Honeywell

The S&P 500 faces headwinds amid AI sector valuation concerns, leading to its worst streak since August. Jim Cramer advises strategic investment during market dips, exemplified by the CNBC Investing Club’s increased position in Home Depot despite an earnings miss, while trimming Disney shares, anticipating housing demand and interest rate reductions. Microsoft’s $30B Azure commitment to Anthropic, alongside Nvidia’s $10B investment, sparks debate over AI spending sustainability. Honeywell faces a Bank of America downgrade countered by Cramer’s optimism for its aerospace spinoff. Rapid-fire stocks include Cloudflare, Kroger, Medtronic, Axalta, and MP Materials.

Honeywell and TotalEnergies are piloting Honeywell’s AI-powered Experion Operations Assistant at TotalEnergies’ Port Arthur Refinery. The system provides operators with predictive insights for real-time, data-driven decisions. A pilot at the Delayed Coking Unit successfully predicted operational events, reducing downtime and emissions. TotalEnergies anticipates enhanced safety and efficiency. The collaboration highlights the increasing adoption of AI in the energy sector for improved operational performance and resource allocation.