U.S. Aerospace & Defense Stock News

Recursion Pharmaceuticals (RXRX) has been turning heads lately after its stock dropped for a third consecutive day. The move followed news that several top executives, including the CEO, CFO, and chief research and development officer, sold company shares in mid-August. This step was taken to cover tax withholding requirements. Alongside news of a much wider net loss in the recent quarter, investors are now faced with questions about what these insider actions signal for the path...

Chipotle Mexican Grill recently announced it is partnering with Zipline to pilot drone-based food deliveries in the greater Dallas area, starting at its Rowlett, Texas, location and offering the entire menu for digital orders through Zipotle. This technology-driven delivery approach highlights Chipotle's focus on operational innovation and could set a new standard for speed and convenience in fast-casual dining. We'll explore how Chipotle's autonomous drone delivery launch could influence...

In recent news, Valaris has achieved a return on capital employed (ROCE) of 14%, surpassing the Energy Services industry average of 9.5% after transitioning from losses to profitability and operating with a leaner capital base. This improvement in ROCE signals greater operational efficiency, though investors are also advised to be attentive to an identified warning sign relating to the company's performance. With ROCE now well above the sector average, we'll assess how this efficiency shift...

Pinterest (PINS) is back in the spotlight after announcing record-breaking monthly active user numbers and rolling out new AI-powered advertising tools. These headlines highlight Pinterest’s ongoing push to capture a bigger share of the fast-changing social commerce landscape. As investors react to robust user growth and expanding monetization efforts, many are rethinking what Pinterest could be worth in this new competitive environment. Despite the buzz, the stock’s performance has been...

On August 21, 2025, Broadridge Financial Solutions entered into a US$750 million term credit agreement with JPMorgan Chase Bank to repay existing debt and for general corporate purposes, while also enhancing its financial flexibility through favorable prepayment terms and customary covenants. This move closely follows Broadridge's announcement of a partnership with BMLL Technologies, integrating advanced pre-trade analytics for Japanese clients, and highlights ongoing efforts to expand...

For those closely watching Aurora Innovation (AUR), the recent short position taken by Kerrisdale Capital is hard to ignore. The investment firm released a report this week challenging whether Aurora’s autonomous trucking technology can ever achieve commercial viability. The report focuses on the limitations of its hub-and-spoke system and questions management’s growth projections. Such a move, especially coming from a vocal short seller, always grabs the market’s attention and often prompts...

Freeport-McMoRan (FCX) just posted quarterly earnings that beat expectations, thanks in large part to stronger copper and gold prices and steady progress on new mine expansions. If you own shares or are considering getting involved, you probably noticed the mixed reaction. Despite healthy profits and a growth pipeline that is moving forward, concerns over falling copper prices, more cautious sales forecasts, and the likelihood of higher unit costs are keeping investors alert as the company...

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...

In August 2025, Xeris Biopharma Holdings reported record second-quarter revenue of US$71.5 million, rising 49% year-over-year and highlighted by a very large increase in Recorlev sales. The company raised its full-year 2025 revenue guidance and outlined a long-term vision for reaching US$750 million in revenue by 2030 and US$1–3 billion in peak net revenue from XP-8121 by 2035, reflecting expanded ambitions based on recent performance. We'll now examine how the upgrade to Xeris Biopharma's...

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...

Visa (V) just got a shot in the arm thanks to Lithic’s move to integrate Visa Account Level Management via real-time API. For investors, this is more than a typical client announcement. The partnership means fintechs can now roll out premium card programs faster, with smoother cardholder experiences and less friction behind the scenes. By making the shift from batch-based, BIN-level enrollment to quicker, account-level upgrades, Visa is helping its partners deliver premium benefits without...

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...

Honeywell International recently appointed Peter Lau as President and CEO of its Industrial Automation business, following the departure of Lucian Boldea, and announced the new Board of Directors for Solstice Advanced Materials ahead of its planned spin-off. These leadership changes highlight Honeywell's focused approach to restructuring, as the company advances plans to separate into three independent, publicly traded entities for more specialized operations. We'll explore how Peter Lau's...