KB Home - KB Home is under pressure following a downgrade by Raymond James from outperform to market perform, citing a disappointing fourth quarter report [1][2] - The company faces near-term risks due to a shift back to a primarily built-to-order model, coinciding with ongoing affordability issues in the housing market [2] - KB Home's stock has underperformed the broader market year-to-date, down about 10% year-over-year, and is currently down approximately 0.5% [4][5] Lockheed Martin and Boeing - The Pentagon has increased Lockheed Martin's aircraft contract by $10 billion, raising it from $15 billion to $25 billion, which is a significant boost for the company [6][7] - Lockheed Martin's shares have risen by 1% in response to this contract increase, which is crucial as the company has seen little change in its stock year-to-date [8] - Boeing has also received a new contract from the Pentagon, with its stock showing strong performance, up over 20% year-to-date, indicating a successful recovery in both the aircraft and defense sectors [9][10] Nike - Nike's stock received a boost from insider buying, specifically a purchase of nearly $3 million worth of shares by Apple CEO Tim Cook, increasing his total stake to over 105,000 shares [12] - Prior to this news, Nike's stock had declined about 25% year-over-year and was trading at levels not seen in the past decade, highlighting the need for positive developments [12][13]