U.S. Aerospace & Defense Stock News

In recent days, Alphabet has reported strong second-quarter 2026 results, sharply increased its 2026 capital expenditure guidance for AI and cloud infrastructure, and deepened its custom AI chip partnership with Marvell Technology, while beginning to directly monetize its in-house Tensor Processing Units through Google Cloud. Together, these moves show Alphabet tightening control over its AI technology stack, spanning data centers, custom silicon, and Gemini-powered services, to underpin...

Pershing Square (PS) has moved into the spotlight after reporting a second quarter net loss, alongside the launch of Pershing Square Ventures, a new closed end fund focused on late stage private companies. See our latest analysis for Pershing Square. Pershing Square’s share price return has eased in the last week, but the stock still shows strong momentum, with a 30 day share price return of 13.6% and a year to date share price return of 65.5% at a closing share price of $40.06. If you are...

Molina Healthcare reported past second-quarter 2026 results with adjusted earnings per share above estimates, helped by lower operating expenses, and raised both its full-year 2026 adjusted and GAAP earnings guidance despite a year-on-year decline in total membership. This combination of stronger-than-expected profitability and higher earnings guidance, set against shrinking membership and slightly weaker estimates, gives investors a more nuanced picture of Molina’s operational efficiency...

With a former JPMorgan heavyweight now advising the Social Security Administration on technology upgrades, Washington is quietly becoming a bigger story for investors. Faster modernization of a vast benefits system could reshape how federal agencies buy and use IT, which matters for any portfolio tuned into long term themes. This article walks through three U.S. IT services stocks exposed to that news and how each might fit, or not fit, in your watchlist. The three stocks that follow are just...

Oil prices are pushing higher again, the Strait of Hormuz is seeing restricted traffic and the U.S. is preparing tougher sanctions on Iran. That combination is reshaping expectations for global supply, company revenues and cash flows. For investors, this creates both potential upside and fresh risks. This article walks through three global integrated oil and gas stocks exposed to this news and explains how each might be affected. The three stocks covered below are only a starting sample from...

Earlier this month, Everest Group, Ltd. declared a US$2.00 per common share dividend, payable on or before September 25, 2026 to shareholders of record as of September 09, 2026. This fresh cash return to investors comes as the company is grappling with slow premium growth and ongoing earnings pressure, raising questions about how comfortably it can balance shareholder payouts with reinvestment needs. Next, we will examine how this US$2.00 dividend decision interacts with Everest Group's...

Oil prices are elevated, which keeps inflation worries alive and central banks cautious. That has kept the spotlight on assets investors often turn to for resilience during policy tug of war, including gold and high quality gold stocks. The Elite Gold Stocks screener filters for miners with stronger balance sheets and lower costs. This article walks through three stocks from that list that merit a closer look now. The three stocks covered below are just a sample from the Elite Gold Stocks...

DLocal recently reported second-quarter 2026 results showing revenue of US$399.66 million and net income of US$54.64 million, while maintaining full-year operating profit guidance but lifting gross profit growth expectations despite tax and FX headwinds. UATP named dLocal as the newest payment processing partner for its UATP One platform, giving airlines and travel merchants expanded access to over 1,000 local payment methods across emerging markets where local processing can materially...

Lumen Technologies (LUMN) has drawn renewed attention after recent share price weakness, with the stock closing at $5.94. Investors are weighing this pullback against the company’s ongoing role in business and residential networking services. See our latest analysis for Lumen Technologies. Over the past year Lumen Technologies has combined weak recent share price momentum, including a 30 day share price return down 11.34% and a 90 day share price return down 36.88%, with a 1 year total...

Waters (WAT) is back in focus after Senior Vice President Robert L. Carpio III resigned from the Waters Analytical Sciences Division, and Tina Wu has stepped into the role following her recent senior leadership experience at DuPont. See our latest analysis for Waters. Waters shares trade at US$410.70 after a 10.75% 1 month share price return and 19.96% 3 month share price return. The 1 year total shareholder return of 35.91% contrasts with a modest 0.82% total shareholder return over five...

A. O. Smith (AOS) has drawn investor attention after its recent share price move, with the stock closing at $63.08. This development puts fresh focus on how its current valuation lines up with its recent performance. See our latest analysis for A. O. Smith. The recent 6.3% 30 day share price return and 10.1% 90 day share price return suggest some short term momentum in A. O. Smith, although the year to date share price return is down 7.7% and the 1 year total shareholder return is down...

Just because a business does not make any money, does not mean that the stock will go down. For example, although...

Insiders who bought US$600.0k worth of Amesite Inc. ( NASDAQ:AMST ) stock in the last year have seen some of their...

With US government debt near US$40b, Treasury yields at 19 year highs and energy prices pushed up by the Iran war, the usual playbook for stocks is under pressure. That mix can punish some sectors while creating potential openings in others. This article explores how those forces link back to US Oil & Gas Producers and Energy Infrastructure stocks and reveals three companies exposed to these cross currents. The three stocks in this article are a starting sample from the broader US Oil & Gas...

Cinemo GmbH's new collaboration with Dolby Laboratories (DLB) and SmashLabs places Dolby Atmos audio at the center of an in-car, music-led gaming experience that is now ready for evaluation by automakers. See our latest analysis for Dolby Laboratories. The recent focus on Dolby Atmos in cars and live sports comes as Dolby Laboratories’ share price has risen 32.85% over the past month and 19.30% over the past 90 days, while the 1-year total shareholder return declined 11.69%. This points to...

Fresh commentary on the manufacturing sector highlights solid demand and new order intake across Dover (DOV). The company is producing and shipping through operational challenges, which is keeping attention on its stock. See our latest analysis for Dover. Over the past year, Dover’s share price has moved around current levels. The recent 30 day share price return is down 5.88%, while the 1 year total shareholder return of 11.45% points to steadier long term momentum. If Dover’s recent moves...

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...

Why Cheesecake Factory Stock Is Back in Focus Cheesecake Factory (CAKE) drew fresh attention after its second quarter earnings significantly beat expectations, a result that coincided with higher earnings estimates and analyst upgrades that helped renew interest in the stock. See our latest analysis for Cheesecake Factory. The earnings beat has been followed by powerful momentum in Cheesecake Factory's share price, with a 30 day share price return of 32.27% and a 90 day gain of 85.36%, while...

Some Corpay, Inc. ( NYSE:CPAY ) shareholders may be a little concerned to see that the Independent Director, Joseph...

Insiders who purchased CN¥11.6m worth of Burning Rock Biotech Limited ( NASDAQ:BNR ) shares over the past year recouped...

Investors in Target Corporation ( NYSE:TGT ) had a good week, as its shares rose 7.1% to close at US$165 following the...

We wouldn't blame MaxLinear, Inc. ( NASDAQ:MXL ) shareholders if they were a little worried about the fact that Kishore...

Urban Outfitters (URBN) is in focus as investors look ahead to its upcoming quarterly earnings report, with forecasts pointing to year over year growth in both earnings per share and revenue. See our latest analysis for Urban Outfitters. Urban Outfitters’ recent share price moves reflect this mix of earnings expectations and business updates. The stock has a 1-day share price return of 2.19%, while the 1-year total shareholder return declined 3.56%. This sits alongside a very large 3-year...

Recent share performance and business snapshot Integra LifeSciences Holdings (IART) has drawn fresh attention after a mixed stretch for the stock, with a gain over the past 3 months but a decline over the past month and past week. The company has a market value of about US$1.29b and last closed at US$16.74 on 19 August 2026. Reported annual revenue is US$1.65b, with a net loss of US$7.24m, and a neutral value score of 5. Integra LifeSciences Holdings generates most of its revenue from...