| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Industrial-product earnings growth and constructive industrial-sector estimate revisions were discussed. [audio] | — | — | — |
| 2026-09-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-28-26 |
Black reports industrials fell about 1% on the day. [audio] | — | — | — |
| 2026-09-25 | MENTIONED | LOW | Rob Black Show The Bond Market In September |
Black says industrial stocks are down about 3.4% for September despite the resilience of the headline S&P 500. [audio] | — | — | — |
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Stocks Rise As Oil Prices Ease |
Industrials were cited in both the broadening rally and the quality dividend-growth universe. [audio] | -0.7% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-9-26 |
Rob includes industrials among the beneficiaries of AI spending beyond technology companies. [audio] | -1.8% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-31-26 |
Named alongside utilities as an area where selling pressure remained pronounced. [audio] | +0.1% | -4.2% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Industrials showing related weakness despite being expected winners. [audio] | -2.2% | -4.7% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
Weakness in industrials on the day. [audio] | -2.2% | -4.7% | — |
| 2026-08-12 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-12-26 |
O'Hare flagged industrials, at just under 9% market weight, as a rebalancing opportunity for investors worried about AI concentration. [audio] | -2.1% | -7.3% | — |
| 2026-08-12 | BUY | MEDIUM | Rob Black Show Tame Inflation Data |
O'Hare pointed to industrials at just under 9% market weight as a rebalancing opportunity if the AI momentum trade cools. [audio] | -2.1% | -7.3% | — |
| 2026-06-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-2-26 |
Host mentions the industrial sector is up 2.5% today. [audio] | +0.8% | +5.8% | +0.8% |
| 2026-05-21 | BUY | MEDIUM | Rob Black Show Afternoon podcast 5-21-26 |
Host gives an A-plus rating to the industrial sector (represented by XLI) which is up 13.8% for the year. [audio] | +1.9% | +6.1% | +7.0% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-13-26 |
The industrial sector was down 0.5%. [audio] | -1.7% | +1.5% | +7.2% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Host notes the industrial sector is up 12.9% for the year. [audio] | -3.2% | +0.5% | +6.1% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions the Industrial Select Sector SPDR Fund as a stock that has enjoyed double-digit growth. [audio] | -2.5% | -3.1% | +6.1% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host notes the industrial sector is up 1.8% year-to-date. [audio] | +2.4% | +1.8% | +5.4% |