Honeywell Technologies raises 2026 outlook after first post-spinoff quarter, Q3 adjusted EPS up 34%
Honeywell's first results since spinning off its aerospace operations beat estimates and lifted full-year EPS guidance to $8.40-$8.45, driven by data center and
Manufacturingdive · +15 outlets
GE Vernova plunges 11% as Meta's AI spending outlook reignites data center financing worries
Power equipment and electrical suppliers sold off sharply as investors questioned whether AI-driven capital spending can be financed, dragging Vertiv and Eaton
24/7 Wall St. · +3 outlets
GE Aerospace beats Q3 estimates but shares slip on margin and GE9X headwinds; analysts cut targets
GE Aerospace reported record quarterly results with a higher services outlook, but margin pressure and a $300 million 2027 GE9X headwind weighed on the stock an
Benzinga · +14 outlets
Lockheed Martin and Pentagon reach $7B F-35 deal covering 850 fighters over 10 years
The framework agreement still needs Congressional approval before it can be finalized.
Manufacturingdive · +2 outlets
Boeing earnings preview: analysts weigh Q3 results, 2026 delivery targets after Morgan Stanley cuts target
Boeing's upcoming third-quarter report is framed by scrutiny of delivery targets and revenue growth, with Morgan Stanley trimming its price target to $225.
AD HOC NEWS · +10 outlets
Nvidia announces AI Factory Pods as part of data center push
The launch extends Nvidia's AI infrastructure lineup amid rising demand for large-scale data center deployments.
TradingView · +12 outlets
Vertiv shares fall 8.65% despite faster AI factory deployment model
Vertiv's stock dropped even as the company touted a quicker AI data center build model, part of a broad selloff in AI infrastructure names.
Yahoo Finance · +1 outlets
Caterpillar set to report Oct. 29 earnings; options imply a 6.3% move
Analysts expect earnings growth from the heavy equipment maker when it reports next week, with options pricing a sizable single-day swing.
Investing.com Canada · +6 outlets
Apple expands US supplier network for iPhone materials and components
Apple added titanium supplier Perryman and expanded a partnership with an advanced film maker as part of a $600 billion US manufacturing commitment.
Supplychaindive · +14 outlets
3M expands Amazon collaboration and forms GSEO partnership for optical products
3M aims to scale R&D and manufacturing of Expanded Beam Optical products, expected to generate $40 million by the end of 2026, alongside a Fairmont plant closur
Manufacturingdive · +5 outlets
US faces national security risk without domestic aluminum smelters, report warns
No domestic smelters can produce military-specific aluminum, leaving the US reliant on imports and exposed to disruptions from China, Russia and the UAE.
Manufacturingdive · +4 outlets
Union Pacific reports Q3 industrial freight revenue of $2.51B
The railroad's industrial freight segment result comes as rail operators assess shifting freight demand tied to broader industrial activity.
Moomoo · +2 outlets
Tesla Q3 capital spending misses estimates as AI and robotics pivot faces test
The EV maker's capex shortfall puts scrutiny on its investments in AI and robotics initiatives.
Binance · +7 outlets
Micron funds critical minerals expansion at Indium Corp in New York
The investment supports Indium Corp's refining and manufacturing expansion as part of Micron's roughly $3 billion effort to bolster the US semiconductor supply
Manufacturingdive · +14 outlets
Greenpeace accuses Ikea of harmful wood sourcing in European forests
The environmental group alleges the furniture maker is falling short on biodiversity protections, adding to longstanding scrutiny of its supply chain.
Supplychaindive · +9 outlets
BlackRock launches robotics ETF as investor enthusiasm cools
The new fund expands BlackRock's AI-themed product lineup even as appetite for robotics exposure moderates.
The Economic Times · +2 outlets
Exorbitant freight costs roil global oil markets
Elevated shipping rates are reshaping crude trading economics and flows across global markets.
Energy Intelligence
Nestle to close Ohio factory by end of 2027, shifting production to South Carolina
The food giant said the move is the most sustainable path as consumer needs and production volumes shift.
Supplychaindive