The first Honeywell results after spinning off its aerospace operations showed 7% organic growth and higher full-year guidance, with management citing data cent

The agreement requires congressional approval before it can be finalized and would set F-35 production volumes for the next decade.

Power and electrical equipment suppliers tied to AI data center buildouts fell sharply on worries about how the spending will be financed.

The board lifted project funding from an initial $2 billion to $2.5 billion range, and the addition would replace some operations at the nearby Irvin Plant.

Boeing heads into its quarterly report with analyst targets raised after the MAX 10 cleared a key regulatory hurdle.

GE Aerospace reported another strong quarter with raised guidance, though the shares fell after the print.

The changes take effect Oct. 30 and remove certain products from the 50% tariff while adding others.

Cabinet officials were tasked with negotiating and reporting progress within 180 days instead of imposing immediate duties.

Analysts debated whether aftermarket demand and improving execution justify the stock's level after a multi-day slide.

The containerized design aims to cut AI factory downtime and deployment time, a focus for infrastructure suppliers.

The railroad's industrial freight result came alongside a broader run of industrial earnings beats that also included Lockheed Martin and Honeywell.

Wall Street expects earnings growth from Caterpillar, with options pricing implying a 6.3% move on the Oct. 29 report.

Dell's push into agentic AI infrastructure came as its stock fell, reflecting investor caution on AI hardware names.

Investors weighed Deere's valuation and what drove its recent share gains as FY2026 earnings estimates were revised.

The move extends factory automation software into generative AI, part of a broader push to bring AI to plant floors.

The Dow dropped more than 600 points on the session as industrial and AI-linked names sold off.

Coverage of robotics stocks increased as agricultural equipment maker AGCO advanced its humanoid robotics efforts.

3M expects its Expanded Beam Optical products to generate $40 million by the end of 2026.