U.S. Aerospace & Defense Stock News

In recent days, reports indicated Amazon is in advanced talks to invest at least US$10 billion in OpenAI, in a deal that could see the AI firm run workloads on Amazon’s custom Trainium chips via AWS. This potential tie-up would both secure a very large new customer for Amazon’s AI hardware and cloud infrastructure and intensify competition with incumbent chip suppliers in high-end AI computing. We’ll now examine how a potential OpenAI-Trainium partnership could reshape Amazon’s AI-led...

McCormick (MKC) just delivered another earnings beat, with revenue topping expectations and operating profit still growing even as costs nibble at margins, signaling the spice maker’s strategy is working in a tougher backdrop. See our latest analysis for McCormick. Those results come after a choppy stretch for the stock, with a roughly 4.6% 3 month share price return but a weaker year to date share price performance and a negative 1 year total shareholder return. This suggests momentum is...

In recent days, several Wall Street firms have reiterated generally positive views on Celsius Holdings while others voiced concerns about higher incentive costs, slowing brand momentum, and operational integration hurdles following its Alani Nu and Pepsi system transition. This mix of optimism and caution underscores how execution on cost control and distribution partnerships may be increasingly central to the company’s long-term story. Next, we’ll explore how concerns over higher incentive...

If you have been wondering whether Charter Communications at around $206 a share is a bargain or a value trap, you are not alone. This piece is written exactly for that question. The stock has bounced about 6.3% over the last month but is still down roughly 41.3% over the past year and about 68.5% over five years, a combination that often signals either deep value or deep trouble. Recently, attention has focused on Charter's ongoing network investments, competitive jostling with other...

In recent weeks, Rockwell Automation has attracted renewed attention as Evercore ISI, Goldman Sachs, and BofA Securities initiated or upgraded coverage while the company expanded its cloud-native Manufacturing Execution System portfolio and advanced plans for a major new manufacturing campus in Southeastern Wisconsin. This combination of fresh analyst views, product innovation in industrial software, and a multi-year US$2.00 billion investment program underscores Rockwell’s effort to deepen...

If you are wondering whether Global Ship Lease is still a bargain after its big run, or if you have already missed the boat, this article will walk through what the current price is really baking in and where value focused investors may want to look next. Despite a recent pullback of 1.4% over the last week and 3.4% over the last month, the stock is still up 49.8% year to date and 73.2% over the past year, with longer term gains of 155.1% over three years and 314.8% over five years that...

Earlier in December 2025, UBS reiterated its Neutral rating on Murphy Oil while highlighting the company’s preparation for a major 2026 exploration program across Côte d’Ivoire, Vietnam, and the Gulf of Mexico, alongside recent outperformance versus production guidance and lower operating costs. The broker’s focus on Murphy Oil’s high risk/reward Côte d’Ivoire exploration campaign underscores how frontier deepwater success could materially reshape the company’s long-term resource base and...

Whether you are wondering if Extra Space Storage is a quietly compelling value play or simply fairly priced real estate at this point in the cycle, this breakdown is designed to give you a clear, no nonsense view. The stock has slipped 1.6% over the last week and is roughly flat over 30 days, but that comes after a 38.6% gain over five years that still hints at solid long term compounding despite a tougher recent stretch. Recent headlines have focused on sector wide self storage competition...

Textron Aviation recently secured an order from the Civil Air Patrol for 15 new Cessna aircraft, aimed at upgrading and expanding the organization’s fleet across the United States. This deal underlines steady demand for Textron’s civil aviation platforms and highlights how government-affiliated customers can support utilization of its broader aerospace franchise. Next, we’ll examine how this Civil Air Patrol order informs Textron’s existing investment narrative, particularly around aviation...

Key Insights Significant control over Rapid Micro Biosystems by private equity firms implies that the general public...

Hut 8 Corp. recently announced it had signed a 15-year, US$7.0 billion lease with Fluidstack for 245 megawatts of AI-focused IT capacity at its River Bend data center campus in Louisiana, including renewal options that could lift the total contract value into the very large billions and a Right of First Offer over up to 1,000 megawatts of future expansion. The company also unveiled a partnership with Anthropic and Fluidstack to deploy at least 245 megawatts and potentially up to 2,295...

Moody's (MCO) has been quietly grinding higher, up about 5% over the past month and 8% over the past year as investors lean into its steady revenue and earnings momentum. See our latest analysis for Moody's. With the share price now around $497.69, Moody's recent 30 day share price return in the mid single digits and a solid multi year total shareholder return suggest momentum is still building as investors reward its consistent growth profile. If Moody's steady climb has you thinking about...

If you are wondering whether BGC Group at around $8.93 is a bargain or a value trap, you are not alone. That is exactly what we are going to unpack. Despite being down 0.6% over the last week and 4.3% year to date, the stock is still up 4.4% over the past month, 2.9% over the last year, and 138.9% over three years and 124.6% over five years, which naturally raises questions about what is already priced in. Recently, BGC Group has been in the spotlight for its ongoing transformation into a...

If you are wondering whether Cohen & Steers at around $63 a share is a bargain or a value trap, you are not alone. That is exactly what we are going to unpack today. The stock has bounced about 0.6% over the last week and 6.3% over the past month, but those moves follow a much steeper slide of 31.1% year to date and 28.2% over the last year. This level of volatility has put Cohen & Steers back on some value investors radars as they reassess whether institutional demand for listed real assets...

OneSpaWorld Holdings (OSW) is back in focus after its latest quarterly results met expectations and highlighted smoother operations, reinforcing market confidence as cruise oversupply worries fade and spa demand holds steady. See our latest analysis for OneSpaWorld Holdings. The latest earnings and upbeat commentary have helped the stock regain its footing, with a solid year to date share price return and a standout three year total shareholder return suggesting momentum is quietly rebuilding...

Westamerica Bancorporation (WABC) has quietly outperformed many regional peers recently, with the stock up around 9% over the past month even as annual revenue and net income both slipped. See our latest analysis for Westamerica Bancorporation. That recent 1 month share price return of 9.3% looks more like a sentiment reset than a one day blip. This is especially the case given the year to date share price return is still slightly negative and the 3 year total shareholder return sits just...

Earlier this week, Rezolve AI said December 2025 is set to be its strongest month ever, with revenue expected to exceed US$17,000,000 even as it continues to record a GAAP net loss due to non-cash and one-time items. The company’s guidance that annual recurring revenue should surpass US$200,000,000 by year-end 2025, while targeting positive adjusted EBITDA, marks a pivotal moment in its push to scale generative AI solutions for commerce despite a still-stretched balance sheet. We’ll now...

The Campbell's Company's ( NASDAQ:CPB ) investors are due to receive a payment of $0.39 per share on 2nd of February...

It's been a sad week for Worthington Enterprises, Inc. ( NYSE:WOR ), who've watched their investment drop 10% to...

Humana Inc. ( NYSE:HUM ) has announced that it will pay a dividend of $0.885 per share on the 30th of January. This...

In December 2025, Keysight Technologies announced a five-year Master Research Collaboration Agreement with Singapore’s leading quantum research institutions, alongside new AI-powered design assistants and advanced automotive and cybersecurity demonstrations unveiled around CES 2026. Together, these moves highlight how Keysight is deepening its role in quantum computing while embedding AI across its software tools and automotive test ecosystem, reinforcing its push into higher-value,...

Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-MAPT, an RNAi therapy targeting tauopathies such as Alzheimer’s disease, using a new delivery system designed to cross the blood-brain barrier after subcutaneous injection. This marks Arrowhead’s initial move into central nervous system applications of its TRiM RNAi platform, potentially broadening its reach beyond liver and cardiometabolic indications. Next, we’ll examine how Arrowhead’s first...

Earlier this month, Deutsche Bank initiated coverage on East West Bancorp, citing its cross-border U.S.–Asia franchise and steps to trim commercial real estate exposure while expanding fee-based businesses such as wealth management. At the same time, insider share sales of about US$1,442,905 and the bank’s record quarterly results added extra context to shifting investor sentiment. We’ll now examine how Deutsche Bank’s focus on East West Bancorp’s cross-border strengths could influence its...

Melco Resorts & Entertainment recently outlined plans to resume quarterly dividends by the end of 2026 while closing two Mocha Clubs and reallocating gaming machines across its Macau portfolio, alongside reopening the renovated Countdown Hotel by the third quarter of 2026. These moves suggest management is prioritizing shareholder returns and higher‑quality guest experiences in Macau through more focused properties and refreshed non-gaming offerings. Next, we’ll examine how the planned...