Aerospace and Defense
Drone Maker Kratos Crushed Sales Estimates. The Stock Is Down.
Tuesday evening, Kratos announced earnings per share of 14 cents from sales of $347.6 million. Wall Street was looking for 13 cents and $322 million, respectively.
2 minute read
Kenvue, Kimberly-Clark, Amazon, uniQure, Palantir, Idexx, Cipher Mining, and More Stock Market Movers
Kimberly-Clark agrees to buy Tylenol maker Kenvue in a cash-and-stock deal valued at about $48.7 billion, including debt.
4 minute read
MP Materials Stock Slumps After Trump Says China Rare-Earth Threat Is ‘Completely Gone.’ The Trade Isn’t.
Shares of MP Materials, USA Rare Earth, and Ramaco Resources were all lower.
2 minute read
Another Rare-Earth Stock Jumps on Government Deal
The aspiring miner had news about a deal with the government and its plan to develop a terminal where it and other miners could store the minerals.
3 minute read
Boeing’s Road to Redemption—and a Higher Stock Price
CEO Kelly Ortberg has made the company investible again. Why shares could climb more than 25%.
Long Read
The U.S. Wants to Test Nukes. What That Means for Defense Stocks.
America might start testing nuclear weapons again, something it hasn’t done in more than 30 years.
2 minute read
Meta, Microsoft, Alphabet, FMC, C.H. Robinson Worldwide, Roblox, Metsera, Chipotle, and More Stock Market Movers
Alphabet stock rises but Microsoft and Meta fall after the tech giants report quarterly earnings.
4 minute read
Nvidia, Fiserv, Stride, Caterpillar, Verizon, Micron, Microsoft, Alphabet, Meta, Centene, and More Stock Market Movers
Nvidia rises after President Donald Trump says he may discuss the company’s advanced Blackwell chips with Chinese President Xi Jinping when they meet Thursday. Earnings are expected Wednesday from Microsoft, Alphabet, and Meta Platforms.
4 minute read
Joby Stock Gets AI Shine From Autonomous-Flight Deal With Nvidia
Planes have autopilot features, but Joby is talking about next-generation capabilities
1 minute read
Boeing Stock Drops After Earnings, but Not All the News Was Bad
Boeing reports a third-quarter per-share loss of $7.14 from sales of $23.3 billion. Wall Street was looking for a loss of $5 from sales of $22.6 billion.
2 minute read
UPS, PayPal, Microsoft, Nokia, Skyworks, Royal Caribbean, Wayfair, Cameco, and More Stock Market Movers
UPS rises after the shipping and logistics giant posts better-than-expected third-quarter earnings, and Microsoft’s market cap crosses $4 trillion for the first time.
3 minute read
Qualcomm, MP Materials, USA Rare Earth, Tesla, Avidity, Newmont, Microsoft, and More Stock Market Movers
Qualcomm soars after introducing new artificial-intelligence servers meant to compete with Nvidia and AMD, while MP Materials falls as Treasury Secretary Scott Bessent says he expects China to defer its tightened export controls on rare-earth materials.
3 minute read
The ‘Best Boeing Salesman’ Is at Work in Asia. The Stock Is Up.
The aerospace company has benefited from President Donald Trump’s trade agenda.
2 minute read
Buy General Dynamics Stock. But Not for Defense, Says This Wall Street Analyst.
Vertical Research Partners analyst Rob Stallard raised his rating on General Dynamics stock to Buy from Hold. His price target went to $400 from $330 a share.
2 minute read
General Dyamics Stock Rises on Earnings. Aerospace Was a Standout.
General Dynamics reports third-quarter earnings per share of $3.88 from sales of $12.9 billion, topping Wall Street estimates.
1 minute read
Intel, AMD, Ford, Deckers, Newmont, Nextracker, Booz Allen, Coinbase, and More Stock Market Movers
Intel shares waver after the chip maker reports better-than-expected quarterly earnings and revenue, while Ford Motor rises sharply after posting record record quarterly sales.
4 minute read
6 Stocks to Sell in a Hot Market
One stock from the screen, Bloom Energy, has surged about 1,000% in the past year.
3 minute read
Honeywell Stock Jumps on Earnings. Now Comes the Breakup.
Honeywell reports quarterly earnings per share of $2.82 from sales of $10.4 billion, beating Wall Street estimates on both metrics.
2 minute read
Tesla, IBM, D-Wave Quantum, Dow Inc., Molina Healthcare, Las Vegas Sands, Southwest, and More Stock Market Movers
Tesla rises and IBM falls after reporting quarterly earnings, while quantum-computing stocks soar on a report the Trump administration is considering taking equity stakes in several companies in exchange for federal funding. The Commerce Department denied the report.
Long Read
Netflix, Tesla, Texas Instruments, AT&T, Intuitive Surgical, Winnebago, GE Vernova, and More Stock Market Movers
Netflix falls after third-quarter earnings miss analysts’ estimates while Texas Instruments tumbles following a disappointing forecast.
3 minute read
A Drone Bubble? For Defense Stocks, the Answer Had Better Be No.
Wall Street analysts headed to a military conference in Washington, D.C., to suss out what is next for the technology.
3 minute read
Parker Hannifin Is Up More Than 20% Since our Recommendation. The Stock Is Still Cheap.
The catalysts from our bullish call remain in place.
Long Read
Northrop Stock Tumbles on Sales Disappointment. When Good Isn’t Good Enough.
The defense contractor says it expects lower sales in its aeronautics-systems business for the full year.
2 minute read
GM, Newmont, Warner Bros., 3M, RTX, Philip Morris, Beyond Meat, Netflix, and More Stock Market Movers
General Motors rises sharply after posting better-than-expected third-quarter earnings, while Warner Bros. begins a review of strategic alternatives, including a sale of the entertainment company.
4 minute read
