Aerospace and Defense
It’s Trump’s Market Now. How to Navigate Fed Threats, State Stock Buying, Economic Curveballs.
Trump escalates Fed fight, Apple teases product event next week, Cracker Barrel drops new logo, and more news to start your day.
Long Read
Lutnick Hints at Taking Stakes in Defense Companies. What It Means for Northrop and Other Stocks.
Defense stocks were outperforming the overall market on Tuesday.
3 minute read
Boeing Stock Pops as Korean Air Doubles Fleet. Why Its Jet Orders Are Now Soaring.
Korean Air is doubling its fleet of Boeing jets.
2 minute read
Boeing, Union Head Back to Negotiating Table. The Stock Is Down.
Boeing and IAM 837 are meeting this week to try to resolve a three-week old strike.
2 minute read
Defense Stocks Are Having a Great Year. These 12 Have More Room to Run.
With military spending and uncertainty rising, the demand for their products is only likely to grow.
3 minute read
China Hasn't Ordered Planes From Boeing in Awhile. That Could Soon Change, Report Says.
The company is close to winning a big order for new jets from China, Bloomberg reported.
2 minute read
Archer Aviation Flight Ramps Up Air-Taxi War With Joby. Why Both Stocks Dropped.
Archer Aviation’s Midnight eVTOL recently completed a piloted 31-minute, 51-mile piloted test flight.
2 minute read
Amphenol Shows Investors How to Score With Earnings From AI
The maker of electrical components maker said Monday it would buy a defense business. Now Wall Street is weighing in.
3 minute read
Rocket Lab Stock Falls on Good News. What Gives?
Rocket Lab announced the schedule for its next space launch. The stock is falling.
2 minute read
What Investors Are Watching as Trump Meets Ukraine, EU Leaders
Expectations for a deal are low.
3 minute read
Joby Aviation Falls. What a 12-Minute Flight Means for the Stock.
Joby said it completed the first piloted air-taxi flight between two airports—Marina and Monterey, in California.
2 minute read
Drone-Maker Stock AIRO Jumps on Earnings Beat
Newly public AIRO just reported a strong second quarter. Only three analysts cover the unmanned defense firm’s stock, but all are at Buy.
2 minute read
Bullish, Coherent, Deere, Tapestry, Cisco, TeraWulf, Advance Auto Parts, and More Stock Market Movers
Bullish stock extends gains following its strong trading debut Wednesday, while Coherent tumbles after issuing a disappointing outlook.
4 minute read
This Small Defense Stock Is Soaring on a New Buy Rating. It’s ‘Just the Beginning.’
BofA Securities upgraded shares and boosted its price target on V2X.
2 minute read
Israeli Defense Contractor Beats Wall Street Estimates. The Stock Jumped.
Elbit Systems reported second-quarter earnings per share of $2.69 from sales of just under $2 billion. Wall Street was looking for $2.41 and $1.9 billion, respectively.
2 minute read
Wall Street Is Warming to These 6 Industrial Stocks. They Don’t Depend on Nvidia or AI.
Industrial stocks have shot higher in 2025, powered by AI and commercial aerospace. Analysts are warming to some other stocks in the sector that don’t depend on either theme.
4 minute read
Air Taxi Stock Archer Rebounds After Weak Results. Wall Street Isn’t Worried.
Archer Aviation reported a wider-than-expected operating loss for the second quarter. One analyst was still “encouraged” by the numbers.
2 minute read
This Defense Stock Soars on Unusual Upgrade and Earnings
Raymond James analyst Brian Gesuale upgrades Mercury Systems’ shares to Strong Buy from Outperform, following the company’s strong fiscal fourth-quarter earnings report.
2 minute read
Why Boeing Stock Had Such a Great Day
Boeing delivered 48 jets in July. That’s an improvement from prior months early in 2025.
2 minute read
MP Materials Stock Is Falling on a Strange Downgrade
CFRA analyst Matthew Miller cut his rating on MP stock to Buy from Strong Buy. His target price went to $88 up $20.
3 minute read
AST SpaceMobile Stock Soars After Earnings. Its Challenge to Musk's SpaceX Is Ramping Up.
AST SpaceMobile said it has a fully funded plan to deploy 45 to 60 satellites into orbit by 2026.
3 minute read
MP Materials Stock Soars Even Higher on Earnings. The Future Looks Bright, Too.
Rare-earth miner MP Materials is reporting second-quarter earnings Thursday. The numbers will matter, but less than management commentary.
3 minute read
Boeing’s Spirit AeroSystems Deal Gets U.K. Approval. It’s Part of the Turnaround.
A U.K. authority “cleared the anticipated acquisition” by Boeing of Spirit AeroSystems.
2 minute read
Rocket Lab’s Surprise Stock Move After Solid Earnings
Space launch and technology provider Rocket Lab USA reported better-than-expected quarterly sales and a smaller-than-expected quarterly loss. The surprise is how investors took the report.
2 minute read
Firefly IPO: Stock Pops 34% in Trading Debut
Firefly Aerospace successfully landed on the moon in March, go public. Space tech stocks are red hot.
4 minute read
