Manufacturing

The latest market sell-off is another sign of tech/AI froth. But there are other pockets of the market that still look attractive.

BofA Securities analyst Andrew Obin cut his rating on Honeywell shares all the way to Sell from Buy.

Alphabet rose after Berkshire Hathaway disclosed that it bought $4.3 billion worth of shares in the third quarter.

XPeng reports a third-quarter per-share loss of 1 cent from sales of $2.9 billion.

The president’s statement came a day after Seaport analyst Richard Safran reiterated a bullish call on the stock.

Positive comments from D.A. Davidson analyst Matt Summerville couldn’t stop MP Materials shares from falling again early Monday.

Technology titans have high credit ratings and robust free cash flow, one strategist notes. Plus, market newsletter commentary on vendor financing, the 2026 outlook, and the S&P 50o’s technical setup.

Friday, JPMorgan analyst Bill Peterson upgraded shares of MP Materials to Buy from Hold.

Heading into Friday trading, the highest-flying industrial stocks were the ones hit hardest in the recent spate of selling.

Privately held defense startup Anduril is working with HD Hyundai Heavy Industries on autonomous surface vessels for the U.S. Navy.

Tepper, a billionaire who owns professional football’s Carolina Panthers, is one of the most successful and closely watched investors on Wall Street.

Competing with disruptors isn’t always easy for established companies. Disruptive technology, however, doesn’t always directly equate to stock market performance.

Cisco rises sharply after posting better-than-expected quarterly earnings and revenue.

Investors have been pushing for Sealed Air to address its sluggish Protective Care segment.

There are challenges for defense companies operating in Europe—the estimated increase in military spending may not materialize for instance. But Europe is playing catch-up on an epic scale.

A new group of players in the AI power race are posting huge stocks gains. Their futures look bright.

Wednesday, TransDigm reported fiscal fourth-quarter adjusted EPS of $10.82 from sales of $2.4 billion. Wall Street was looking for EPS of $10.08 and sales of $2.4 billion.

Bank of America came up with 16 names that investors should consider buying. Renaissance Macro threw out a couple of sector ideas, too.

The increase could very well extend into the next couple of years, even though buyers have already spent heavily. This has important, and positive, implications for stock investors.

Barron’s picked Schneider Electric in October 2024. Things haven’t worked out—yet.

BigBear.ai surges after striking a deal to acquire a generative AI platform, while Nebius falls after missing analysts’ estimates.

Industrial companies like Caterpillar and Rockwell Automation looked promising this earnings season.

Shares of eVTOL maker Archer Aviation rose early Monday after a brutal sell off this past week.

Metsera falls sharply after Pfizer agrees to buy the weight-loss drug start-up in a deal that could be worth more than $10 billion.

Tesla declines after the electric-vehicle maker's shareholders approve a massive pay package for CEO Elon Musk.