Aerospace & Defense news
Latest US Aerospace & Defense market news, catalysts and analysis.
Elon Musk Joins Project Meridian, the Pentagon’s 120-Day Warfare Review
Elon Musk will co-lead the Pentagon initiative as SpaceX holds May awards of $4.16 billion and $2.29 billion from the Space Force.
Oct 1, 2026
Bullish$BA$NOCBoeing Lands $20 Billion-Plus F/A-XX Deal, Widening Its Defense Lead
Boeing gained 3.1% in premarket trading after the U.S. Navy selected it for a long-term fighter-development contract worth more than $20 billion.
Sep 30, 2026
BullishSpaceX Starship Flight 14, an Orbital Bid With 26 Satellites at Stake
SpaceX has a 75-minute launch window early Monday, while its profitable Connectivity segment raises the financial stakes of the orbital attempt.
Sep 28, 2026
Bearish$BABoeing, 737 Max Software Glitch Puts Certification Risk Back in Focus
Boeing disclosed a 737 Max navigation-software issue as Cirium counts 2,430 Max aircraft currently operating worldwide.
Sep 27, 2026
Bullish$LMT$RTXLockheed Martin F-35 Saudi deal, Riyadh airport flames raise defense and oil stakes
Lockheed Martin is tied to a proposed $24.3 billion Saudi package as Riyadh airport smoke and energy-route risks keep oil markets elevated.
Sep 19, 2026
NeutralPentagon Iran War Cost Reaches $38.1 Billion as Interceptor Stocks Thin
The CBO says the Iran war cost the Pentagon $38.1 billion through Aug. 1, with missile use driving more than half the bill and inventories strained.
Sep 16, 2026
Neutral$GEBerkshire Hathaway, GE’s $11.75 billion casting deal revives Precision Castparts value
Berkshire Hathaway’s Precision Castparts faces a new valuation test after GE Aerospace agreed to buy rival Consolidated Precision Products for $11.75 billion.
Sep 12, 2026
Neutral$GE$BA$HOODJim Cramer urges investors beyond AI stocks as aerospace and fintech emerge
Jim Cramer said on Sept. 8 that investors should diversify beyond volatile AI infrastructure into aerospace, fintech, healthcare, energy infrastructure and biopharma.
Sep 9, 2026
Bullish$RTXCovenant opens Dallas missile factory with $250 million backing
Covenant, founded in 2024, plans Anthem serial production in Q1 2027 after opening a 105,000-square-foot Dallas factory and securing two DoD deals.
Sep 9, 2026
NeutralAnduril Dive-LD spotlighted as U.S. denies Iran vessel-strike claim
CNBC reports the U.S. denied Iran struck two American vessels as Brent crude reached $100 a barrel and autonomous systems drew fresh scrutiny.
Sep 9, 2026
BearishBombardier Faces Trump U.S. Sales Threat as Trade Conflict Escalates
Bombardier cites jobs in over 20 states and sites in 10 as Canada prepares tariffs on about $20 billion of U.S. goods.
Sep 8, 2026
NeutralPutin Signals a ‘Chance’ for Ukraine Peace as NATO Warns of Recklessness
Vladimir Putin says a Ukraine peace deal remains possible while NATO warns Russia is becoming increasingly reckless, leaving defense risk unresolved.
Sep 3, 2026
Bullish$LMT$RTX$NOCDefense Stocks Face Donetsk Test as Russia Presses Toward 2 Eastern Cities
Defense stocks get a geopolitical demand signal as Donetsk fighting intensifies and Ukraine backs an EU push on frozen Russian assets.
Aug 28, 2026
Bullish$LMT$RTX$NOCDefense Stocks Face NATO Escalation Premium After Ratcliffe Moscow Warning
Defense stocks get a geopolitical risk bid as CNBC reports CIA chief John Ratcliffe warned Russia against attacking NATO.
Aug 27, 2026
BullishSpaceX Starbase LA Plans $100 Billion Louisiana Spaceport in Vermilion Parish
SpaceX plans Starbase, LA to support thousands of launches annually, putting Louisiana space infrastructure on investors' radar.
Aug 26, 2026
BearishRomania F-16 Drone Strike Near Gas Project Raises NATO Energy-Security Risk
Romania scrambled F-16 jets after a drone entered its airspace, weeks after its Air Force destroyed a Russian drone, CNBC reported.
Aug 21, 2026
Bullish$RKLB$ASTS$LUNRSpaceX Bulls Are Back — and Rocket Lab Is the Only Launch Stock That Trades
RKLB surges as renewed SpaceX private-market enthusiasm finds its only publicly traded orbital-launch proxy — here is what the supply dynamics actually support.
Jun 30, 2026
Bullish$HII$GD$LMTSaab Books $4.83B Poland Submarine Contract — European Rearmament Is Bypassing U.S. Shipyards
Poland's $4.83B submarine order goes to Saab, not U.S. primes; HII and GD face a structural headwind as European allies route naval spend to regional suppliers.
Jun 29, 2026
Bullish$AXONAxon's $220M ICE Taser Pursuit Just Got Complicated — Trump Bought Up to $5M in AXON Before the Deal Surfaced
AXON faces a potential $220M single-agency federal Taser contract from ICE, while Trump's disclosed personal position up to $5M introduces procurement-integrity risk investors must price.
Jun 29, 2026
Bullish$RKLBRKLB Stock: Rocket Lab Logs 10th Straight Successful Launch — Reliability Becomes the Moat
Rocket Lab's 10th consecutive successful launch hardens its reliability record, the metric that converts small-launch demand into backlog. What RKLB investors should track next.
Jun 28, 2026
Bullish$DXYZ$RKLBSpaceX Stock Rebound: How Retail Investors Access a Private Rocket Giant via DXYZ
SpaceX shares closed higher after recovering intraday losses. Since SpaceX is private, retail exposure runs through proxies like Destiny Tech100 (DXYZ) — here is the real mechanism and risk.
Jun 28, 2026
Bearish$PLTR$LMT$NOCSEC Pre-IPO Fraud Settlement Puts Anduril Share Scams on Notice
The SEC settled fraud charges against an advisor who fabricated access to pre-IPO Anduril shares, raising red flags for retail investors chasing private defense-tech exposure.
Jun 28, 2026
Neutral$ASTS$GSAT$RKLBSpaceX's $11 Billion Hardware Pivot: A Cash Win That Could Cap Its AI Moat
SpaceX may open Starlink hardware and network access to rivals for an $11 billion revenue stream — a capacity play that funds growth but risks commoditizing its own edge and slowing AI ambitions.
Jun 27, 2026
Bullish$RKLB$ASTS$LUNRSpaceX, Russell Rebalance & Nasdaq Entry: Index Flows Lift Space Stocks
SpaceX edges higher into the Russell reconstitution with a Nasdaq inclusion next. Daniel Park breaks down passive flows, the private-company problem, and listed proxies RKLB, ASTS, LUNR.
Jun 27, 2026