Caterpillar beats on Q3 profit but keeps annual sales forecast, shares fall about 10%
The heavy equipment maker posted record quarterly sales of $20.68B, up 17%, and a $78B backlog driven by data center power demand, but left its full-year sales
Manufacturingdive · +15 outlets
Honeywell Aerospace beats Q3 estimates and raises guidance, but shares slide about 10%
The newly independent aerospace unit reported higher profit and revenue on steady demand and lifted its outlook, yet modest growth and supply chain commentary w
BigGo Finance · +14 outlets
Boeing posts $551 million loss for first three quarters; MAX rate stays flat this year
CEO Kelly Ortberg said Boeing will not raise 737 MAX production again in 2026, while a $745B order backlog failed to prevent a double-digit single-day share dro
BigGo Finance · +9 outlets
GE Vernova lifts revenue forecast after $9 billion Trench acquisition, orders surge 96%
The power equipment maker is expanding its grid portfolio with the Trench deal as third-quarter orders nearly doubled and backlog approached $200B on AI-driven
Reuters · +12 outlets
GE HealthCare beats Q3 estimates and raises 2026 outlook, stock climbs
The medical imaging company reported its best quarter since spinning off from GE and lifted full-year guidance, with management citing AI-related demand.
Medical Device and Diagnostic industry · +12 outlets
Airbus earnings drop after quality snags slow jet deliveries
The European planemaker reported lower profit as delivery delays tied to quality issues weighed on results.
Bloomberg.com · +8 outlets
Nvidia signs supplier deals with six partners including Samsung and Amkor to expand AI capacity
The chipmaker said the agreements could scale production of certain components by as much as 15-fold.
Manufacturingdive · +10 outlets
Trump opts for trade talks over tariffs on robotics and industrial machinery imports
For the second time in October, the president directed cabinet officials to negotiate rather than impose duties on imports flagged by a Section 232 probe.
Manufacturingdive · +14 outlets
Fed holds main interest rate steady despite accelerating inflation
Two FOMC policymakers dissented in favor of raising the federal funds rate by 0.25 percentage point.
Supplychaindive · +11 outlets
Tesla begins humanoid robot production in California, first shipments targeted for 2027
CEO Elon Musk said early Optimus customers will use the robots for industrial tasks such as dangerous, repetitive work.
Supplychaindive · +14 outlets
SK hynix unveils $45 billion shareholder return plan, lifting chip equipment stocks
The memory maker's capital return plan and forecast of a memory shortage through 2030 boosted semiconductor factory gear demand expectations.
매일경제 · +7 outlets
GE Aerospace rises 4% as Boeing's results lift supplier sentiment
Barron's and analysts framed Boeing's quarterly print as favorable for GE Aerospace, which kept a Buy rating from Argus Research.
Barron's · +3 outlets
GE Vernova orders surge on AI power demand, grid backlog nears $200 billion
Barron's highlighted the power equipment maker's soaring orders as evidence that AI-driven electricity demand remains strong.
Barron's · +8 outlets
Anduril and Qualcomm partner on BlueChip computer hardware line built in Ohio
Qualcomm will supply its Snapdragon X Series processor, manufactured by TSMC, for the defense startup's laptop built at its Arsenal-1 facility.
Manufacturingdive · +12 outlets
US stocks close lower, Dow Jones Industrial Average slips 0.25%
Equities fell intraday amid post-earnings selloffs in Alphabet and Caterpillar, with energy and defensive names providing some support for blue chips.
Investing.com · +13 outlets
Reshoring and foreign direct investment added 247,000 US jobs in 2025, report says
The Reshoring Initiative said 2025 results matched 2024 and projected 25% growth in 2026, with transportation announcing the most reshored jobs.
Manufacturingdive · +6 outlets
FedEx draws parcel-focused shippers to its air freight services
Air freight demand from traditionally parcel-centric customers is rising as the carrier targets high-value segments like AI and data centers.
Supplychaindive
Kroger accelerates direct sourcing for cost control and supply visibility
The grocery chain aims to push first-party procurement above 10% while building toward a fully owned import and distribution model.
Supplychaindive