High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
After a 190% run in a single year, Bloom Energy is sliding hard while the broader market barely flinches, and the real question is whether today's session is a routine shakeout or the first crack in a historic growth story.
Jacobs Solutions has underperformed the broader industrial sector over the past year, but analysts are cautiously optimistic about the stock’s future outlook.
Headline stock indexes can easily mask underlying market weakness, and that’s exactly what I think is happening right now.
Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.
Delta Air Lines has soared past the broader industrial sector over the past year, while strong Wall Street optimism continues to support the stock’s growth outlook.
Two AI executives published essays over a weekend, and by Monday morning Caterpillar was selling off four times faster than the broader market while Deere climbed. The question is whether the order book that stretches into 2029 actually matters when sentiment turns this fast.
Deere and Caterpillar have each lapped the industrial sector by roughly four times over, yet the broader group never joined the party. Whether that narrowness is a warning sign or a competitive edge changes everything about what holders should do next.
Although Ferguson has underperformed relative to the industrial sector over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
Xylem has underperformed the Industrial sector over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Carrier Global has underperformed the Industrial sector over the past year, but analysts are moderately optimistic about the stock’s prospects.
Although Lockheed Martin has outperformed relative to the industrial sector over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.
The U.S. manufacturing economy has grown for eight consecutive months. Growth is finally turning into more manufacturing jobs. The Institute for Supply Management’s Purchasing Managers Index, or PMI, came in at 54.6 for August, down from 55.6 in July.
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