2 Hidden Industrial Stocks That Will Benefit From the AI Infrastructure Build-Out Not Named SpaceX or Intel

The article highlights ON Semiconductor and Rockwell Automation as undervalued industrial stocks poised to benefit from AI inference spending growth. ON Semiconductor's AI data center revenue is expected to double from $250M (2025) to $500M (2026), while Rockwell Automation is embedding AI inference models into its industrial automation solutions through partnerships with Nvidia. Both companies currently have low AI exposure but are positioned for significant long-term growth as the AI market shifts from infrastructure investment to inference deployment.

06/29/2026, 9:05 PM • The Motley Fool

Manufacturing Execution System (MES) Market Expected to Reach US$ 44.67 Billion at 13.3% CAGR by 2034

The global Manufacturing Execution System (MES) market is projected to grow from US$ 14.47 billion in 2025 to US$ 44.67 billion by 2034, driven by Industry 4.0 adoption, operational efficiency needs, and regulatory compliance requirements. Asia Pacific is expected to dominate with over 60% market share, while cloud-based solutions represent the fastest-growing segment at 15.2% CAGR in North America.

06/29/2026, 3:36 AM • GlobeNewswire

AI-Driven Automation Revenue to Surpass US$5 Billion by 2035 as Manufacturers Rebuild Control Engineering Around Virtualization

ABI Research forecasts that industrial AI in software-defined automation will exceed $5 billion by 2035, driven by agentic AI, virtual controllers, and AI-optimized industrial PCs. The market will see strong growth across DCS software (25% CAGR), industrial PCs (20.1%), virtual controllers (17.9%), SCADA/HMI software (15.3%), and PLCs (14.6%) through 2035. Process industries are expected to lead adoption, with major vendors including Siemens, SUPCON, Rockwell Automation, and CODESYS shaping the competitive landscape.

06/24/2026, 8:00 AM • GlobeNewswire

Should You Buy the Honeywell Aerospace Spinoff?

Honeywell International is splitting into Honeywell Aerospace and Honeywell Technologies on June 29, 2026. The spinoff aims to unlock shareholder value by allowing each pure-play company to receive higher valuations than the diversified conglomerate currently trades at. Honeywell Aerospace is expected to benefit from the hot aerospace sector, while Honeywell Technologies could present a value opportunity if it experiences post-spinoff weakness.

06/18/2026, 2:06 PM • The Motley Fool

5 Companies Betting Big on Themselves Through Massive Buybacks

Five major companies are executing aggressive share buyback programs, signaling financial health and confidence in future cash flows. NVIDIA increased its buyback authorization by $80 billion, Citigroup announced a $30 billion buyback representing 13.7% of shares, CrowdStrike added $500 million to its authorization, Rockwell Automation increased buybacks by $1 billion, and Masco accelerated a $300 million repurchase agreement. These moves are supported by strong cash flows and analyst optimism.

06/16/2026, 6:45 AM • Investing

Mobile Forensics Market Surges to $9.99 billion at a CAGR 11.8% by 2031 | Exclusive Report by MarketsandMarkets™

The global mobile forensics market is projected to grow from USD 5.72 billion in 2026 to USD 9.99 billion by 2031, driven by increasing complexity of mobile ecosystems, encrypted applications, and privacy-focused device architectures. North America leads with 43.1% market share, while law enforcement represents the largest vertical. Key growth drivers include AI-driven automation, convergence of mobile and cloud forensics platforms, and rising demand for forensic workstations.

06/04/2026, 10:00 AM • GlobeNewswire

Idea Grove Publishes Trust Signals® B2B Brand Rankings Across 16 Technology and Industrial Sectors

Dallas-based PR agency Idea Grove published the Trust Signals® B2B Brand Rankings, identifying 192 B2B companies worth watching across 16 sectors including cybersecurity, fintech, AI automation, manufacturing, supply chain, logistics, HVAC, martech, and digital signage. The rankings were developed based on two decades of market expertise evaluating companies on their products, customer base, and market credibility.

05/28/2026, 12:55 PM • GlobeNewswire

Rockwell Automation Surge On Strong Demand, Boosts Outlook

Rockwell Automation reported strong Q2 FY26 results with better-than-expected performance across all segments. The company raised its full-year adjusted EPS guidance to $12.50-$13.10 and sales guidance to $9.345-$9.701 billion, driven by solid demand in warehouse automation, data centers, semiconductors, and energy sectors. Stock surged 8.89% on the positive results.

05/05/2026, 10:11 AM • Benzinga

Process Automation & Instrumentation Strategic Industry Report 2026-2030: Focus on Oil & Gas, Food & Beverages, Pharmaceuticals, Chemicals, Pulp & Paper, Water & Wastewater Treatment

The global Process Automation & Instrumentation market is projected to grow from $78 billion in 2024 to $113.1 billion by 2030 at a 6.4% CAGR. Growth is driven by digital transformation, IIoT adoption, regulatory compliance demands, and the need for operational efficiency across oil & gas, pharmaceuticals, chemicals, and other industries. Advanced technologies like digital twins, AI, and wireless instrumentation are reshaping the sector.

03/04/2026, 4:56 AM • GlobeNewswire

Rockwell Automation Stock Dips After Earnings Beat: Why Bulls See a Fast Rebound

Rockwell Automation's stock pulled back following strong Q1 2026 earnings that beat estimates on revenue and earnings, with net revenue growing 12.2% YoY and net income surging 65%. Despite reaffirmed full-year guidance and analyst support, the market initially sold off, though technical indicators suggest a quick rebound is likely given the company's strong fundamentals in automated manufacturing and AI applications.

02/10/2026, 9:26 AM • Investing

What's Going On With Rockwell Automation Stock Thursday?

Rockwell Automation reported strong Q1 fiscal 2026 results with adjusted EPS of $2.75 (up 49% YoY) beating estimates and sales of $2.105 billion (up 12% YoY). The company raised its full-year adjusted EPS guidance to $11.40-$12.20 and narrowed sales guidance to $8.80 billion. Despite the strong earnings and raised guidance, ROK stock fell 6.17% on Thursday, closing at $403.34.

02/05/2026, 12:41 PM • Benzinga

Industrial Sensors Market Set to Surpass US$ 90.46 Billion by 2032 Driven by AI Integration, IIoT Expansion, and Industry 4.0 Automation | Astute Analytica

The global industrial sensors market is projected to grow from US$ 34.05 billion in 2023 to US$ 90.46 billion by 2032, with a CAGR of 8.6%. Growth is driven by AI integration, IoT adoption, Industry 4.0 automation, and environmental monitoring demands. Asia Pacific leads with 39.1% market share and 9.3% CAGR, particularly driven by China's automotive and manufacturing sectors.

02/05/2026, 12:27 PM • GlobeNewswire

Factory Automation Sensor Industry Research 2025 - Global Market Size, Share, Trends, Opportunities, and Forecasts, 2020-2024 & 2025-2030

The global factory automation sensor market is projected to grow from USD 23.46 billion in 2024 to USD 38.98 billion by 2030, driven by Industry 4.0 adoption and smart manufacturing initiatives. Key trends include smart sensor integration and IoT connectivity, though high initial costs and integration complexities remain significant barriers, particularly for SMEs.

01/28/2026, 4:54 AM • GlobeNewswire

Oil and Gas Production Monitoring Software Industry Research 2026 - Global Market Size, Share, Trends, Opportunities, and Forecasts, 2021-2025 & 2026-2031

The global Oil and Gas Production Monitoring Software Market is expected to expand at a 9.19% CAGR from 2025 to 2031, driven by Industrial IoT, AI adoption, and environmental regulations. However, integration challenges with legacy systems and cybersecurity concerns pose significant obstacles to widespread adoption.

01/28/2026, 4:53 AM • GlobeNewswire

Is Lucid Group Stock a Buy Now -- or an Easy "No" for 2026?​

Lucid Group stock rallied on news of Rockwell Automation software integration at its Saudi manufacturing plant, but the company remains deeply unprofitable with a $2.44 billion operating loss in 2025. Despite 104% production growth, Lucid is years away from positive margins and will require continued dilutive funding from Saudi Arabia's PIF, making it a difficult investment proposition for 2026.

01/24/2026, 4:11 PM • The Motley Fool