Shares of industrial and transportation companies rose as traders rotated back into cyclical sectors.
Industrial stocks rallied on cyclical demand; Air Force's $21 billion B-52 modernization project faces critical engine-replacement delays. Extended capex cycles signal supply-chain risk—reshaping vendor selection for defense-tier infrastructure and IT budget planning.
Shares of industrial and transportation companies rose as traders rotated back into cyclical sectors.
A roughly $21 billion U.S. Air Force project to modernize Boeing-made B-52 bombers "will likely continue to face significant challenges" around engine replacements, according to a new government report.
Write to Rob Curran at rob.curran@dowjones.com
(END) Dow Jones Newswires
July 31, 2026 17:13 ET (21:13 GMT)
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