Manufacturing


XPeng and NIO Stocks Fall. December Is a Critical Month for Sales.

XPeng, NIO, and Li Auto delivered a combined 106,184 vehicles in November, up about 6% from a year ago.

2 minute read

Go to article

Silver Is Soaring. Why the Rally Has Legs.

Silver prices have rallied for five straight days, with this being the best five-day stretch since August 2020.

1 minute read

Go to article

‘Dupes’ Are Just Latest Woe for Home Furnishing Stocks

Retailers are getting hit by knockoff products at time when their sales are already suffering.

3 minute read

Go to article

Deere Beat Earnings Estimates. Why the Stock Is Falling.

Wednesday, Deere reported fiscal fourth—quarter earnings per share of $3.93 from revenues of $12.4 billion. Wall Street was looking for earnings per share of $3.84 from total revenue of $11.8 billion.

3 minute read

Go to article

NIO Stock Drops as EV Maker Posts Narrower Loss

NIO posted a third-quarter per share loss of 16 cents versus a 30 cent loss a year ago. Wall Street was looking for a 23 cent loss.

1 minute read

Go to article

Why This Robotics Stock Has Soared 40% After Earnings

Symbotic reports better-than-expected quarterly revenue and earnings, and announces a new customer.

2 minute read

Go to article

Alphabet Could Hit a $4 Trillion Valuation Today as Gemini Success Scrambles AI Trade

Shares of the Google parent rose to a record high valuation of $3.84 trillion on Monday and extended their advance this year to around 68%.

3 minute read

Go to article

QuantumScape Catches a Downgrade. The Stock Rose.

Evercore ISI cut its rating on the pioneer in solid-state lithium-ion batteries to Hold from Buy.

2 minute read

Go to article

The Stock Market Is Weaker Than It Looks. Why It’s Still a Buy.

Morgan Stanley is bullish on the S&P 500 over the next year, and likes discretionary goods, healthcare, financials, industrials, and small-caps too.

2 minute read

Go to article

Albemarle Stock Rises After Big Pullback. What’s Behind the Lithium Miner’s Volatility?

The lithium miner is swinging wildly due to uncertainty around global lithium supply.

2 minute read

Go to article

TE Connectivity Popped, Then Dropped, After Investor Meeting. What Gives?

Investors initially cheered the update, then felt increasingly more nervous over the course of the day.

2 minute read

Go to article

Nvidia, Exact Sciences, Walmart, AMD, Alphabet, Palo Alto Networks, and More Stock Market Movers

Nvidia turns lower as strong earnings fail to assuage concerns over an artificial-intelligence bubble.

4 minute read

Go to article

Goldman Sachs Says to Buy MP Stock. Here’s What It Says to Sell.

The investment bank launched coverage of the rare-earth company with a Buy rating and $77 price target.

2 minute read

Go to article

Dycom Stock Soars After Earnings. The AI Data-Center Building Boom Hasn’t Slowed.

Dycom reported fiscal third-quarter earnings per share of $3.63 from sales of $1.5 billion. Wall Street was looking for $3.20 and $1.5 billion, respectively, according to FactSet.

2 minute read

Go to article

Boeing Is Getting More Orders. The Stock Is Going Down.

Boeing is racking up new jet orders in Dubai, but the stock is falling. What gives?

3 minute read

Go to article

Constellation Energy Stock Rises. What's the Plan for the Former Three Mile Island?

The Energy Department closes a $1 billion loan to restart the shuttered Three Mile Island nuclear power plant.

2 minute read

Go to article

Nvidia, Microsoft, Home Depot, Cloudflare, Energizer, Honeywell, Medtronic, Klarna, and More Stock Market Movers

Nvidia and Microsoft unveil a massive AI partnership with Anthropic, Home Depot reduces its full-year sales outlook, and Cloudflare reports widespread outages.

3 minute read

Go to article

Stocks Are Getting Slammed Again. This Isn’t the Time to Panic.

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

4 minute read

Go to article

Honeywell Stock Catches a Rare Double Downgrade. Why the Bull Case Is Toast.

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

2 minute read

Go to article

Alphabet, Apple, Dell, HPE, Nvidia, XPeng, Tesla, Quantum Computing, and More Stock Market Movers

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

4 minute read

Go to article

XPeng Earnings Beat Wall Street Estimates. Why the Stock Is Falling.

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

2 minute read

Go to article

Trump Says Saudi Arabia Can Buy F-35 Fighter Jets. Lockheed Martin Stock Gets a Boost.

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

2 minute read

Go to article

MP Materials, Rare Earth Stocks Fall—Again

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

2 minute read

Go to article

Tech Spending Sparks Worries. Most Borrowers Can Handle It.

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.

Long Read

Go to article

MP Materials Stock Gets Another Upgrade. The Outlook Is Bright.

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

3 minute read

Go to article

of 20 pages