Microsoft (NASDAQ:MSFT | MSFT Price Prediction)’s $170 million Air Force cloud contract signals the massive defense modernization wave reshaping Pentagon technology buying. While Microsoft grabs headlines, the real winners are companies building…
Live Updates Fed Chair Uncertainty 12:45pm ETWith the Fed’s Jerome Powell’s chairmanship term in the final stretch, rumors of his successor have the ability to move the markets. U.S. National Economic Council…
NASA’s Artemis program returns humans to the Moon by April 2026. Behind the headlines, a race is underway: who captures revenue from this multi-billion dollar effort? Amentum Holdings Inc. (NYSE: AMTM |…
Watch the Video I started the discussion by acknowledging something that feels almost unnatural for long-time Berkshire watchers. Warren Buffett is struggling, at least by his own historic standards. With Buffett expected…
Boeing (NYSE: BA | BA Price Prediction) and Lockheed Martin (NYSE: LMT) reported Q3 2025 earnings in late October, revealing two aerospace giants in completely different financial realities. Boeing delivered its strongest…
Pre-Market Futures: Futures are trading lower on Thursday as we get ready for a spooky Friday. The major indices started the day hitting new all-time highs on Wednesday, but sank in the…
Live Updates Reactions to Royal Caribbean12:41pm ETMultiple analysts are tweaking price targets on Royal Caribbean (NYSE: RCL | RCL Price Prediction) after the cruise company beat earnings in its Q3 report. Bank…
Boeing (NYSE: BA | BA Price Prediction) reported third-quarter results this morning that split the difference between operational recovery and program setbacks. Revenue beat expectations, and the company achieved a critical milestone…
Joel South Defense stocks are gaining traction in 2025, driven by heightened global security concerns and robust investor interest. A post from The Kobeissi Letter on X highlights FactSet data showing aerospace and defense…
Division, conflict, and uncertainty in the world can make you pessimistic, or it can point you to powerful wealth-building opportunities. If you’re bullish about the defense industry through the year 2030 and…
In the high-stakes arena of hedge funds, where billion-dollar bets and bold strategies often grab headlines, Nehal Chopra’s Ratan Capital Management has quietly emerged as a powerhouse of precision and profit. Chopra…
Jim Cramer has taken a liking to shares of aircraft maker Boeing (NYSE:BA | BA Price Prediction) of late, and he has a pretty solid bullish case for why the fallen firm…
Joey Frenette Live Updates Monday Wrap-up4:03pm ETThe Vanguard S&P 500 ETF closed at 596.52 Monday, up 0.3%. Boeing Flies Higher11:36am ETVertical Research Partners analyst Robert Stallard upgraded S&P 500 component company Boeing (NYSE: BA |…
In July 2025, U.S. retail sales rose 0.5%, marking the second consecutive monthly gain. But the growth comes with a caveat: consumers are spending now to avoid higher tariff-related prices later. Auto…
Kellianne Matthews Revenue on the Horizon Electric vertical takeoff and landing (eVTOL) aircraft pioneer Archer Aviation (NYSE:ACHR | ACHR Price Prediction) is nearing a pivotal moment in its journey toward transforming urban air mobility.…
