Aerospace and Defense


Amazon Lines Up Deal to Rival SpaceX’s Starlink: Report. Why Apple Could Be a Problem.

Globalstar stock rose following a report Amazon is in talks to buy the satellite operator. Apple will have something to say about the deal.

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Review & Preview: Shaking Off the March Blues

Hopes for a Middle East de-escalation sparked a rally ahead of President Donald Trump’s speech tonight. Plus, SpaceX filed for a confidential IPO.

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NASA’s Artemis II Successfully Lifts Off, Heads to the Moon

Four astronauts will take a short 685,000 mile trip around the moon and back.

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Oil Prices Fall on Fresh Hopes for a Swift End to Iran War

The retreat follows a a 51% surge in crude oil prices in March for their largest monthly gain in nearly six years.

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GE, Boeing, and 3 More Aero and Defense Plays

GE Aerospace, Rolls-Royce, Boeing, Woodward , and Northrop Grumman all get the nod from Wells Fargo.

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SpaceX Files Confidentially to Go Public. What That Means—and Why It Matters.

A confidential IPO filing process gives Elon Musk’s firm more flexibility as it prepares what could be a record-breaking offering.

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Why SpaceX Needs So Many Bankers for Its IPO

SpaceX’s planned IPO could raise up to $75 billion, and the unusually large group of bankers reflects the scale and complexity of the deal.

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Exxon, Chevron, and More Oil Stocks Fall. Why That Could Be the New Normal.

Investors may have to get used to selloffs in oil stocks, given that the market is betting that the Iran war could end soon.

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Buffett Isn’t Getting Carried Away by This Iran Trump Bump. Neither Should Markets.

OpenAI’s huge funding round could reignite AI excitement, Apple turns 50, NASA is about to send four astronauts on trip around the moon, and more news to start your day.

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This Drone Stock Is Down. It Isn’t Iran.

Airo Group expects 2026 sales of about $110 million. Wall Street projects $134 million, according to FactSet.

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A Military Autonomous Shipbuilder Is Raising a War Chest for Disruption

Saronic Technologies’ $1.75 billion funding round highlights how autonomous shipbuilders are challenging traditional defense contractors like Huntington Ingalls.

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Trump Might Declare Iran Victory. Why Energy Shocks Will Keep Coming.

Aluminum stocks are soaring, SpaceX IPO could use a little-known loophole, pro football kicks off new deal with American Express, and more news to start your day.

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This eVTOL Maker Just Raised Millions. Why the Stock Is Still Struggling.

On Monday, Vertical Aerospace announced a financing package worth up to $850 million.

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Nvidia, Palo Alto, Alcoa, Boston Scientific, Sysco, CrowdStrike, Micron, and More Stock Market Movers

Palo Alto CEO Nikesh Arora purchased $10 million of stock after shares fell on concerns tied to Anthropic’s new artificial-intelligence model.

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This Defense ETF Is Down 11%. Trump’s Budget Should Offer a Boost.

Investors should be on the lookout for the Defense Department’s fiscal year 2027 budget this week. Spending growth can affect defense stocks.

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This Old Fighter Jet Was Considered Obsolete. It May Hold the Key to Victory in Iran.

In the era of drone warfare, a $4 million missile is not the best way to knock out a $40,000 Shahed.

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How This Space Stock Can Rise Nearly 60%

Citi analyst John Godyn launched coverage of Voyager Technologies with a Buy rating and $36 price target.

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Ahead of Its Mega-IPO, SpaceX Reminds Investors Disruption Is Coming

SpaceX is planning to bring high-speed data direct from the stars to your phone.

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Stock Markets Are Full of Bargains, Ackman Says. Why No One Is Listening.

Oil executives see higher prices, March jobs data expected to show improvement, SpaceX reminds us disruption is coming, and more news to start your day.

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Why Delta and United Can Fly Above the Turbulence in Air Travel

We look at investment opportunities in U.S. air travel, both in airlines and in aircraft manufacturers and suppliers.

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How to Take a Ride on the SpaceX IPO

Elon Musk’s rocket, satellite, and AI company says it is filing for a long-awaited initial public of offering this year. If you don’t want to wait, here are a number of funds that have snared pre-IPO positions. But buyer beware: volatiliy ahead.

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Tesla Stock Falls. Why SpaceX IPO, Sales Estimates Aren’t Helping.

The Elon Musk-run company is chasing a weekly gain Friday.

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Why the Gold Rush Is Over for These Mining Stocks.

Mining stocks are on a bad run, and the selloff deepened on Thursday.

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The SpaceX IPO Is Coming. Cathie Wood’s Ark Venture and More Funds to Get in on the Action.

SpaceX is reportedly looking to file for an initial public offering. Funds that own private stakes are soaring. But buyer beware.

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Iran Has Distracted From the Mag 7 Woes. Why the Slump Is a Good Thing for Stock Markets.

Meta, YouTube ordered to pay damages, Microsoft stock off to worst three-month start to a year, Iran war puts spotlight on Taiwan risks, and more news to start your day.

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