News

Wolfe Research calls Palantir's AI platform best-in-class, but flags its lofty valuation. Here's why one analyst says the stock is "too big to ignore."

SpaceX stock is flying, and so are shares of older aerospace incumbents like GE Aerospace and Boeing.

GE Vernova supplier Arcosa is about to break out of a base-on-base pattern at a buy point of 135.58. The stock is up 25% this year.

GE faces cost pressures, but strong aerospace demand, LEAP deliveries and backlog execution could help lift margins and profit in 2026.

GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

A major factor behind GE Aerospace’s growth has been the ongoing strain within the global aircraft production system and defense demand.

Applied Materials, GE Aerospace and AstraZeneca headline Zacks research picks, backed by strong industry outperformance and key growth drivers.

These under-the-radar stocks are powering the AI boom, and neither one makes chips.

Today's Research Daily features new research reports on 16 major stocks, including Applied Materials, Inc. (AMAT), GE Aerospace (GE) and AstraZeneca PLC (AZN), as well as two micro-cap stocks, Team, Inc. (TISI) and Applied Energetics, Inc. (AERG).

The U.S. Global Jets ETF (NYSEARCA:JETS) and the iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) both carry the word aviation in their pitch, yet they bet on entirely different cash flows. JETS owns passenger airlines, airports, and aircraft makers whose fortunes hinge on leisure demand and jet fuel. ITA owns defense primes and aerospace suppliers ... JETS vs. ITA: Airlines or Aerospace, Which Aviation ETF Is Actually Flying?

GM stock attempts to break out on reports that General Motors may start producing some defense components for Lockheed Martin.

In the closing of the recent trading day, GE Aerospace (GE) stood at $342.26, denoting a +2.08% move from the preceding trading day.

GE Vernova (NYSE:GEV) has launched GridOS for Transmission, a unified software platform for grid operators. The new solution is designed to help utilities make coordinated, near real-time decisions across the transmission grid. GridOS for Transmission targets rising electricity demand, renewable integration, and growing grid complexity. The launch is gaining industry recognition and highlights GE Vernova's focus on digital grid infrastructure. For investors tracking NYSE:GEV, the launch...

Dow Jones stock Honeywell announced the formal board approval of plans to spin out its Honeywell Aerospace unit, as the conglomerate prepares to break up. Honeywell stock popped above a key level. On June 29, Honeywell's automation and aerospace businesses will become two independent, publicly traded companies.

GE gains 12.2% in six months as commercial and defense aerospace demand fuel momentum, but costs and valuation remain concerns.

Wolfspeed (NYSE:WOLF) introduced its fifth-generation silicon carbide MOSFET technology, targeting higher efficiency and performance in automotive and industrial power systems. The company also announced an alliance with GE Aerospace to speed up adoption and standardization of high-voltage silicon carbide across advanced industrial and aerospace markets. For readers following power semiconductor trends, Wolfspeed focuses on silicon carbide devices that sit at the heart of electric vehicles,...

Historian, investor, and author of "How to Get Rich in American History," Joseph Moore, explains the historical precedent for investors to reasonably take a long position in SpaceX (SPCX).

(Bloomberg) -- Bayer AG shares are facing a make-or-break few weeks, with two upcoming court developments key to stemming a more than $60 billion wipeout in market value since the German company’s ill-fated purchase of Monsanto eight years ago.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Threatens Key Energy Targe

General Electric (NYSE:GE) appointed Judson Althoff, Microsoft’s Chief Commercial Officer, to its Board of Directors. GE Aerospace participated in the critical design review for the STARLAUNCH 1 sub orbital space vehicle. Both developments relate to GE’s focus on digital capabilities and expanded roles in space related aerospace programs. For investors watching NYSE:GE, these moves touch two important themes: digital transformation and aerospace expansion. The addition of a senior Microsoft...

The upcoming SpaceX IPO is touted to be the biggest public offering since Aramco in 2019. However, the more than $1.7 trillion valuation puts it further ahead than some of the biggest companies on the S&P 500 index, operated by...

Insightful Moves in Elfun Trusts (Trades, Portfolio)' First Quarter 2026 N-PORT Filing

Wolfspeed is redefining its market trajectory by partnering with aerospace giant GE Aerospace to deliver advanced high-voltage silicon carbide power modules.

Honeywell International circa 2026 can be like General Electric circa 2024. Things might not go quite that well for Honeywell, but the spinoff is from the same playbook. Honeywell will create two companies, one dedicated to aerospace and the other to automation.

A number of stocks fell in the afternoon session after the CPI report showed 4.2% annual inflation, the highest in three years, with markets fully pricing a December Fed rate hike.

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

As Howmet Aerospace has exceeded its industry peers, Wall Street analysts remain bullish about the stock’s prospects.

President Donald Trump said Wednesday the U.S. would resume attacks on Iran, after a Shahed drone downed a U.S. Apache helicopter. “We’re gonna be attacking them, attacking them very hard,” Trump told reporters, according to The Wall Street Journal. Defense stocks were down in midday trading.

GE Aerospace's Defense & Propulsion unit posts strong order and revenue growth, backed by major defense contracts and a robust project pipeline.

You could buy all the aerospace companies in the S&P 500 and still have $300 billion left over for what investors are going to shell out for SpaceX.

RTX strengthens global MRO capabilities through a major Malaysia expansion as growing airline fleets drive service demand.