John Deere Expands Operations, Set to Strengthen U.S. Manufacturing


Deere & Company’s stocks have been trading up by 13.32 percent due to rising demand for precision agriculture technology.

  • North Carolina factory, costing $70M, will shift excavator production from Japan, boosting local employment by over 150 job opportunities.

  • The Indiana distribution center is poised to employ 150 workers, aligning with John Deere’s ongoing U.S. operational expansion.

  • Interim CFO, Ryan Campbell, reappointed, providing stability amid leadership changes as the company gears up for robust growth.

  • Industrial sector shows promise with upcoming earnings announcements where Deere aligns with strong S&P 500 performance.

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Live Update At 14:32:33 EST: On Thursday, February 19, 2026 Deere & Company stock [NYSE: DE] is trending up by 13.32%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Quick Financial Overview

In recent times, John Deere has made significant financial strides, reflecting in its robust earnings report. With the stock trading at around $672.69 recently, its financial health appears solid. A closer examination of their financial statements reveals an impressive EBIT margin of 81 and EBITDAMARGIN of 85.8, indicating strong operational efficiency. Importantly, revenue per share is maintaining a healthy level of $165.15346 with pragmatic cost-control measures.

The company’s leverage ratio of 4.1 suggests a prudent balance between debt and equity, ensuring financial agility. As John Deere ventures into this new chapter of expanding facilities, their strong profitability metrics, bolstered by a pretax profit margin of 17.7%, affirms investor confidence.

This expansion dovetailing with their impressive EBIT of $2.19 billion underlines a strategic push to enhance market position amid changing industrial landscapes. As industrial sectors lead in S&P 500’s earnings, Deere’s proactive manufacturing advancements typify a strategic alignment with these positive trends. This affirms investor sentiments, envisioning favorable price movement in the longer horizon.

Local Expansion Bolsters Investor Confidence

Amidst the backdrop of financial growth, John Deere’s strategic expansion into local territories stands as a stellar move. The Indiana distribution center and North Carolina factory are more than just bricks and mortar; they embody a vision to shift gears in localized manufacturing and distribution. With the North Carolina facility transferring production from overseas, it’s a tangible indicator of the firm commitment to boosting domestic capabilities.

But what does this mean for investors? Simply put, a focus on domestic manufacturing typically implies better control over supply chains, cost efficiencies, and possibly even faster time-to-market solutions. As John Deere’s facilities spring to life, investors are likely to read this as a signal of enhanced operational leverage and potential for upward ticks in share values.

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The Indiana plant creating 150 jobs is also more than an employment statistic; it’s a direct dividend of local economic growth fueled by corporate expansionism. For investors keen on socio-economic impacts, this paints John Deere as a brand deeply entrenched in national development narratives.

Market Reaction and Potential Impact

The buzz around these facility openings isn’t just a corporate feat but a market muscle movement too. How markets respond is a tale worth telling. Currently, Deere’s stock displays a promising uptick in trading sessions. This momentum dovetails with recent announcements of sector-wide industrial performance influencing S&P 500 most favorably.

Investors keenly note that John’s reliability in maintaining robust profit margins hints at potential stock price bolstering in the coming trading rounds. The timing of these facilities also aligns with anticipated earnings reports from several big-league entities, including Walmart and Wayfair. Such strategic alignment incites projections of Deere’s amplified market stability in an intensely competitive landscape.

As upcoming earnings are poised to reveal broader industrial sector performance, John Deere’s alignment with top performers likely reassures stakeholders of its competitiveness. With interim CFO Ryan Campbell steering the financial helm, continuity is assured amidst an ebb and flow of market tides.

Conclusion

Underlining the growth narrative, John Deere’s expanded U.S. footprint speaks volumes of both strategic vision and market confidence. As new facilities gear up for opening, they symbolize a commitment to innovation and operational excellence. The ripple effects are myriad: job creation meets market optimism, all echoing through the trading floors.

Within this intricate dance of expansion and market performance, John Deere weaves a tale of promise. Traders considering their stakes should perceptively note the forward-looking strategies unfolding in the heart of America’s industrial narrative. Embracing domestic operations heralds a nuanced understanding of positioning within both the U.S. economy and the global industrial framework.

As millionaire penny stock trader and teacher Tim Sykes, says, “Be patient, don’t force trades, and let the perfect setups come to you.” This advice is particularly relevant for those navigating the dynamic landscape of industrial growth. John Deere’s narrative aligns with the whispers of market winds, painted in shades of growth, opportunity, and strategic strength. The anticipation builds – would this dance of corporate prowess and market agility compose a symphony of increased shareholder value in times ahead? As the ticker symbols sway, so does the promise of a brighter market horizon.

This is stock news, not investment advice. Timothy Sykes News delivers real-time stock market news focused on key catalysts driving short-term price movements. Our content is tailored for active traders and investors seeking to capitalize on rapid price fluctuations, particularly in volatile sectors like penny stocks. Readers come to us for detailed coverage on earnings reports, mergers, FDA approvals, new contracts, and unusual trading volumes that can trigger significant short-term price action. Some users utilize our news to explain sudden stock movements, while others rely on it for diligent research into potential investment opportunities.

Dive deeper into the world of trading with Timothy Sykes, renowned for his expertise in penny stocks. Explore his top picks and discover the strategies that have propelled him to success with these articles:

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US Manufacturing Defies Gravity: Industrial Output Surges as Philly Fed Index Hits Five-Month High


The United States manufacturing sector, long written off by skeptics as a casualty of high interest rates and global trade volatility, has roared back to life in early 2026. Fresh data released this week shows that manufacturing output rose by a surprising 0.7% in January, more than doubling consensus estimates of 0.3%. This surge in production was further validated by the Philadelphia Fed Manufacturing Index, which leaped to 16.3 in February—a five-month high that suggests the industrial heartland is entering a “second gear” of expansion.

These figures have sent a jolt through financial markets, effectively recalibrating the narrative for the broader US economy. Instead of the “soft landing” many economists predicted for 2026, the data points toward a “no-landing” scenario: a situation where the economy continues to accelerate despite the Federal Reserve’s benchmark interest rates remaining between 3.50% and 3.75%. The resilience of the factory floor is now the primary driver of a revised economic outlook that prioritizes domestic production over globalized supply chains.

A High-Tech Rebirth on the Factory Floor

The 0.7% rise in January manufacturing output was spearheaded by a 0.8% increase in durable goods production, marking the strongest monthly performance for the sector in nearly a year. This growth was not evenly distributed but was concentrated in high-tech machinery and electronics, fueled by a massive infrastructure build-out for artificial intelligence. Domestic factories are now operating at a capacity utilization rate of 76.2%, as companies scramble to meet a sudden influx of new orders for data center hardware and advanced electronics.

This manufacturing renaissance is largely being credited to the “One Big Beautiful Bill Act” (OBBBA) of 2025, which introduced 100% bonus depreciation and aggressive incentives for domestic modernization. The timeline of this recovery began in late 2025, when supply chains finally stabilized following years of post-pandemic fluctuations. By the time January 2026 arrived, the combination of policy incentives and a surge in AI-related demand created a perfect storm for industrial growth.

The Philadelphia Fed’s February reading of 16.3 provided the psychological “all-clear” for the sector. While the headline number was robust, sub-indices revealed a complex internal dynamic: the future activity index spiked to 42.8, indicating extreme optimism for the coming six months. However, the employment index dipped slightly to -1.3, suggesting that manufacturers are increasingly leaning on automation and “low-hire” strategies to boost output rather than traditional labor expansion.

Winners and Losers in the New Industrial Era

Industrial giants like Caterpillar Inc. (NYSE: CAT) have emerged as clear winners in this environment. Caterpillar reported a record $51 billion backlog in early 2026, driven primarily by its Power and Energy segment. The company’s large-scale generators are in high demand for AI data centers, offsetting a projected $2.6 billion headwind from current trade tariffs. Similarly, GE Aerospace (NYSE: GE) has capitalized on the trend, forecasting double-digit revenue growth for 2026 as it pivots toward high-margin aftermarket services for an aging global airline fleet.

The automotive sector is also seeing a dramatic reshuffling. Ford Motor Co. (NYSE: F) recently announced plans to boost its F-Series production by 50,000 units in 2026, pivoting away from pure electric vehicles (EVs) to focus on more profitable hybrid and gas-powered trucks. Meanwhile, General Motors (NYSE: GM) is aggressively moving production of its popular SUV models from Mexico to plants in Tennessee and Kansas. This move is designed to mitigate the impact of the 2025 tariff regime and align with the “Made in America” incentives that are currently driving the 0.7% output rise.

However, not all players are faring equally. Smaller manufacturers that lack the capital to automate are struggling with a “Prices Paid” index that hit 38.9 in February, signaling persistent inflationary pressure on raw materials. While Deere & Company (NYSE: DE) has seen its stock rally 27% year-to-date due to a recovery in construction demand, it must still navigate over $1.2 billion in annual tariff costs. The “winners” in 2026 are those with the scale to reshore production and the technology to maintain margins in a high-cost environment.

The Macro Significance: “Higher for Longer” Returns

The resilience of US manufacturing has profound implications for the Federal Reserve’s policy trajectory. Entering 2026, many traders were betting on a series of rate cuts beginning in March. Those expectations have now evaporated. With manufacturing output surging and the “no-landing” scenario gaining traction, the Fed is likely to maintain its current interest rate levels well into the third quarter of 2026. The “Prices Paid” component of the Philly Fed report suggests that inflation remains stickier than the central bank’s 2% target, particularly as the 2025 tariff regime raises the cost of imported components.

Historically, such a sharp rise in the Philly Fed Index has been a precursor to sustained economic heat. Comparing this to the mid-1990s expansion, economists note that the current cycle is unique because it is being driven by a structural shift—reshoring—rather than just a cyclical rebound. This trend has ripple effects on competitors in Europe and Asia, who are seeing a “capital flight” toward the US as manufacturers seek to benefit from the OBBBA incentives and proximity to the world’s largest consumer market.

Furthermore, the policy shift toward protectionism and domestic subsidies represents a departure from decades of globalized trade. This “new normal” means that manufacturing is no longer the “swing” sector of the economy that suffers first during rate hikes; instead, it has become a resilient pillar bolstered by national security interests and the race for AI supremacy.

What Lies Ahead: Strategic Pivots and Market Risks

In the short term, investors should prepare for a period of market volatility as the reality of “higher for longer” interest rates sinks in. While the manufacturing data is positive for growth, it complicates the valuation of growth stocks that depend on cheap capital. Companies will likely continue their strategic pivots toward automation; we can expect to see increased capital expenditures (CAPEX) in robotics and AI-integrated assembly lines as firms seek to bypass the stagnant labor market reflected in the Philly Fed’s employment sub-index.

The long-term outlook remains bullish for the “re-industrialization” of America, but challenges remain. If the Fed is forced to keep rates at 3.75% or higher through 2027 to combat “tariff-flation,” the cost of servicing industrial debt could begin to eat into the very CAPEX that is driving current growth. A potential scenario involves a “bifurcated recovery,” where tech-enabled industrial leaders thrive while traditional, debt-laden manufacturers are squeezed out.

Summary and Investor Outlook

The January and February data for 2026 has confirmed that US manufacturing is undergoing a structural transformation. The 0.7% rise in output and the 16.3 Philly Fed reading are not just statistical anomalies; they are the results of a concerted policy shift toward reshoring and a technological revolution in the form of AI infrastructure.

Key Takeaways for Investors:

  • The “No-Landing” is Real: Strong industrial data suggests the US economy is not cooling as fast as expected, which will delay Federal Reserve rate cuts.
  • Reshoring is the Driver: Watch companies like General Motors (NYSE: GM) and Caterpillar Inc. (NYSE: CAT) as they move production back to the US to capture tax incentives and avoid tariffs.
  • Watch the Margin: With the “Prices Paid” index rising, focus on companies with high pricing power and advanced automation capabilities.

Moving forward, the market will be hyper-focused on the March industrial production report and the Fed’s July meeting. For now, the factory floor is once again the engine of American economic exceptionalism, proving that even in a high-interest-rate environment, the “Made in the USA” label is staging a formidable comeback.

This content is intended for informational purposes only and is not financial advice.



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NexWafe and Talon PV Announce a Strategic Partnership and Wafer Supply Agreement to Advance Next-Generation TOPCon Solar Manufacturing in the United States


FREIBURG, Germany and HOUSTON, Feb. 19, 2026 /PRNewswire/ — NexWafe GmbH (“NexWafe”), a German solar technology company pioneering a proprietary direct gas-to-wafer manufacturing method to produce high-efficiency, low-oxygen monocrystalline silicon wafers fully compatible with existing high-volume cell production lines, and Talon PV, a U.S.-based manufacturer of high-performance N-type solar cells, today announced the signing of a supply agreement establishing a strategic partnership for the supply of NexWafe’s EpiNex® silicon wafers to support Talon’s U.S. TOPCon solar cell manufacturing operations.


Talon PV CEO, Adam Tesanovich, and NexWafe VP Business Development USA, Jonathan Pickering, signing wafer supply agreementTalon PV CEO, Adam Tesanovich, and NexWafe VP Business Development USA, Jonathan Pickering, signing wafer supply agreement

Under the agreement, NexWafe and Talon anticipate wafer supply volumes initially through 2032, representing a cumulative total of approximately 7 gigawatts of advanced silicon wafers to support Talon’s planned U.S. cell production. The partnership is subject to the execution of definitive long-term supply documentation and the completion of customary technical qualification and investment conditions.

The partnership aligns Talon’s planned 4.8 GW TOPCon cell manufacturing facility in Baytown, Texas with NexWafe’s EpiNex® wafer platform, initially produced from NexWafe’s pilot-scale operations in Bitterfeld, Germany. Over time, the collaboration supports a pathway toward future multi-gigawatt manufacturing expansion in the United States through NexWafe-led partnerships with established industry players. Together, the companies aim to strengthen domestic content in solar products, reduce reliance on imported silicon-based components, and advance a resilient Western-aligned supply chain for next-generation photovoltaics.

“We are pleased to establish this partnership with NexWafe as we advance Talon’s U.S. manufacturing roadmap,” said Adam Tesanovich, CEO and Co-Founder of Talon PV. “NexWafe’s innovative EpiNex wafer technology offers an exciting opportunity to further enhance TOPCon performance while building a strong domestic and Western-aligned supply chain.”

Talon PV is establishing a TOPCon pilot line at Fraunhofer ISE, and the initial EpiNex wafer qualification work will be conducted at Fraunhofer ISE in Freiburg, Germany.

Beyond supply, NexWafe and Talon plan to collaborate closely on technical development and qualification efforts to further improve TOPCon cell performance using NexWafe’s EpiNex® substrates. The partnership will focus on advanced wafer material quality, ultra-low oxygen content, and next-generation junction engineering approaches to enable higher efficiency and long-term reliability in N-type solar cells.

“This agreement with Talon PV represents an important step toward building a next-generation wafer-to-cell ecosystem spanning Germany and the United States,” said Davor Sutija, PhD, CEO of NexWafe. “NexWafe is committed to enabling high-efficiency solar manufacturing through advanced substrates, and we look forward to working with Talon to qualify EpiNex wafers and further push the performance frontier for TOPCon solar cells.”

About NexWafe

NexWafe is a German deep-tech company developing advanced direct gas-to-wafer solar wafer manufacturing technology, with a strong focus on space applications alongside high-performance terrestrial use cases. Founded in 2015, NexWafe enables next-generation solar manufacturing with high material efficiency, low energy consumption, and performance characteristics suited for demanding environments.

About Talon PV

Founded in 2013, Talon PV is a U.S.-based high-tech manufacturer specializing in N-type photovoltaic (PV) cell production, dedicated to advancing high-efficiency cell technology. Talon places a strong emphasis on research and development, intellectual property innovation, and the deployment of state-of-the-art American and Western equipment to achieve industry-leading cell performance.


(PRNewsfoto/Talon PV)(PRNewsfoto/Talon PV)

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Coty Transitions Manufacturing to US: A Strategic Move to Avoid Tariffs


Coty restructures its production in Barcelona. The American cosmetics company will move the fragrances of the mass market category, which includes Adidas, David Beckham or Vera Wang, as well as the mist to its plant in the North American country, pressured by the tariffs imposed by the government of Donald Trump.

 

According to El Economista, the company is also studying the transfer of entry-level products from the prestige division in order to optimize its manufacturing capacity in the United States. The Barcelona plant, located in the city of Granollers, is the largest plant in its entire network. Coty markets the Calvin Klein, Hugo Boss and Gucci brands.

 

To mitigate the tariff impact, the organization has launched a contingency plan with price adjustments and a project to cut costs in order to protect the group’s profitability. Coty estimates the impact of the tariffs at $33 million. The company went into the red in the first half of the current fiscal year.

 

Company sources explain that the Granollers factory remains a “fundamental pillar” and that total production volumes have increased compared to the previous year.

 

 

 

 

Coty sold 2.6% less in the first six months of the current fiscal year, period ending December 31, 2025, to reach a turnover of $3,341.4 million. After entering into losses in the first quarter, in the second quarter of the year the company was in the red at $116.2 million, while in the same period of 2024 the company posted a profit of $30.6 million.

 

On a half-yearly basis, Coty posted a loss of $42.2 million, while in the same period of 2024 it posted a loss of $121.3 million.

 

Adjusted gross operating profit (ebitda), meanwhile, fell by 15%, but remained positive at $330.2 million in the second quarter of 2025.

 

The last few months have also been marked by the exit of Gucci from Coty’s licensing portfolio, following the sale of the beauty catalog of the luxury group Kering to the giant L’Oréal.

 

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US factory output hits one-year high as manufacturing sector recovers



US factory production increased by the most in nearly a year in January, offering hope for a manufacturing sector that has been squeezed by import tariffs and high interest rates.

Manufacturing output rose 0.6 per cent last month, the largest gain since February 2025, after being unchanged in December, the Federal Reserve said on Wednesday.

Economists had earlier forecast production for the sector, which accounts for 10.1 per cent of the economy, would rise 0.4 per cent. Output in December was previously reported to have risen 0.2 per cent.

Production at factories advanced by 2.4 per cent on a year-over-year basis in January.

Manufacturing has been hobbled by President Donald Trump’s sweeping tariffs, which business leaders say have raised costs for factories and consumers.

Trump has defended his punitive import duties as necessary to restore a long-declining domestic industrial base. The manufacturing sector lost more than 80,000 jobs last year.

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Japan’s $36 Billion U.S. Investments: A New Era in Energy and Manufacturing


In a major economic development, President Donald Trump’s administration has unveiled three significant projects totaling $36 billion, all financed by Japan. These ventures mark the first wave of investments under Japan’s $550 billion commitment to the United States as part of a trade agreement that reduced tariffs on Japanese imports to 15%.

Among the projects is a $2.1 billion deepwater crude oil export facility in Texas, expected to generate up to $30 billion annually in exports. An $800 million industrial diamonds plant is set for Georgia, aimed at meeting the entire U.S. demand for synthetic diamond grit used in advanced manufacturing. The centerpiece, however, is a $33 billion natural gas-fired power plant in Ohio, slated to become the world’s largest of its kind by capacity.

The announcement follows recent discussions between U.S. Secretary of Commerce Howard Lutnick and Japan’s economic minister, Ryosei Akazawa. While the projects promise significant benefits, key issues, including financial specifics and tariff implications, remain under negotiation as both nations navigate this landmark collaboration.

(With inputs from agencies.)

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The US is manufacturing a humanitarian crisis in Cuba


The Trump administration is deliberately plunging Cuba into a national and humanitarian crisis, and the US-imposed blockade of oil imports is wreaking havoc on daily life for Cubans. In this urgent episode of The Marc Steiner Show, Marc speaks with Cuban journalist and documentary filmmaker Liz Oliva Fernández about the unfolding nightmare in Cuba and what the international community can do to stop it.

Transcript

The following is a rushed transcript and may contain errors. A proofread version will be made available as soon as possible.

Marc Steiner:

Welcome to the Marc Steiner Show here on The Real News. I’m Marc Steiner. It’s great to have you all with this. One of my great passions in life is Cuba and I’ve been to Cuba numerous times and now it’s at the center of Trump attacking Cuba again and trying to isolate it and want to try to overthrow the Cuban government. All that’s taking place as we speak and we are lucky to have today our guest, Liz Oliva Fernández, who is a Cuban journalist and documentary filmmaker. She joined us from a vanity today. Her film won the Gracie Award for Alliance Women, the media award directed Uphill on the Hill heartland of the Hudson, and through her work at Billy the Beast, she reports on all the issues going on in Cuba, what it’s facing and more. And we’ll be linking to all of that because you don’t want to miss our documentary work, which is amazing. And Liz, welcome. Good to have you with us.

Liz Oliva Fernández:

Thank you. Thank you very much. It’s a pleasure for me being here with you today.

Marc Steiner:

So Cuba and the United States have had a long, intertwined, tangled and sometimes violent history together from the very beginning, late 19th century. So I want to just begin by asking you to describe for us what it’s like being in Cuba now given the sanctions, given the threats by Trump to overthrow the government and trying to isolate Cuba from the rest of the world once again. So give us a sense of what it feels like it is like to be there at this moment.

Liz Oliva Fernández:

Well, it’s really difficult, but first I would like to start saying people in Cuba doesn’t have any resentment with the people in the United States. We have a lot of history in common. I think Cuban people love everyone who are coming from outside and trying to share with them whatever we have at that moment. And I think that is not different with the people from the United States. If you’re coming to Cuba, if you’re visiting Cuba, you know that people welcome you and welcome you as citizens with more of the warm that we can be. But Cuba has been having a difficult relation with the government of the United States. That’s different, not because we have, and we can’t call this a confrontation because we are not a threat to the United States of America. We don’t represent a threat to no one in the United States, not for the government, not for the people.

And also Cuba is a really small island in the Caribbean. There is no way that we actually can do some damage or in some way re return the damage of the US government with his policy has him on Cuba. So right now, this is the last wave of the Donald Trump administration. And I say last wave of sanctions and pressure because in the first theme, Donald Trump already start to increase the sanctions in Cuba to design the sanctions in Cuba, on Cuba in a way that actually came her the most to the Cuban people. And right now the situation is critical because the oil bulk is critical because we haven’t received any oil shipment since December. I think that the given president mentioned in the last comparisons, again with the mainstream media outlets. So every country around the world needs oil to run. So right now we have long blackouts. I think it is less long than the last week because right now they just showed up the public transportation completely. So people have to use it moving around like walking, trying to get a private taxi. We call it alro, the kind of collective taxes that are around the city. But the prices are not ide. So there are people who actually can’t pay for that prices because the shortage of UL of course, that the price is going to be higher. Now a lot of the people who are non-essential state workers are now at home, most of them working half hours or working in a different way. But many of them doesn’t have figured out the payment has going to be the schools. There is a lot of school that university for example, send the kids to their homes and now the class is going to be online. That for me, I’m not understanding really well how it’s going to work because when we have black housing in Cuba, we also have problem with the connection.

You better going to have connection and you’re not able to make calls or sending texts. It’s really complicated. So I don’t know how all the students are going to have actually online classes if they’re in the blackout. And the internet is really difficult too. So I don’t know what kind of designs they’re going to apply there. But for sure it is full of obstacles. Also hospitals, they’re working, but with the essential service, it’s a kind of pandemic economic crisis. Mix it in one bowl. There is a lot of uncertainty, anxiety with people because it’s not like the most of us are just living day by day because we are not sure what is going to be tomorrow. For now, the streets are calm, people looks like calm,

Trying to get through the day. One thing that people have to understand is the blackouts are not new for sure are not new for Cubans are not new. In the last couple of weeks we have been facing a black house in the last year, most frequently that it was before. Because before all of this start, like this new wave I was sharing, there was a lot of things that was happening. There was a lot of the pressure that the United States was trying to push with Cuba. They were trying to cut all the ways that Cuba has received incomes in order to stop Cuba, to have money, to do things, to buy things, oil, food, medicines. And we have been really focused in the last year to cover and to report on the impact of the sanctions, the healthcare system because has been really impacted. And we have to remember that the 60% of the medications that we used to have in Cuba are, we’re producing inside of Cuba for Cuban people. And right now you barely can’t find acetaminophen for pain. That’s unthinkable for a country like Cuba that is capable to design and to create their own vaccines against COVID-19. That you don’t have a painkillers for their own people.

Marc Steiner:

No, because people don’t realize that Cuba has one of the most vaunted and thorough health systems in the entire world.

Liz Oliva Fernández:

The way that is structured and the way that is public, but also universal. You can have a doctor just walking distance from your home and a clinic is unthinkable for many people around the world. But that’s something that Kiva accomplished. And we used to be the country with more doctors per capita. That was Cuba.

Marc Steiner:

That

Liz Oliva Fernández:

Was Cuba. So right now we have personnel who take care of us. They don’t have the medicines, they don’t have the things that they need to actually take care well, of the people.

Marc Steiner:

So okay, may ask you this, as you were speaking, I was thinking that Donald Trump and the right wing in America will be in power for at least the next two to four years at the very least, which impacts our country negatively. But it’s really impacting Cuba deeply. So I’m curious, how do you think Cuba survives this? I mean, if Donald Trump had his way, if the right wing had their way, they’d be invading Cuba now to overthrow the government, take over the island and bring all the exploitation back to Cuba, that’s what they would do. So I’m curious, what’s your analysis than thought about what happens now?

Liz Oliva Fernández:

Well, that’s my worst scenario case.

And the first thought that is coming to our minds is if that happens, Cuba will never be free again. Because I think like United States going to make sure that if they lose in Cuba once they’re going to lose it twice. I think that they’re going to extend the collective punishment forever. But I actually want, I need to believe that Cuba is going to survive to this. We are survivors like the whole Cuban population. But the situation is really critical. There’s a lot of things that is happening at the same time and there is a lot of psychological effects of the living under US sanctions for more than 60 years. But on the other hand, I have to say that I was really inspiring in the last couple of weeks when the government organizes demonstration and you have this homage to the 32 Cubans who die in Venezuela. I was really touched because for the first time in many years in Cuba, I see people that really move for something that was happened inside of Cuba. Because with all this crisis, people just get political and they don’t want to know nothing about politics or getting involved

Or showing whatever they have. They just was more will to express their dis with the country around the situation. And that’s clear, that’s one of the goal of the sanctions, like trying to overthrow the government, but not from the outside. You’re not trying to overthrow the government trying to ate people in a way that they want to overthrow their own government. That’s the end game. But for the first time in many years, I really see people to feeling what they were saying they were actually supporting to the Cuban government. And I didn’t expect that. And I was really shocked because I know that people are tired. I know that people need someone to blame and that’s going to be the Cuban government because who else? Sanctions are too big to confused. They don’t understand exactly how the sanctions affect their life, where have to do a government that is 90 miles away from my country, from my daily day basis.

People don’t understand that. And they are the most of the time too busy trying to survive the day by day. But now the sanctions have been increased. That’s true. But they have been increasing from the last couple of years, 10 years. So for the first time, the things that actually is changing is the way that they speak, the way that they’re trying to explain to people about why this is necessary. So they are talking about freedom at the end, but they’re talking about sacrifice. They’re talking about, well, if your mother is hunger or if your kid doesn’t have any medications, it’s necessary. This is the price that we need to pay more to get freedom to Cuba. And people in Cuba is like, are you saying that from the United States? Are you asking us to put our bodies to try to go through this? Are you crazy? And something that have Cuba also is understanding about history. And history has been shown that every country that the United States has visited or has trying to free, in some ways they left the country worse when they found out.

Marc Steiner:

Right.

Liz Oliva Fernández:

The speech about freedom is something that people in Latin America are too familiar too. And we can talk about dictatorships when United States has been packed, every dictatorship in Latin America in the last century. So what we are talking about here for the first time, mark, this is something that is more clear than ever that the impact that the sanctions has. There’s not they saying anymore, no, this sanctions is not impacting the people. It’s just impacting the government. No, because now we are talking about a new wave of sanctions and you say, well, you have to suffer this in order to get a better tomorrow. And that’s, I think makes people in Cuba actually open their eyes really openly, widely in the same way this has been alive my entire thing.

Marc Steiner:

So you have experienced the United States a lot in your life and work. You’ve been here a lot back and forth. You have a serious analysis about where this government’s going. And so I’m curious where you think this takes Cuba and the United States. I mean, I’ve been following Cuba for a long time, over 60 years. That makes me old, but that’s okay. Over 60 years I’ve been following Cuba and been part of it. But this to me seems to be with this right wing in racist government, in power in the United States and Cuba is a threat for those people. So I wonder how you think that plays out? I mean, how long can Cuba withstand the pressure and the isolation? Because this isolation to me is different and more intense than anything Cuba has experienced before since the revolution.

Liz Oliva Fernández:

Yeah, for sure it

Marc Steiner:

Is. So how do you think this plays out? How does Cuba survive this?

Liz Oliva Fernández:

Well, I don’t know. I feel like we can, the key word here is isolation. In my opinion, Cuba can’t survive alone. So we need the people who actually cares about what is going on in Cuba with then in solidarity with Cuba, not just speeches and saying things. I’m talking about actions because what the United States is doing is illegal. It’s illegal. Under the international law. We know that Donald Trump and the Trump administration doesn’t care about international law. But if you say Europe, Western, whatever country that you are coming from that actually said that they care about the international law. If they are being in complicity with the United States, allowing this United States get away with its actions, that means that you’re in complicity with this violation of the international law. Because we are talking about sanctions, but this are not sanctions because sanctions are legal. In the international law, we are talking about unilateral, coercive measures applies by the United States against Cuba. And that’s illegal. So for me, it’s like what the war will to do in order to protect international law, international order, and today speak about Cuba. But we don’t know who’s going to be next. First one it was well, Greenland, Venezuela, Cuba.

And then it’s like this guy thinks that they’re actually unstoppable. They don’t respect nothing. So it’s not just Cuba who has been at risk right now. It’s the whole continent and it’s also the whole world. If we don’t make them respect the law, I’m trying to say, okay, you don’t rule wrong the war, you can be a really big umpire, but you don’t wrong the war. You don’t run our life. So if we don’t know how to put them and stop, that’s going to be a disaster. Not just for Cuba, but for the rest of the world.

Marc Steiner:

Because, I’m sorry. So what do you think that people can do in terms of what solidarity looks like today and what can people do beyond just concern? I mean, this is, as I said earlier, many people know the Cuba, US relations have been entangled for 150 years. It’s been wrapped around each other. So what can people do beyond their concern and what does solidarity look like to you?

Liz Oliva Fernández:

Well, in my head, it’s like you help as much as you can. There is a lot of organizations and initiatives inside of Cuba that are trying to care by the communities. And that’s the kind of stories that I want to tell. And also important as a journalist, we have too many bad news about what is going on in Cuba. I think that this also is generating and speculation and also a kind of crisis like, oh my God, this is falling apart.

The situation is critical, but we need to stop together and say, okay, what we are going to do? What is kind of the solutions? And maybe as a journalist trying to report on that, because there is a lot of people in Cuba that are taking care of the communities. Maybe this is something from the United States can learn a little bit about. There are people who are trying to find solutions, trying to get renewable energies to God, but using it as a community, trying to grow their own food inside of their own communities in the backyards, trying organizing women, other people, because we are also talking about 25% of the population is elder than 60

Marc Steiner:

In Cuba?

Liz Oliva Fernández:

In Cuba, yeah, in Cuba. So the situation is getting complicated. So for me, the people that can talk don’t talk about Cuba, but talk about, okay, the situation is critical. What we can do in order to help them to try to bring, because of course you can bring oil to Cuba, but maybe you can find a way to initiative in Cuba or something that needs access to solar panels. Maybe this is something that you can do and maybe you can bring food to people or maybe you can bring your experience in other countries that has experienced the same to Cban and share that knowledge with them. The possibilities is whatever is in your mind that you actually can help. And I’m talking about practical things. The news is good. I’m really happy that Cuba’s on the news in the United States right now, that there is a lot of people that are putting on attention in Cuba, but also the amount of bad news also creating a kind of exterior. So I think we need to stay straight about situation is critical, but we need to do something or this help to these people survive because they’re not going to survive alone.

Marc Steiner:

So this is difficult, but how do you see the future playing out for Cuba? I mean, one of the things I learned in my times in Cuba is that the Cuban people, A are very resilient. They’re passionate about your country and your future. It’s phenomenal how Cuba has survived since all the attacks since the 1960s on, and this is probably the worst, I think, as I said earlier, that I’ve ever seen that Cuba’s going through. So I want to politically and humanly how you think Cuba survives this. What does Cuba have to do and what do we have to do to be in solidarity with Cuba to help us survive?

Liz Oliva Fernández:

I don’t know. Certainly I don’t have I idea. How’s it going to be the future? And that’s the things that brings me more anxiety and don’t let me sleep well at night. I want to believe that we don’t going to change too much

As cultural talking. I would like to think that we actually is going to stick together because a lot of people talk about Cubans being resilient or creative people. This is not something that we asking for. This is not something that we have to done because we born this way. This is something that we have been forced to be in order to survive. We just are tired of being resilient and creative and beyond. We just want to live a simple life and to have access to basic things. And I think that this is a key because we are not asking nothing on United States more than just, please stay in your place. Don’t do nothing. We don’t need nothing from you. That’s the deal. But I don’t know it is going to affect us. Of course it’s going to change us. Of course we are going to be better after this. I don’t know. We have say in Spanish, I don’t know how to translate that

Speaker 3:

In English. That’s okay.

Liz Oliva Fernández:

But they say, look, not matter, like the things that don’t kill you make you

Marc Steiner:

Stronger.

Liz Oliva Fernández:

Stronger. But I’m worried about the price that we have to pay in order to be stronger in order to survive to this. That means we are not more emotional, more practical people. I don’t know. I don’t know. But I’m afraid. I’m afraid of the future. I’m afraid of the future generations. I’m afraid of these generations. I’m afraid all their generations, the people who actually believe that builds something in Cuba different from the rest of the world, was worth it. And they stay here and they try to fight for it. And I’m afraid that they just lose that. We lose that.

Marc Steiner:

And if you lose that, the world loses that.

Liz Oliva Fernández:

Yeah,

Marc Steiner:

I just want to say this, that our airwaves, my show, my program here is open to you anytime.

Liz Oliva Fernández:

Oh, thank you.

Marc Steiner:

I think that your voice is important and I think that we have to stand in solidarity with Cuba and the Cuban people and we have to show that to America and the world. And we are here for you as much as we can be. Whatever we can do. Whatever I can do.

Liz Oliva Fernández:

Thank you. We really appreciate it because we actually need it.

Marc Steiner:

Yes, you do. Cuba does. And so we’re there and I’m, we’re going to link to all of your incredible documentary film work because you’re an amazing filmmaker and people need to see it and see Cuba through his eyes. Liz, Olivia Fernandez, who has been our guest, and I deeply appreciate the work you do deeply appreciate you taking your time with us today. And I’ll stand shoulder to shoulder with you wherever it goes.

Liz Oliva Fernández:

Thank you.

Marc Steiner:

Thanks to David Hebden for running the program. Our audio editor, Stephen Frank for working his magic producer, Rosette Ali for making it all work behind the scenes. And everyone here at The Real News for making this show possible. Please let me know what you thought about, what you heard today, what you’d like us to cover. Just write to me at mss@therealnews.com and I’ll get right back to you. So for the crew here at The Real News, I’m Marc Steiner. Stay involved. Keep listening, and take care.

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US Manufacturing Is Back in Expansion. Here’s What the US Stock Market Is Pricing Next


With ISM Manufacturing PMI back above 50 and New Orders jumping sharply, investors are watching what this could mean for earnings and cyclical leadership in the US stock market.
Here’s how to read the manufacturing data without overreacting to a single headline.

For years, US stocks have been shorthand for mega-cap tech, AI winners, and the Nasdaq story. Manufacturing, by comparison, rarely gets headline space unless it’s flashing recession warnings. But that’s exactly why it can matter when the data turns: manufacturing is often where the cycle becomes measurable before it becomes obvious.

In early February 2026, the ISM Manufacturing PMI for January came in at 52.6, returning to expansion territory after a long stretch below 50. More importantly, the New Orders component jumped to 57.1, turning firmly expansionary and signalling that demand is improving at the front end of the pipeline.

This doesn’t automatically mean a manufacturing boom. But it does create a cleaner question for markets to price: is the US moving from “stability” to “acceleration” in the parts of the economy that tend to show up quickly in profits?

Why manufacturing matters to the US stock market

The US economy is services-heavy, but corporate earnings are still highly sensitive to industrial activity. When orders improve, production stabilises, and inventories normalise, the impact can show up in operating leverage, margins, and guidance.

That’s why investors often treat manufacturing indicators less like an “economic scorecard” and more like an “earnings early warning system.” Markets don’t trade the headline narrative. They trade what becomes measurable in business results over the next few quarters.

The investable signal is New Orders, not the headline PMI

A PMI number above 50 is a useful milestone. But New Orders is typically the more forward-looking indicator because it shows whether demand is building, not just whether activity has stopped falling.

In January 2026, New Orders moved decisively higher, while Production also improved. That combination is what makes the manufacturing rebound relevant for US market watchers: it hints at a potential shift from “cost control” to “top-line support,” which is where earnings upgrades usually begin.

A positive spin, without pretending risks don’t exist

A constructive manufacturing setup doesn’t require mass hiring or euphoric sentiment. In fact, some of the most market-friendly environments are those in which demand improves while companies keep headcount tight and protect margins.

That nuance matters right now because employment within manufacturing is still soft. Firms can be cautious on hiring and still deliver better profitability if output holds up and pricing power doesn’t collapse. For US stocks, that can translate into a simple market logic: improving activity plus disciplined cost structures can be good for earnings, even if job growth lags.

At the same time, this is not a “set-and-forget” signal. One strong print can be distorted by reorder cycles, inventory moves, or businesses bringing forward purchases. The confirmation comes from follow-through over the next few releases.

What to watch next in the US market news, if you want the real manufacturing signal

If you’re tracking US stock market trends through a manufacturing lens, focus on indicators that connect to earnings, not just headlines.

  1. Follow-through in New Orders and Backlogs
    If New Orders stay expansionary and Backlog readings improve, the rebound becomes more than a bounce. That’s when markets start treating it as a cycle shift rather than a data quirk.
  2. Prices and margins
    If input costs keep rising faster than companies can pass them on, manufacturing strength can become margin pressure instead of margin expansion. Investors will watch whether price trends stabilise.
  3. Management language during earnings season
    The biggest market moves happen when companies shift from “uncertainty” to measurable visibility: stronger demand cues, improved utilisation, easing bottlenecks, and clearer capex plans.
  4. Which parts of the US stock market lead
    Manufacturing strength tends to show up more clearly in cyclical areas, industrials, materials, transport-linked businesses, and parts of the small-cap universe that are more economically sensitive. It doesn’t mean tech can’t lead, but it often broadens leadership beyond the same familiar names.

Why Indian investors should care about US manufacturing

For Indian investors, the value of tracking manufacturing is not to replace the AI narrative, but to add a second lens on US markets.

When US manufacturing improves, the effects can ripple through global supply chains, capital spending, logistics, and energy demand. That can create opportunities outside headline tech, especially for investors looking to diversify across sectors and build a portfolio that isn’t fully dependent on India’s domestic cycle.

And because US assets are dollar-linked, currency moves can also affect INR outcomes over time. So even “boring” data like manufacturing can matter more than it looks, because it can influence earnings tone, risk appetite, and sector leadership in the US stock market.

The bottom line

The headline “manufacturing is back” is not the trade. The trade is whether better orders and output translate into stronger earnings visibility over the next one to two quarters.

If the improvement holds, manufacturing becomes a quieter support for the next leg of the US market in 2026, potentially widening leadership beyond mega-cap tech. If it fades quickly, it was a bounce, not a cycle shift. Either way, the smarter approach is to follow what becomes measurable in margins and guidance, not what sounds loud in headlines.

FAQs

1) What does a Manufacturing PMI above 50 mean for US stocks?
It signals expansion in manufacturing activity, which markets track because it can improve earnings visibility for cyclical companies and support broader risk sentiment.

2) Why do investors focus on ISM New Orders?
New Orders is more forward-looking than the headline PMI. It’s an early read on demand momentum that can show up in production and earnings in the coming quarters.

3) Does one strong PMI print mean a manufacturing boom is coming?
Not necessarily. One month can reflect reorder cycles or inventory effects. Investors look for confirmation across multiple months and related components, such as backlogs and production.

4) Which US stocks tend to benefit most when manufacturing improves?
Cyclical areas often respond more clearly, such as industrials, materials, and economically sensitive parts of the market, because they are directly tied to orders, output, and capex cycles.

5) How should Indian investors use US manufacturing signals?
As a tactical lens, not a standalone timing tool. It can help track where earnings momentum may broaden beyond tech and support diversified exposure to US stocks.

If you want to track these shifts through the lens of live U.S. stock market moves and themes that matter to Indian investors, Appreciate can help you follow U.S. stocks, map the big narratives to company performance, and stay on top of what’s driving the U.S. market today.

Visit the new Mint x Appreciate US Markets page — where financial knowledge meets real opportunity.
To know more about investing in US stocks, ETFs, and Mutual Funds, click here.

Note to the reader: This article has been produced on behalf of the brand by HT Brand Studio and does not have journalistic/editorial involvement of Mint.

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SICCET USA Chooses Grove City for First U.S. Manufacturing Facility


GROVE CITY, Ohio — SICCET USA has announced plans to open its first U.S. manufacturing facility in Grove City, marking a significant investment by the Italy-based company into the American market.

The new 20,000-square-foot operation represents a $2 million investment and is expected to create 15 new jobs in Franklin County. The facility will manufacture high-performance cables used to monitor and control temperature in demanding environments, including aircraft engines, power plants and industrial food equipment.

SICCET USA is the American subsidiary of SICCET SRL, a longtime European supplier of temperature sensor cable solutions. The company specializes in thermocouple and RTD cable manufacturing — critical components in ensuring performance, precision and safety in modern industrial systems.

Company leadership said the decision to locate in Grove City was driven by the Columbus Region’s central location, robust logistics network and access to a skilled workforce.

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“SICCET USA is proud to begin our U.S. manufacturing journey in Grove City,” said Ivan Dall’Armellina, president of SICCET USA and co-owner of SICCET SRL. “This location offers strong infrastructure, a collaborative business environment and proximity to key markets that are vital for our long-term growth.”

Grove City Mayor Richard “Ike” Stage welcomed the announcement, noting that the community continues to attract advanced manufacturing firms seeking long-term growth opportunities.

Regional economic development leaders say the investment reflects a broader trend of international companies choosing central Ohio as a gateway into the North American market.

Deborah Scherer, senior vice president of global trade and investment at the Columbus Partnership, said SICCET’s move underscores growing global confidence in the region’s industrial base and logistics strengths.

JobsOhio President and CEO J.P. Nauseef added that Ohio’s workforce, infrastructure and global reach continue to attract world-class manufacturers looking to expand operations in the United States. JobsOhio partnered in supporting the project.

The Grove City facility positions SICCET to better serve its expanding North American customer base as demand grows for specialized, high-performance industrial components amid a resurgence in U.S. manufacturing.

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US manufacturing pipeline grows, firms plan $1B in new factories


A wave of new manufacturing projects announced in recent weeks underscores continued capital investment across the U.S., with companies in heavy equipment, advanced electronics, automation and industrial components committing around $1 billion combined in new facilities and expansions.

From North Carolina to Texas to Idaho and Wisconsin, manufacturers are breaking ground on large-scale plants expected to create thousands of jobs while reshoring or expanding domestic production capacity.

Deere & Co. announced plans to open two new facilities: a distribution center near Hebron, Indiana, and a $70 million excavator factory in Kernersville, North Carolina.

According to the company’s news release, the Indiana distribution center is expected to create about 150 jobs and strengthen parts logistics nationwide. The North Carolina plant will employ more than 150 people and will assume production of next-generation excavators previously manufactured in Japan, marking a shift of that production to the U.S.

The excavator factory is part of Deere’s broader commitment to invest $20 billion in U.S. manufacturing over the next decade, the company said.

Radar platform company Echodyne is investing $40 million in a new 86,350-square-foot manufacturing facility in Kirkland, Washington.

The new plant is designed to produce and ship more than 30,000 radars annually across product lines. The company said it expects to employ more than 200 workers when the facility reaches full capacity, with production scheduled to begin in summer 2026.

The expansion comes amid growing global demand for counter-drone, border security and defense-related radar technologies.

In Sugar Land, Texas, Applied Optoelectronics Inc. (AOI) broke ground on a 210,000-square-foot manufacturing facility that will support production of optical networking products for AI data centers and broadband networks.

AOI said it plans to increase its total investment in the project and headquarters campus from $150 million to potentially $300 million by the end of next year. The company has committed to creating 500 local jobs tied to automated production lines.

Executives positioned the expansion as part of Texas’ broader push to become a leader in artificial intelligence infrastructure manufacturing.

Sanko Texas Corp., a subsidiary of a Japanese plastics manufacturer, plans to build a nearly $40 million plant on a 43.7-acre site in San Antonio.

The facility — which will serve as Sanko’s first U.S. manufacturing plant and its U.S. headquarters — is expected to create up to 300 jobs once fully ramped, beginning with about 100 hires in early 2028, according to the San Antonio Express News.

Sanko produces plastic injection-molded pallets and containers commonly used in automotive assembly lines and industrial supply chains.

Preciball USA announced a $17.6 million investment to build a new factory in Sylvania, Screven County, Georgia, according to a news release.

The plant will manufacture precision balls used in bearings, pumps and valves, and is expected to create 65 jobs. The project expands the company’s footprint in Georgia, complementing its existing headquarters operations in Pooler.

Industrial automation giant Rockwell Automation selected New Berlin, Wisconsin, as the site of a new manufacturing campus described as a “factory of the future.”

The planned greenfield facility is expected to exceed 1 million square feet of factory and warehouse space and is part of a broader five-year, $2 billion domestic manufacturing investment strategy, according to Milwaukee Journal Sentinel.

While job figures have not yet been disclosed, company leadership characterized the project as potentially becoming Rockwell’s largest manufacturing campus globally.

Schweitzer Engineering Laboratories (SEL) has begun site preparation for a new 250,000-square-foot electronic device manufacturing facility in Moscow, Idaho.

The $50 million investment will expand production of devices used to monitor and protect electric power systems worldwide. Once fully operational, the plant is expected to employ approximately 1,000 people, with phased hiring beginning in 2027.

Fresh meal and technology provider Tovala recently announced a new 140,340 square-foot food processing facility in Winfield, Illinois to meet growing demand.

Chicago-based Brennan Investment Group will develop the state-of-the-art facility as a build-to-suit project, with construction scheduled to begin in March 2026 and completion expected in the second quarter of 2027. The project marks Brennan’s fourth build-to-suit development in the food service sector.

The post US manufacturing pipeline grows, firms plan $1B in new factories appeared first on FreightWaves.

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