Aerospace and Defense


What the Blockbuster SpaceX-xAI Merger Can Mean for Tesla Stock

Speculation that Elon Musk may merge SpaceX and xAI ahead of a potential IPO is reviving hopes—and concerns—about AI convergence across his companies, including Tesla.

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Trading In EchoStar Stock Was Strange After SpaceX/xAI Merger

EchoStar stock was up early Tuesday, which is an endorsement of the SpaceX, xAI merger.

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Tesla Now Owns a Piece of SpaceX. Elon Musk’s Companies Are Linking Up.

The SpaceX-xAI merger means that Tesla now owns a small piece of the combined company.

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Palantir Is a Rare AI Software Success. Markets Need More of Them.

Elon Musk combines SpaceX and xAI, strategic mineral stockpile aims to cut China reliance, Oracle tests investors’ AI appetite, and more news to start your day.

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Where the Smart Money Is Focused in Defense

Stifel analyst Jonathan Siegmann believes nLight and Kopin are well positioned in today’s defense industry.

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Rocket Lab Stock Falls. The Reason Is Odd.

The decline appears to be linked to Congress killing a plan to bring samples from Mars back to Earth.

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Strategy, Robinhood, Oracle, Palantir, Nvidia, Disney, MP Materials, and More Stock Market Movers

Strategy, Coinbase and Robinhood stocks tumble after the price of Bitcoin drops to a 10-month low.

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GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.

It’s always a good idea to read annual reports. It’s a chance to learn more about a company and its management.

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A Conflict With Iran Could Shake Up More Than Oil Prices. A Lot Is on the Line.

President Donald Trump said he has given Iran a deadline to negotiate a nuclear deal, and that no one but Tehran knows when it is.

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Microsoft Loses, Sandisk Wins, Apple Drifts. AI Is Upending Tech.

Trump picks Warsh to lead the Fed, senators reach a deal to avert government shutdown, Apple’s earnings beat expectations, and more news to start your day.

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The War on Defense Stock Dividends

President Trump has threatened to restrict defense companies’ dividends and stock buybacks. How worried should investors be?

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L3Harris Stock Rises. Guidance Was Confusing.

L3Harris Technologies posts mixed fourth-quarter earnings and issues weak full-year guidance.

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Microsoft, Meta, Tesla, Joby Aviation, SAP, Royal Caribbean, and More Stock Market Movers

Microsoft shares tumble as Azure revenue growth slows, while Meta rises even after the Facebook parent ramps up its spending plans.

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Honeywell Delivers Solid Earnings Ahead of Its Corporate Breakup

Honeywell reports adjusted fourth-quarter earnings per share of $2.59 from adjusted sales of $10.1 billion. Wall Street was looking for earnings per share of $2.54 from sales of $10 billion.

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Satellite Maker York Space IPO Looks to Capitalize on Trump’s Golden Dome

York is going public at a time where there is a lot of hope and hype about space stocks.

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Why Tesla Stock Could Get Hurt by a SpaceX IPO

A blockbuster SpaceX IPO could create another trillion-dollar Musk company—while raising questions for Tesla investors and telecom firms.

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Lockheed Martin Stock Jumps on Guidance and Government Missile Deal

Lockheed jumps on strong 2026 guidance and a new missile deal with the Defense Department.

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MP Material Stock Sinks on Trump Rare Earth Price-Floor Comment. What to Do Now.

Rare-earth mining stocks slid after a report suggested the U.S. may rethink price-floor support—but analysts say government backing remains intact.

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Boeing Stock Falls Again. But There Is Cash Flow Potential.

Wall Street analysts raised their price targets after the aerospace company reported fourth-quarter earnings on Tuesday.

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Textron’s Earnings Show a Challenge to Trump’s Push for a Bigger Military

The company delivered better-than-expected fourth-quarter earnings, but its guidance for 2026 is weighing on shares.

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Seagate, Amphenol, Texas Instruments, Nvidia, Tesla, AT&T, Nextpower, and More Stock Market Movers

Seagate Technology shares surge after the hard-disk-drive maker beats analysts’ fourth-quarter earnings estimates.

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Planets Align for a Trillion-Dollar SpaceX IPO. When We Could See Financial Data.

Investors should get financial data for SpaceX ahead of an IPO, which could come as soon as June.

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RTX Stock Jumps After Earnings. It Has ‘Great Momentum,’ Says CEO.

The defense and aerospace company posts better-than-expected earnings and sales for the fourth quarter.

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Northrop Earnings Beat Estimates. The Stock Rallied Into the Green.

Northrop Grumman reported fourth-quarter earnings per share of $7.23 from sales of $11.7 billion. Wall Street was looking for EPS of $6.98 from sales of $11.6 billion.

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UnitedHealth, Humana, Micron, Corning, CoreWeave, UPS, GM, and More Stock Market Movers

Healthcare stocks tumble after the Trump administration proposes to keep payments for Medicare Advantage plans roughly flat in 2027.

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