Caterpillar posted record quarterly sales of $20.68B, up 17%, but a modest revenue miss and unchanged annual guidance left investors worried about AI-driven pow

GE Vernova reported profit nearly tripling with backlog near $196.7B and announced a $9 billion acquisition of Trench to expand high-voltage grid equipment, tho

Boeing CEO Kelly Ortberg said the planemaker will not raise 737 MAX output again in 2026, as commercial airplane profits dipped despite higher revenue and cash

Honeywell Aerospace beat on Q3 earnings with higher sales and raised guidance, but the stock slipped as investors weighed supply chain recovery against 2027 gro

GE HealthCare reported better-than-expected third-quarter results and lifted full-year guidance, its strongest earnings since spinning off from GE, sending shar

For the second time this month, the president told cabinet officials to negotiate over imports flagged by a Section 232 probe as a threat to U.S. commerce and s

The chipmaker said agreements with six suppliers could expand production of certain components by as much as 15-fold to meet AI demand.

Early Optimus customers would use the robots for industrial tasks such as dangerous, repetitive work, CEO Elon Musk said.

Two FOMC policymakers voted to raise the federal funds rate by 0.25 percentage point, an unusual split as inflation picked up.

Qualcomm will supply Snapdragon X Series processors, made by TSMC, for Anduril's laptop to be assembled at its Arsenal-1 facility in Ohio.

Air freight demand from traditionally parcel-centric customers is rising as FedEx pursues high-value segments including AI and data centers.

The Reshoring Initiative reported job gains in line with 2024 and projected 25% growth for 2026, with transportation announcing the most reshored positions.

Analysts weighed what Symbotic's expanded automation work for Walmart means for the warehouse robotics company's valuation and earnings trajectory.

The freight broker is broadening its automated logistics tooling across more modes as it seeks efficiency gains in global trade handling.

The memory maker's outlook for prolonged supply tightness lifted shares of semiconductor factory equipment suppliers.

The grocery chain is pushing toward a fully owned import and distribution model to improve cost control and supply chain visibility.

Barron's argued Boeing's improving aircraft output and earnings outlook bode well for GE Aerospace, one of its largest suppliers.

HSBC upgraded GE Vernova, arguing its offshore wind unit has moved beyond its weakest stretch, amid mixed analyst views on the stock.