Intel shares fall 4.25% after fatal blast at a company factory; output impact unclear
The explosion killed workers at an Intel facility and investors are assessing whether production will be disrupted.
Yahoo Finance · +2 outlets
GlobalFoundries to build $21B of New York fabs under a US-Japan trade deal
The project is aimed at expanding domestic chip capacity for automotive and industrial customers while strengthening supply chains.
Supplychaindive · +14 outlets
GE Vernova shares drop on Q2 earnings miss; CEO raises guidance, says data center orders doubled 2025 total
The power equipment maker's quarterly results disappointed even as management pointed to surging data center demand.
Stocktwits · +13 outlets
Applied Materials opens $5B EPIC semiconductor innovation center in Sunnyvale
The company calls it the world's largest semiconductor equipment and process technology R&D facility.
Manufacturingdive · +10 outlets
Boeing carries no sell ratings ahead of Q3 2026 earnings
Analysts remain uniformly constructive on the planemaker as it approaches its third-quarter report.
Quartz · +4 outlets
Honeywell to report Q3 earnings Oct. 22; analysts expect a decline and Citi cuts target to $270
Multiple analyst actions ahead of the report point to a softer quarter for the industrial conglomerate.
ad-hoc-news.de · +9 outlets
Deere expands Yamaha partnership; shares gain 2.12%
The equipment maker deepened a vehicle partnership that analysts say could broaden its product reach.
ad-hoc-news.de · +3 outlets
Caterpillar gets mixed analyst actions: Citi cuts target to $950, Oppenheimer to $1,009
Target reductions follow a run in the shares and debate over whether the machinery maker is an AI infrastructure beneficiary.
ad-hoc-news.de · +4 outlets
GE Aerospace commits $400M to India sourcing as Q3 earnings approach
The engine maker is expanding its Indian supplier base ahead of its quarterly report, with Deutsche Bank favoring it over RTX.
ad-hoc-news.de · +3 outlets
Micron pledges $50M to support DOE's Genesis Mission research program
The chipmaker will fund a graduate fellowship pilot and related AI research over five years.
Manufacturingdive · +3 outlets
Honeywell adds operational AI capabilities to its Forge platform
The industrial software upgrade targets plant-level AI use cases as manufacturers weigh returns on automation spending.
Facilities Dive · +14 outlets
California diesel prices stay above $8 a gallon as truckers seek relief
Elevated fuel costs are pressuring freight brokers and carriers, pushing more spending on pricing and routing automation.
Supplychaindive · +5 outlets
Campbell's funds $500K advanced manufacturing training program in Milwaukee
The soup maker is backing a 15-week curriculum with nonprofit Per Scholas and its first cohort of 25 trainees.
Manufacturingdive · +1 outlets
Nestle to spend an additional $1B on manufacturing operations in Mexico
The pledge builds on a prior $1 billion investment and expands capacity for coffee and pet food production.
Manufacturingdive · +5 outlets
Unilever expands factory digital twins to 40 sites worldwide
The consumer goods maker is prioritizing measurable business gains and workforce training over technology for its own sake.
Supplychaindive · +14 outlets
Plant managers cite uneven returns from the AI and automation boom
Leaders from Pella, Hexion and others say many manufacturers have experimented but not yet realized solid ROI.
Manufacturingdive · +1 outlets
Memory supply crisis reshapes consumer electronics supply chains
Companies are refining planning practices and rethinking product mix and logistics amid tight memory supply.
Supplychaindive
CBP weighs earlier filing deadlines for low-cost imports and postal changes
The agency says the proposed adjustments could raise shipping costs and strain USPS capacity while improving trade compliance.
Supplychaindive