Manufacturing


First Lumentum, Now Coherent. Why Earnings Aren’t Boosting the AI Laser Stock.

Shares of the optical networking companies have soared this year.

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2 Reasons the S&P 500 Is Headed for Fresh Records Today

U.S. stocks are outpacing their global rivals, with tech leading the charge. But worries about the war in Iran still linger.

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SharkNinja Posts Beat-and-Raise Quarter. The Stock Is Falling Anyway.

The company raised its full-year earnings forecast to $6.05 per share and revenue guidance to $7.14 billion to $7.20 billion.

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This Nuclear AI Stock Is Dropping. Here’s Why.

Solstice Advanced Materials reported earnings per share of 63 cents, a penny better than Wall Street estimates.

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International Paper Nears Its Monthly Support Zone. Opportunity for a Bounce?

The stock stands to double from current prices, even if a clear entry point is elusive.

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DuPont Stock Rises on Solid Earnings. How It Shrugged Off Oil Price Fears.

The company reported first-quarter earnings per share of 55 cents from sales of $1.7 billion. Wall Street was looking for earnings per share of 48 cents from sales of $1.7 billion.

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Eaton Earnings Hit Record on AI Power Demand. Disappointing Guidance Sends the Stock Lower.

Eaton reported first-quarter earnings per share of $2.81 from sales of $7.5 billion, up 17% year over year. Wall Street was looking for earnings per share of $2.73 from sales of $7.1 billion.

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Microsoft and 11 More Stocks That Were Unfairly Punished After Earnings

Lately, several stocks have been punished despite putting up impressive quarterly numbers.

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‘Exuberance’ for Tech Drives Stock Market Gains Even as Iran War Concerns Intensify

Tech stocks are set for another round of gains even as tensions in the U.S. war with Iran continue to intensify.

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Tech Stocks Eclipse Iran, Oil as the Market’s Mover. Why That Will Continue.

Elon Musk settles over Twitter stock disclosures, Palantir beats expectations, Trump’s tariff risks persist, and more news to start your day.

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AMD Stock Is Downgraded Before Earnings. Why This Analyst Soured on the Shares.

HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.

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Berkshire’s Greg Abel Marks His First Annual Meeting as CEO. We’d Give Him a B-Plus.

The conglomerate’s stock is down 6% this year, with the Class A shares finishing Friday trailing the S&P 500 by 11 percentage points.

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Jobs, Earnings, and Iran War Will Weigh on Markets Ahead of Fed Change

Watch U.S. macro in Powell’s likely last week as Fed Chair, and more news to start your day.

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This AI-Enabled Manufacturer’s Business Is Booming.

The firm excels at rapidly creating custom parts for customers.

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Caterpillar Stock Just Hit a Record High. Why Wall Street Thinks It Can Gain Another 30%.

Baird analyst Mig Dobre put a fresh bullish pick on Cat stock and raised his price target to a Street-high $1,165 a share.

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Why Intel Stock’s Historic Month Is Making Everyone Nervous

Intel cracked $100 a share for the first time on Friday.

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Fertilizer Prices Are Through the Roof. 3 Stocks That Might Still Benefit—and 3 to Avoid.

The Iran war has disrupted the global fertilizer market. Barron’s sizes up where these agricultural stocks could be headed next.

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These Were the Best and Worst S&P 500 Stocks in April

Artificial-intelligence stocks like Intel, Sandisk, and Seagate led the S&P 500 in April, while a motley crew of underperformers bring up the rear.

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Caterpillar Earnings Show Clearly Why the Stock Has Joined the AI Party

Cat reported first-quarter earnings per share of $5.54, well above analysts’ estimate of $4.65.

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Tesla Hits a Milestone With Semi Truck Production. The Stock Is Up.

Tesla tweets a picture of its first semi truck built on its high volume assembly line.

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Why XPO Stock Is Still Climbing After a 122% Rally

Thursday, XPO reported first-quarter earnings per share of $1.01 from sales of $2.1 billion. Wall Street was looking for earnings per share of 88 cents from sales of $2 billion.

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Airbus Missed Earnings and the Stock Is Up. What That Could Mean for Boeing.

Airbus reported a first-quarter operating profit of €300 million. Wall Street was looking for about €345 million.

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Teradyne Stock Is Getting Hammered. This Is Why.

Teradyne delivered a strong quarter. The stock is plunging. What gives?

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We Could Witness the End of Cheap Cars. Here’s How It Could Happen.

Consumers looking for an affordable new car have something else to worry about now.

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Corning Earnings Beat Estimates. Why the Stock Is Tumbling.

The glassmaker reports better-than-expected earnings and revenue for the first quarter.

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