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business/news//CNBC
The S & P 500 closed at its first record high since late January.
Nike turnaround is harder than expected; another poor quarter may prompt a portfolio exit.
KEY POINTS
Apple's forthcoming foldable iPhone and Gemini-infused Siri are viewed as unique growth drivers.
GE Vernova's gas turbines and nuclear units are now in high demand due to the AI boom.
Eaton expanded its AI data center exposure by acquiring liquid-cooling company Boyd Thermal.
Honeywell's aerospace spin-off could soon be worth more than the whole company today.