Latest in Industry Rethink
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We're hiking our price target on an industrial whose earnings benefit from AI data center boom
Given Eaton stock's year-to-date outperformance, it's not too surprising to see some profit taking on the mixed print.Business - CNBC - October 31 -
Higher UK air taxes will not deter private jet customers, industry bosses say
Passenger duty will increase 50 per cent for the largest private jets in 2026World - Financial Times - November 1 -
More tariffs, less red tape: what Trump will mean for key global industries
Returning US president has promised protectionist trade measures, relaxed regulation and cheaper energy for consumers. US election live: latest updates after Trump’s victory Donald Trump’s ...World - The Guardian - November 7 -
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SpaceX’s Starship Test, Weeks After the Last One, Highlights Rapid Changes in the Space Industry
SpaceX tested its giant rocket in mid-October, making a historic ‘catch’ of the spacecraft for reuse. Another launch is planned for Nov. 18, while, its rocket rivals move forward slowly, step by step.Business - Inc. - November 7 -
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Former PlayStation Worldwide chairman says the the future of the industry no longer belongs to the big players
Learn why the former chairman of PlayStation Worldwide says Web3 gaming will bring badly needed innovation back to the game industry.Tech - VentureBeat - November 8 -
Green Thumb Industries looks past ‘tricky time’ for cannabis stocks as the company notches another profit
Green Thumb’s Ben Kovler says the big drop in canna stocks this week isn’t causing the Chicago-based company to change course.Business - MarketWatch - November 8 -
Binance boss hails crypto ‘golden age’ as Trump win fires up industry
Executives expects radical shift in regulatory approach in Washington after Democrat defeatWorld - Financial Times - November 9 -
Starbucks’s new CEO is making changes — here’s what customers and industry experts think of them
“It’s about time they stopped charging for all the different milks,” said one restaurant-industry consultant.Business - MarketWatch - November 9 -
Trump tariffs loom over retail earnings as Home Depot points to ‘industry-wide impact’
Home Depot Inc.’s third-quarter results this week gave a glimpse into the looming issue of tariffs for major U.S. retailers.Business - MarketWatch - November 13 -
David Einhorn is building new position in CNH Industrial, says agricultural play is 'cheap'
The hedge fund investor said the agricultural machinery company is an under-the-radar value play as the industry nears the end of a bearish cycle.Business - CNBC - November 13 -
Dead drops, PR stunts and punishment beatings: the rapid rise of Russia’s powerful darknet drug industry
Tech-savvy organised crime groups profiting from billion-dollar enterprise that is spreading beyond Russian borders. At any one moment in towns and cities across Russia, thousands of drug packages ...World - The Guardian - November 14 -
Germany’s car industry is losing its famous Vorsprung – and it can’t all be blamed on Trump and tariffs | Konstantin Richter
It was once the envy of the world – but now its arrogance and failure to change or take risks lie at the root of its decline. About 50 years ago, a man named Hans Bauer who worked in marketing for ...World - The Guardian - November 14 -
Crypto Industry Pushes Policy Change Agenda as Global Investment Tops $3.2 Trillion
Crypto companies want the Trump administration to promote digital assets and can expect a friendlier regulatory climate. The U.S. election has pushed global crytpo totals to record highs.Business - Inc. - November 14 -
A Singaporean AI startup is trying to disrupt the 100-year-old market research industry
Singapore startup Ai Palette is upending the 100-year-old market research industry using its powerful technologyBusiness - CNBC - November 13 -
The Trump Bump: 3 Industries Likely to See More M&A Under the New Administration
Analysts predict that Trump’s second term could be a ‘golden age’ for mergers and acquisitions.Business - Inc. - November 15 -
Trump revoking Biden AI EO will make industry more chaotic, experts say
A potential repeal of President Biden's AI rules could mean enterprises will have trouble navigating state-specific laws.Tech - VentureBeat - November 15 -
Nissan to warn jobs at risk as UK EV targets push car industry to ‘crisis point’
Carmakers fear goals unreachable as consumer demand softensBusiness - Financial Times - November 16 -
Three Mile Island restart could mark a turning point for nuclear energy as Big Tech influence on power industry grows
The fortunes of the nuclear industry have shifted dramatically this year as tech companies seek carbon-free power to meet the electricity consumption of AI.Business - CNBC - November 16 -
Will Trump’s tariffs cause price hikes in electronics? Here’s how his plans could lead to trouble in the semiconductor industry
The semiconductor industry could be facing some serious trouble next year, if President-elect Donald Trump follows through on some of his campaign promises.Business - MarketWatch - November 16 -
Trump picks oil and gas industry CEO Chris Wright as next energy secretary
Oilfield services exec denies climate crisis and is expected to support Trump’s plan to maximize oil and gas production. Donald Trump said on Saturday that Chris Wright, an oil and gas industry ...World - The Guardian - November 16 -
Trump picks Linda McMahon for education, and says he won’t reconsider Matt Gaetz nomination – live
President-elect picks prominent donor and co-chair of transition team as education secretary; Trump won’t rethink Gaetz for attorney general despite mounting scrutiny. Trump nominates transition ...World - The Guardian - November 20 -
U.S. 'industrial renaissance' is fueling a rebound in fundraising, Apollo CEO Marc Rowan says
Capital raising activity is set for a rebound in the U.S. amid a global "industrial renaissance," Oaktree Capital Management Co-Chairman Howard Marks says.Business - CNBC - November 20 -
How Two High-Profile New York Industries Might Fare Under Trump
The city’s art and fashion worlds are keeping an eye on President-elect Donald Trump’s economic agenda, especially tariffs and tax cuts.Lifestyle - The New York Times - November 20