Aerospace and Defense
What Happens If the U.S. Can’t Get Enough Magnesium? You Don’t Want to Find Out.
National security relies on reviving magnesium production, Jahara Matisek, Alex Grant, and Morgan D. Bazilian write in a guest commentary.
4 minute read
Rocket Lab Stock Has Been a December Darling. It Has More Room to Rise, Say Analysts.
Needham & Co. boosts its price target on Rocket Lab’s stock to $90 from $63.
2 minute read
This Market Beat U.S. Stocks This Year. The Case to Buy Into a 2026 Rally.
While the S&P 500 has gained 17% so far this year, it has been outstripped by an overseas index.
2 minute read
Trump Unveils Battleships Named After Himself. This Stock Took Off.
The Trump Class warships will include the USS Defiant, part of a program to build multiple new Navy vessels.
2 minute read
3 Reasons Rocket Lab Stock Is Headed to the Moon
The space launch and technology company is poised to build on Friday’s big gain in Monday trading.
2 minute read
Tesla, Warner Bros., Rocket Lab, DJT, Dominion Energy, Newmont, Micron, and More Stock Market Movers
Tesla shares rise after a Delaware Supreme Court ruling officially restores CEO Elon Musk’s 2018 pay package.
3 minute read
Honeywell Stock Is Down on a Litigation Charge. Why It Shouldn’t Be.
Honeywell is paying Flexjet $470 million to settle engine maintenance litigation.
2 minute read
Elon Musk Just Got a $138 Billion Payday—Sort Of
Tesla CEO Elon Musk has had a year for the ages. He’s up about $200 billion and counting.
2 minute read
Don’t Buy Lockheed Stock, J.P. Morgan Says. Buy These 3 Instead.
J.P. Morgan downgraded shares of the defense contractor. KeyBanc suggested stocks in drone and rocket technology.
3 minute read
SpaceX Fever Is Roiling This Obscure ETF
In the past week, investors have poured more than $600 million into ERShares Private-Public Crossover ETF, which has a tiny SpaceX stake.
2 minute read
SpaceX Could Go Public by Merging With EchoStar. It Isn’t a Crazy Idea.
The companies already have done business together. SpaceX bought spectrum from EchoStar that it can use for its Starlink satellite broadband service.
Long Read
Trump Might Limit Defense-Stock Dividends. That’s a Bad Idea.
The payouts give investors a reason to hand over their capital so businesses can use it.
4 minute read
Rocket Lab Schedules 20th Launch of 2025
The SpaceX rival moved up a mission for the U.S. Space Force. The stock is up 118% this year.
1 minute read
Forget Valuation. This Is the Big Question Ahead of a SpaceX IPO.
If SpaceX goes public in 2026., what should the stock symbol be?
3 minute read
Lockheed Martin’s Winning Streak Ends After Downgrade
Coming into Tuesday trading, shares of the defense contractor were up for 10 straight trading sessions.
2 minute read
Stock Markets Are Suffering Amid Bubble Fears. Why Ford’s EV Pivot Offers Hope.
Ford Motor to take big EV charge, Bitcoin dips below $86,000, Trump forms Tech Force, and more news to start your day.
Long Read
Lockheed Made It 10 in a Row. The Shares Are Running a Covert Op.
Shares of embattled defense prime contractor Lockheed Martin are up again on Monday.
2 minute read
Rocket Lab Stock Plunges on Big Success. (Shrug.)
Why shares drop on seemingly good news is often explained by the adage “buy the rumor, sell the news.”
1 minute read
SpaceX Has 2 Aces Up Its Sleeve in the Battle to Put AI Data Centers in Space
It sounds like science fiction, but the next front in the AI wars between hyperscalers like Alphabet and Amazon is taking shape in space.
3 minute read
Trump Will Pounce on Jobs Data. Why It’s a Crunch Moment for the Fed.
Delayed jobs and inflation data come out this week, Supreme Court tariffs decision looms, SpaceX could serve up a feast in 2026, and more news to start your day.
Long Read
SpaceX Is Worth $800 Billion, Report Says. It’s Only the Beginning.
A secondary offering of SpaceX stock, offering liquidity to insiders, valued the rocket company at $800 billion, according to Bloomberg.
3 minute read
With Talk of a SpaceX IPO, Tesla Shareholders Dream of an X Corp
Tesla shareholders have already approved an investment by the electric-vehicle maker in Elon Musk’s xAI. Could SpaceX be next?
4 minute read
This GE Spinoff Is Beating the S&P 500, Nvidia—and Bitcoin. Here’s How.
GE Vernova manufactures turbines, which excited no one when the spinoffs were announced. But now the company is up some 400% making house-size turbines to power data centers.
Long Read
SpaceX Could Be Worth as Much as Tesla. How Musk Manufactures Trillion Dollar Companies.
Elon Musk analogies and comparisons: SpaceX is to Boeing what Tesla is to Toyota.
3 minute read
Boeing, GE, and 10 More Stocks to Play Aerospace & Defense ‘Megatrends’
The aerospace and defense industry is primed for outperformance, according to Citi.
2 minute read
