Aerospace and Defense

President Donald Trump’s threats are rattling the market, although investors “may be pricing in a generous degree of bluff.”

Lawyers for the Tesla CEO made the argument in federal court. He is fighting allegations he filed a late stock-ownership notice when buying shares of Twitter in 2022.

AST SpaceMobile stock was rising as investors got excited about the potential for the satellite-communications company to expand in the defense sector.

Boeing stock has risen more than 30% since early December.

A 2026 SpaceX IPO will fuel speculation about convergence between there of Elon Musk’s companies: Tesla, SpaceX, and xAI.

CACI International is growing in the $280 billion national security technology market.

Investors need to be careful when trying to use stocks to bet on the outcome of an event.

Defense deconsolidation is on the table after L3Harris’s deal with the Pentagon.

The Danish Ministry of Defence said Wednesday that it is ramping up its military presence around Greenland, and Sweden sent military officers to the island.

Fed rate cuts could boost mid-cap companies—and the earnings outlook is strong. The T. Rowe Price Diversified Mid Cap Growth fund stands to gain.

The Department of War is investing $1 billion in the defense contractor.

JPMorgan Chase falls after quarterly profit at the bank declines 7%.

Boeing delivered 160 jets in the fourth quarter of 2025, up from 57 jets a year ago. There’s a more important figure to keep an eye on.

Investors should brace for volatility as domestic policy throws curveballs to the industry.

Two ARK Invest funds made changes to their holdings on Jan. 8, a trading disclosure shows.

The president shook up the defense sector this week, threatening capital returns while promising a big spending increase.

Friday, Truist analyst Michael Ciarmoli upgrade shares of Lockheed. He finds the risk/reward profile for shares looks attractive.

The president ordered future contracts to ensure base salaries for defense company CEOs are capped at current levels if contractors fail to perform.

A German contractor, Italian aerospace name, and British defense company.

A dramatic boost to military spending isn’t what the U.S. budget or economy need right now, Desmond Lachman writes in a guest commentary.

Lockheed Martin and Northrop Grumman rally after President Donald Trump says he would hike the defense budget to $1.5 trillion next year.

Defense stocks tumbled Wednesday but the prospect of increased U.S. defense spending is helping the sector recover.

The mineral-rich island is also strategically well-located, but acquiring it may be more trouble than it’s worth.

Trump threatened to penalize defense companies that pay dividends to shareholder or buy back stock, and he said he might ban institutional investor purchases of single-family homes.

President Donald Trump has played stock market activist before. The results were mixed.