Capital Goods

GE Vernova’s stronger outlook fuels optimism for consumer discretionary growth, highlighting how power‑generation demand, Gen Z’s sustainability focus, and tech‑driven retail innovations can boost spending and brand resilience.

AtkinsRealis appoints Matt Talley as SVP of Resilience & Emergency Management to blend FEMA‑grade expertise with design‑build, targeting $12.6 billion resilience market growth while driving revenue from the $3.5 billion Federal Way Link Extension.

Investors weigh Cummins’ potential $200 M settlement over hidden emissions‑control devices and its impact on compliance, reputation, and the future of green engine technology.

Siemens Energy’s new all‑time high shows why the energy‑tech sector is booming – strong pipeline, global reach, HVDC tech and AI maintenance give investors confidence amid net‑zero policy support and lower interest rates.

Hensoldt AG’s rise in defense shares hinges on its Lockheed Martin partnership and a new CAPEX plan boosting sensor‑suite production, promising higher margins and secure contracts for investors.

Capital‑structure shift at Brenntag shows how ownership changes can strengthen logistics and automation in the industrial chemicals sector, driving resilience amid earnings volatility and future‑focused CAPEX.

Rheinmetall AG’s stock dip reflects broader defense‑sector swings, not weak fundamentals. The company’s new government contract, KNDS acquisition talks, and focus on cyber‑security and green defense give investors reasons to stay optimistic. Click t…

MTU Aero Engines sees steady demand as European defence spend rises and its hybrid‑propulsion, digital‑supply‑chain gains boost brand value.

Hochtief AG’s record share rally reflects its strong infrastructure pipeline and a new “Outperform” outlook from Exane BNP Paribas, showing how the firm capitalizes on Europe’s sustainable mobility shift.

Siemens AG’s executive share sale, LVM‑GM divestiture, and €500 million buy‑back signal a strategic shift to high‑growth digital and electrification sectors, while reshaping capital and risk profiles.