Manufacturing

Applied Materials shares surged after the semiconductor-equipment maker beat analysts’ quarterly earnings estimates.

U.S. steel and aluminum stocks were lower in early trading on Friday.

The explanation starts with the fact that many industries are undergoing changes, substantially altering their profit outlooks.  

Deutsche Bank scored its Buy-rated software stocks on “barriers to exit” for customers and “the ability to adapt to the gen-AI era.”

Exor owns stakes in a group of public and private companies, notably a nearly 20% stake in Ferrari, the top luxury car maker in the world. Its shares look cheap.

AppLovin and Cisco slide after reporting earnings while Fastly soars on better-than-expected quarterly profit and solid guidance.

Is any asset-light business model safe from artificial intelligence?

It’s not unusual for the battery maker’s shares to be volatile, and short interest in the stock has added to the uncertainty.

The machine-vision provider announced fourth-quarter earnings per share of 27 cents from sales of $252 million. Wall Street was looking for 22 cents and $239 million, respectively.

With investors suddenly jittery over software and other tech stocks, the script has flipped.

Robinhood reports weaker-than-expected growth in the fourth quarter while shares in Moderna tumble after the company says the Food and Drug Administration refuses to review a seasonal flu vaccine application.

Generac announced fourth-quarter earnings per share of $1.61 from sales of $1.1 billion. Wall Street was looking for $1.77 and $1.2 billion, respectively.

The Honeywell spinoff, is increasing production of uranium hexafluoride, an intermediate product between uranium ore and nuclear fuel pellets.

Solstice announces fourth-quarter Ebitda of $189 million from sales of $987 million. Wall Street was looking for Ebitda of $182 million from sales of $922 million.

Vertiv posts fourth-quarter earnings per share of $1.36 from sales of $2.9 billion. Wall Street was looking for $1.29 from sales of $2.9 billion.

The stock is roughly flat since our pick. We have reason to believe it will rally.

The company reported fourth-quarter earnings per share of 46 cents. Wall Street was looking for 43 cents.

Spotify posts significant gains in monthly active users, while CVS slips after earnings.

The AI, software, and memory trades are holding back broader index gains.

The steel maker reported an Ebitda loss of $21 million. Wall Street was looking for a $7 million loss from sales of $4.6 billion.

Maxim Power announced an agreement with GE Vernova “to hold a manufacturing slot for a 7HA.02 gas turbine and generator package.”

Kyndryl’s chief financial officer, David Wyshner, departs the company amid a review of its accounting practices.

Holtec heads toward an IPO as it plans to build and potentially operate its own nuclear plants.

The broader market passed a significant milestone thanks to big gains for stocks outside of tech. Goldman Sachs and Caterpillar are examples.

Amazon shares tumble after the tech and online retailing giant forecasts $200 billion in capital expenditures for 2026.