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.
COMPANIES
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