CNH Stock And 2 US Manufacturing Stocks Facing Tariff Changes

Tariff talk is back on the front page, and this time it centers on new Section 301 proposals that could reshape how money flows into U.S. manufacturing stocks. With fresh 10% and 12.5% tariff ideas aimed at many key trading partners, and some major categories like fuels and electronics excluded, investors are reassessing companies that already lean heavily on domestic production. This article looks at how that backdrop connects to U.S. Domestic Manufacturing stocks and highlights 3 companies from the screener that appear positioned to benefit from these developments.

CNH Industrial (CNH)

Overview: CNH Industrial is a global equipment manufacturer that sells tractors, harvesters, construction machinery and related precision agriculture solutions under brands such as Case IH and New Holland, supported by in house financing that helps farmers and contractors fund new and used equipment purchases.

Operations: CNH Industrial generates most of its revenue from industrial activities, with about US$12.4b from Agriculture, US$2.9b from Construction and US$2.7b from Financial Services, plus a small amount from eliminations and other items.

Market Cap: US$12.9b

CNH Industrial gives you exposure to U.S. centered manufacturing of farm and construction equipment at a time when new Section 301 tariff proposals could make imported machines more expensive and tilt demand toward domestically produced models. Management is already adjusting pricing, working with suppliers on cost sharing and re-sourcing components to improve its cost position under higher tariffs. It is also investing in virtual simulation and connected precision ag tools that support higher margin software and services. The trade off is that current profit margins are thin, debt funding is significant and North American ag demand sits near what management describes as trough levels, so the recovery path matters. What this all adds up to for CNH’s long term earnings potential is where the story gets more interesting.

Tariff pressure, thin margins and trough level North American ag demand could be masking where CNH Industrial’s earnings power eventually settles. It is therefore worth seeing how the 1 key reward and 2 important warning signs (1 is major!)

NYSE:CNH Earnings & Revenue Growth as at Jun 2026

MasTec (MTZ)

Overview: MasTec is an infrastructure engineering and construction company that designs, builds, installs, and maintains critical communications, power, clean energy, pipeline, and civil infrastructure across the United States and Canada for utilities, telecom providers, energy companies, and government clients.

Operations: MasTec generates most of its revenue from Clean Energy and Infrastructure (US$5.1b), Power Delivery (US$4.3b), Communications (US$3.5b), and Pipeline Infrastructure (US$2.5b), partially offset by eliminations.

Market Cap: US$31.7b

MasTec is notable in U.S. domestic infrastructure because it is directly tied to long term themes such as grid upgrades, data center buildouts, fiber and 5G deployment, and renewable power, while also being relatively insulated from the direct impact of new Section 301 tariffs on imported materials. Recent results indicate strong revenue and earnings momentum, supported by a record backlog and policy support for clean energy and power delivery. At the same time, the company carries high debt and relies heavily on large projects and key customers, which can make results more sensitive if work is delayed or cancelled. The valuation reflects a high P/E multiple and expectations for faster earnings growth than the wider market, so an important consideration for investors is whether MasTec’s execution and margin improvement will continue to support that level of optimism.

MasTec’s high P/E and strong backlog hint that expectations may be racing ahead of the story. It is worth seeing how the 2 key rewards and 2 important warning signs could change your view on what happens next

NYSE:MTZ P/E Ratio as at Jun 2026

Intuitive Machines (LUNR)

Overview: Intuitive Machines is a Houston based space infrastructure and services company that designs and operates lunar landers, data networks and mission services for NASA, the U.S. Department of Defense, commercial clients and international partners, supporting cargo delivery, communications and navigation across the Earth Moon system.

Operations: Intuitive Machines generates all of its reported US$334.3m in revenue from Aerospace & Defense activities in the United States.

Market Cap: US$5.0b

Intuitive Machines positions investors at the center of efforts to build a permanent lunar economy, with missions, lunar data networks and NASA contracts that extend beyond one off landings into recurring communications and operations services. Forecasts point to rapid growth in revenue and earnings over the next few years, and Simply Wall St estimates the stock is trading well below its fair value. At the same time, the company is still loss making, highly volatile and dependent on government funding, with recent equity offerings and insider selling adding extra risk. For investors who can tolerate sharp swings and execution risk, the combination of Section 301 tariff support for U.S. advanced manufacturing, a growing backlog of lunar infrastructure work and a premium P/S valuation presents a high risk, high potential story that may warrant closer attention.

Intuitive Machines sits at the crossroads of lunar growth hopes and real execution risk, and the current story may not fully reflect what comes next for revenue and margins, so it is worth reading the analyst forecasts for Intuitive Machines

NasdaqGM:LUNR Earnings & Revenue Growth as at Jun 2026

The three stocks covered here are only a sample of what is on offer. The full U.S. Domestic Manufacturing screen surfaces 44 more companies that meet the same health and future potential criteria and each carry their own compelling narrative, which you can review through the U.S. Domestic Manufacturing screener. Use Simply Wall St to identify and analyze the specific catalysts that matter to you, from reshoring exposure and tariff sensitivity to balance sheet strength and earnings potential, so you can focus on the highest conviction ideas in this theme.

Take Control of Your Investment Journey

If Intuitive Machines or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.
Once you’ve made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.
Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.
By uncovering hidden catalysts and risks early, you’ll accelerate your decision-making and stay one step ahead of the market.

Curious About Alternative Paths To Growth

Fresh stock ideas can move from quiet potential to full breakout before most investors notice. Do not get caught watching from the sidelines while it still matters; consider taking action in a way that aligns with your own research and objectives.

• Target resilient compounding by scanning a curated 7 dividend fortresses that filters for companies focused on sustaining meaningful income even when sentiment swings.
• Hunt for mispriced strength through a hand picked 44 high quality undervalued stocks where cash generation, quality metrics and current pricing may be pointing to early momentum.
• Track the backbone of tomorrow’s data buildout with a focused 49 AI infrastructure stocks featuring companies tied to compute demand, power needs and high capacity networks.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

New: Manage All Your Stock Portfolios in One Place

We’ve created the ultimate portfolio companion for stock investors, and it’s free.

• Connect an unlimited number of Portfolios and see your total in one currency
• Be alerted to new Warning Signs or Risks via email or mobile
• Track the Fair Value of your stocks

Try a Demo Portfolio for Free

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Source link

US manufacturing activity rose in June, factory hiring fell to six-year low | Ukraine news

Stronger orders mask mounting cost pressures and job cuts in factories, raising questions about whether production gains can sustain without easing input inflation.

Washington, June 23 – activity in the U.S. manufacturing sector rose again in June: companies front-loaded new orders in response to anticipated shortages and rising prices, but factory employment fell to a six-year low due to rising operating costs tied to the conflict in the Middle East.

According to S&P Global, the preliminary Manufacturing PMI rose to 55.7 this month – the highest since May 2022, while May stood at 55.1. A reading above 50 indicates expanding production, which accounts for about 9.4% of the economy. Economists surveyed by analysts expected the manufacturing PMI to slip to 54.8.

Growth in manufacturing was accompanied by an uptick in the services PMI to 51.3 from 50.7 in May, lifting the U.S. composite PMI according to S&P Global to 52.2 from 51.5 last month. The rise in the services PMI is partly linked to the FIFA World Cup, hosted by the United States, Canada and Mexico.

The manufacturing PMI index has risen for the fourth month in a row, partly due to companies replenishing inventories in case of shortages and rising prices.

The war between the United States, Israel and Iran, which has been ongoing for four months, is weighing on global supply chains and boosting prices for oil-related goods, as well as for aluminum and fertilizers.

Last week the United States and Iran signed an interim agreement aimed at ending the war. On Monday, Vice President JD Vance said that talks with Iranian officials in Switzerland laid a “good foundation” for a final peace agreement, despite tensions over the Hormuz Strait and Lebanon.

Layoffs in manufacturing have reached their highest level since 2009, excluding the pandemic, underscoring concerns about the durability of the recent demand growth amid rising input costs.

– Chris Williamson

Private-Sector Employment Remains Low

Overall private-sector employment remained subdued for the second month in a row. This contrasts with the Labor Department data showing private payroll growth rebounding over the last three months. For the three months ended May, private nonfarm payrolls averaged 166,000 jobs per month, versus only 62,000 in the same period in 2025. Analysts surveyed note that private surveys do not always accurately forecast official employment data.

The manufacturing new orders index, according to S&P Global, rose to a more than four-year high for the month. The rise was attributed to demand being temporarily supported by warnings of potential supply disruptions and higher prices due to the war. Meanwhile the inventories index reached its highest level in 13 months.

Additionally, supplier lead times lengthened to levels last seen in August 2022. Before the war, suppliers had been constrained by broad tariffs imposed by the Trump administration. While a drop in oil prices from multi-year highs at the outset of the conflict restrained further increases in input costs, inflation at factory sites remained high.

The Prices paid by factories for inputs fell to 71.2 from 75.3 in May. Manufacturers continued to pass costs on to consumers, though the pace of price declines slowed. The Prices received by manufacturers for goods produced fell to 61.0 from 63.1 in May. The decline was partially offset by gains in the services sector, and the overall index of prices received by the private sector stayed at 58.6. The overall input prices index fell to 62.1 from 62.5 in May.

Elevated readings reflect economists’ expectations of sustained high inflation and the likelihood of the Federal Reserve raising interest rates within the year amid rising inflation risks.

Current data indicate the industrial sector is behaving flexibly: demand and inventory management support output, but weaker employment in manufacturing and rising costs remain key concerns for the U.S. economy.

In summary, shifts in demand and supply are shaping today’s production dynamics: on one hand, recovery and inventories; on the other, higher costs and weak employment, underscoring the need for steady anti-inflationary policy and careful monitoring of the labor market in the coming months.

Source link

3 US Manufacturing Stocks With Balance Sheet And Funding Risk ուշադրություն

U.S. manufacturing is expanding, reshoring projects are gathering pace, and business investment is taking center stage, even as inflation stays above the Fed’s 2% target and energy costs remain elevated. For investors, that mix can reward companies positioned to benefit from stronger domestic production and supply chain resilience, while pressuring others that are more sensitive to higher funding and input costs. This article looks at how the latest macro catalysts, from the Middle East ceasefire talks to firm U.S. factory data, connect to three U.S. Manufacturing and Industrial Reshoring screener stocks that appear positively exposed to the news flow.

LSI Industries (LYTS)

Overview: LSI Industries is a Cincinnati based manufacturer of commercial lighting, graphics, and display systems. It supplies non residential customers such as fuel stations, grocery chains, quick service restaurants, warehouses, and sports facilities with fixtures, digital signage, refrigerated displays, and related project services.

Operations: LSI Industries generates about US$282.4 million of revenue from Lighting and US$342.3 million from Display Solutions. Total revenue of roughly US$609.8 million comes from North America.

Market Cap: US$947.0 million

LSI Industries is notable in the reshoring story because it sits at the intersection of rising U.S. manufacturing and retail investment and the need for energy efficient lighting, digital signage, and refrigeration. The exclusive North American partnership with Carter Thermal for remote refrigeration broadens its role with grocery and retail chains. A growing mix of higher margin services and integrated solutions contributes to the case for stronger earnings quality over time. At the same time, higher debt from recent financing, reliance on external funding, and insider selling mean investors need to weigh balance sheet pressures and governance signals carefully. Overall, it is a company with clear exposure to capex driven demand, but also a capital structure and execution path that investors may want to understand in more detail.

LSI Industries sits where reshoring capex and energy efficient demand intersect, but the real story may be how its funding mix and services shift affect risk and reward, which the 3 key rewards and 3 important warning signs (1 is major!)

NasdaqGS:LYTS Revenue & Expenses Breakdown as at Jun 2026

Legence (LGN)

Overview: Legence is a U.S. building services company that designs, installs, fabricates, and maintains complex HVAC and other mechanical, electrical, and plumbing systems for data centers, technology, healthcare, life sciences, education, and government facilities.

Operations: Legence generates about US$746.6 million from Engineering & Consulting and US$2.3 billion from Installation & Maintenance, with total revenue of roughly US$3.1 billion coming from the United States.

Market Cap: US$9.2 billion

Legence stands out in the reshoring theme because its engineering and fabrication work sits directly on the critical path of new data centers, semiconductor plants, and complex healthcare and education projects, all areas tied closely to U.S. industrial and infrastructure investment. A large backlog linked to these multi year projects, expansion of modular fabrication capacity, and recent rating and loan pricing improvements indicate that the balance sheet is being tuned to support growth, even as the business works through the impact of past impairments and one off items. With profitability still relatively early and governance and funding risks to weigh, the central question for investors is how this mix of high demand end markets and execution complexity ultimately affects Legence’s earnings quality and resilience.

Legence’s accelerating project pipeline across data centers and complex facilities raises a big question: how well is the balance sheet set up for what comes next, and what the Legence financial health report

LGN Discounted Cash Flow as at Jun 2026

Symal Group (ASX:SYL)

Overview: Symal Group is an Australian construction and infrastructure contractor that handles everything from civil works, bridges, utilities and community infrastructure to recycling, remediation and quarry materials. It often acts as both head contractor and specialist subcontractor across sectors like transport, power, renewables, defense and data centers.

Operations: Symal Group generates about A$801.4 million from Contracting Services, A$187.8 million from Plant & Equipment and a small loss from Other and Eliminations, with total revenue of roughly A$986.9 million earned in Australia.

Market Cap: A$736.6 million

Investors watching global reshoring and infrastructure spending may note Symal Group because its mix of civil construction, plant hire and recycling is closely linked to long-duration projects in renewables, data centers, defense and transport. Recent gains in profitability and high projected returns on equity indicate a focus on returns rather than volume alone. At the same time, reliance on external borrowing and a relatively new board and management team create execution and funding risks, even as a seasoned CFO is being brought in to tighten capital discipline. This combination of growth themes, balance sheet choices and leadership changes may significantly influence Symal’s overall risk and reward profile.

Symal Group’s mix of long duration projects and higher projected returns on equity hints at a story that many investors may be underestimating. The analyst forecasts for Symal Group could reveal what the headline numbers are not telling you yet.

ASX:SYL Earnings & Revenue Growth as at Jun 2026

The three stocks covered here are just a starting point, and the full U.S. Manufacturing and Industrial Reshoring screener turns up 10 more U.S. manufacturing and industrial reshoring companies with equally compelling stories that could fit different portfolio styles. Use Simply Wall St to identify the specific catalysts, analyze financial health, and filter for the narratives that matter most so you can focus on your highest conviction ideas.

Take Control of Your Investment Journey

If Symal Group or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.
Once you’ve made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.
Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.
By uncovering hidden catalysts and risks early, you’ll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Before Momentum Flies Past?

Fresh stock ideas can move from quiet to crowded quickly, as momentum builds and prices start flying before the crowd catches on. Check these curated lists now and get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

New: AI Stock Screener & Alerts

Our new AI Stock Screener scans the market every day to uncover opportunities.

• Dividend Powerhouses (3%+ Yield)
• Undervalued Small Caps with Insider Buying
• High growth Tech and AI Companies

Or build your own from over 50 metrics.

Explore Now for Free

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Source link

York Space Systems And 2 US Manufacturing Stocks Facing Tariff Shifts

With fresh import tariffs returning under the Trump Administration and new trade probes targeting forced labor and industrial overcapacity, investors are being pushed to rethink how exposed their portfolios are to global supply chains. Larger U.S. manufacturers could stand to gain if domestic production becomes relatively more attractive; yet the picture is far from simple. This article breaks down how the renewed tariff push connects to U.S. Domestic Manufacturing Stocks and highlights three companies from that screener that appear to be notably affected by these trade shifts, helping you decide whether they deserve a closer look or a wider berth.

York Space Systems (YSS)

Overview: York Space Systems is a US based space and defense company that designs, builds and operates standardized satellite platforms and software for national security, government and commercial customers, covering the full mission lifecycle from spacecraft production to constellation operations.

Operations: York Space Systems generates about US$396.3 million in revenue entirely from Aerospace & Defense activities in the United States.

Market Cap: US$4.0b

York Space Systems sits at the intersection of US industrial policy and national security, with all its revenue tied to domestic Aerospace & Defense work at a time when new tariffs and supply chain scrutiny are pushing production onshore. The company is still loss making and relies on firm fixed price contracts, so cost overruns, integration risk from recent acquisitions and an inexperienced board could weigh on progress. Recent index inclusions, new US government contracts on its largest M CLASS platform and moves to secure US based solar and ground infrastructure also show how York is trying to build a tightly controlled, US centric supply chain that could matter even more as protectionist trade measures intensify.

York Space Systems appears to be an onshoring winner in the making, with fixed price contracts and acquisitions potentially masking the real story. Before you decide how to position around it, review the 3 key rewards and 1 important major warning sign.

NYSE:YSS Earnings & Revenue Growth as at Jun 2026

United States Antimony (UAMY)

Overview: United States Antimony produces antimony based flame retardants, metals and chemicals, zeolite products, and recovers gold and silver, selling into end markets ranging from plastics and batteries to environmental cleanup and agriculture across the United States and Canada.

Operations: The company generates about US$35.8 million from Antimony and US$3.3 million from Zeolite, with roughly US$37.6 million of revenue in the United States and US$1.4 million in Canada.

Market Cap: US$1.2b

United States Antimony sits at the heart of the critical minerals conversation, as a US based producer that could directly benefit from new tariffs on foreign suppliers and potential US government support for secure antimony supply. The company is expanding smelting capacity at Thompson Falls to lift output. Analysts currently expect improvements in revenue and earnings, even though the business is loss making and carries funding and dilution risks. A rich valuation, short cash runway and leadership turnover mean execution and future demand need to justify the ambition. For investors watching how tariff policy and critical minerals policy develop, this is one of the more closely followed higher risk, higher potential names within US Domestic Manufacturing Stocks.

United States Antimony sits at the intersection of tariff pressure, critical minerals security and expansion plans, yet the full picture is not obvious. Get the fuller story from the 2 key rewards and 3 important warning signs (1 is major!)

NYSE:UAMY Earnings & Revenue Growth as at Jun 2026

Barloworld (BRRA.Y)

Overview: Barloworld is an industrial processing and services company that supplies heavy equipment, power systems and industrial products to mining, construction and infrastructure customers, alongside a food and industrial ingredients business built around starch, glucose and related products. It operates across Southern Africa and select international markets, including the United Kingdom, Australia, Russia and Mongolia.

Operations: Barloworld generates about ZAR 31.0b from Equipment, ZAR 6.4b from Ingrain and ZAR 0.8b from Other activities, partly offset by ZAR 0.5b of eliminations.

Market Cap: US$1.1b

Barloworld provides exposure to heavy equipment and industrial processing at a time when US tariffs are encouraging more manufacturers to consider local production, and industrial goods suppliers may see stronger demand for onshore projects. The company has returned to profitability over the past five years, with earnings growing at about 25.2% per year and forecasts indicating further earnings growth. However, the high P/E ratio, premium to cash flow estimates and low 3.8% profit margin require investors to pay a higher price for that potential. In addition, the shares are highly illiquid, the company relies on external borrowing and it has a relatively new board, which highlights the risk side of the investment case. Recent stronger interim results, disciplined cost control and a focus on deleveraging and capital returns mean Barloworld is a stock many investors may want to understand more deeply before deciding where it could fit in a tariff-reshaped industrial supply chain.

Barloworld’s earnings recovery and high P/E suggest investors may be pricing in more than a simple industrial rebound. However, the real tension between profit margin, debt and future projects sits inside the 1 key reward and 1 important major warning sign

OTCPK:BRRA.Y Earnings & Revenue Growth as at Jun 2026

The three stocks covered here are only a sample of what tariffs and onshoring could mean for US Domestic Manufacturing Stocks, and the full US Domestic Manufacturing Stocks screener surfaces 42 more companies with equally compelling narratives around supply chains, pricing power and exposure to trade shifts. Use Simply Wall St to identify and analyze the specific catalysts, financial health markers and business narratives that matter most to you so you can focus on the ideas in this theme that align most closely with your own convictions.

Take Control of Your Investment Journey

If York Space Systems or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.
Once you’ve made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.
Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.
By uncovering hidden catalysts and risks early, you’ll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Before Others?

New ideas often move first, and by the time the crowd notices, the most attractive entry points can be gone. Review these fresh stock groups while they are still relatively under the radar.

• Explore resilient momentum in companies with strong finances and lower risk profiles by reviewing the curated 66 resilient stocks with low risk scores before many investors are forced to react later.
• Identify income-oriented companies with payouts that may matter in a tariff-heavy environment by checking the hand picked 8 dividend fortresses while yields and prices still appear aligned.
• Follow companies tied to the evolution of the power grid by scanning the focused 34 power grid technology and infrastructure stocks while infrastructure spending themes are developing and attention has not fully shifted there yet.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

New: AI Stock Screener & Alerts

Our new AI Stock Screener scans the market every day to uncover opportunities.

• Dividend Powerhouses (3%+ Yield)
• Undervalued Small Caps with Insider Buying
• High growth Tech and AI Companies

Or build your own from over 50 metrics.

Explore Now for Free

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Source link

AdvanCell Establishes U.S. Headquarters and Manufacturing Hub in Greater Boston

AdvanCell has established its U.S. Global Headquarters in the Greater Boston area and leased a 128,000-square-foot facility that will serve as its flagship U.S. manufacturing center, a move that expands the clinical-stage radiopharmaceutical company’s North American footprint and supports its long-term commercialization strategy.

The new facility, located at IQHQ’s Innovation Park campus in Andover, Massachusetts, will house both corporate operations and advanced manufacturing capabilities as AdvanCell continues to develop targeted alpha therapies for cancer. The investment marks a significant milestone in the company’s transition toward becoming a U.S.-based radiopharmaceutical organization with integrated operations spanning North America and Australia.

The expansion is designed to support the continued development of ADVC001, the company’s lead prostate cancer program, as well as its broader Lead-212 targeted alpha therapy pipeline. AdvanCell said the Andover site will become its first internal manufacturing facility in the United States, providing infrastructure to support future clinical and commercial production requirements.

“Establishing AdvanCell’s U.S. Global Headquarters and future manufacturing facility reinforces our commitment to U.S. expansion and represents an important milestone in AdvanCell’s strategy to build a global, vertically integrated targeted alpha therapy company,” said Chief Executive Officer Philina Lee, Ph.D.

Lee said the facility will play a central role in scaling production capabilities as the company advances ADVC001 and additional Lead-212 programs through clinical development. She noted that AdvanCell will continue to leverage its Australian operations for clinical translation, isotope supply and manufacturing process innovation while expanding its U.S. presence.

The Greater Boston region has become a major hub for biotechnology and radiopharmaceutical development, offering access to research institutions, manufacturing expertise, specialized talent and a deep life sciences ecosystem. By locating its headquarters and manufacturing operations in the area, AdvanCell gains proximity to key industry partners and resources needed to support future growth.

In addition to the Andover buildout, the company is working with a contract development and manufacturing organization to establish U.S.-based drug product manufacturing capabilities. AdvanCell said the dual-track strategy is expected to accelerate access to manufacturing capacity while the new facility is fitted out and qualified for production.

The approach is intended to support ongoing clinical development, including Phase 2 enrollment in the company’s TheraPb study in the United States, while creating the foundation for future Phase 3 and commercial-scale manufacturing operations.

AdvanCell’s lead candidate, 212Pb-ADVC001, is a prostate-specific membrane antigen (PSMA)-targeting radioligand designed for the treatment of prostate cancer. The therapy uses Lead-212, an alpha-emitting radionuclide with a 10.6-hour half-life, to deliver targeted radiation directly to cancer cells while limiting exposure to surrounding healthy tissue.

The ongoing TheraPb trial is a Phase 1/2 study evaluating ADVC001 in patients with metastatic prostate cancer. Following completion of the Phase 1b dose-escalation portion of the trial, the Phase 2 expansion stage is evaluating efficacy and safety across two dose levels. The study includes patients with PSMA-positive metastatic castration-resistant prostate cancer and metastatic hormone-sensitive prostate cancer.

Radiopharmaceutical development has emerged as one of the fastest-growing segments within oncology, driving increased investment in manufacturing infrastructure as companies seek to secure isotope supply chains and production capacity. Because radiopharmaceuticals have short shelf lives and complex production requirements, manufacturing scale and geographic reach are increasingly viewed as critical components of commercialization readiness.

For AdvanCell, the establishment of a U.S. headquarters and large-scale manufacturing facility represents a strategic investment in both operational infrastructure and future market access as it advances its targeted alpha therapy platform toward later-stage development and potential commercialization.

Source link

Trump says Intel will make chips for Apple in a major win for U.S. manufacturing

Intel’s efforts to rebuild its chipmaking business may have landed its biggest customer yet. U.S. President Donald Trump announced on Thursday that Apple has agreed to work with Intel to design and manufacture chips in the United States, a deal that could significantly strengthen Intel’s foundry ambitions.

The announcement does not come out of the blue. Earlier reports indicated that Apple and Intel had been discussing a manufacturing partnership for more than a year and had already begun working together on select chip production projects.

A major customer win for Intel

Trump announced the agreement in a post on Truth Social but did not specify which Apple chips Intel would manufacture. The president said the deal is part of his administration’s efforts to strengthen domestic chip production and support Intel’s recovery.

Landing Apple would be a major breakthrough for Intel Foundry. The company has spent years trying to attract major technology customers and prove it can compete with manufacturing leaders such as TSMC.

The Trump administration has also invested heavily in Intel’s future. Last year, the U.S. government took a 10% stake in the company and announced plans to invest roughly $10 billion to help build and expand semiconductor manufacturing facilities in the United States.

Intel and Apple have not officially announced the partnership, and neither company has publicly commented on Trump’s claims.

Intel

Intel’s foundry push is finally starting to show results

Recent developments suggest Intel’s manufacturing plans may finally be gaining momentum. The company recently announced that its 18A-P manufacturing process has entered risk production, a key milestone before large-scale manufacturing begins. Intel has also secured Tesla as a future customer for its 14A process, while reports suggest Nvidia could manufacture some products using Intel Foundry technology later this decade.

An Apple manufacturing deal would add significant weight to those efforts. Securing one of the world’s largest chip buyers would help validate Intel’s manufacturing roadmap and strengthen its position as it competes for more foundry customers. With TSMC facing strong demand for advanced manufacturing capacity and charging higher prices for access to its leading-edge processes, Intel has an opportunity to establish itself as a credible alternative for major chip designers.

Source link

Supreme Nonwoven opens first US manufacturing plant in North Carolina

North Carolina Governor Josh Stein has announced that Supreme Nonwoven Inc, a manufacturer of advanced nonwoven materials and products, will establish its first manufacturing facility in the United States in Lexington. The project is expected to create 50 new jobs in Davidson County and involve an investment of $25.8 million.

The company, which has built a strong reputation over the past four decades, serves customers across the apparel, automotive, filtration, and industrial sectors through its broad portfolio of material technologies and value-added solutions.

Supreme Nonwoven Inc will invest $25.8 million to establish its first US manufacturing facility in Lexington, North Carolina, creating 50 jobs.
The 200,000-square-foot plant will serve apparel, automotive, filtration, and industrial customers across North America, while strengthening technical collaboration and supporting the company’s regional growth strategy.

Stein said, “Our state is a premier destination for textile innovation. Our history in this industry is enhanced by a skilled workforce that is ready to support global companies seeking to establish and expand their presence in the US.”

The new facility, spanning more than 200,000 square feet, will function as a centre for technical collaboration, allowing the company to work more closely with North American customers and partners on customised material solutions. The site is expected to enhance responsiveness, support tailored applications, and provide access to the latest developments in nonwoven technologies.

Amit Kavrie, managing director of Supreme Group said, “We see this as an important step in bringing our material technologies and development capabilities closer to customers in the region while building a foundation for long-term growth.”

“Lexington offers us a strong base from which to support customers with responsiveness, technical collaboration, and reliable execution,” said Manoj Swain, director of international operations of Supreme Group adding, “As we build this operation, our focus will be on creating the right competencies locally while also drawing on the broader capabilities of the Group to serve regional customer requirements over time.”

The new positions will offer an average annual salary of $55,800, above Davidson County’s average wage of $54,395. The project is expected to generate an annual payroll impact of approximately $2.79 million for the local economy.

To support the investment, the company has been awarded a performance-based grant of $100,000 from the One North Carolina Fund.

North Carolina Senator Steve Jarvis said, “Investments like this create good jobs, strengthen our local economy, and demonstrate confidence in the business-friendly climate we have worked hard to build across North Carolina. I look forward to the positive impact this project will have on our community and families for years to come.”

Fibre2Fashion News Desk (CG)

Source link

Johnson & Johnson’s US$1bn Investment for Vision & Eye Care

“By further strengthening our Vision operations in Jacksonville with next-generation manufacturing, packaging and distribution capabilities, we are enhancing the resilience of our US supply chain while helping more people see better and live better.

“This commitment reflects the confidence we have in our people, our technology and our more than 40-year legacy of advancing eye health globally.”

By investing in next-generation technologies, Johnson & Johnson is positioning itself to better serve the evolving needs of eye care consumers and healthcare professionals.

Strengthening healthcare supply chains

The Jacksonville expansion reflects Johnson & Johnson’s broader strategy to reinforce domestic healthcare manufacturing and distribution infrastructure.

Company leadership emphasised that advanced manufacturing in the US plays a critical role in delivering innovative, high-quality healthcare solutions for patients.

The investment forms part of Johnson & Johnson’s previously announced US$55bn commitment to US manufacturing, research and development and technology through early 2029.

Construction of the new facility is already underway, with full operations expected to begin in 2028.

“Johnson & Johnson’s commitment is a strong vote of confidence in Jacksonville, our workforce and our future,” says Mayor Donna Deegan.

Source link

‘When Was The Last Time…’

President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and lauded his efforts to bring chip production back to America.

Trump took to Truth Social early Thursday and highlighted the partnerships he facilitated between Intel Corporation, Nvidia Corporation and Tesla Inc. to design and manufacture chips domestically.

Don’t Miss:

“…we helped bring in Nvidia, and they agreed to build their first level Chips with Intel. Next, Elon agreed to build his TerraFab, the largest Chip Factory in the World, designed together with Intel’s Technology team,” Trump wrote.

He then confirmed that Apple Inc. has also “agreed to work” with Intel to design and build its chips in the U.S.

Trump also blamed previous administrations for allowing the semiconductor technology, which was “invented” in the U.S., to decline by failing to implement protective tariffs.

The President also highlighted how Intel’s value has surged from about $100 billion to over $600 billion since the U.S. investment nine months ago, boosting America’s stake to more than $60 billion.

“When was the last time a President made America money??” he wrote.

Apple Explores Intel-Made Chips

Trump’s post comes after a Wall Street Journal report in May suggested that Apple and Intel have reached a preliminary deal for Intel to manufacture some Apple-designed chips, potentially reducing Apple’s reliance on Taiwan Semiconductor Manufacturing Co. Ltd. and reshaping the semiconductor supply chain.

Trending: Avoid the #1 Investing Mistake: How Your ‘Safe’ Holdings Could Be Costing You Big Time

The companies have not revealed which Apple products will use Intel-made chips, and key terms of the agreement remain undisclosed.

Apple and Intel did not immediately respond to Benzinga’s request for comments.

US Intel Stake Generates Return

On Wednesday, Intel’s 18A-P semiconductor node entered the risk production phase, marking a significant milestone in the company’s advanced manufacturing timeline. This development aligns with the schedule Intel shared with customers and partners in 2025.

The U.S. government acquired a 9.9% passive stake in Intel in August, purchasing 433.3 million shares at $20.47 each through an $8.9 billion investment tied to the CHIPS Act and Secure Enclave funding. At Intel’s current price of $120.10, the government’s stake is now worth nearly $52.04 billion, representing an unrealized gain of about $43.14 billion, or almost a 5.8x return on the original $8.9 billion investment.

Image via Shutterstock

Read Next: 

Building Wealth Across More Than Just the Market

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry.

Arrived

Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.

ARK7

Residential real estate has historically provided investors with income potential and long-term appreciation, but direct ownership can be expensive and time-consuming. ARK7 enables investors to buy fractional shares of rental properties, offering access to potential rental income and real estate exposure without property management responsibilities. By lowering the barrier to entry, the platform gives investors another way to diversify beyond traditional stocks and bonds.

Doroni

Electric aviation is an emerging industry with the potential to transform personal transportation and urban mobility. Doroni is developing eVTOL aircraft designed for personal use, aiming to combine the convenience of a car with the flexibility of vertical flight. As interest in advanced air mobility grows worldwide, the company is positioning itself within a sector that could play a significant role in the future of transportation.

Immersed

Immersed is building technology for the future of work through spatial computing. Known for its AR/VR productivity platform that enables users to work across multiple virtual screens, the company has grown to more than 1.5 million users worldwide. Immersed is also developing Visor, a lightweight headset designed specifically for professional productivity, positioning the company at the intersection of remote work, extended reality (XR), and next-generation computing.

Vinovest

Fine wine and rare whiskey have historically moved independently of the stock market, making them a compelling alternative asset. Vinovest manages authenticated, insured portfolios of investment-grade wine and whiskey starting at $5,000 — sourcing, storage, and insurance all handled for you.

EnergyX

EnergyX is a clean energy technology company focused on direct lithium extraction and refinery technologies for the lithium-ion battery supply chain. Its proprietary DLE systems are designed to recover lithium from brine resources more efficiently and with less environmental impact, supporting efforts to expand lithium supply for electric vehicles, grid-scale storage, and other battery applications.

FarmTogether

Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches.

EquityMultiple

For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000, with only ~5% of opportunities passing their due diligence process.

Fundrise

Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth.

American Hartford Gold

American Hartford Gold is a precious metals dealer that helps clients buy physical gold and silver coins and bars, either for direct delivery or within self-directed precious metals IRAs. The company’s services include gold and silver IRAs, IRA rollovers, and home delivery of bullion, giving investors a way to use tangible metals to diversify portfolios and seek protection against inflation and market volatility.

Mode Mobile

Mode Mobile is changing the way people interact with their phones by letting users earn money from the same apps and activities they already use every day. Instead of platforms keeping all the advertising revenue, Mode Mobile shares a portion back with users who engage with content, play games, and scroll on their devices. Named one of Deloitte’s fastest-growing software companies in North America, the company has built a large beta user base and is scaling a model that turns everyday smartphone usage into a potential income stream.

UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets.

Get the latest stock analysis from Benzinga:

Source link

Senate Finance Committee to Consider ITC Nominees

Bites (noun): more meaty news to sink your teeth into.

Barks (noun): peripheral noise worth your attention.

Want to have your doggie(s) featured in one of our future Barks & Bites Columns? Send your dogs photo(s) along with their name, breed (if you know it) and their age to [email protected]. All photos will be added to the IPWatchdog Dog Wall at IPWatchdog Studios and will be added to the queue of images we select from each week.  

This week in Other Barks & Bites: Circuit Judge Leonard Stark authors a concurrence explaining the Federal Circuit’s changes to the skilled searcher test in Ironburg Inventions v. Valve; Senate committees separately advance bills aimed at clarifying the framework for likeness rights in collegiate sports and creating a federal right to a person’s likeness; the Senate Finance Committee announces a hearing to vet several of President Trump’s nominees, including Peter-Anthony Pappas; USPTO Director John Squires issues a decision declining discretionary denial and designated informative in part for its analysis of U.S. manufacturing considerations; EU officials announce the seizure of 66,000 counterfeit World Cup football kits as part of Operation CLEANTRADE; and the Senate HELP Committee advances a pair of bills that would favor generic and biosimilar drugmakers over pharmaceutical patent owners.

Bites 

CAFC Reverses Estoppel Rulings Against Valve in Ironburg Patent Case – On Thursday, June 18, the U.S. Court of Appeals for the Federal Circuit (CAFC) issued a precedential ruling in Ironburg Inventions Ltd. v. Valve Corp. reversing the Western District of Washington’s ruling that Valve was estopped from challenging the validity of Ironburg’s patents on grounds that were not raised in inter partes review (IPR) proceedings because the district court both relied on insufficient evidence to find one validity ground estopped and improperly accounted for hindsight bias in estopping the other ground. Circuit Judge Leonard Stark authored a concurrence noting several major contributions that the majority’s opinion made to the skilled searcher test, which gives patentees the burden of showing both that the prior art references were findable by a skilled searcher, and that the skilled searcher would have reasonably been expected to discover the invalidity ground the challenger seeks to assert in court.

Senate Finance Committee to Hold Nomination Hearing on Pappas’ USITC Appointment – On Thursday, June 18, U.S. Senate Finance Committee Chairman Mike Crapo (R-ID) announced that the full committee will convene for a hearing next Thursday morning at 10 AM to discuss five President Donald Trump nominees to make up the full membership of the U.S. International Trade Commission (USITC), which currently only has three sitting commissioners of the six commissioners that are provided for by statute. One of the nominees to be questioned next Thursday is Peter-Anthony Pappas, currently Director of Intellectual Property Policy under Senate IP Subcommittee Chairman Thom Tillis (R-NC) who has earned support from Council for Innovation Promotion (C4IP) Executive Director Frank Cullen both for his efforts to improve subject matter eligibility analyses, including contributions to the U.S. Patent and Trademark Office’s 2019 Revised Subject Matter Eligibility Guidelines, and his efforts in debunking false claims about patent thickets and evergreening. 

Athletic Industry Support Helps Send Protect College Sports Act to Senate Floor – On Thursday, June 18, the U.S. Senate Committee on Commerce, Science, and Transportation voted 19-9 on a bipartisan basis to advance the Protect College Sports Act to the floor of the U.S. Senate with several amendments to the bill advanced by Senators Ted Cruz (R-TX), Maria Cantwell (D-WA), Eric Schmitt (R-MO), Ted Budd (R-NC) and Tammy Duckworth (D-IL). This Tuesday, new support was raised for the bill, which aims to create a framework to stabilize name, image and likeness (NIL) rights in collegiate sports, by the U.S. Olympic and Paralympic Committee, Team USA Athletes’ Commission and players’ associations for both the National Football League and National Basketball Association, adding to the 20 collegiate conferences and other collegiate organizations.

Senate HELP Committee Advances Pair of Bills Targeting Pharma Patent Owners – On Wednesday, June 17, the U.S. Senate Health, Education, Labor & Pensions (HELP) Committee held a markup hearing for a series of bills that ultimately target pharmaceutical companies protecting their drugs through patent rights in favor of generic and biosimilar drugmakers who market cheap versions of patented drugs. While the HELP Committee did not vote on the Ensuring Timely Access to Generics Act, which received a series of nine amendments from Senator Bernie Sanders (D-VT), the committee did advance two bills toward a full vote on the Senate floor: the Biosimilar Red Tape Elimination Act, which would make it easier for biosimilar makers to prove interchangeability with the biologic equivalent, and the Medication Affordability and Patent Integrity Act, which would require applications for U.S. Food and Drug Administration (FDA) approval to certify that information it has submitted for FDA approval is consistent with patent filings at the U.S. Patent and Trademark Office (USPTO).

Fourth Circuit Affirms “HAVANA CLUB” Trademark Renewal Granted 10 Years After Deadline – On Tuesday, June 16, the U.S. Court of Appeals for the Fourth Circuit issued a ruling in Bacardi & Company Ltd. v. Squires affirming the Eastern District of Virginia’s summary judgment ruling finding that trademark owner Cubaexport finding that a 2016 order by the Department of Treasury’s Office of Foreign Assets Control properly validated Cubaexport’s renewal payment that was due in 2005. The Fourth Circuit found that, while the USPTO Director acted within his statutory authority to deny trademark registration when it determined that Cubaexport lacked required licenses for the wire transfer of funds to pay for its 2005 trademark renewal, Cubaexport’s ability to secure an OFAC license for the transfer in 2016 properly authorized the 2005 transaction.

PTAB Ruling Declining Discretionary Denial for U.S. Manufacturing is Designated Informative – On Monday, June 15, the U.S. Patent and Trademark Office (USPTO) announced its ruling in Tesla, Inc. v. Bulletproof Property Management, LLC which denied patent owner Bulletproof’s request for discretionary denial for a series of inter partes review (IPR) proceedings petitioned by Tesla. The decision, issued by Director John Squires and immediately designated as an informative decision for the Patent Trial and Appeal Board (PTAB), declined discretionary denial for several reasons including a broad stipulation on co-pending district court litigation, petitioner demonstration of an apparent USPTO error, Tesla filed its petitions within two years of issuance of each challenged patent, and Tesla provided evidence that it manufactures the products accused of infringing Bulletproof’s patents within the United States.

Barks

Unanimous Senate Judiciary Advances NO FAKES Act to Create Federal Voice, Likeness Rights – On Thursday, June 18, the U.S. Senate Judiciary Committee voted unanimously to advance the Nurture Originals, Foster Art, and Keep Entertainment Safe (NO FAKES) Act of 2026, which if enacted as drafted would create a federal right to an individual’s voice and likeness terminating no later than 70 years after death to prevent AI companies from making unauthorized uses of a person’s voice and likeness.

Operation CLEANTRADE Leads to Seizure of 66,000 Fake Football Jerseys Ahead of 2026 World Cup – On Thursday, June 18, the European Union Intellectual Property Office (EUIPO) announced that Operation CLEANTRADE, a joint anti-counterfeiting initiative led by the Spanish National Police with support from several EU agencies, had seized more than 66,000 counterfeit football jerseys and kits imitating the crests of national football teams playing in the 2026 World Cup.

Nokia, Lenovo Renew Multi-Technology Patent Cross-License on Confidential Terms – On Thursday, June 18, Finnish telecommunications company Nokia and Chinese multinational technology firm Lenovo announced that they had signed a confidential agreement on a multi-year, multi-technology patent cross-license agreement, renewing the cross-license agreement between those parties last entered into in 2021.

EPO Launches Data Desk Showing Granular Patenting Trends in Critical Tech Sectors – On Thursday, June 18, the European Patent Office (EPO) announced that it had launched a new Data Desk feature through the agency’s online portal that gives users access to granular data on patent trends in rapidly evolving tech sectors, with energy storage, hydrogen, power grids, quantum and solar photovoltaics currently available through the first version of Data Desk.

USPTO Promotes Deborah Stephens to Serve as Agency’s Permanent CIO – On Tuesday, June 16, the USPTO announced that it had appointed Deborah Stephens, who has served multiple roles at the agency for 25 years including leading information technology (IT) modernization while serving as Assistant Commissioner for the Office of Patent Information Management, to serve as Chief Information Officer (CIO), promoting Stephens from her current role as Acting CIO.

EUIPO Strengthens Ties With German IP Community During First Edition of “National Days” – On Monday, June 15, the European Union Intellectual Property Office (EUIPO) held its first stakeholder event as part of the agency’s new “National Days at the EUIPO” initiative, inviting representatives from the court systems, agencies and industry organizations in Germany to discuss strategic updates on that nation’s IP landscape.

This Week on Wall Street

U.S./Iran Conflict Leads to $400M Quarterly Loss in Middle Eastern Business for Accenture – On Thursday, June 18, Irish technology consulting company Accenture announced earnings for the third quarter of 2026 showing a $400 million revenue loss for Accenture’s Middle Eastern business, with more revenue headwinds expected by the company in its fourth quarter earnings report as the economic impacts of the U.S./Iran conflict begin to take hold.

Quarterly Earnings – The following firms identified among the IPO’s Top 300 Patent Recipients for 2024 are announcing quarterly earnings next week (2023 rank in parentheses): 

• Monday: None
• Tuesday: None
• Wednesday: Micron Technology Inc. (23rd)
• Thursday: None
• Friday: None

Source link