U.S. Aerospace & Defense Stock News

Arista Networks (ANET) has drawn fresh attention this week after delivering strong Q2 results and receiving a wave of upbeat commentary from industry watchers. Product billings jumped by more than 50%, highlighting how demand from AI buildouts and cloud providers is now a meaningful driver for the business. Given the current pace of revenue and earnings growth, investors are considering whether the company’s momentum is just getting started or already fully recognized in its price. This...

Proto Labs has recently reported a declining return on capital employed (ROCE) of 3.3%, which is considerably below the machinery industry average of 12%, alongside stagnant total assets. Over the past five years, long-term shareholders have seen a 66% drop in investment value, highlighting challenges in business growth and investor confidence. We'll examine how the weak ROCE and asset stagnation may alter Proto Labs' outlook and future earnings expectations. The best AI stocks today may lie...

Occidental Petroleum (OXY) is back in the spotlight after its substantial $7.5 billion debt reduction effort, combined with plans to sell more non-core assets in 2025. Investors following the stock will also note the company's expanding footprint in the Permian Basin and steady growth in its international operations. This finance-focused pivot, designed to reinforce operational resilience and boost long-term reserves, has renewed interest in Occidental’s strategy, especially as energy markets...

If you’re wondering whether Broadcom (AVGO) is due for another leg up, or if this week’s price moves have you questioning whether it’s the right time to buy, you’re not alone. The latest surge in Big Tech spending on data infrastructure has given Broadcom a clear spotlight, with demand for its custom AI-focused chips and networking gear rising rapidly. Adding fuel to the fire, new product launches like the Jericho4 ethernet fabric router signal that Broadcom is not just riding the AI trend;...

On August 19, 2025, Stan Askren notified Sylvamo Corporation of his intention to step down from the Board of Directors for health reasons, with the resignation becoming effective September 1, 2025, and unrelated to any disagreement with the company. International Paper’s decision to repurpose a major Riverdale mill paper machine will end an existing supply agreement with Sylvamo, reflecting an anticipated shift in sourcing aligned with Sylvamo’s post-spinoff planning. We'll examine how...

CrowdStrike Holdings (CRWD) just introduced a major new product: Falcon Next-Gen Identity Security. This launch goes beyond typical cybersecurity upgrades and represents an ambitious approach to unified identity protection that extends across human, non-human, and AI agent identities in hybrid environments. For those following CrowdStrike’s recent developments, this announcement fits directly into the company’s ongoing momentum. It comes just days before the next earnings report and signals...

Sezzle (NasdaqCM:SEZL) just released its latest earnings report, and the numbers have sparked conversation for good reason. The company posted a massive 74% jump in gross merchandise volume and a 76% leap in revenue compared to last year’s quarter, fueled by deliberate efforts to engage customers and roll out new products. Operating income also more than doubled, reflecting not only top-line growth but also a notable improvement in cost management. For investors keeping an eye on the buy now,...

Walt Disney (DIS) has just grabbed the attention of investors, not only with a fresh upgrade in its analyst rating but also due to mounting optimism around its newly launched ESPN streaming service. The boost to a buy rating is largely the result of higher earnings estimate revisions, which can be a strong signal for stock movement. The debut of a dedicated ESPN streaming platform, featuring multiple subscription options and recent content deals, shows Disney is committed to capturing...

Earlier this month, Rubrik announced the launch of Agent Rewind, following its acquisition of Predibase, to provide enterprises with enhanced visibility and rollback capabilities for agentic AI errors across diverse platforms. This solution responds to growing enterprise concerns about the reliability and auditability of AI agents, aiming to address a critical gap in safe, recoverable automation in high-stakes environments. We'll explore how the addition of Agent Rewind strengthens Rubrik's...

UBS recently maintained its Neutral outlook on lululemon athletica while identifying sluggish August sales and possible tariff-related pressures on profit guidance. This underscores how shifting consumer trends and cost headwinds are shaping analyst perspectives on earnings forecasts for major activewear brands. We will examine how weaker U.S. sales momentum and higher costs could impact lululemon's growth-focused investment narrative. AI is about to change healthcare. These 27 stocks are...

If you have been watching Bank of America (BAC) lately, it would be hard to miss the uptick in investor curiosity sparked by several recent developments. A top analyst has been recognized for outperforming the stock, Bank of America has shaken up its investment banking leadership, and the company has rolled out a new premium credit card in partnership with Alaska Airlines. Each of these events signals an ongoing push toward growth and expanded digital engagement. This naturally raises the...

If you've been watching Coinbase Global (COIN) lately, the recent announcement that USD1, the fastest-growing stablecoin from World Liberty Financial, is now listed on the platform definitely stands out. The news marks a strategic move for Coinbase, signaling not just another addition to its growing list of assets, but also a targeted push to strengthen its role in both retail and institutional stablecoin adoption. With stablecoins playing a bigger part in the evolving crypto ecosystem, this...

The partnership between Cadence Design Systems (CDNS) and NVIDIA has just made headlines with a new leap in power analysis for early-stage AI and ML chip designs. Through the introduction of Cadence’s Palladium Z3 Platform and its Dynamic Power Analysis App, the companies claim they can now model power consumption with a level of detail and speed that was previously out of reach for billion-gate designs. For investors watching this space, it is a significant development because it directly...

If you’ve been watching Pfizer (PFE) lately, the latest legal action from Enanta Pharmaceuticals may have caught your eye. Enanta has filed a patent infringement suit against Pfizer’s blockbuster COVID-19 antiviral, Paxlovid, across 18 EU countries. While this does not mean immediate disruption to Pfizer’s operations, the stakes in the European market and potential costs tied to a negative outcome are significant for investors, especially as the company faces ongoing revenue and patent...

Meta Platforms (META) has been busy making headlines, and that’s putting its stock in the spotlight for investors trying to decide their next move. In just the past few weeks, the company announced a tech licensing agreement with Midjourney to boost its generative AI, inked a multi-year partnership with Google Cloud, and revealed plans to release new smart glasses soon. This burst of activity signals something bigger. Meta is proactively looking beyond its social media roots, laying the...

If you own or are eyeing Shopify (NasdaqGS:SHOP), this week’s developments just gave you a lot to chew on. Shopify’s Q2 results showed 31% revenue and Gross Merchandise Volume growth year over year. What really has investors talking is the company’s upbeat guidance for Q3 and its swift expansion into Europe. Momentum increased further with the news that BARK Inc., a major DTC brand managing millions of recurring orders, completed its migration to Shopify’s eCommerce platform. This highlights...

Earlier this month, Keefe Bruyette & Woods expressed confidence in Porch Group's recent operational improvements, pointing to a new capital-light structure and management's reiteration of growth expectations driven by a strong reciprocal surplus and expanding agency distribution channels. The research firm's positive view highlights how Porch Group's evolution in its business model could support more stable financial performance and potential for future expansion. Next, we'll explore how...

Earlier this month, DigitalOcean Holdings completed a US$550 million zero coupon senior unsecured convertible note offering due in 2030, providing additional financial flexibility as the company continues to expand its cloud platform. This financing move introduces potential dilution and highlights DigitalOcean's intention to support ongoing product and AI infrastructure investments amid growing competition in the cloud market. We'll explore how this substantial convertible note offering may...

Oracle (ORCL) just sent another jolt through the enterprise tech world, announcing the full rollout of OpenAI’s GPT-5 across its cloud and SaaS portfolio. This leap puts cutting-edge AI tools directly into the hands of Oracle’s customers, raising the stakes in a market where clients are demanding more automation, analytics, and decision-making power. With this news coming so soon after Oracle’s expanded partnership with Google Cloud and a string of new client wins, it is no wonder many...

If you’ve been watching Plug Power (PLUG), you probably noticed the stock’s sudden jump following the Federal Reserve Chair’s dovish signals on interest rates. That announcement sent a ripple through growth equities, and Plug Power, in particular, grabbed attention given its hefty capital needs for expanding hydrogen and fuel cell operations. Investors appear to be responding not just to the prospect of cheaper borrowing, but also to encouraging updates on the company’s margin recovery...

Simon announced a partnership with Humana to launch the Humana Walking Club, a multi-faceted health and well-being program at 21 Simon centers across the country, focused on fostering physical activity and social connectivity, particularly among older adults, with events held monthly and free of charge. This initiative leverages Simon's media and experiential marketing capabilities, providing Humana with customized spaces and measurable consumer insights while expanding Simon's role as an...

Recent news revealed that Apple is in early discussions with Alphabet to potentially incorporate Google's Gemini AI model into a new version of Siri, marking a significant potential shift from its traditional focus on in-house development and privacy controls. This possible move highlights Apple's response to intensifying competitive pressure in the generative AI space and signals a willingness to adapt its technology roadmap to maintain its position in the broader AI-powered device...

Earlier this week, an insider at Reynolds Consumer Products purchased company shares valued at US$1,649,873, according to a recent SEC filing. Insider buying at this scale is often viewed as a signal of management’s confidence in the company’s outlook and future prospects. We’ll explore how this significant insider investment may influence Reynolds Consumer Products’ long-term investment narrative and investor confidence. We've found 19 US stocks that are forecast to pay a dividend yield of...

Intuitive Machines (LUNR) has been making headlines with back-to-back announcements of substantial fixed-income offerings. The company first planned a $250 million convertible senior note and then swiftly completed a $300 million version of the deal. Moves like this get investors talking, as raising so much capital, especially through convertible bonds, can signal both confidence in future opportunities and a desire to shore up finances for growth or resilience. The question on everyone’s...