Aerospace and Defense
Critical Minerals Are a Tricky Business. What Could Help.
The government has an important role to play in managing critical mineral markets, Morgan Bazilian, Brad Handler, Ian Lange, and Andrew Bauman write in a guest commentary.
4 minute read
Archer, Joby Stocks Jump After Inclusion in Federal Program for Next-Generation Aircraft
One proposal will offer concepts for air taxis in the New England market.
2 minute read
Beta Technologies Fourth-Quarter Sales Impress. The Stock Is Taking Off.
Beta announced a fourth quarter Ebitda loss of $104 million from sales of $11.1 million. Wall Street was looking for a $110 million loss from sales of $8 million.
2 minute read
Vertiv Stock Jumps. Why Joining the S&P 500 Trumps the Iran War.
Vertiv, Lumentum, EchoStar, and Coherent are set to join the S&P 500 on March 23, as part of a quarterly rebalancing.
1 minute read
Watch This Trump-Backed Drone Company as Lockheed, RTX, Defense Stocks Pause
A newly public company backed by President Donald Trump’s sons is aiming to join the defense stock boom.
2 minute read
CrowdStrike and 11 Other Stocks That Have Gained Every Day of the Iran War
The conflict in the Middle East has turned the market on its head, with investors piling back into beaten-down software stocks.
2 minute read
6 Defense Stocks With Strong Prospects
It’s a dangerous world—as recent events in the Middle East demonstrate. These key defense companies stand to gain.
4 minute read
Trump to Quadruple Missile Production. What Global Rearmament Means for Defense Stocks.
Rising global military spending—from the U.S., Europe, and China—could fuel growth for defense contractors and reshape manufacturing and employment in the years ahead.
3 minute read
How the Iran War Impacts Ukraine
President Trump says the U.S. has ample munitions. Ukraine forces battling Russia hope that is the case.
2 minute read
Broadcom, Trade Desk, Berkshire Hathaway, Rigetti, Corning, Ciena, Expedia, and More Stock Market Movers
Shares in Broadcom rise after the chip maker beats Wall Street’s earnings targets for its fiscal first quarter.
3 minute read
The Pentagon-Anthropic Fight Drags On. War in Iran Ups the Stakes.
The Department of Defense formally labeled the AI firm a supply chain risk Thursday, despite its tech being used in the war.
4 minute read
Kratos Defense and 5 Other Stocks That Can Benefit From the U.S. Restocking Its Missiles
The longer the conflict lasts, the more money the U.S. will have to spend restocking its arsenal of missiles.
2 minute read
This Battlefield Protection Company Has Gone Nuclear. It’s an Obvious Buy.
Cadre Holdings is a one-stop shop for law enforcement, federal agencies, and U.S. and international armed forces. Its move into nuclear safety makes its stock even more attractive.
Long Read
Stock Markets Have Been Fueled by Iran Fears. Why This Could Be a Bigger Driver.
Broadcom beat first-quarter earnings expectations, trade court paves way for broad tariff refunds for businesses, Beige Book reports growth, and more news to start your day.
Long Read
When Charts Speak. A Performance Check on Prior Picks CACI International, Twilio, Expedia
The stocks present a compelling buying opportunity, judging by technical indicators.
3 minute read
AST SpaceMobile’s Plan to Beat SpaceX’s Starlink. What’s Propelling the Stock.
AST SpaceMobile stock was gaining as it got a new partner and investor, even as it faces the threat of Elon Musk's Starlink.
3 minute read
3 Stocks That Could Provide the Anti-Drone Technology the U.S. So Desperately Needs
Ondas, BlackSky Technology, and Iridium Communications could be set to benefit from the demand for drones and anti-drone technology.
3 minute read
‘America Is Winning,’ Hegseth Says. Why Lockheed and Other Defense Stocks Are Falling.
U.S. military officials said early Wednesday that the Iranian air defenses and naval forces were destroyed.
2 minute read
MongoDB, Archer Aviation, Target, Blackstone, Quantum Computing, Plug Power, and More Stock Market Movers
MongoDB, Archer Aviation, and more stocks fall amid a busy earnings week as financial guidance underwhelms investors.
3 minute read
AST SpaceMobile Missed Wall Street Estimates. The Stock Is Up.
The space-based communications company reported a net loss of $74 million from sales of $54.3 million. Wall Street was looking for a net loss of $67 million from sales of $42 million.
2 minute read
Why This eVTOL Maker’s Stock Is Falling After Earnings
The maker of electric vertical takeoff and landing, or eVTOL, aircraft reports a quarterly Ebitda loss of $137.9 million from sales of less than $1 million.
2 minute read
Will the U.S. Run Out of Missiles? Lockheed Martin and More Stocks Trying to Prevent It.
Missiles and interceptors have emerged as a key military technology in recent conflicts.
4 minute read
Northrop Grumman Stock Gains, General Dynamics Dips as Market Gets Selective on Defense
Lockheed Martin and RTX both rack up gains in premarket trading as the broader market frets about a drawn-out conflict.
1 minute read
AES, Norwegian, Palantir, Lockheed, United, Strategy, Coherent, Berkshire Hathaway, and More Stock Market Movers
Shares of clean-energy company AES decline after it agrees to be taken private in a $33.4 billion deal.
2 minute read
Three U.S. F-15 Jets Shot Down by Kuwait. Everything to Know About Them.
The six pilots were able to eject safely.
2 minute read
