The heavy machinery maker posted record quarterly sales of $20.7 billion and a $78 billion backlog on data center power demand, but a modest beat and tepid guid

The recently spun-off aerospace unit pointed to supply chain recovery and 2027 growth plus a $500 million Tempe expansion, but investors balked at the pace of i

Boeing's Q3 call drew analyst scrutiny on 737 production delays and record backlog, with the read-through lifting supplier GE Aerospace.

Grid and power equipment demand is outrunning wind losses, prompting HSBC to say the wind business is past the worst.

The split FOMC vote signals rates may stay higher for longer, a cost headwind for capital-intensive manufacturers.

The second such directive this month keeps tariff risk alive for machinery importers while negotiations proceed.

The automaker and the Energy Department rewrote a previously awarded grant to support the investment, showing flexibility in federal EV-adjacent funding.

A3 attributed the jump to substantial increases from semiconductor, biopharmaceutical and automotive buyers, a signal of accelerating automation capex.

The agency said the added capacity is meant to lower prices and cut reliance on imported nutrients.

The Dow fell 1.09% in the latest close, with heavy equipment and megacap tech weakness driving broad index losses.

The medical imaging maker's beat and higher guidance came even as its stock shrugged off the results.

The German intralogistics and forklift maker trimmed guidance, a counterpoint to surging North American robot orders.

The round comes alongside new facility investments from Hyundai Translead, Honeywell Aerospace, Bracco and Gradian across four states.

The Reshoring Initiative expects 25% growth in 2026 after a flat year, with transportation announcing the most jobs.

Groundbreaking is expected in February, adding to a wave of retail logistics construction spending.

The LTL unit offset softer volumes with pricing, while FedEx separately draws parcel-focused shippers to its air freight services for AI and data center busines

CEO Carol Tome said about 6 million packages a day would benefit, improving shipper visibility across the network.

Barron's attributed GE Aerospace's move to Boeing's earnings commentary, highlighting supplier leverage on widebody programs.