The agreement ties GE Vernova's equipment business to Venture Global's gas supply as data center and grid power demand rises.

Certification of the largest 737 MAX variant would clear a long-delayed milestone for Boeing's narrowbody lineup.

The results underscore how AI data center buildout is driving demand for grid and power equipment despite quarterly profit shortfalls.

The leadership change comes as Boeing faces pressure to turn inventory-heavy aircraft production into cash flow.

Honeywell's industrial AI push with Nvidia is being assessed for its effect on the company's automation and aerospace businesses.

Grid capacity, not chip supply, is emerging as the binding constraint on data center growth, lifting power equipment and backlog stories.

A heavy slate of industrial and technology earnings, led by GE Aerospace, frames the market's focus for the coming week.

Investors rotated beyond technology stocks even as a hot inflation print and weak Netflix guidance pressured the Nasdaq.

Technical weakness in GE Aerospace shares contrasts with analyst optimism ahead of the company's quarterly report.

Caterpillar faces a leadership transition and cautious analyst positioning into its Q3 report later this month.

The deployment adds a major retail shipper to autonomous long-haul trucking operations in Texas.

The reported deal would pair a large US guarding services business with robotics-based automation.

Caterpillar's planned capacity investment is being weighed against an already elevated valuation.

Analyst views on GE HealthCare diverge as the company advances its cyclotron CE Mark and a large transaction.

The analysis questions whether AI-linked earnings expectations can be sustained at current levels.

Upcoming US housing and inflation data will shape expectations for rates and cyclical industrial demand.

The FTSE 100 industrial updated its portfolio strategy while raising its growth outlook.

A tariff pullback is seen as a potential boost to US rail freight volumes and the class I railroads.