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Top story Caterpillar Q3 revenue hits $20.7B, EPS $7.13; record $78.1B backlog meets capacity limits

The industrial bellwether posted a record backlog but said capacity constraints cap how fast it can convert orders, and the stock fell sharply after results.

full coverage →earningsmachinerybacklog
GE Vernova, Vertiv and other industrial stocks slide as Democrats sweep Congress

The election outcome is being read as incrementally negative for power, grid and AI-infrastructure names tied to Republican energy policy.

full coverage →marketselectionspower
Honeywell Aerospace posts higher Q3 profit and revenue on sustained demand

The results come as Honeywell executes its planned separation into separate aerospace and industrial businesses.

full coverage →earningsaerospacehoneywell
Agility Robotics clears shareholder vote, set to go public this week at $2.5B valuation

The humanoid robot maker raised $465M to clear debts ahead of its merger with Churchill Capital Corp XI, with trading due Thursday.

full coverage →roboticsspachumanoids
Pentagon backs Neros with $450M conditional loan for $615M US drone manufacturing expansion

The startup is pledging $165 million in equity toward scaling small-UAS production as the Defense Department pushes domestic suppliers.

full coverage →defensedronesmanufacturing
GE Vernova Q3 earnings beat revives valuation debate; BMO sees 39% upside after 13% monthly drop

Analysts remain split on whether the power-equipment maker's run is justified after the stock pulled back from recent highs.

full coverage →earningspoweranalyst
GE Aerospace weighed by Boeing delays as maintenance demand rises

Aftermarket service revenue is holding up while airframer production schedules remain the swing factor for engine deliveries.

full coverage →aerospaceaftermarketboeing
USTR urged to permanently suspend China-linked ship fees

Shipping and retail groups warn the port fees would add another cost layer to an already strained transportation system.

full coverage →shippingtrade-policytariffs
GE Vernova T&D India reports 52% surge in Q2 FY27 orders

Order growth at the Indian transmission and distribution unit adds to evidence of sustained grid spending.

full coverage →powergridindia
Amazon deploys thousands of smart glasses to delivery drivers

The glasses overlay navigation and drop-off instructions in the driver's field of view as Amazon pushes delivery efficiency.

full coverage →logisticsamazonwearables
Anduril assembling US supply chain for new BlueChip laptop line

The defense tech company is building the circuit board and partnering with Qualcomm on the chip while seeking domestic part suppliers.

full coverage →defensesupply-chainelectronics
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