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GM Partners with Redwood Materials to Build Storage System, Saving Over $3M Annually

General Motors Hopes EVs Will Power the Grid

GM Announces V2G and Sodium-Ion Battery Strategy to Support Grid Against AI Power Demand

GM Calls for Faster Bidirectional Charging Investment, Aims for 52k+ EVs in Grid Balancing by 2030

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Honeywell Executives State Industrial Automation Recovery Continues, with Significant Growth in Europe and Asia

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O Shaughnessy Increases GM Stake by 4.6% as Executives Sell Shares

Honeywell Raises 2026 Adjusted EPS Guidance to $10.35-$10.65

RBC Capital Raises Honeywell Price Target to $275, Maintains Outperform Rating

GM invests $900M in new battery cell development center to accelerate EV strategy

Trump Cuts Tariffs on Farm and Industrial Equipment, Effective June 8

RBC Capital Markets Maintains Buy Rating on Honeywell with $268 Price Target

Lithium Americas Outlines Thacker Pass Phase 1 Plan: Mechanical Completion by 2027, Production in 2028

Honeywell Releases 2026-2030 Financial Guidance: Predicts 7%-9% Organic Sales Growth in 2026

Honeywell CFO: 2026-2028 Investment Cycle Profit Growth Expected to be Non-linear

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Caterpillar Launches BEPU Battery Electric Power Unit to Replace Diesel Engines with Zero Emissions

CCSC Tech

Youlife

Core AI

Regentis Biomaterials

Epsium Enterprise

Autozi Internet Tech Global

Leslies

Mega Matrix

eLong Power

Smart Logistics Global

CARU

CARD

MADE

The Trump administration is proposing to tighten USMCA automotive sourcing rules, requiring 50% of vehicle components and materials to originate from the US. This revision aims to boost domestic production and jobs but may increase costs and disrupt integrated North American supply chains. The proposal precedes formal negotiations for the trade agreement's review.

Investinglive

Max Auto Industry 3X Leveraged ETN

Max Auto Industry -3X Inverse Lvrgd ETN

Trump administration wants autos under USMCA to be at least 50% made in the US - WSJ

W.W. Grainger Inc. (GWW) shares fell 1.06% to $1,234.24 on Friday but outperformed competitors like Amazon, Home Depot, and Lowe's, which all declined more significantly. Despite the drop, GWW closed just 4.07% below its 52-week high of $1,286.56. Trading volume was notably higher than the 50-day average, indicating increased investor activity during a generally positive market session.

MarketWatch Automated

WW Grainger

VG Industr

Spdr Select Indu

S&P 500

Dow Jones Industrial Average

Amazon

Home Depot

Lowes

Factset Research

W.W. Grainger Inc. Stock Outperforms Competitors Despite Losses On The Day

FAST

Fastenal Co. (FAST) shares fell 1.25% to $44.20 on Friday, underperforming the broader market as the S&P 500 and Dow Jones rose. This marks the stock's second consecutive day of losses, leaving it 12.70% below its 52-week high. Trading volume exceeded the 50-day average. Compared to competitors like Amazon, Home Depot, and Lowe's, Fastenal showed mixed performance amid a generally positive trading session.

Fastenal

Fastenal Co. Stock Underperforms Friday When Compared To Competitors

Global Retirement Partners LLC increased its stake in W.W. Grainger, Inc. by 218.2% in Q4, acquiring 1,080 additional shares, bringing total holdings to 1,575 shares valued at $1,589,000. Other institutional investors also raised their positions significantly. Analysts have upgraded earnings estimates for W.W. Grainger, with a consensus rating of 'Hold' and an average target price of $1,199.13.

Market Beat

M&T Bank

Barclays

Oppenheimer

Morgan Stanley

Genuine Parts

M & T BANK CORP DEP SHS REPSTG 1/400TH INT PERP SER K

M & T BANK CORP PERP NON CUM PFD FIXED FLTG RATE SER H

M & T BANK CORP DEP SHS EA REP 1/400TH SHS SERIES J

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Global Retirement Partners LLC Acquires 1,080 Shares of W.W. Grainger, Inc. $GWW

COHR

QCOM

Noteworthy options trading volume was observed for S&P 500 components Qualcomm (QCOM), CSX Corp, and Coherent Corp. QCOM saw 137,370 contracts traded, with high activity in the $260 strike calls expiring May 29, 2026. CSX recorded 50,874 contracts, notably in $48.50 strike calls expiring June 18, 2026. Coherent Corp had 25,655 contracts, with significant volume in $335 strike calls expiring June 5, 2026.

- Today, notable options trading occurred for Qualcomm Inc (QCOM), with 137,370 contracts traded, representing about 44.6% of its average daily volume.  
- CSX Corp (CSX) and Coherent Corp (COHR) also experienced high options volumes, with 50,874 and 25,655 contracts traded, respectively, reflecting significant percentages of their average volumes.  
- High activity was particularly noted in the $260 call option for QCOM and the $48.50 call option for CSX.

nasdaq

Coherent Corp.

Qualcomm

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

SPDR S&P Semicon

GraniteShares 2x Long QCOM Daily ETF

iShares US Transportation ETF

iShares Semiconductor ETF

SPDR S&P Transp

Direxion Daily QCOM Bear 1X Shares

First Trust Nasdaq Food & Semicon

Global X Internet

First Trust NasdaqTransport

Direxion Daily QCOM Bull 2X Shares

Proshares Supply Chain Logistics ETF

Nasdaq

Noteworthy Friday Option Activity: QCOM, CSX, COHR

XMTR

IDGT

Xometry CEO Randolph Altschuler sold 50,000 indirect shares worth ~$4.4 million on May 21, 2026, representing 1.44% of his holdings. The sale occurred via family trusts after a significant stock appreciation. Despite the insider selling, analysts view it as income supplementation rather than a negative signal, noting strong Q1 revenue growth and positive adjusted earnings.

Xometry

iShares US Digital Infrastructure and Real Estate ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Franklin Exponential Data ETF

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ISHRS S&P Glb It

Proshares Big Data Refiners ETF

Netflix

Xometry's (XMTR) CEO Recently Sold 50K Shares. Should You Follow?

Is Wall Street Bullish or Bearish on W.W. Grainger Stock?

Barchart Option

Is Wall Street Bullish or Bearish on W.W. Grainger Stock?

Zacks Research has raised its Q1 2028 earnings estimate for W.W. Grainger to $12.49 per share, up from $12.43. The full-year earnings estimate is $45.35 per share, with FY2028 earnings projected at $52.98 EPS. The company reported $11.65 EPS for the last quarter, exceeding estimates. Analysts have upgraded ratings and price targets for the stock, which currently has an average target price of $1,199.13.

ROYAL BANK OF CANADA

Zacks Research Predicts Higher Earnings for W.W. Grainger

Fastenal Co. (FAST) shares rose 1.16% to $44.45 on a mixed trading day, outperforming competitors like Amazon, Home Depot, and Lowe's. The stock is 12.21% below its 52-week high of $50.63. Trading volume was 5.6 million, below the 50-day average of 7.4 million.

Fastenal Co. Stock Outperforms Competitors On Strong Trading Day

In uncertain markets, investors are focusing on high-dividend yielding stocks. Benzinga highlights analyst ratings for three industrials stocks: MSC Industrial Direct (3.35% yield), Korn Ferry (3.36% yield), and Watsco Inc (3.41% yield). Analysts have varied ratings and price targets, reflecting market conditions and company performances. Recent news includes MSC's disappointing Q2 results, Korn Ferry's upbeat earnings, and Watsco's strong quarterly performance.

benzinga_article

MSC Industrial Direct

Korn Ferry

Watsco

JPMorgan Chase

KeyCorp

UBS Group AG

Truist Financial

Watsco - B

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

Wall Street's Most Accurate Analysts Give Their Take On 3 Industrials Stocks Delivering High-Dividend Yields

iShares U.S. Manufacturing ETF(MADE.US)

Trump administration wants autos under USMCA to be at least 50% made in the US - WSJ

W.W. Grainger Inc. Stock Outperforms Competitors Despite Losses On The Day

Fastenal Co. Stock Underperforms Friday When Compared To Competitors

Global Retirement Partners LLC Acquires 1,080 Shares of W.W. Grainger, Inc. $GWW

Noteworthy Friday Option Activity: QCOM, CSX, COHR

Xometry's (XMTR) CEO Recently Sold 50K Shares. Should You Follow?

Is Wall Street Bullish or Bearish on W.W. Grainger Stock?

Zacks Research Predicts Higher Earnings for W.W. Grainger

Fastenal Co. Stock Outperforms Competitors On Strong Trading Day

Wall Street's Most Accurate Analysts Give Their Take On 3 Industrials Stocks Delivering High-Dividend Yields