GE Healthcare Sees Tariffs Costing $500 Million in 2025, Then Much Less Next Year
Express News | Airbus CEO Says Believes It Will Make Its a350 Production Target for 2028 Despite Problems With Fuselage Parts Production at Spirit AeroSystems Plant That Airbus Is Acquiring
Express News | Airbus CEO Says Company Not Directly or Indirectly Impacted by Recent Fire in Fastener Factory at SPS Technologies in Pennsylvania
Express News | Airbus CFO Says Overstaffing Related to Deliveries Fell From 10,000 Posts in 2023 to 7-8,000 in 2024 and Will Fall Again but Not Disappear in 2025
Express News | Airbus CEO Says Engine Shortage Will Get Worse Before It Gets Better, Expects Return to Normal in the Summer
Express News | GE Aerospace: Will Supply Eight Additional Lm500 Marine Gas Turbine Engines for the Republic of Korea Navy’s (Rokn) Pkx-B Batch-II Patrol Boat Program
GE HealthCare Rises After Q1 Beat; Cuts Outlook on Tariff Impact
'Tariff' Mentions Spike 132% in Earnings Calls. 'Uncertainty' Pops, Too. -- Barrons.com
'Tariff' Mentions Spike 132% in Earnings Calls. -2-
Argus Research Initiates GE Aerospace(GE.US) With Buy Rating
Zebra Stock Rises on Earnings. Companies Are Managing Through Tariffs. -- Barrons.com
Barclays Maintains GE Aerospace(GE.US) With Buy Rating, Maintains Target Price $230
Jim Cramer on GE Aerospace (GE): Extraordinary Business, Larry's Moment to Shine
Jefferies Maintains GE Aerospace(GE.US) With Buy Rating, Maintains Target Price $240
Honeywell Investors Want a Beat-and-Raise Earnings Report -- Barrons.com
General Electric Insider Sold Shares Worth $998,378, According to a Recent SEC Filing
Market Chatter: US Airlines, Aerospace Firms Seek Exemptions From Tariffs
Express News | Magellan Aerospace: Amended Deal to Include Production of Major Components for F414-Ge-400K Aircraft Engine
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
America Inc. Slashes Spending as Tariff Uncertainty Swirls -- WSJ