GE Vernova's quarterly results and raised guidance rekindled the valuation debate, with analysts split between large upside targets and downside calls.

The machinery maker's record quarter and higher guidance came as analysts trimmed price targets and debated whether industrial demand has turned.

The ISM Purchasing Managers' Index showed sustained expansion, but respondents cited the Iran conflict, price volatility and trade wars as growing drags.

Boeing's recovery remains uneven, with a record order book and defense backlog not yet translating into sustained profitability; Jim Cramer said buy GE instead.

Walmart will deploy Symbotic's robotics at 25 regional facilities to speed fulfillment and inventory replenishment, a major scale-up for warehouse automation.

The aerospace unit's record backlog and new Arizona plant investment underpin a bull case that the business is undervalued.

Regulators ordered tail inspections on Boeing jets, but shares held up as investors focused on the company's defense and commercial backlog.

The freighter conversion deal adds to Boeing's cargo aircraft pipeline as it works to stabilize operations.

Deere has brought back roughly 1,000 workers since 2024 as it rebuilds staffing after a contract renewal with the United Auto Workers collapsed in August.

The Indian transmission and distribution arm's order growth and EBITDA beat drew upgraded targets from Nomura and other brokers.

The Dow edged higher while the broader market settled lower on weakness in chipmakers and AI names, with an oil price plunge failing to halt the tech sell-off.

The Reshoring Initiative said the result essentially matched the prior year and expects 25% growth in reshoring-related jobs in 2026.

The deals span defense, shipbuilding and power equipment, with the State Department also signing MOUs on critical minerals with Finland and shipbuilding with De

GE Aerospace shares slipped alongside the broader industrial group even as Jefferies maintained a large upside target.

Post-earnings scrutiny of GE's valuation continued, with State Street's XLI industrial ETF adding to its GE position on Thursday.

Management's commentary pointed to durable growth momentum for the medical imaging business heading into next year.

Schneider's CEO called Norfolk Southern's potential Union Pacific merger the icing on the cake of the new intermodal partnership.

Jefferies' rotation out of GE Vernova toward Nextpower moved both stocks, with questions raised about GE Vernova's backlog confidence.