U.S. Aerospace & Defense Stock News

NVIDIA recently announced the launch of Spectrum-XGS Ethernet, a scale-across technology aimed at unifying distributed data centers into giga-scale AI super-factories by enabling predictable, ultra-low-latency networking across facilities. This breakthrough technology highlights the growing demand for advanced AI infrastructure and signals NVIDIA's push to extend its leadership beyond traditional single-building data centers. We'll look at how NVIDIA’s roll-out of scale-across AI networking...

Earlier this week, Evolent Health, Inc. completed a US$166.75 million convertible note offering, using proceeds to repurchase existing notes and Class A common stock and amending its balance sheet structure. This move boosts Evolent's financial flexibility during a period of heightened market uncertainty tied to macroeconomic events including new Federal Reserve guidance. We'll examine how Evolent’s convertible note issuance, aimed at financial restructuring, influences its future investment...

If you have been watching Enphase Energy (ENPH) lately, you know there have been quite a few headlines vying for your attention. The latest development is a newly signed safe harbor agreement with a major solar and battery financing player, locking in around $50 million in revenue from the increasingly important third-party ownership market. This move follows upbeat quarterly earnings that topped Wall Street’s revenue and profit forecasts, as well as a jump in broader clean energy stocks...

Following dovish commentary from Federal Reserve Chair Jerome Powell at the Jackson Hole symposium, investor sentiment improved markedly toward regional banks such as Synovus Financial as the prospect of potential interest rate cuts grew. This sector-wide optimism coincided with further news that Synovus Financial and Pinnacle Financial Partners have unveiled their post-merger leadership team, reinforcing their plan to combine under the Pinnacle brand with the merger expected to close in...

If you have been watching Citigroup (C) lately, you may have noticed a string of headlines centered on the firm’s sturdy dividend performance and upbeat earnings outlook. Recent analysis points to Citigroup’s above-sector dividend yield and consistent increases, all while the company continues to report steady revenue and income growth. These developments have put the stock in the spotlight for investors considering whether now might be a smart time to add more exposure to financials, or if...

If you have been following AGNC Investment (AGNC), the company’s recent quarterly results probably caught your eye. AGNC missed second-quarter earnings estimates, reporting lower net spread and dollar roll income per share along with a decline in tangible net book value compared to last year. This outcome has also drawn analyst downgrades and an uptick in bearish options activity, signaling a shift in sentiment around dividend stability and profitability as interest rates remain...

General Dynamics (GD) just delivered a second-quarter update that is hard for investors to ignore. Not only did the company report earnings per share and revenues that topped expectations, but it also revealed a massive jump in its order backlog, now at $103.68 billion compared to $88.66 billion in the previous quarter. This kind of backlog expansion signals that demand remains strong, and it is the sort of operational story that can shift how investors view the company’s future growth. This...

If you own shares of Okta (OKTA) or have it on your watch list, the current setup may have you leaning in for a closer look. Ahead of its second-quarter earnings announcement, the stock jumped over 3% as investors digested two key factors: fresh optimism around Okta’s upcoming results and a market-wide rally triggered by hints of possible interest rate cuts from the Federal Reserve. Simply put, investors seem energized by the growing buzz that Okta might deliver a strong update and that tech...

For investors scanning the market for opportunity, Copart (CPRT) has been on the move. The stock’s latest surge has set it apart from the broader market, fueled by optimism that the company’s upcoming earnings report will show healthy year-over-year growth in both earnings per share and net sales. With expectations rising ahead of the announcement, all eyes are on whether Copart can deliver numbers strong enough to justify the renewed attention. This swing in sentiment comes after an uneven...

Celldex Therapeutics recently reported topline results from its Phase 2 study of barzolvolimab in eosinophilic esophagitis, revealing that although the drug significantly reduced mast cells, it did not improve symptoms or endoscopic outcomes compared to placebo and will not advance in this indication. This outcome highlights the complexity of EoE and shows that effectively targeting mast cells alone may not translate to clinical benefit for patients. We’ll now explore how halting development...

If you have been following Datadog (DDOG), you might have noticed the stock getting renewed attention after its latest Q2 results landed better than many feared. What really stood out this quarter was Datadog's resilience in its AI native segment, a key area of focus given worries about major customers bringing work in-house. By easing these in-sourcing concerns and showing off a 26% leap in annual revenue, Datadog has nudged sentiment in a positive direction, especially as it doubles down on...

If you follow Synopsys (SNPS), you’re probably noticing a bit more buzz lately. The stock has climbed this month, and there is a clear reason: anticipation is building ahead of the company’s upcoming earnings release. With forecasts calling for a 12% jump in earnings per share compared to last year and Synopsys having consistently beaten analyst expectations on both EPS and revenue for the past year, investors are weighing whether another strong quarter is ahead. This pattern of...

Avient Corporation recently reported a high price-to-earnings (P/E) ratio of 28.9x, reflecting strong investor confidence and expectations for accelerated future earnings growth, despite a period of moderate earnings performance. Analyst forecasts project annual earnings growth of 28% for Avient over the next three years, signaling that the company’s outlook is viewed as considerably more optimistic than the broader market’s expectations. We’ll explore how investor optimism about Avient’s...

Earlier this month, Toast reported a 25% year-over-year revenue increase and stronger net margins, supported by its expansion to 148,000 locations and the introduction of new AI tools like ToastIQ. With its launch in Australia marking entry into a fourth international market, Toast is broadening its scope while investing in technology-driven product enhancement. We'll explore how Toast's robust revenue growth and global expansion contribute to its current investment narrative and future...

Shares of IT solutions provider ePlus rose after the Federal Reserve signaled in recent days that interest rate cuts may be imminent, fueling market optimism across rate-sensitive sectors. The potential for lower borrowing costs is especially relevant for business services firms like ePlus, since it could encourage increased corporate technology and IT project spending. We'll examine how the expectation of lower interest rates could shape ePlus's earnings outlook within its current business...

AutoNation Finance, the finance arm of AutoNation, achieved US$2 million in net income during the first two quarters of 2025, versus a US$4 million net loss in the same period last year, marking a positive shift in financial performance. This turnaround highlights strengthening operations in AutoNation’s financial services segment, which is an increasingly important contributor to the company’s overall business model. We’ll explore how AutoNation Finance’s shift from loss to profit could...

If you own shares of First Interstate BancSystem (FIBK), or you are thinking about getting in, last week’s Fed news may have caught your attention. Fed Chair Jerome Powell’s unexpectedly dovish tone at the Jackson Hole symposium shifted the market’s interest rate expectations and opened the door for potential cuts in the coming months. For regional banks like First Interstate BancSystem, which have felt the squeeze from persistent high rates, this pivot triggered a wave of optimism and a...

Astera Labs (ALAB) has been catching eyes after a series of upbeat analyst updates, all pointing to the company’s strong execution across its Scorpio, Aries, and Taurus product portfolios. The spark for this new attention is more than analyst optimism; it is the actual traction Astera Labs is reporting with key AI and cloud service customers. The Scorpio X platform now serves over ten AI and cloud providers, and Scorpio P switches have officially hit volume production, already generating over...

Estée Lauder Companies (EL) just reported its latest earnings, and the numbers might give investors pause. The company closed out its fiscal year with sales roughly matching expectations, but it posted a net loss instead of the profit seen last year. A substantial impairment charge on intangible assets also stood out, alongside an earnings per share result that fell well short of forecasts. Adding to this were ongoing tariff-related headwinds identified for fiscal 2026. Given these factors,...

If you have been watching Deckers Outdoor (DECK) lately, you are not alone. The stock is getting attention after the company rolled out Teva’s Autumn-Winter 2025 collection and announced a talked-about collaboration with designer Sean Wotherspoon. These product launches are more than just seasonal; they tap into key trends and underline Deckers’ commitment to performance, style, and international expansion at a time when the company is already riding high on the momentum of its HOKA and UGG...

If you’re watching FinVolution Group (NYSE:FINV) these days, you’ve probably noticed the stock getting some extra attention after its latest earnings release. The company just posted solid results for the second quarter, with meaningful jumps in both revenue and net income compared to last year. Notably, management reiterated their full-year revenue guidance, a move that tends to catch the eye when it comes alongside expanding transaction volume and an uptick in international...

Grab Holdings (NasdaqGS:GRAB) just delivered its second-quarter 2025 earnings, and there is a lot for investors to unpack. Revenues topped expectations while adjusted EBITDA jumped 69% compared to last year, pushed higher by momentum in both On-Demand and Financial Services. Importantly, management is signaling even faster revenue and profit growth ahead, projecting healthy gains for the rest of 2025. This upbeat tone comes right after Grab agreed to settle an $80 million investor lawsuit,...

AST SpaceMobile (ASTS) just achieved a major step forward, successfully deploying its first five commercial satellites. This is a tangible milestone in the company’s plan to build out a space-based cellular broadband network, aiming for direct connectivity to standard smartphones with no new hardware required. With plans to roll out another 40-plus satellites over the next year and a half, all eyes are on how fast AST SpaceMobile can translate these technical achievements into commercial...

When OpenAI CEO Sam Altman called out the possibility of an AI investment bubble, comparing today’s environment to the late-1990s dot-com era, it sent ripples through the market. For Zeta Global Holdings (NYSE:ZETA), those comments led to two days of share price declines. This occurred even as the company announced higher revenue guidance and highlighted its growing free cash flow potential during presentations at two major tech conferences. If you are considering the stock after this move,...