Aerospace and Defense
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
Drone Maker AeroVironment Stock Is Tanking. Here’s Why.
AeroVironment shares are tumbling on a strong day for the defense sector. What gives?
2 minute read
How Lockheed and Other Defense Stocks Stand to Gain—and Lose—From the U.S. Strikes on Iran
The U.S. attack on Iran will have implications for defense and energy stocks.
2 minute read
Palantir Rises on Mideast Conflict. Why It’s Moving Like a Defense Stock.
The AI software and data analytics company has a deep relationship with U.S. defense and intelligence operations.
3 minute read
Iran Conflict Puts the Stock Market Rally on Ice. It Could Stay Frozen for a While.
Risk sentiment takes a hit as investors attempt to separate the AI winners and losers, and assess its impact on the broader economy.
4 minute read
Volatility Spikes as US-Iran Conflict Sends Stocks Lower. Why Confidence Could Be Slow to Return.
An unsteady market now faces huge, and undefined, risks tied to a prolonged conflict in the Persian Gulf.
3 minute read
Anthropic’s Battle With President Trump Over AI Weapons Needs to Be ‘Resolved Quickly’
Anthropic promised to fight its banning by the War Department in an argument over the future of autonomous systems and weapons for military use.
3 minute read
Honeywell Stock Is Gaining Momentum. It’s Finally Time to Buy, Analyst Says.
Wolfe Research analyst Nigel Coe upgrades Honeywell shares to Buy from Hold. His price target is $293.
2 minute read
Rocket Lab Earnings Beat Expectations. Why the Stock Dropped.
The company reported a loss of nine cents a share from sales of almost $180 million for the fourth quarter.
2 minute read
Netflix, Paramount, Block, Sunrun, Dell, Rocket Lab, Nvidia, CoreWeave, and More Stock Market Movers
Netflix drops out of the bidding war for Warner Bros., leaving Paramount Skydance victorious in its quest for the Hollywood company.
3 minute read
Joby Reported a Larger Loss Than Expected. The Stock Is Up.
Joby is getting closer to flying paying passengers in its electric aircraft.
2 minute read
MP Materials Is Lifting Output of Rare-Earth Magnets. This Is Where.
Rare earth company MP Materials has selected the location for its next rare-earth magnet making facility.
2 minute read
3 Reasons L3 Harris and Other Defense Stocks Are Taking a Hit
Defense stocks are getting hammered, illustrating how even powerful rallies can be interrupted.
2 minute read
The Anti-AI Trade Is Red Hot. Here’s What’s Winning.
Stocks like Nestlé, BMW, ASML and Airbus could be winners as AI worries roil the market.
3 minute read
Kratos Stock Drops After the Drone Maker's Earnings Beat Estimates. Here's Why.
Kratos topped fourth-quarter estimates and projected nearly 20% sales growth for 2026, but weaker first-quarter guidance and high expectations weighed on shares.
2 minute read
Buy This New Space Stock, Wall Street Says
Several analysts recently launched coverage of satellite maker York Space Systems. On balance, the stock is a buy for Wall Street.
2 minute read
GE and 5 More Stocks That Can Win as AI Shakes Up the Economy
Aerospace and manufacturing are turning out to be potential havens.
3 minute read
Vertical Aerospace Stock Slumps After Cut to Sell. What to Buy Instead.
Monday, Raymond James analyst Savanthi Syth downgraded Vertical Aerospace to Sell from Hold.
2 minute read
Boeing Starliner Slammed by NASA in New Report. What It Means for the Stock.
The company’s troubled space capsule was back in the news.
3 minute read
Markets, the Fed, the AI Boom Face a K-Shaped Test. Here’s Why.
Supreme Court’s looming tariff decision could shake markets, private credit worries mount, White House talks over stalled crypto bill drag on, and more news to start your day.
Long Read
GE Aerospace Stock Wins Big as Engine Battle Roars on
Airbus makes the planes, but it needs engines from its suppliers to get those planes in the air.
2 minute read
Why Airbus Earnings Were Bad News for Boeing Stock
Airbus’ guidance for 2026 commercial jet deliveries fell short, unnerving investors.
2 minute read
Northrop’s Valuation Is Taking Off. This Is Why.
“We are in an unprecedented demand cycle within defense, not just within the United States, but globally,” CEO Kathy Warden said.
3 minute read
NASA Artemis II Mission Is Prepping for Moon Launch. What That Means for SpaceX.
Americans are, almost, ready to go back to the moon.
2 minute read
