Boeing Confirms 2028 Delivery for Air Force One but Warns of Higher Costs

Reuters Reported Federal Aviation Administration Set To Approve Boeing 737 MAX 10 As Soon As Next Week

The Defense ETF Duel: Old Guard Aerospace or Next-Gen Tech?

Invesco Aerospace & Defense ETF (PPA) and First Trust Indxx Aerospace & Defense ETF (MISL) offer different approaches to defense sector investing. PPA, the larger and more established fund with $7.4B in AUM, delivers higher dividends (0.4% yield) and lower volatility with traditional aerospace exposure. MISL, launched in 2022 with a more concentrated 39-holding portfolio, emphasizes next-gen defense tech including Palantir and SpaceX. Since 2022, PPA has outperformed with 117% total return (21.6% CAGR) versus MISL's 105% (19.8% CAGR), though both have slightly elevated expense ratios around 0.58-0.60%.

GE Aerospace vs. Lockheed Martin: Which Stock Is a Better Buy in 2026?

GE Aerospace and Lockheed Martin represent two distinct aerospace investment strategies. GE Aerospace benefits from a commercial aviation boom with strong revenue growth (18.5% YoY), high margins (19%), and a $210B+ backlog. Lockheed Martin offers stability through defense contracts with 72% U.S. Government revenue, though slower growth (5.7% YoY) and higher leverage (3.2x debt-to-equity). The article recommends GE Aerospace for growth-focused investors seeking rapid cash generation, while Lockheed Martin suits those preferring steady, predictable dividend returns.

Boeing Fell Back Below $200 Ahead of a Strike Deadline. Here's Why I'd Buy the Fear After New Contracts Were Signed

Boeing stock has declined 11.3% over the past month and 26.7% from its 52-week high, but the author sees buying opportunity. The company averted a labor strike with 17,000 engineers and recently secured major defense contracts including development of next-generation carrier-based fighter jets and the F-47 to replace the F-15. Despite commercial aircraft challenges, the defense segment and government contract wins present potential upside.

Alpha Buying: 8 Global Stocks Positioned for the Next Investment Boom

One thing I like about Henry McVey and the KKR team is that they spend time talking to people who are running businesses and putting capital to work. Their October report, Thoughts From the Road: Europe and Asia,

Is NuScale Power Stock a Buy After September Slump?

NuScale Power stock fell 14.8% in September and nearly 55% year-to-date amid analyst downgrades, cash-burn concerns, and competitive pressure. UBS downgraded the stock to sell with a $6 price target, citing lack of firm customer commitments and a 5+ year build timeline while competitors advance faster. The company reported a 99% revenue collapse to $75,000 in Q2 with $65 million in operational losses. Investors await Q3 earnings on Nov. 5 for news on converting the non-binding TVA agreement into a definite contract.