing how much growth is already reflected in the shares.
Simply Wall Street · +1 outlets
Yaskawa Electric stock gains face margin squeeze
The Japanese automation and robotics maker's earnings momentum is being tested by pressure on profitability.
Simply Wall Street · +1 outlets
Ouster could be 31% below fair value on Seneca drone deal
The lidar maker's Seneca drone sensor agreement is seen as a potential re-rating catalyst for its defense and autonomy business.
Simply Wall Street · +1 outlets
GE stock heads for second weekly loss despite strong Q2 and outlook
Retail investors framed the pullback in the aerospace and power group as a buying opportunity.
Stocktwits
BYD September sales update tests the bull case for the stock
Monthly volume trends remain a key swing factor for China's largest EV maker.
Simply Wall Street