U.S. Industrials Stock News

In recent days, Apple confirmed a multi-year partnership to base its next generation of Apple Foundation Models and an upgraded Siri on Google’s Gemini AI models and cloud technology, while Alphabet’s market value briefly crossed US$4.00 trillion as investors focused on its expanding AI footprint. This collaboration places Alphabet’s Gemini at the core of AI experiences across billions of Apple devices, reinforcing Google Cloud and Gemini as critical infrastructure for consumer and...

Teradata (TDC) has been attracting fresh attention after recent share price moves, with the stock showing mixed short term performance but notable gains over the past 3 months, prompting investors to reassess its data analytics business. See our latest analysis for Teradata. That 46.71% 90 day share price return contrasts with a 5.05% year to date share price gain and a 1.83% one year total shareholder return, suggesting momentum has picked up recently even though longer term results remain...

Lattice Semiconductor recently presented at the 28th Annual Needham Growth Conference in New York, featuring remarks from CEO Ford Tamer, CFO Lorenzo A. Flores, and Senior Director of Investor Relations Rick Muscha. The conference appearance, paired with fresh analyst commentary and renewed enthusiasm for artificial intelligence and broader technology themes, has sharpened investor focus on how Lattice’s role in these areas could influence its longer-term business outlook. With that backdrop...

If you are wondering whether Janus Henderson Group stock still offers value at around US$47.86, this article walks through what the current price might be implying about the business. The share price has moved by 0.4% over the last week, 5.2% over the last month, 0.2% year to date and 21.5% over the last year, with a very large 3 year return and a 78.4% return over 5 years that may catch the eye of long term holders. Recent coverage has focused on how asset managers are responding to shifts...

At CES 2026, PepsiCo announced a multi-year collaboration with Siemens and NVIDIA to apply AI-driven digital twin technology to its manufacturing plants and supply chain, using high-fidelity 3D simulations to redesign and optimize facilities before making physical changes. Early U.S. pilots reportedly uncovered hidden capacity, lifted throughput and reduced capital needs, highlighting how virtual testing could reshape how PepsiCo plans and upgrades its global production footprint. We’ll...

If you are wondering whether Ocular Therapeutix at around US$10.43 offers good value or too much risk, this breakdown is designed to help you make sense of the numbers. The stock has been volatile recently, with a 7.3% decline over the last week and a 28.4% decline over the last month, although it is still up 32.7% over the past year and 152.5% over three years. Over five years, the return sits at a 48.1% decline. Recent attention on Ocular Therapeutix has focused on its pipeline progress...

In December 2025, FTAI Aviation launched FTAI Power, a new platform that repurposes CFM56 aircraft engines into power turbines to provide flexible, cost-efficient energy solutions for data centers worldwide. This move extends FTAI’s legacy engine expertise into the fast-growing data center power market, potentially broadening its revenue base beyond aviation services. Next, we’ll explore how entering the data center power market through FTAI Power could reshape FTAI Aviation’s legacy...

SiTime (SITM) is set to present at the 28th Annual Needham Growth Conference on January 13, 2026. This event gives investors fresh insight into the company’s silicon timing solutions business. See our latest analysis for SiTime. SiTime’s recent 1-day share price return of 1.77% and 90-day share price return of 20.91% sit alongside a 1-year total shareholder return of 50.51% and 3-year total shareholder return above 2x, suggesting momentum has been building even after some shorter term share...

In early January 2026, NextNRG Inc. reported preliminary unaudited revenue of approximately US$8.01 million for 2025 and highlighted new healthcare microgrid power purchase agreements across assisted living and rehabilitation facilities, showcasing standardized, long-duration energy infrastructure capable of maintaining operations during grid disruptions while supporting regulatory compliance and predictable energy costs. Together, these contracts form a portfolio of long-term, contracted...

Bath & Body Works (BBWI) is back in focus after a class action lawsuit was filed alleging issues around prior disclosures, following a period of missed guidance, weaker earnings and a reset of its growth strategy. See our latest analysis for Bath & Body Works. For context, Bath & Body Works’ recent legal and earnings headlines come after a mixed stretch in the market. The company has seen a 14.61% 1 month share price return, a 10.93% 3 month share price decline, and a 35.50% 1 year total...

KeyBanc recently upgraded Omnicell’s rating from Sector Weight to Overweight and, alongside other brokerage firms, reinforced an overall “Outperform” view on the healthcare technology company focused on autonomous medication management. This wave of more positive analyst opinions arrives just weeks before Omnicell reports its fourth-quarter and full‑year 2025 results, potentially sharpening investor focus on how its automation and cloud-based platforms are progressing. We’ll examine how the...

If you are wondering whether Johnson & Johnson is still reasonably priced after its recent run, this article will walk through what the current share price might imply about value. The stock last closed at US$213.65, with returns of 4.3% over 7 days, 1.0% over 30 days, 3.0% year to date and 52.1% over the past year, alongside 35.8% over 3 years and 51.3% over 5 years. Recent headlines have focused on Johnson & Johnson’s ongoing role as a large healthcare and consumer products group,...

Earlier in January 2026, President Trump announced a plan for officials to purchase US$200 billion of mortgage-backed securities, aiming to lower mortgage rates, ease monthly payments, and make homeownership more affordable, a move that directly affects major originators and servicers like Rocket Companies as it becomes the largest U.S. mortgage servicer after acquiring Mr. Cooper. This prospective government support for the mortgage market, combined with Rocket’s expanding scale through the...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Capital Clean Energy Carriers (CCEC) has attracted fresh investor attention after taking delivery of the Active, a 22,000 cbm low-pressure liquid CO2 and multi gas carrier tailored for emerging CCUS-related transport demand. See our latest analysis for Capital Clean Energy Carriers. That delivery news lands after a mixed stretch for the stock, with a 1-day share price return of 1.35% and 7-day share price return of 4.53%, alongside a 1-year total shareholder return of 14.43%. This suggests...

Crown Castle (CCI) is back in focus after it terminated its wireless infrastructure agreement with DISH Wireless, following DISH’s payment default, and began pursuing recovery of more than US$3.5b in outstanding obligations. See our latest analysis for Crown Castle. The DISH default and contract termination come after a softer run for the stock, with a 30 day share price return of 4.56% decline and a 90 day share price return of 11.47% decline, while the 1 year total shareholder return of...

In recent days, Alibaba Group has benefited from Chinese regulators’ probe into food-delivery competition and fresh policy support for artificial intelligence and cloud, including the “AI+ Manufacturing” action plan and potential approval of Nvidia H200 chip imports into China. At the same time, explosive global adoption of Alibaba Cloud’s Qwen AI models and new AI services for restaurants underline how its open-source and applied AI capabilities are becoming a core pillar of its broader...

SoundHound AI (SOUN) has been drawing attention recently as investors reassess high-growth artificial intelligence names, with the stock’s recent pullback and mixed return profile prompting fresh questions about how its fundamentals line up with expectations. See our latest analysis for SoundHound AI. At a share price of $11.08, SoundHound AI’s recent 1 day share price return of a 4.24% decline and 90 day share price return of a 48.22% decline contrast with a very large 3 year total...

Rezolve AI PLC recently raised its revenue guidance, now expecting at least US$40,000,000 for 2025 and approximately US$350,000,000 for 2026, well above prior analyst and market expectations. This very large planned step-up in revenue, outlined shortly after Rezolve AI’s NRF 2026 retail conference presentations, signals a materially more ambitious growth path than the market had been anticipating. We’ll now look at how Rezolve AI’s significantly higher 2025 and 2026 revenue guidance reshapes...

Affirm Holdings recently faced renewed attention after President Donald Trump proposed a one-year 10% cap on credit card interest rates, a move that could alter the competitive landscape between traditional credit and buy-now-pay-later providers. While the proposal initially raised expectations that tighter limits on credit cards might benefit Affirm, subsequent uncertainty around regulatory outcomes and sector-wide reactions, including unusual options activity, highlighted how sensitive the...

Tesla’s Recent Performance Snapshot Tesla (TSLA) is trading around $447.20, with a 1 day return close to flat, a small gain over the past week and mixed moves over the month and past 3 months. Over a longer horizon, total returns over the past year and past 3 years are positive, while year to date performance and the 5 year total return also sit in positive territory. See our latest analysis for Tesla. Recent moves in Tesla’s share price have been relatively modest, yet the 12.83% 1 year...

In the past week, GE Aerospace announced that Delta Air Lines chose its GEnx engines, spare engines, and long-term services to power 30 firm Boeing 787-10 orders, with options for 30 additional aircraft. This win further entrenches the GEnx family, which has accumulated more than 70 million flight hours and already equips about two-thirds of the global 787 fleet, reinforcing the engine’s installed base and long-term service potential. We’ll now examine how this expanded GEnx footprint with...

In early January 2026, former President Donald Trump called for a one-year cap of 10% on credit card interest rates starting January 20, triggering political and regulatory scrutiny of issuers such as American Express and its peers across the banking and payments sector. Beyond the immediate policy uncertainty, the proposal raises deeper questions about how a forced reset of lending economics could reshape card rewards, credit availability, and the balance of power between traditional card...

In the past few days, Citigroup downgraded offshore driller Seadrill from Neutral to Sell, signaling a more cautious stance on the company’s outlook and underlying risks. This shift adds to an already mixed analyst backdrop, highlighting how differing views on offshore demand, balance sheet strength, and legal exposures are shaping sentiment around Seadrill. We’ll now examine how Citigroup’s downgrade reshapes Seadrill’s investment narrative, particularly around future earnings resilience...