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GE Vernova (NYSE:GEV) expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment, Chief Executive Officer and President Scott Strazik said at Morgan Stanley’s Laguna Conference.
The company ended
Zoetis (NYSE:ZTS) executives said the company remains confident in its previously issued guidance despite pressure in the U.S. companion-animal market, citing a weaker pet-care environment and intensified competition in dermatology and parasiticides.
Speaking at a Morgan Stanley conference, CEO Kri
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However,...
Norfolk Southern (NYSE:NSC) said higher fuel prices are expected to pressure its operating ratio in the second half of the year, reversing the tailwind management had anticipated just two months earlier, while the railroad sees opportunities to gain freight share from trucking and continue investing
Northrop Grumman (NYSE:NOC) Chairman and CEO Kathy Warden said the defense contractor is operating in what she described as a robust demand environment, supported by U.S. national-security spending, international demand and growth across its four operating segments.
Speaking at a Morgan Stanley aer
GE Aerospace (NYSE:GE) CFO Rahul Ghai said the company continues to see strong demand across commercial services, original equipment and defense programs, despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints.
Speaking at a Morgan Stanley conference, Ghai
What Happened? Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 7.1% in the afternoon session after the company presented at the Morgan Stanley G...
Ford Motor (NYSE:F) is expanding its software and services strategy around commercial fleets, driver-assistance technology, vehicle maintenance and energy storage, according to Mike Aragon, the company’s President of Integrated Services.
Speaking at a Morgan Stanley conference, Aragon said Ford’s o
Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems, positioning the company as a “mission integrator” rather than solely a maker of individual defense pro
Apple is reportedly developing M8 Ultra-powered enterprise servers for 2029 deployment and discussing high-speed networking with NVIDIA, aiming to cut cloud costs and protect Services margins.
Exelixis (NASDAQ:EXEL) President and CEO Michael Morrissey said the company is focused on expanding its oncology franchises through internal development, selective business development and potential collaborations, while preparing for a planned launch of zanzalintinib in metastatic colorectal cancer
Cummins (NYSE:CMI) executives said demand in North American trucking and data-center power markets remains strong, while recent regulatory clarity around 2027 emissions rules has reduced uncertainty for fleet customers.
Speaking at Morgan Stanley’s Laguna Conference, James Hopkins, Cummins’ vice pr
The weight loss market is highly competitive, but Viking only needs to carve out a small niche in it with VK2735 in order to generate significant value for investors.
Thermo Fisher Scientific (NYSE:TMO) Chairman and Chief Executive Officer Marc Casper said the company is seeing improving demand across several end markets and expects 2026 to be an “outstanding year,” supported by stronger customer activity and operational execution.
Speaking at Morgan Stanley’s G
Eaton (NYSE:ETN) Chief Executive Officer Paulo Ruiz told investors at Morgan Stanley’s Laguna Conference that the company’s strategy is gaining momentum, supported by strong electrical-market demand, manufacturing capacity additions and a portfolio increasingly focused on data centers and aerospace.
Freeport-McMoRan (NYSE:FCX) is pursuing growth through U.S. brownfield expansions, technology investments and the recovery of its Grasberg mine in Indonesia, President and CEO Kathleen Quirk said during a Morgan Stanley conference discussion.
Quirk said copper remains the company’s central focus as
