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GE Aerospace, Nuclear Play Lead 5 Stocks Near Buy Points
Investors· 2026-02-28 15:57
GE stock is among this list of fast-growers that haven't lost momentum. ...
Airbus Needs Production Stability After A Soft Delivery Start (EADSF)
Seeking Alpha· 2026-02-28 13:58
Group 1 - Airbus is viewed as the primary beneficiary of the challenges faced by Boeing over the past seven years, indicating a shift in market dynamics within the aerospace sector [1] - The article highlights that Airbus has successfully secured several sales campaigns, showcasing its competitive advantage in the industry [1] - The analysis is provided by an experienced aerospace, defense, and airline analyst who emphasizes the growth prospects in the sector and the importance of data-driven insights for investment decisions [1] Group 2 - The investing group, The Aerospace Forum, aims to identify investment opportunities in the aerospace, defense, and airline industries, leveraging in-house developed data analytics [1] - The analyst's background in aerospace engineering contributes to a nuanced understanding of the industry, allowing for informed context regarding developments and their potential impact on investment strategies [1]
Melrose Industries Stock: Sell-Off Looks Overdone After Strong Results (MLSPF)
Seeking Alpha· 2026-02-28 06:29
Core Insights - The article emphasizes the importance of The Aerospace Forum as a leading investment research service focused on the aerospace, defense, and airline sectors, providing access to data analytics and investment ideas [1][2]. Group 1: Company Overview - The Aerospace Forum is led by an analyst with a background in aerospace engineering, aiming to identify investment opportunities within the aerospace, defense, and airline industries [2]. - The forum offers data-informed analysis to provide context on industry developments and their potential impact on investment strategies [2]. Group 2: Services Offered - The forum provides direct access to data analytics monitors, enhancing the investment research capabilities for its members [2]. - Membership includes full access to reports, data, and investment ideas tailored to the aerospace and defense sectors [1].
Melrose Industries Sell-Off Looks Overdone After Strong Results
Seeking Alpha· 2026-02-28 06:29
Core Insights - The article emphasizes the importance of The Aerospace Forum as a leading investment research service focused on the aerospace, defense, and airline sectors, providing access to data analytics and investment ideas [1][2]. Group 1: Company Overview - The Aerospace Forum is led by an analyst with a background in aerospace engineering, aiming to identify investment opportunities within the aerospace, defense, and airline industries [2]. - The forum offers data-informed analysis to provide context on industry developments and their potential impact on investment strategies [2]. Group 2: Services Offered - Membership in The Aerospace Forum grants full access to reports, data, and investment ideas, enhancing the research capabilities for investors in the aerospace sector [1]. - The forum includes access to evoX Data Analytics, an in-house developed platform for data analysis [1].
碾压Meta、特斯拉!Space X秘筹1.75万亿IPO,剑指全球第七?
Sou Hu Cai Jing· 2026-02-28 03:57
华尔街突传重磅,世界首富的超级IPO计划大曝光。 据悉,马斯克旗下的SpaceX拟秘密提交IPO申请,估值或超1.75万亿美元。 若成功挂牌,SpaceX或将开启科技独角兽上市潮。 史上规模最大IPO? 当地时间2月27日,彭博爆料SpaceX计划3月秘密交表,目标今年6月上市。 这将使其成为历史上规模最大的IPO之一。 至此,也意味着在今年的三大潜在IPO(SpaceX、OpenAI、Anthropic)中,SpaceX将率先挥舞大旗。 据报道,SpaceX上市将筹集高达500亿美元。 按这个规模,它将超过目前保持纪录的沙特阿美2019年290亿美元的首秀。 而若按以1.75万亿美元的市值计算,SpaceX未来将力压Meta以及"兄弟"公司特斯拉。 太空AI新纪元 马斯克正推进有史以来最大上市的计划。 去年,SpaceX创造了约80亿美元的利润,收入达150亿至160亿美元。 这主要得益于其Starlink卫星互联网服务驱动,该服务占总收入的50%至80%。 仅次于英伟达、苹果、谷歌、微软、亚马逊和台积电6家巨头,在全球市值排行榜中位列第7。 | 4 Name | | বাদ | Market Cap | ...
Stocks Slide as Credit Stress, War and AI Fears Weigh | The Close 2/27/2026
Youtube· 2026-02-28 00:27
Market Overview - The S&P 500 is trending back toward unchanged for the year, currently down 5.7% [1] - There has been a recent flurry of selling in the market, although it is not as broad-based as previous sell-offs, indicating a rotation trade [2] - The private credit industry has grown to $2 trillion, raising concerns about the health of publicly traded asset managers [10][13] Private Credit Concerns - There are increasing worries about the private credit market, with reports of more issues related to redemptions and write-downs [13][19] - Analysts suggest that the current situation may be symptomatic of broader issues within the private credit sector, particularly regarding underwriting standards [20] - The private credit market is being scrutinized for potential contagion risks, despite its size being considered manageable [19][20] IPO Market Activity - Despite market challenges, the IPO market, particularly for biotech and pharmaceuticals, has seen double the pace of new issuances compared to the previous year [22] - Generate Biomedicine recently went public, highlighting the ongoing interest in biotech despite broader market volatility [22][25] Inflation and Economic Indicators - Recent Producer Price Index (PPI) data indicates rising input costs, with domestic input costs for machinery manufacturers increasing significantly [54][55] - The inflation outlook remains challenging, with expectations for the Consumer Price Index (CPI) to reflect these pressures in upcoming reports [56][60] - There are concerns about consumer spending as rising prices may lead to a pullback in discretionary spending among lower-income households [61][63] AI and Market Sentiment - The uncertainty surrounding AI and its impact on various sectors is contributing to market volatility, with investors questioning the sustainability of valuations in the tech space [6][84] - The geopolitical landscape and inflationary pressures are also influencing market sentiment, leading to a flight to safety among investors [4][6]
Delta orders 34 more Airbus A321neo jets in fleet renewal push
Reuters· 2026-02-27 21:43
Delta orders 34 more Airbus A321neo jets in fleet renewal push | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]An Airbus A321neo aircraft built for Pegasus Airlines, without engines that are scheduled to be supplied by CFM International, is seen at the planemaker's factory in Toulouse, France, March... [Purchase Licensing Rights, opens new tab] Read moreCHICAGO, Feb 27 (Reuters) - Delta Air Lines [(DAL.N), opens new tab] said on Fr ...
RBC Bearings Announces Participation in Upcoming Investor Conferences
Businesswire· 2026-02-27 21:00
RBC Bearings Announces Participation in Upcoming Investor Conferences-# RBC Bearings Announces Participation in Upcoming Investor ConferencesShare---OXFORD, Conn.--([BUSINESS WIRE])--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today announced that it will participate in the Raymond James Institutional Investors Conference at the JW Marriott Orlando G ...
Boeing: Quietly Setting Up The Next Production Surge After A Surprise Delta Win
Seeking Alpha· 2026-02-27 20:24
Core Insights - Boeing is entering 2026 with significant momentum due to strong airplane order inflow in 2025 and the annualized effects of production rate increases [2] Group 1: Company Performance - Boeing can no longer rely on a strong delivery flow from inventory, indicating a shift in operational strategy [2] Group 2: Analyst Background - The analysis is provided by an aerospace, defense, and airline analyst with a background in aerospace engineering, focusing on investment opportunities in the aerospace sector [2]
Joby Aviation Incurs Loss in Q4, Beats Revenue Estimates
ZACKS· 2026-02-27 19:27
Key Takeaways JOBY's Q4 loss of 20 cents per share matched estimates and wider than the year-ago reported loss of 19 cents.JOBY's Q4 revenues of $30.83 million beat the Zacks Consensus Estimate of $17.7 million.Full year 2026 total revenues is expected in the range of $105 million to $115 million.Joby Aviation, Inc. (JOBY) ) reported a fourth-quarter 2025 loss of 20 cents per share (on an adjusted basis), which matched the Zacks Consensus Estimate. In the year-ago reported quarter, JOBY incurred a loss of 1 ...