GE Vernova beats Q3 estimates, lifts outlook, buys Trench Group for $9B
The power equipment maker's results and $9 billion grid acquisition underscore how surging data center electricity demand is reshaping the electrical equipment
Times Union · +15 outlets
Boeing posts mixed Q3, says 737 Max ramp slips to late 2027, shares plunge
A slower 737 production recovery pushed the planemaker's shares to their worst day since 2020 despite a record $745 billion backlog.
CNBC · +14 outlets
Honeywell Aerospace Q3 profit and revenue rise on continued demand
The aerospace spinoff's third-quarter beat arrived as its dividend payout to longtime Honeywell holders fell, reflecting the recent separation.
WSJ · +14 outlets
GE HealthCare beats Q3 estimates, raises 2026 outlook, shares jump
The medical imaging maker posted its best quarter since its spinoff on strong organic growth and margin gains, with backlog reaching $23.7 billion.
BigGo Finance · +14 outlets
Nvidia signs supplier deals with Samsung, Amkor and four others to expand AI capacity
The agreements aim to scale production of certain components by as much as 15-fold as AI chip demand outpaces supply.
Manufacturingdive · +6 outlets
Tesla begins Optimus humanoid production in California
Musk said early Optimus customers would use the robots for industrial tasks, with customer shipments possible by 2027.
Supplychaindive · +14 outlets
Caterpillar earnings in focus as power and energy profit jumps 30%
Investors are treating Caterpillar's results as a read on AI-driven demand for power generation and data center equipment.
TradingView · +8 outlets
Anduril and Qualcomm partner on US-made BlueChip computer hardware line
Qualcomm's Snapdragon X processor will power the defense startup's laptop built at its Arsenal-1 Ohio facility, with TSMC making the chip.
Manufacturingdive · +14 outlets
Vertiv, GE Vernova results spotlight how AI data centers bypass the US grid
Power and cooling suppliers are emerging as key bottlenecks in the buildout of AI computing capacity.
Yahoo Finance · +9 outlets
China tech sell-off deepens, dragging Shanghai and Shenzhen lower
Chinese AI-linked shares extended losses on doubts about the sustainability of the country's artificial intelligence spending boom.
International Business Times Australia · +14 outlets
SK hynix's $45B shareholder return plan lifts chip stocks
The memory maker's capital return plans helped boost semiconductor shares in Asian trading.
매일경제 · +10 outlets
Audi to invest $4B in its first US plant, in Georgia
The factory will have capacity of up to 200,000 vehicles a year, with construction starting in 2027.
Supplychaindive · +14 outlets
UPS braces for peak season with less Amazon volume
The carrier expects US volume to dip year over year in Q4 but sees other customer segments lifting revenue.
Supplychaindive · +4 outlets
USDA to fund 8 fertilizer manufacturing projects totaling over $1.3B
The agency said added domestic capacity should lower prices and cut reliance on foreign nutrient suppliers.
Manufacturingdive · +3 outlets
Carrier Global to spend more than $600M on Fort Worth, Texas campus
The manufacturing and engineering center expands US production capacity for advanced thermal management systems.
Manufacturingdive · +12 outlets
Nvidia's Korea visit fuels robotics stock rally on physical AI hopes
Korean robotics and secondary battery names drew rotational buying as investors bet on embodied AI applications.
아시아경제 · +2 outlets
GE Aerospace fair value estimate raised on margin growth trajectory
Morningstar lifted its valuation on the engine maker, citing improving aftermarket margins.
Morningstar · +1 outlets
Rokae Robotics ships 10,000 humanoid arms
The Shandong-based maker's shipment volume offers a gauge of demand for humanoid components in industrial automation.
Simply Wall Street · +3 outlets