GE Aerospace (GE) — the peer cohort

Long reads

• AI Users — Builders Up 66%, the Companies Using AI FlatReport · 25 Oct 2026

Dailies

• AI Fade — Health and IT Services LeadDaily Pulse · 5 Nov 2026IDEXX rose 35.5% in a month and GE HealthCare 32.5%; on Wednesday Intuitive Surgical, Stryker and Globus Medical each rose about 9.4%.
• AI Trade — Kospi Falls 5.3%, SK Hynix 9.5% and Advantest 14.7% After Qualcomm; Hong Kong Rises 3.5%Morning 10 · 5 Nov 2026The suppliers of power and equipment to data centers fell most: Vistra 13.8%, Vertiv 12.9%, Quanta Services 11.7%, Eaton 9.9% and GE Vernova 9.3%.
• Midterms — Dow Jumps 2.3% and Apple Hits a Record; Data-Center Power Stocks Sink Up to 15%Midday 10 · 4 Nov 2026The market sells what the vote may slow: Vistra falls 15.3%, Vertiv 13.6%, Quanta 12.7% and GE Vernova 11.9%, and the chip index loses 3.9% even after AMD's strong outlook.
• Fed — rates on hold, two officials wanted a hike; Vertiv +15%, Flex +9%, Micron +4%Midday 10 · 28 Oct 2026GE Vernova, the gas-turbine and grid-equipment maker, slips 1.1% to 885.00 after beating on earnings and revenue — $4.81 a share against $4.03 expected, $12.64 billion against $11.99 billion — raising its outlook and announcing a $9…
• Chips — one day of bounce, then Asia sells it: Kospi −4.3%, SK Hynix −5.3%, Nasdaq futures lowerMorning 10 · 20 Oct 2026Support-confluence scanner — five names on multiple floors at once: Viasat, Nordea, GE Vernova among them
• Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%Midday 10 · 20 Oct 2026Chip-equipment makers stay sold before Lam Research reports; GM and GE Aerospace beat and fall; health care +2.3%.
• Rotation — Out of Chips, Into Pills and SoapDaily Pulse · 16 Oct 2026Industrials look weak only because the AI build-out hides inside them: Vertiv, Caterpillar, Quanta, GE Vernova and Eaton fell 10–15%, while defence and rail rose.
• SOXX breaks its floor on FOMC day — the sell-off spares only the testersMidday 10 · 29 Jul 2026GE HealthCare +10.4% and Clean Harbors +7.5% on this morning's beats (EPS 8.7% and 14.6% above estimates — both HALO names), Snowflake +6.3% near its 52-week high.