iShares U.S. Aerospace & Defense ETF (ITA)

IperionX shares jumped after landing a $99 million U.S. Department of Defense contract for domestically produced titanium.

Kratos and GE Aerospace announced a deal to develop affordable, high-performance engines for UAS and CCA platforms, enhancing US defense capabilities.

Under the new agreement, the companies will jointly develop, manufacture, and test the GEK800 engine and begin work on a second engine, the GEK1500.

Bank of America pointed to Boeing’s recent international deals, including agreements in the U.K., Qatar, the U.A.E., and China, as evidence that the company is playing a central role in global trade diplomacy.

CEO Kelly Ortberg told the Financial Times that Boeing was not in a financial position to invest in a new plane, and the market is not prepared either.

The FAA emphasized that it will continue to monitor Boeing’s ODA performance during the renewal period closely.

De-icing issues have delayed the company’s quest to gain approvals for the jets.

Elon Musk’s Grok chatbot is reportedly being promoted for broader adoption within federal departments, including the Department of Homeland Security, despite not having received formal approval.

President Donald Trump once again revived his long-simmering "Golden Dome" missile defense idea, this time bringing Canada into the fold, but with a provocative condition.

Speaking at an annual meeting, Safran CEO Olivier Andries said that Boeing has been able to reinstate a more “dynamic” production profile after several delays.

BlackRock introduces IDEF, an actively managed ETF focused on defense and security investments amidst rising global tensions and military expenditures.

Trump's $3 trillion tax bill clears the House, sparking sharp market moves: solar stocks crash, defense and retail sectors rally on spending shifts.

Boeing (BA) shares rise after securing order from Taiwan-based China Airlines for 777X fleet. China Airlines is first in Taiwan to order fuel-efficient jets.

Another downgrade would have raised the borrowing costs for the planemaker, which already has a consolidated debt of $53.6 billion.

B Of A Securities analyst raised the price forecast for GE Aerospace from $225 to $230 while retaining a Buy rating. GE reported strong Q1 results and expects continued growth, with potential tariff risks. Analyst raised EPS estimates and suggested potential ETF investments.

In a post on Truth Social, President Donald Trump said the Boeing dispute was a minor example of broader harm caused by China, which he also blamed for fueling America’s fentanyl crisis via Mexico and Canada.

"Treasuries are facing a credibility test," Violeta Todorova, Senior Research Analyst at Leverage Shares, tells Benzinga.

Boeing sells parts of its Digital Aviation Solutions division to Thoma Bravo for $10.55B in cash. Deal expected to close by end of 2025.

CEO Larry Culp stated that the company is responding to current macroeconomic conditions by implementing strategic measures, including cost controls and utilizing available trade programs.

Wall Street expects the aerospace and defense firm to post earnings of $3.48 per share on revenue of $11.95 billion for the quarter ended March 31.

Bloomberg reported, citing people familiar with the matter, that a deal could be announced later this week.

In the wake of escalating global tensions, the defence industry has emerged as a potentially lucrative investment sector, reminiscent of the healthcare boom witnessed during the COVID-19 pandemic.

The company said shipments worth less than $800 to consumers and businesses would not be affected.

Wall Street expects it to post earnings of $1.26 per share on revenue of $9.06 billion for the quarter ended March 31.

My longer-term market indicator has turned decisively negative, signaling that now may not be the time to buy and hold stocks. Of course, the problem is that we don't know how low this market can go, and stocks could get a lot cheaper still.