VG Industr

Gilliat and Boeing Make Progress on Sidewinder Multi-Orbit Antenna Factory Installation Option

Larson Financial Group Increases Caterpillar Stake by 73.6% to $7.4M Amid Insider Selling

Hartford Funds Acquires 2,962 Caterpillar Shares in Q4 Worth ~$1.7M

Indian Officials to Observe Boeing 787 Component Testing in Seattle in June

Japan Airlines and GE Aerospace Sign 10-Year Agreement to Maintain Boeing 787 Fleet

GE Vernova CAO Matthew Potvin Sells 2,333 Shares for $2.47 Million

Lockheed Martin Secures $879.1M US DoD Contract for F-35 Components

Uber increases stake in Delivery Hero to 19.5% and holds 5.6% options

Uber increases voting stake in DoorDash to 17.92%

Raytheon Completes Preliminary Design Review for NASA Landsat Next Instrument Suite

RTX's Raytheon Secures Navy Contract for Next-Gen Radar Software, Stock Dips Slightly

Uber and Naver Plan Consortium to Acquire South Korea's Baedal Minjok for 8 Trillion KRW

Lockheed Martin Selected as Preferred Combat Systems Integrator for Australian Virginia-Class Submarines

Bernstein Lowers Lockheed Martin Price Target to $614

RiverFront Investment Group Increases CAT Stake by 21.1% in Q4, Analysts Raise Rating to $1,045

Cambridge Investment and Others Significantly Increase Stake in GE Vernova; Company Reports Beat Earnings and Dividend

GE Aerospace Invests 100 Million INR in Pune Facility, Three-Year Total Reaches 510 Million

RTX Expands Share Buyback Program to 40 Million DKK and Extends Deadline to 2027

Zacks Raises Caterpillar's 2026 Q4 EPS Estimate to $6.27

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

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Pinned News

置顶新闻

Thermon Group Fiscal Q4 Adjusted Earnings Fall, Sales Rise; Shares Down Pre-Bell

CECO

Thermon Group reported fiscal Q4 adjusted earnings of $0.55 per diluted share, down from $0.56 a year earlier, with sales rising to $148.3 million from $134.1 million. The company is not providing financial guidance due to its pending merger with CECO Environmental, expected to close in June. Shares fell 2.2% in premarket trading.

Fidelity

Thermon

CECO Environmental

Spdr Select Indu

ISHRS S&P Glb Indus

ROBO

Rockwell Automation's report highlights the Middle East as a leader in adopting industrial AI, with 98% of manufacturers deeming digital transformation essential. Companies are investing nearly 30% of their budgets in industrial technology, surpassing Europe and the US. AI is widely adopted, focusing on operational uses like quality control and cybersecurity. However, workforce capability is a constraint, prompting reskilling initiatives. Investment in simulation tools is set to increase, although much operational data remains underutilized.

PUBT

Rockwell Automation

SPDR S&P Software

ROBO Global Robotics

Global X Robotics & Artificial

ISHRS S&P Glb It

iShares Expanded Tech Software Sector ETF

VanEck Robotics ETF

ARK Autonomous Tech & Robotics ETF

Rockwell: Middle East leads global manufacturing shift to industrial AI, digital transformation

TMEIC Corporation Americas has launched Pulse Mobile, an end-to-end digital gate platform for port terminals that resolves up to 80% of operational issues before trucks arrive. This solution enhances efficiency by performing pre-arrival validation, reducing rejections and queues, and enabling faster gate cycle times. The platform eliminates the need for kiosks and other hardware, lowering costs and improving safety. It aims to transform terminal operations by facilitating a seamless flow of traffic and minimizing environmental impact.

iShares US Industrials

TMEIC Launches First End-to-End Digital Gate Platform Designed to Transform Terminal Operations

NDSN

Nordson (NDSN) will report earnings on Wednesday, with expectations of 6.6% revenue growth year-on-year, following an 8.8% increase last quarter. Analysts have reaffirmed estimates, though Nordson has missed revenue targets multiple times in the past. Peers Kennametal and Stanley Black & Decker reported strong results, with Kennametal up 11.2% post-results. Nordson's current share price is $276.75, below the average analyst target of $310.50.

Stock Story

Nordson

Kennametal

Stanley Black & Decker

Nordson (NDSN) To Report Earnings Tomorrow: Here Is What To Expect

OTIS

Otis Unveils New Commercial Escalator Modernization Packages | OTIS Stock News

StockTitan

Otis Worldwide - WI

Otis Unveils New Commercial Escalator Modernization Packages | OTIS Stock News

Honeywell International Inc. (HON) shares rose 1.87% to $217.23, ending a four-day losing streak, while the Dow Jones increased by 0.32% and the S&P 500 fell by 0.07%. The stock remains 12.47% below its 52-week high of $248.18. Competitors had mixed results, with GE Aerospace up 1.58%, 3M Co. up 4.32%, and Johnson Controls down 4.03%. Trading volume reached 5.7 million, surpassing the 50-day average of 3.8 million.

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Honeywell International Inc.

Honeywell

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Honeywell International - WI

Honeywell International Inc. Stock Outperforms Competitors On Strong Trading Day

BTMWW

WFCF

LICN

On Monday, Huachen AI Parking Mgmt (HCAI) surged 192.6% to $16.21, while Smart Powerr (CREG) rose 65.73% to $0.79. Other gainers included Where Food Comes From (WFCF) up 32.06% and New Century Logistics (NCEW) up 26.98%. Conversely, Bitcoin Depot (BTM) plummeted 71.3% to $0.84, with Lichen International (LICN) down 42.52%. Concorde Intl Gr (YOOV) fell 35.16%, and SUNation Energy (SUNE) decreased by 26.14%. Q1 earnings reports influenced these movements.

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BITCOIN DEPOT INC C/WTS 30/06/2028(TO PUR COM)

Where Food Comes From

Lichen

Smart Powerr

SUNation Energy

New Century Logistics BVI

Concorde

iShares US Transportation ETF

Pacer Industrials and Logistics ETF

First Trust NasdaqTransport

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C3is

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FuelCell Energy

12 Industrials Stocks Moving In Monday's Intraday Session

Jim Cramer advised against investing in PureCycle Technologies due to its minimal revenue and reported a loss of 21 cents per share. He also cautioned about Energy Vault Holdings, calling it a speculative investment. Cramer recommended caution with Everspin Technologies, which has high earnings multiples despite recent positive results. He expressed skepticism about Rocket Companies, linking its potential to interest rate cuts that he believes are unlikely due to inflation pressures. Stock performances varied, with PureCycle up 1.6% and Rocket down 6.5%.

PureCycle Tech

Rocket

Energy Vault

Everspin Tech

Globus Medical Inc 

Jim Cramer Flags Industrial Company With 'Almost No Revenue,' Says No To Rocket Companies

ATKR

Kaskela Law LLC is investigating Atkore (ATKR) over allegations of inflated PVC prices, coinciding with a stock price drop. Atkore's current share price is $74.27, with a recent 7.45% return over one month. Analysts peg the fair value at $74, suggesting alignment with its worth, but a DCF model indicates a tougher outlook with a cash flow value of $30.04. Investors are advised to consider legal risks and potential market shifts before making decisions.

Simplywall

Atkore

Assessing Atkore (ATKR) Valuation After Legal Investigation Into Alleged PVC Price Inflation

HVAC

Allworth Financial LP increased its stake in Trane Technologies plc (NYSE:TT) by 301.7% in Q4, acquiring an additional 13,870 shares, bringing its total to 18,467 shares valued at $7.19 million. Other investors also raised their stakes, with 82.97% of the stock owned by institutional investors. Trane Technologies' stock recently opened at $466.65, down 3.1%, with a market cap of $103.15 billion. The company reported Q1 earnings of $2.63 per share, exceeding estimates, and announced a quarterly dividend of $1.05.

Market Beat

Trane Tech

AdvisorShares HVAC and Industrials ETF

Toro

Allworth Financial LP Purchases 13,870 Shares of Trane Technologies plc $TT

Stanley Black & Decker Inc. (SWK) shares fell 2.89% to $75.14 on Friday, marking the fifth consecutive day of losses. The stock is now 19.52% below its 52-week high of $93.37. In comparison, competitors like Danaher Corp. and Illinois Tool Works also saw declines, but Stanley's performance was notably weaker. The overall market was down, with the S&P 500 and Dow Jones Industrial Average falling 1.24% and 1.07%, respectively.

Danaher

Illinois Tool Works

Parker Hannifin

Stanley Black & Decker Inc. Stock Underperforms Friday When Compared To Competitors

Vanguard (VIS) is evaluating building a 2nd 12-inch fab since existing capacity has already been fully booked by clients, but first must confirm with clients, media report, noting the TSMC affiliate’s plan for production at its VSMC JV fab in Singapore has also changed. VSMC will produce more silicon interposer to support TSMC’s advanced packaging, with some equipment provided by TSMC. VSMC’s fab capacity plan has been reduced to 44,000 wafers per month from 55,000, and investment amount dropped to US$6.7 billion from $7.8B. $Taiwan Semiconductor(TSM.US) $NXP Semiconductors(NXPI.US) #Vanguard #VIS #semiconductors #semiconductorSource: Dan Nystedt

Taiwan Semiconductor

NXP Semiconductors

Price hikes on chips made on mature production lines may hit again after April 1 increases went into effect, media report, with China’s Nexchip said to have notified clients of a planned June 1 hike, and talk that Taiwan giant UMC and rival Vanguard (VIS) may follow suit. Chip makers are facing higher costs across the supply chain, and have raised prices to keep up. The report notes foreign institutional investors sold UMC shares for 6-days straight due to weak consumer electronics demand, which is expected to hurt chips. $United Microelectronics(UMC.US) #VIS #Nexchip #semiconductorsSource: Dan Nystedt

United Microelectronics

Samsung Foundry has notified clients that a strike would disrupt chip shipment schedules, giving them time to stock inventory and seek new suppliers, media report, noting power management (PMIC) and display drivers (DDIC) are most at risk because they require older production processes that are already in high demand. (Note: Samsung Electronics’ unions voted to strike May 21, but negotiations remain ongoing) #Samsung #PSMC #VIS #semiconductors #semiconductorSource: Dan Nystedt

Chip foundries that make mature node chips will raise prices 10% or more amid rising costs, tighter supply, media report, adding China’s Nexchip and Taiwan’s Vanguard (VIS), have already notified clients they will hike prices across all processes in the 2nd quarter (Nexchip 6/1, VIS 4/1). Taiwan’s Powerchip said it has already raised prices in Q1, while UMC declined comment. Costs, including equipment, materials, labor, electricity have all increased, while the oversupply is over. $United Microelectronics(UMC.US) $GlobalFoundries(GFS.US) $Intel(INTC.US) #SMIC #HuaHong #Powerchip #NexchipSource: Dan Nystedt

Chip foundries are hiking legacy node prices, and chip designers are passing the costs on to their clients: China image sensor chip maker SmartSens notified clients it is raising prices to offset increased costs, as manufacturing partner Samsung hiked prices 20%, and Nexchip 10%, media report, media report, adding Taiwan chip designers Elan and Fitipower recently said they are monitoring rising foundry costs and may have to hike prices as well. Display driver chip and power chip (DDIC, PMIC) makers have said they are also facing foundry cost pressures. The CMOS image sensor market, in particular, has been in an extended downturn the past few years, so a SmartSens price hike may signal the market is stabilizing. $United Microelectronics(UMC.US) #Samsung #Nexchip #PSMC #VIS #Vanguard #SMICY #HuaHong #Hejian #semiconductorsSource: Dan Nystedt

Elanco Animal Health

The US-Iran conflict has disrupted semiconductor shipments from Israel’s Tower Semi, prompting clients to shift orders to Taiwan’s Vanguard (VIS) and Powerchip (PSMC), media report. Affected chips include power (PMICs), CIS sensors, RF, MEMS, and analog signal chips, by a range of companies, including Broadcom, Onsemi, Vishay, others. $Tower Semicon(TSEM.US) $Broadcom(AVGO.US) $Intel(INTC.US) $Skyworks Solutions(SWKS.US) $ON Semiconductor(ON.US) $Vishay Intertech(VSH.US) #Samsung #semiconductorsSource: Dan Nystedt

Broadcom

Vishay Intertech

ON Semiconductor

Tower Semicon

TSMC affiliate Vanguard (VIS) sees 2026 capex at NT$60-NT$70 billion (US$1.9B-$2.2B) and 1st quarter production line utilization at 80%-85% as demand for chips made using legacy processes surges for server and power chips (PMIC), media report. Last year, VIS spent NT$64B on capex. Most of this year’s spending will be to ramp its Singapore JV fab with NXP Semi to mass production. VIS’s 2025 utilization rate was 74% up from 63% in 2024. $Taiwan Semiconductor(TSM.US) $NXP Semiconductors(NXPI.US) #VIS $Applied Materials(AMAT.US) $ASML(ASML.US) #semiconductors #SingaporeSource: Dan Nystedt

The AI data center shift to High-Voltage Direct Current (HVDC) is causing chip foundry prices for legacy 8-inch wafer production to increase, with Taiwan’s Vanguard (VIS) hiking 4%-8% for some chips, amid strong demand for High-Voltage power components, media report, and a 2nd hike is possible. 1/2 $United Microelectronics(UMC.US) $SMICY #HuaHong #Semicondutors #HVDCSource: Dan Nystedt

Chip foundries that sell production on 8-inch wafers plan to raise prices 5%-20% amid rising AI-related demand for power management (PMIC) chips and early stockpiling by consumer electronics firms already smarting from the spike in memory chip prices, media report, adding efforts by giants TSMC and Samsung to reduce 8-inch production has added to pricing pressure. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $SSNLF #Samsung #VISSource: Dan Nystedt

Samsung Electronics 

The chairman of chip foundry Vanguard (VIS), an affiliate of TSMC, said demand for semiconductors will see explosive growth in 2026 and continue to lead the global technology industry as the AI data center boom continues for years to come, media report, adding demand for mature process chips like VIS makes will remain equally strong. VIS has invested heavily in production capacity for power management (PMIC) and discrete components. $Taiwan Semiconductor(TSM.US) #VIS #semiconductorsSource: Dan Nystedt

VG Industr(VIS.US)

Thermon Group Fiscal Q4 Adjusted Earnings Fall, Sales Rise; Shares Down Pre-Bell

Rockwell: Middle East leads global manufacturing shift to industrial AI, digital transformation

TMEIC Launches First End-to-End Digital Gate Platform Designed to Transform Terminal Operations

Nordson (NDSN) To Report Earnings Tomorrow: Here Is What To Expect

Otis Unveils New Commercial Escalator Modernization Packages | OTIS Stock News