Manufacturing


This Electrical Components Supplier’s Earnings Show No Signs of AI Bubble

TE reports fiscal fourth-quarter earnings per share of $2.44 from sales of $4.8 billion. Wall Street was looking for $2.29 a share and sales of $4.6 billion.

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Caterpillar Stock Soars Most Since 2009. What Earnings Revealed About Its AI Future.

The equipment manufacturer is getting a boost from construction of artificial-intelligence data centers.

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Rare-Earths Stocks Rise Ahead of Trump, Xi Meeting. Why a Bad Week Can Still Come Good.

Rare-earths stocks have tumbled in recent days amid expectations that the U.S. and China will reach an agreement over export controls on the critical materials.

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UPS, PayPal, Microsoft, Nokia, Skyworks, Royal Caribbean, Wayfair, Cameco, and More Stock Market Movers

UPS rises after the shipping and logistics giant posts better-than-expected third-quarter earnings, and Microsoft’s market cap crosses $4 trillion for the first time.

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Xylem Stock Gains On ‘Beat and Raise’ Quarter

The water-technology company reported third-quarter adjusted earnings per share of $1.37 from sales of $2.3 billion. Wall Street was looking for EPS of $1.23 from sales of $2.2 billion.

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Qualcomm, MP Materials, USA Rare Earth, Tesla, Avidity, Newmont, Microsoft, and More Stock Market Movers

Qualcomm soars after introducing new artificial-intelligence servers meant to compete with Nvidia and AMD, while MP Materials falls as Treasury Secretary Scott Bessent says he expects China to defer its tightened export controls on rare-earth materials.

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Rare-Earth Stocks Slump. The Bad News for MP Materials and Others in a Trade Deal.

President Donald Trump and Xi Jinping’s meeting Thursday will be crucial for the rare-earths sector and global trade.

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Sell Harley Stock, Analyst Says. 2 Factors ‘Overwhelming’ the Motorcycle Industry.

Morgan Stanley’s Stephen Grambling points to low pricing power and weak secular trends for his downgrade to Sell from Hold.

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Gold Prices and Miner Stocks Keep Falling. That’s a Surprise.

It's a surprise that gold prices are still sliding since the latest U.S. inflation report came in cooler than expected.

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Fed, Tech Earnings, and Trump-Xi Talks. Why One Matters Most for Markets.

Mag 7 earnings and Fed decision headline busy week, officials talk of progress ahead of Trump-Xi meeting, Novartis agrees to buy Avidity, and more news to start your day.

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Berkshire’s Last Chemicals Deal Was a Bust. The OxyChem Purchase Looks Better.

Lubrizol, which Warren Buffett’s company bought in 2011, probably isn’t worth much more than the conglomerate paid.

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Intel, AMD, Ford, Deckers, Newmont, Nextracker, Booz Allen, Coinbase, and More Stock Market Movers

Intel shares waver after the chip maker reports better-than-expected quarterly earnings and revenue, while Ford Motor rises sharply after posting record record quarterly sales.

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GM Stock Soars to Record High. Earnings Were So Good, They Helped Ford.

GM reports third-quarter operating profit of $3.4 billion from revenue of $48.6 billion.

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This HVAC Contractor’s Stock Pops 18%. It’s Seeing ‘Unprecedented Demand.’

Comfort Systems USA breezes past earnings expectations and grows its backlog.

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Newmont Posts Earnings Beat Despite Gold’s Volatility. The Stock Falls Anyway.

The gold miner beats earnings and revenue expectations for the third quarter.

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Honeywell Stock Jumps on Earnings. Now Comes the Breakup.

Honeywell reports quarterly earnings per share of $2.82 from sales of $10.4 billion, beating Wall Street estimates on both metrics.

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Dow Inc. Posts Another Quarterly Loss. Why the Stock Is Surging Anyway.

Thursday morning, Dow reported an adjusted per-share loss of 19 cents from sales of $10 billion. Wall Street was looking for a 31-cent loss from sales of $10.2 billion.

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Tesla, IBM, D-Wave Quantum, Dow Inc., Molina Healthcare, Las Vegas Sands, Southwest, and More Stock Market Movers

Tesla rises and IBM falls after reporting quarterly earnings, while quantum-computing stocks soar on a report the Trump administration is considering taking equity stakes in several companies in exchange for federal funding. The Commerce Department denied the report.

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Freeport-McMoRan Stock Rises on Earnings. Fatal Mine Incident Dents Production.

A fatal mud rush in September at a Freeport-McMoRan mine in Indonesia led to seven deaths and a suspension of operations.

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This AI Stock Smashed Earnings. Oh Yeah, It’s an Industrial Company, Too.

Third quarter profits far exceeded the company’s own guidance.

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Netflix, Tesla, Texas Instruments, AT&T, Intuitive Surgical, Winnebago, GE Vernova, and More Stock Market Movers

Netflix falls after third-quarter earnings miss analysts’ estimates while Texas Instruments tumbles following a disappointing forecast.

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Vertiv Posts Strong Earnings in ‘AI-Driven Market.’ The Stock Falls Anyway.

Vertiv raises its full-year outlook, citing its ‘strong backlog and pipelines’ in an AI-driven market.

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Northrop Stock Tumbles on Sales Disappointment. When Good Isn’t Good Enough.

The defense contractor says it expects lower sales in its aeronautics-systems business for the full year.

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American Corporations Are Crushing It. This Stock Rally Isn’t Just About Tech.

Industrial companies are following banks in topping Wall Street’s earnings forecasts.

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3M Delivers Strong Earnings—Again. The Stock Is Up.

It was another solid report for the recovering company.

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