Aerospace and Defense
EchoStar Could Have More Upside as SpaceX Heads Toward an IPO
The company has a stake in SpaceX.
3 minute read
Boom Supersonic’s Latest Move Suggests Aerospace Firms Have a Future in AI
Boom Supersonic is getting into the AI power generation business. That’s an interesting move.
3 minute read
What a SpaceX IPO Would Mean for Tesla Stock
An initial public offering would fuel speculation that Elon Musk might combine his tech empire under one roof.
4 minute read
Elon Musk Appears to Confirm SpaceX IPO. It Could Be Bigger Than Boeing, Lockheed, and GE Combined.
For Wall Street and investors, an initial public offering now seems tantalizingly close.
2 minute read
Boeing Finally Beat Airbus. This Matters More.
Boeing is poised to beat Airbus on jet orders this year. That won’t decide where the stocks go next.
2 minute read
AeroVironment Stock Drops After Earnings. Why Record Sales Aren’t Helping the Drone Maker.
Tuesday evening, AeroVironment reported record quarterly sales of $472.5 million, up 151% year over year.
2 minute read
EchoStar Stock Is the Best Way to Play a SpaceX IPO
The shares are rising amid talk of Elon Musk's company heading for an initial public offering in 2026.
3 minute read
The Aerospace Recovery Is at ‘End of the Beginning.’ 7 Stocks for 2026.
Deutsche Bank analyst Scott Deuschle published an outlook report on the sector on Wednesday. He has some ideas for investors.
3 minute read
Palantir Stock Gains. It Torpedoes Rivals to Win This New AI Contract.
A U.S. Navy contract reflects the company’s increasing work with the military.
2 minute read
The Fed’s Divided on Rates. Why Stock Markets Can Rise Through 2026 Anyway.
What a SpaceX IPO could mean for Tesla shareholders, Pfizer pursuing next weight-loss drug in Chinese labs, more news to start your day.
Long Read
Boeing Buys Company Responsible for Door Blowout. The Stock Rises.
The deal returns the parts supplier to the fold after being spun out in 2005.
2 minute read
China Locked On to Japanese Military Fighters. How That Could Impact Rare Earths.
Over the weekend, military tensions between China and Japan escalated after Chinese military fighter jets radar-locked onto Japanese aircraft.
2 minute read
SpaceX Might Be Worth $800 Billion—and This Stock Is Soaring
The valuation is double what it was earlier this year.
2 minute read
Parsons Won’t Be Fixing the Air-Traffic Control Mess. Its Stock Is Tumbling.
Parsons didn’t win a key air-traffic control upgrade project.
2 minute read
Industrial Sector Is Saying, ‘No Recession.’ 3 Stocks to Consider.
Companies at the intersection of manufacturing, transportation, and capital spending often feel pressure well before it shows up in the broader economy.
4 minute read
Industrials Are on Cusp of ‘Supercycle.’ 10 Stocks to Ride the Wave.
JPMorgan believes small and mid-cap industrial stocks will have a big year in 2026.
4 minute read
Aerospace Start-Up Beta Posts Its First Earnings Report. The Stock Rises.
Beta Technologies announced a third-quarter operating loss of $81 million from sales of $8.9 million. Wall Street was looking for an $90 million loss from sales of $6.8 million
2 minute read
Airbus Cuts Its Delivery Outlook. Why the Stock Is Up.
Airbus now expects to deliver 790 jets in 2025, down from prior guidance of 820.
2 minute read
Boeing Stock Jumps. What the New CFO Just Said.
The new executive made positive comments about free cash flow.
2 minute read
The Newest Electric Aircraft Stock Gets a Plug from Its Bankers
Beta expects its fixed-wing electric planes will cost 40% less to operate than their jet-fueled counterparts.
2 minute read
SpaceX Launched Monday. It Goes Again Tuesday.
SpaceX has accounted for about 53% of all orbital launches in 2025. It’s market share is increasing.
1 minute read
Airbus Stock Falls Again. Why It Isn’t a Boeing Situation.
A benefit of the situation is that it offers an opportunity to learn about how cosmic rays can affect transistors.
3 minute read
How a Solar Flare Grounded Airbus Planes—and Knocked Down Its Stock
An issue impacting some 6,000 A320-family jets has investors feeling very nervous about Airbus stock.
2 minute read
Alibaba Stock Is Rising as the S&P 500 Is Set to Fall. Here's Why.
The Chinese tech giant’s U.S.-listed stock was one of the few names rising to start December.
1 minute read
