
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.
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The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.

Reuters reported that Solstice Advanced Materials, Inc. (NASDAQ:SOLS) and Element Solutions Inc (NYSE:ESI) mutually agreed to terminate their $14.5 billion merger agreement, the companies said on August 27, citing feedback from shareholders on both sides who preferred each to stay independent. Neither side will pay a termination fee. Solstice Chairman Rajeev Gautam said the company […]

Honeywell was a giant industrial conglomerate, but today it is three different businesses, and Honeywell's CEO is still running one of them.

Materials firm Solstice Advanced Materials, Inc. (NASDAQ:SOLS)’s shares closed a whopping 12.8% higher on August 28th after the firm announced that it had ended its plans to merge with Element Solutions Inc (NYSE:ESI). The reversal came after the stock had lost more than 20% in the days after it had announced the merger. Cramer discussed […]

MITSY vs. HON: Which Stock Is the Better Value Option?

Eaton (ETN) trades near $390 a share, about 39.7 times the adjusted earnings it made over the past twelve months. That basis is normalized net income with stock-based compensation added back, meant to sit closer to the analyst-consensus basis than a GAAP figure would, though the two adjusted measures are not defined identically. On that figure alone the stock looks dear. But it prices a year Eaton has already finished.

GE Aerospace (GE) stock trades at about $329.50, about 14% below the $381.22 high it set inside the past year, and most of the decline is recent. It has fallen 12.7% over the past month. In July the company raised its 2026 guidance across the board.

Moby summary of Brady Corporation's Q4 2026 earnings call

Brady (NYSE:BRC) reported record revenue and adjusted earnings per share for fiscal 2026, its sixth consecutive year of record earnings, as printer and specialty adhesive-material sales supported organic growth and margin expansion. The company also outlined its first full-year outlook following the

Pasqal stock is stumbling out of the gate after its Nasdaq debut. Here’s why investors shouldn’t panic.

In August 2026, Merit Medical Systems announced that Sheri Lewis would join as Executive Vice President of Global Operations, bringing three decades of global manufacturing and supply chain experience from SkinHealth Systems, Avantor, Medtronic, and Honeywell, while long-time operations leader Mr. Peterson shifted to a Senior Advisor role through March 2027 to support continuity. This leadership transition highlights Merit's focus on strengthening global operations and supply chain...
The settlement resolves allegations that a Honeywell business unit failed to meet cybersecurity requirements tied to a U.S. Department of Defense contract.

Lagging behind the Dow over the past 12 months, Honeywell International continues to receive a moderately bullish outlook from Wall Street analysts.
Honeywell International's (HON) growth outlook is improving after the Aerospace spin, supported by a

The latest trading day saw Honeywell International Inc. (HON) settling at $217.43, representing a -1.34% change from its previous close.

The business is getting stronger, and the one-year band the options market draws around it is wide enough to change the size of the position you want.

Quantum computing fans have a new entry point into the market: Pasqal which roared in its U.S. market debut on Friday. Bleichroeder Acquisition Corp. II shareholders voted overwhelmingly earlier this week in favor of the special purpose acquisition company’s merger with Pasqal, a French developer of neutral atom quantum computers, which traps and manipulates individual particles with lasers. The blank-check merger comes amid heightened enthusiasm for quantum computing as companies race to capitalize on surging market demand through public listings.

Shares of Solstice Advanced Materials soared early Friday after the company called off a dramatic acquisition that would have turned the company into even more of an AI play. In early July, Solstice announced a cash and stock deal to buy Element Solutions Element makes products used in semiconductor manufacturing. Together, the companies would supply three legs of the AI value chain: The chips, the data centers, and the power that makes everything work.

Solstice will remain independent after abandoning its planned Element Solutions acquisition and authorizing a major share repurchase.

Data center sales are not supposed to grow like this inside a century-old industrial. Yet Eaton's sales to the segment surged about 65% last quarter. The company is aggressively reframing its business as an unparalleled portfolio from grid to chip to capture this demand. This is not the slow-growth electrical supplier many investors still imagine.

Honeywell Technologies and Emerson see automation growth, but differing trends and costs could shape their future potential.

Honeywell International (HON) is back in focus after announcing leadership changes across key automation businesses, including the appointment of Billal Hammoud to lead Process Technology and Juan Picon to head Building Automation starting in October 2026. Honeywell International's leadership reshuffle comes at a time when the stock has pulled back, with a 30 day share price return down 10.21% and a 90 day share price return down 52.65%, even as the 1 year total shareholder return is 2.97%, 3...

Honeywell International stock has dropped sharply year to date, yet standard valuation checks on earnings and other market multiples still tilt toward the shares screening as relatively cheap rather than clearly expensive. For investors, the picture is not one sided, since the broader value score comes through as mixed rather than a straightforward bargain signal. Year to date, Honeywell International is down about 43.7%, which raises the question of whether the latest sell off has pushed...

Despite D-Wave's strengths, Quantinuum looks like a better pick for investors thanks to its sizable cash moat.

Honeywell Aerospace's first earnings report as a stand-alone company missed estimates and cut guidance, sending shares down 23%, though backlog growth and analyst targets suggest a supply, not demand, issue.
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