The Senate tax bill includes a provision that would let spaceports sell tax-exempt muni bonds similar to airports https://t.co/1WQMAifN6L ...

Is the shine coming off of Apple stock? It's a question I've been asking for years, and, so far this year, Apple is leaving investors disappointed. Its shares have fallen by nearly 20%. That makes it one of the two worst-performing stocks -- along with Tesla -- among the "Magnificent Seven" (Apple, Alphabet, Amazon, Microsoft, Nvidia, Meta Platforms, and Tesla).So, has the time come for investors to shunt Apple to the side in favor of some new stocks? I think so, and here are two companies I would consider. ...

[Music] [Applause] Anybody here a fan of Star Wars, Interstellar, Men in Black, X-Files? I thought so. Very good audience. Thank you. Is life beyond Earth a story we tell ourselves? Science fiction or it could be part of our reality just beyond our instruments and understanding. Imagine we are all now sitting in a spaceship as we do every morning. Right? For those of you who haven't done so yet, please fasten your seat belts. The countdown is about to begin. Imagine where would you like to go and input your ...

Airbus delivered about 60 aircraft in June, people familiar with the matter said, requiring the European planemaker to step up output in the second half of the year to achieve its full-year target https://t.co/TrZA6T0UPB ...

Core Insights - The stock market has experienced volatility in the first half of 2025, but several companies have shown impressive returns driven by AI momentum, energy sector strength, and bold corporate strategies [1] Company Performance - Palantir Technologies (PLTR) has achieved an 80.07% year-to-date return, significantly outperforming the broader market, driven by its growing role in AI and expanding government business [2][3] - NRG Energy (NRG) follows closely with a 77.99% gain, supported by strong Q1 earnings and the acquisition of natural gas power plants, which increased its generation capacity [6] - Howmet Aerospace (HWM) reported a 71.90% return, benefiting from the global rebound in air travel and rising demand for aircraft components [8] - Seagate Technology (STX) surged 66.20%, capitalizing on the growing need for data storage solutions for AI infrastructure [8] - Supermicro (SMCI) jumped 60.92%, driven by its role in building AI-optimized servers [8] - GE Vernova (GEV) climbed 60.87% amid increasing investor interest in renewables and grid modernization [10] - Newmont (NEM) gained 56.52%, driven by rising gold prices due to inflation concerns and a weaker dollar [10] - Uber (UBER) rose 54.71%, benefiting from strong performance in its mobility and delivery businesses [10] - GE Aerospace (GE) advanced 54.54% on strong demand in commercial and defense aviation [10] - CVS Health (CVS) increased by 53.00%, supported by restructuring efforts and a push into healthcare services [11] - Jabil (JBL) rose 51.47%, backed by steady demand in consumer electronics and automotive markets [11]

Company Performance - Airbus Group (EADSY) has returned 31.4% year-to-date, outperforming the average gain of 24% in the Aerospace sector [4] - The Zacks Consensus Estimate for EADSY's full-year earnings has increased by 4.3% over the past 90 days, indicating improved analyst sentiment and earnings outlook [3] Industry Comparison - Airbus Group is part of the Aerospace - Defense industry, which includes 24 companies and has gained an average of 22.9% this year, showing that EADSY is performing better than its industry peers [5] - Elbit Systems (ESLT), another outperforming stock in the Aerospace sector, has returned 74.2% year-to-date, with a 13% increase in its current year EPS consensus estimate over the past three months [4] Sector Ranking - The Aerospace sector, which includes Airbus Group, ranks 1 in the Zacks Sector Rank, reflecting the strength of the individual stocks within this group [2] - The Aerospace - Defense Equipment industry, to which Elbit Systems belongs, is currently ranked 73, having moved up by 26.9% this year [5]

Core Insights - The space and defense industry is dominated by major players like Lockheed Martin and RTX, but emerging companies like Kratos and Voyager are gaining attention for their innovative technologies and partnerships [1] Group 1: Kratos Defense & Security Solutions - Kratos is developing next-generation technologies such as autonomous jet fighters and hypersonic missile systems, with a significant contract for a hypersonic missile test bed worth up to $1.45 billion awarded in early 2025 [2][6] - The company emphasizes being "first to market" and affordability, which enhances its technological reputation and commercial viability [3] - Kratos has a record opportunity pipeline valued at $12.6 billion, nearly 10 times its expected revenues for 2025, indicating strong potential for revenue growth [5] - The company reported a non-adjusted net income per share of $0.03 last quarter, and its forward price-to-earnings ratio stands at 86x, reflecting high growth expectations despite current production limitations [6] Group 2: Voyager Technologies - Voyager generates equal revenue from space and defense solutions, with significant contributions from NASA (26%) and Lockheed (17%) [8] - The company is leading the development of Starlab, a NASA-backed space station project, with an initial award of $217 million, but faces competition and funding uncertainties for future phases [9] - Voyager's stock has seen volatility since going public, with shares dropping from an initial high of $73.95 to $39 as of June 30 [7] Group 3: Comparative Analysis - Both Kratos and Voyager are smaller defense companies with significant long-term potential, with Kratos being viewed as the safer investment due to its established backlog, while Voyager presents a more speculative opportunity in the space sector [10]

ARLINGTON, Va., July 1, 2025 /PRNewswire/ -- Boeing [NYSE: BA] today announced Stephen (Steve) Parker as president and chief executive officer of its Defense, Space & Security (BDS) business, effective immediately. Parker has served as interim leader of the Boeing business unit since September 2024. Boeing [NYSE: BA] today announced Stephen (Steve) Parker as president and chief executive officer of its Defense, Space & Security (BDS) business, effective immediately. Parker has served as interim leader o ...

Core Insights - Howmet Aerospace Inc. (HWM) has shown a consistent increase in its adjusted EBITDA margin, reaching 28.8% in Q1 2025, up 480 basis points from Q4 2024, driven by pricing strength and productivity gains [1][7]. Group 1: Financial Performance - The adjusted EBITDA margin for HWM rose from 25.7% in Q2 2024 to 26.5% in Q3 2024, and further to 26.8% in Q4 2024, indicating strong operational execution [1]. - In Q1 2025, HWM's cost of goods sold remained flat year-over-year, while SG&A expenses decreased slightly, contributing to improved profit margins [2]. - HWM's shares have surged 138.4% over the past year, significantly outperforming the industry growth of 18.6% [6]. Group 2: Market Dynamics - Strong demand in the commercial and defense aerospace markets, particularly for F-35 engine spares and aerospace components, supports HWM's performance [2][7]. - Despite challenges in the commercial transportation market, HWM's operational efficiency and supply-chain management position it well for sustained growth [3]. Group 3: Peer Comparison - RTX Corporation's total costs increased by 2.6% year-over-year, with an adjusted operating margin of 13.1%, up 120 basis points due to cost-reduction initiatives [4]. - GE Aerospace's cost of sales grew by 4.3% year-over-year, but its adjusted operating profit increased by 38.4%, leading to a margin increase of 460 basis points to 23.8% [5]. Group 4: Valuation and Estimates - HWM is currently trading at a forward price-to-earnings ratio of 49.13X, which is above the industry average of 26.77X, indicating a higher valuation relative to peers [9]. - The Zacks Consensus Estimate for HWM's earnings has been rising over the past 60 days, reflecting positive market sentiment [10].

Ukraine said its long-range drones hit a military plant on Tuesday that produces anti-aircraft systems in the Russian city of Izhevsk https://t.co/3u0rGBJ7Pa ...