Bristol Gate Capital Partners' Q3 2026 letter says its US Equity Strategy lagged the S&P 500 (+2.3%), as declines in industrial and semiconductor-equipment holdings offset gains in tech. GE Aerospace fell 16.3% in the quarter despite 22% adjusted EPS growth and raised full-year earnings and free-cash-flow guidance; it beat earnings expectations, and analysts raised their estimates and price targets. In September, GE Aerospace agreed to acquire precision-castings supplier Consolidated Precision Products for $11.75 billion to help secure turbine blade supply, shortly after SpaceX said it would cast turbine blades in-house. GE shares closed at $301.80 on October 30, 2026, with a 52-week range of $268.91 to $388.84.
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SPY
• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/30/2026 | 755.71 |
| Change that session | -1.77% |
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