Aerospace and Defense

Boeing reported fourth-quarter earnings per share of $9.92 from sales of $23.9 billion.

The company is one of more than 2,400 vendors the Missile Defense Agency has made eligible for part of its SHIELD missile defense contract.

These stocks are benefiting from a global armaments push.

The stock had already been under pressure because of government cost-cutting initiatives.

USA Rare Earth surges on a government investment, while CoreWeave jumps following an announcement that Nvidia is making a $2 billion investment in the AI cloud company.

Eaton announced plans to spin off its mobility businesses.

Booz Allen reports fiscal third-quarter earnings per share of $1.77 from sales of $2.6 billion. Wall Street was looking for per-share profit of $1.27 from sales of $2.7 billion.

Once peace takes hold, Ukraine will become one of the world’s most dynamic emerging economies, Howard J. Shatz writes in a guest commentary.

Redwire is positioning itself as a future supplier for the Trump administration’s Golden Dome missile-defense initiative.

The CSG IPO continues a trend of strong performance for European defense stocks.

Intel is still facing supply constraints, Trump vows retaliation as ‘Sell America’ list grows, airlines brace for chaos ahead of winter storm, and more news to start your day.

Intel shares traded flat ahead of the chip maker’s fourth-quarter earnings, due out after the close of trading Thursday.

A SpaceX IPO feels oh-so-close. It could be the capital markets event of 2026.

Honeywell and Flexjet have settled their dispute.

J.P. Morgan raised its price target for Ryanair stock on Thursday.

Drone and missile supplier Karman lifts its fiscal 2025 and 2026 sales outlooks after buying Seemann Composites. Analysts say defense demand is ‘red hot.’

Coming into Thursday’s fourth-quarter earnings, GE had beaten Wall Street’s earnings estimates for 12 quarterly reports in a row.

Chevron, Boeing, and Colgate-Palmolive feature in this week’s column.

Intel surges toward a four-year high ahead of earnings, while Netflix declines after issuing weaker-than-expected margin guidance.

Remember in 2022 when Elon Musk bought Twitter? He has an idea for a another big purchase.

News from the Australian miner Lynas is helping the U.S. sector.

Teledyne posted record quarterly metrics and lifted its earnings outlook for 2026, pushing the stock among the S&P 500’s top gainers.

Each of the Magnificent Seven megacap stocks tumble as investors fret over President Donald Trump’s tariff threats.

Auto makers slide, while defense and mining stocks rally as investors fret about President Donald Trump’s push to acquire Greenland.

President Donald Trump said in a post on Turh Social on Saturday that he would impose a 10% tariff on eight NATO countries from Feb. 1.