Aerospace-defense demand is supported by rising defense spending and aviation growth, with GE, RTX and GD highlighted for industry tailwinds.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
SpaceX (NASDAQ: SPCX) and GE Aerospace (NYSE: GE) sit at opposite ends of the investor spectrum. One just completed a historic June IPO with volatile sentiment and no earnings history. The other posted its fourth straight EPS beat, held guidance at the high end, and pushed shares to a new all-time high. One Has a ... SPCX Vs. GE: Do Investors Buy Uncapped Potential or Flawless Turnaround Execution?
GE's defense business is gaining from strong orders, major contracts and rising military demand, supporting growth expectations for 2026.
SIAC tribunal issues a partial final award resolving a legacy dispute involving GE Energy Parts, GE Power Systems, GE International, and General Electric Company (NYSE:GE). The tribunal dismisses both Prai Power's claim and the GE entities' counterclaim, closing a multi year arbitration tied to past energy projects in Malaysia. The decision clarifies a portion of GE's historical legal exposure, while a separate Claim 2 may still involve further proceedings. For investors watching General...
GE (GE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
GE, RTX and GD are aerospace-defense stocks to watch as defense spending, aviation demand and strategic initiatives help offset supply-chain challenges.
Zacks.com users have recently been watching GE (GE) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Honeywell Technologies made a big adjustment to its financial guidance. The automation company said late Wednesday that it now expects full-year earnings per share of between $7.90 and $8.30, from a prior range of $3.95 to $4.15. Investors should remember that Wall Street analysts don’t update numbers every day.
Industrials ETFs XLI, VIS, PRN, and PSCI have posted strong 2026 returns amid AI infrastructure spending and defense demand, though they differ in cost, holdings, and liquidity.
Over the July 4, 2026, weekend, I covered Jim Cramer's buy call on AST SpaceMobile. He was clear that it wasn’t something to flip fast. He called it a great speculative stock with a two-year money-making window. Monday morning, July 7, Cramer was back with another aerospace name, and this one ...
GE Vernova (GEV) reached $1 at the closing of the latest trading day, reflecting a -6.51% change compared to its last close.
GE Aerospace (GE) concluded the recent trading session at $366.98, signifying a -3.09% move from its prior day's close.
A Wall Street downgrade of Siemens Energy has sparked a sell of in shares of power generation equipment providers.
General Electric (GE) is back in focus after its board approved amendments to the company’s by-laws and reaffirmed a quarterly cash dividend, giving investors fresh information on both governance and income policy. See our latest analysis for General Electric. These governance and dividend updates come after a strong run in General Electric’s share price, with a 30 day share price return of 15.45% and 90 day share price return of 31.21%, while the 1 year total shareholder return of 53.07% and...
The meeting of 32 nations to talk over national defense and shared goals can be a catalyst for defense stocks.
A Wall Street downgrade of Siemens Energy has sparked a sell of in shares of power generation equipment providers.
XE builds momentum with reactor projects and regulatory progress, yet its recent stock decline may leave investors weighing next steps.
HWM's defense aerospace business is gaining from strong military demand, program expansion and a higher 2026 outlook as funding supports growth.
(Bloomberg) -- President Donald Trump gave another strong indication that he may soon try to reverse his own ban on Turkey buying F-35 fighter jets from the US.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChip Stocks Tumble on AI Anxiety as Oil Climbs: Markets WrapSaudis Slash Main Oil Price to Rare Discount as Market Di

US defense stocks are set to benefit from a US rearmament, fractious geopolitics, and the race for AI battlefield capabilities.
The iShares U.S. Aerospace & Defense ETF (BATS:ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted. The more useful question is whether ITA still fits the trade you actually want to make, which is long-cycle Western rearmament. Buying ITA ... ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning
An old-economy sector fund is quietly beating the market darlings this year, and it holds zero shares of the electric-vehicle giant everyone loves to argue about. The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) has climbed 13.74% year to date and 32.48% over the trailing year, all while owning none of the Magnificent Seven, including ... This ETF Is Up Double Digits This Year Without Owning Tesla
GE Aerospace posts robust margin gains and surging commercial aviation growth, while Lockheed Martin leans on defense contracts and lower valuations.
Synchrony provides card services to retailers, which can leave the company exposed to riskier consumers.
GE's commercial aerospace business is fueling growth with surging engine orders, strong services demand and major manufacturing investments for 2026.