GE Vernova draws bullish analyst calls after guidance raise, shares still sliding
Analysts including Guggenheim and BMO see major upside even as the power equipment maker's stock has fallen despite raising guidance.
TIKR.com · +5 outlets
Caterpillar analysts cut price targets after earnings; director buys $620K of stock
The machinery maker's post-earnings selloff prompted target cuts and an insider purchase, with some framing its power demand as an underappreciated AI play.
Quiver Quantitative · +5 outlets
Honeywell Aerospace posts higher Q3 profit and revenue on continued demand
The aerospace unit reported third-quarter gains as investors weigh execution against the parent's raised 2026 outlook.
WSJ · +14 outlets
Walmart commits $6 billion to distribution center automation with Symbotic
The retailer will deploy Symbotic technology at 25 regional facilities to speed replenishment, a large test of warehouse automation returns.
Supplychaindive · +14 outlets
Agility Robotics clears shareholder vote, set to go public this week
The humanoid robot maker raised $465 million to clear debts ahead of its $2.5 billion merger with Churchill Capital Corp XI.
Manufacturingdive · +5 outlets
3M to close 16 factories and revamp 10 more in network overhaul
The conglomerate targets $1 billion in annual productivity gains by the end of 2027 under CEO William Brown.
Supplychaindive · +2 outlets
Neros plans $615 million drone manufacturing expansion with $450 million Pentagon loan
The startup pledged $165 million in equity toward scaling small drone production as the Defense Department extends conditional financing.
Manufacturingdive · +8 outlets
US manufacturing expands for 10th straight month as Iran war and tariffs weigh
The ISM Purchasing Managers' Index shows continued growth but increasingly negative respondent comments on price volatility and trade wars.
Supplychaindive · +14 outlets
Reshoring and foreign direct investment added 247,000 manufacturing jobs in 2025
The Reshoring Initiative said the total essentially matched the prior year and expects 25% growth in reshoring-related jobs in 2026.
Supplychaindive · +10 outlets
Deere recalls hundreds of Midwest workers ahead of UAW labor talks
The company said it has called back roughly 1,000 people since 2024 as it rebuilds after a contract renewal collapsed in August.
Manufacturingdive · +4 outlets
FedEx to extend Network 2.0 integration to Los Angeles and other markets
The carrier's consolidation plan, slated to finish in 2027, is already complete in Dallas and San Francisco as it preps for peak season.
Supplychaindive · +2 outlets
Norfolk Southern and Schneider National partner to expand East Coast intermodal
Schneider's CEO called Norfolk Southern's potential Union Pacific merger "the icing on the cake" of the new intermodal partnership.
Supplychaindive · +14 outlets
GE HealthCare unveils Allia Celeo and new Vscan Air AI tools
The medical imaging unit launched new AI-enabled products as its earnings call signaled strong momentum into 2026.
Simply Wall St · +7 outlets
GE Aerospace falls alongside industrials, but Jefferies sees 41% upside
The jet engine maker's shares opened higher early in the week but slid with the broader industrial group as analysts stayed bullish.
Yahoo Finance · +2 outlets
Boeing trades at a discount after fresh orders, with $745 billion backlog
Coverage focuses on how the planemaker's record order book and defense backlog growth square with its continued lack of profitability.
Simply Wall St · +9 outlets
Trump tariffs lifted growth but widened trade deficit and slowed hiring, study finds
The German Economic Institute concluded the administration's tariffs and foreign investment push fell short of their stated objectives.
Supplychaindive · +14 outlets
Rareview HOID ETF starts trading with 33 robotics stocks
The new fund gives investors a diversified basket of robotics names as automation themes draw more capital.
Quantum Zeitgeist · +1 outlets
GE Vernova T&D India Q2 orders surge 52% on earnings call
The Indian transmission and distribution arm of GE Vernova reported sharply higher order intake in its quarterly results.
Yahoo Finance · +1 outlets