In a candid industry forecast, Volvo's outgoing CEO Håkan Samuelsson states that manufacturing efficiencies and falling battery costs will make EVs cheaper to produce than internal combustion vehicles within five years, a shift that could redefine auto market dynamics.
Finance departments are ditching manual data entry for automated systems, unlocking dramatic gains in efficiency, cost control, and strategic insight. The shift is proving to be a strategic imperative, not just a technological upgrade.
Oppenheimer downgraded Rockwell Automation (ROK) to 'Perform', suggesting its operational improvements and future manufacturing recovery are largely reflected in its stock price. The move comes even as Rockwell announces a strategic expansion of its partnership with EV maker Lucid in Saudi Arabia.
Santec Holdings Corp. (TSE: 6777) experienced a dramatic 46.3% surge in its share price, fueled by a pre-earnings volume spike. As investors pile into the optical technology firm ahead of its May results, analysts debate whether the move reflects robust fundamentals or speculative momentum in a hot sector.
GE HealthCare Technologies reports robust Q4 2025 results, exceeding expectations with 4.8% organic revenue growth. The company enters 2026 with a record $21.8 billion backlog and a strategic focus on its innovation pipeline, including key launches in photon-counting CT and radiopharmaceuticals, while navigating tariff headwinds.
In a major consolidation move, Texas Instruments has agreed to acquire Silicon Labs for $231 per share in cash. The deal, aimed at accelerating TI's embedded and wireless strategy, is projected to yield over $450 million in annual cost synergies by 2030 through manufacturing integration.
In a strategic move to bolster India's clean energy infrastructure, InSolare Energy partners with U.S.-based Versogen to develop and manufacture advanced electrolyzer technology domestically, aiming to reduce costs and scale up green hydrogen production.
The global manufacturing solutions provider posts record revenue of $7.1 billion, driven by a 35% surge in its data center business. CEO Revathi Advaithi credits the company's integrated approach to power, cooling, and compute for capitalizing on the AI infrastructure boom.
Investment bank Goldman Sachs has raised its price target on manufacturing solutions provider Jabil Inc., highlighting sustained data center demand as a key growth driver, following the company's recent strategic acquisition in the power management sector.
Industrial components maker Kadant Inc. (KAI) has finalized a €157 million deal to acquire Austrian precision parts manufacturer voestalpine BÖHLER Profil, a key supplier for over three decades. While the acquisition strengthens Kadant's consumables-focused strategy and secures critical patented technology, executives caution that accounting complexities and existing inventory will dilute earnings through much of 2026 before margin benefits materialize.
Analysts at Northland Capital have downgraded Graham Corporation (NYSE: GHM), citing a stock price nearing full valuation and management's guidance for a significant slowdown in orders by 2026. The move comes just after Graham's strategic $35 million acquisition of mixing technology pioneer FlackTek.
Japanese food giant Nichirei Foods is investing heavily in its US subsidiary, InnovAsian Cuisine, to construct a major manufacturing facility in Jonesboro, Arkansas. The move aims to capitalize on growing demand for frozen Asian meals and is set to create approximately 200 local jobs.
While tech giants grapple with AI's energy and monetization challenges, investment firm Immersion Investment Partners spotlights Mama's Creations (MAMA) in its latest letter. The fresh food manufacturer's strong business attributes and recent acquisition are positioning it for robust growth, even as it flies under the radar of many major funds.
For the first time in roughly two decades, Taiwan has surpassed mainland China as the largest country weighting in the MSCI Emerging Markets Index. The shift, driven by the outperformance of Taiwan's AI-focused tech giants, underscores the immense influence of benchmark providers on global capital allocation and spotlights a significant realignment within emerging markets.
Manufacturing giant Flex (NASDAQ: FLEX) delivered a robust fourth-quarter performance for CY2025, surpassing revenue and profit expectations. The company's results highlight the resilience of its diversified industrial portfolio amid a complex global economic landscape.
Industrial technology conglomerate Fortive (NYSE:FTV) reported fourth-quarter revenue and profit that topped analyst forecasts, driven by strong execution and disciplined capital allocation, even as broader market headwinds loom.
French specialty chemicals leader Arkema and China's Senior Technology have entered a comprehensive collaboration to fast-track the development and industrial-scale production of advanced materials for lithium-ion batteries, targeting the booming electric vehicle and energy storage markets.
GE HealthCare Technologies Inc. has issued an upbeat profit forecast for 2026, surpassing analyst expectations, as hospitals continue to invest heavily in diagnostic and imaging equipment amid steady procedural volumes.
Intel shares rallied sharply this week as reports of potential manufacturing deals with Apple and a new AI memory collaboration with SoftBank's Saimemory division offset concerns over recent financial losses and a new shelf registration filing. The developments signal a strategic pivot toward becoming a full-scale foundry and AI infrastructure player.
In an exclusive interview, Palantir Technologies CTO Shyam Sankar argues that the U.S. must urgently leverage AI to supercharge worker productivity and counter China's economic strategy, citing a case where factory yields jumped 50%.
