Which Aerospace & Defense ETF Is a Better Buy: Big Bets or Broad Exposure?

The iShares U.S. Aerospace & Defense ETF (ITA) offers lower costs (0.37% expense ratio) and stronger 1-year returns (27.2%), but is highly concentrated with top three holdings representing 47% of the portfolio. The Invesco Aerospace & Defense ETF (PPA) provides broader diversification across 62 holdings with tech exposure, delivering superior 5-year growth but at a higher expense ratio (0.58%). The choice depends on whether investors prefer concentrated exposure to major defense contractors or diversified sector exposure.

08/21/2026, 11:12 PM • The Motley Fool

With Archer Aviation's Share Price Down 53%, Could a Reverse Stock Split Be About to Happen?

Archer Aviation's stock has plummeted 53.5% over the past year to $6.31 per share, raising questions about a potential reverse stock split. However, the article concludes a reverse split is unlikely in the near term since the stock price remains well above the $1 NYSE delisting threshold, the company maintains a $4.9 billion valuation, and management is focused on FAA approval for its Midnight eVTOL and the Boeing acquisition.

08/21/2026, 7:35 PM • The Motley Fool

Kratos Defense vs. Nokia: Is Defense or Telecom a Better Stock Buy in 2026?

The article compares Kratos Defense and Nokia as investment options for 2026. Kratos, a high-growth defense contractor specializing in unmanned systems and hypersonic technology, trades at a premium valuation (95x forward P/E) but shows strong revenue growth of 18.5% and expects hypersonic revenue to double to $400 million. Nokia, a telecommunications infrastructure provider, offers lower valuation (27.2x forward P/E), generates $1.7 billion in positive free cash flow, and is positioned to benefit from AI network demand, though with modest 5% expected sales growth. The author recommends Kratos for long-term investors betting on increased Pentagon spending.

08/19/2026, 4:23 PM • The Motley Fool

Rocket Lab Wins One of Its Biggest Contracts Ever

Rocket Lab secured a $397 million contract from the U.S. Space Force to develop, launch, and operate stackable 'Flatellites' for a missile-tracking satellite program. This represents one of the company's largest wins and is worth more than six months of its annual revenue. The contract demonstrates Rocket Lab's evolution into a vertically integrated defense contractor capable of handling all aspects of satellite missions independently.

08/18/2026, 5:30 PM • The Motley Fool

Which Space and Defense ETF Is the Better Buy: ARK's ARKX or First Trust's MISL?

ARK Space & Defense Innovation ETF (ARKX) delivers higher returns (28.8% over 1 year) but with significantly higher volatility and a 0.75% expense ratio, while First Trust Indxx Aerospace & Defense ETF (MISL) offers steadier performance (22.6% returns) with lower costs (0.6% expense ratio) and reduced risk. ARKX is suited for aggressive investors backing Cathie Wood's innovation thesis, while MISL appeals to those seeking stable aerospace and defense exposure.

08/18/2026, 1:15 PM • The Motley Fool

Archer Aviation Has $6.9 Million of Revenue. It's Buying a Boeing Business With More Than $200 Million.

Archer Aviation is acquiring Boeing's three subsidiaries (Wisk Aero, Insitu, and SkyGrid) in a deal where Boeing will own approximately 16.5% of Archer post-closing. Insitu brings over $200 million in annual profitable revenue, roughly 29 times Archer's current revenue of $6.9 million. The deal is expected to close by end of 2026, pending regulatory approvals.

08/15/2026, 4:23 AM • The Motley Fool

Archer Aviation Has Fallen Over 20% and Looks Like a Long-Term Buying Opportunity

Archer Aviation stock has declined over 20% in 2026 and trades 56% below its 52-week high, but the company's business fundamentals are strengthening. The company is progressing with FAA certification for its Midnight eVTOL aircraft, has partnered with Anduril on a hybrid-electric autonomous platform for defense and commercial use, and acquired three Boeing businesses including profitable defense contractor Insitu. While significant regulatory and commercialization risks remain, the lower stock price offers a more attractive risk-reward opportunity for long-term investors.

08/14/2026, 6:05 AM • The Motley Fool

Prediction: Here's What a $10,000 Investment in Archer Will Be Worth in 3 Years

Archer Aviation is projected to grow its $10,000 investment to $12,000-$15,000 by 2029, representing a 20-50% return after accounting for stock dilution. Wall Street expects the eVTOL company's revenue to reach $1.6 billion by 2029 with a market cap of $8-9.6 billion, though the company still faces risks including pending FAA certification for commercial operations.

08/13/2026, 3:05 PM • The Motley Fool

Archer Aviation CEO Signals Strong Outlook for Investors

Archer Aviation CEO Adam Goldstein projects confidence in the company's future as it approaches commercialization milestones, including U.S. operations through the White House's eVTOL Integration Pilot Program and preparations for the 2028 Los Angeles Olympics. The company has completed phase 3 of the FAA's four-phase certification process and holds $1.56 billion in cash reserves. A strategic acquisition of Boeing's Wisk business, drone manufacturer Insitu, and airspace software company SkyGrid positions Archer to diversify beyond air taxis into defense and autonomous systems, generating over $200 million in annual revenue.

08/13/2026, 9:15 AM • The Motley Fool

Archer Aviation Is Teaming Up With Boeing. Time to Buy the Dip?

Archer Aviation agreed to acquire three Boeing businesses—Wisk Aero, Insitu, and SkyGrid—in exchange for newly issued stock, giving Boeing a 19.75% stake in Archer's Class A shares. The deal expands Archer's defense business and diversifies revenue streams, but results in significant shareholder dilution. While the acquisition strengthens Archer's aerospace capabilities, the company still lacks certification for its core Midnight eVTOL air taxi business.

08/12/2026, 12:15 PM • The Motley Fool

Archer Aviation Is Under Pressure: Here Is What Investors Should Consider Now

Archer Aviation's stock has declined over 30% in the past year as the eVTOL aircraft developer faces regulatory hurdles, competitive disadvantages, and significant losses. While the company announced acquisitions of Boeing subsidiaries to accelerate expansion, analysts expect it to generate only $10 million in revenue by 2026 with a $994 million net loss. Rival Joby Aviation is better positioned with higher revenue projections and further FAA approval progress, making it a more attractive investment until Archer achieves commercial flight approval.

08/10/2026, 1:10 PM • The Motley Fool

We Just Had the Busiest Day for Commercial Air Travel Ever. Here's What It Means for Airline Stocks.

July 23, 2026 marked a record day for commercial air travel with 153,359 flights worldwide. U.S. carriers Delta, United, and Southwest all posted strong Q2 results and are outperforming the broader market in 2026. However, rising jet fuel costs remain a significant risk factor, as fuel accounts for 20-30% of airline operating expenses.

08/07/2026, 5:05 PM • The Motley Fool

Why Joby Aviation Stock Flew Higher Today

Joby Aviation stock rose 5.51% following positive second-quarter results and progress toward FAA certification. The company reported its strongest quarter yet on type certification, with five electric air taxis in operation including its first FAA-conforming aircraft. The urban air mobility business acquired from Blade is performing well, with aircraft availability becoming the limiting factor rather than passenger demand.

08/06/2026, 6:34 PM • The Motley Fool

Boeing's 737 MAX 7 Was Supposed to Be Flying in 2019. The FAA Certified It Monday.

The FAA finally certified Boeing's 737 MAX 7 on Monday, seven years after the original 2019 target. The certification clears the way for Boeing to deliver approximately 30 completed aircraft in storage. While the approval is significant for unlocking revenue, the stock's 8% rally was also driven by cheaper oil and a BNP Paribas upgrade. The analyst suggests most of the positive impact is already priced in, with meaningful revenue impact expected in 2027.

08/04/2026, 1:18 PM • The Motley Fool

Military Drone Market Size to Hit USD 42.80 Billion by 2035 as AI-Powered Autonomous Defense Systems Accelerate Global Growth | SNS Insider

The global military drone market is projected to grow from USD 16.50 billion in 2025 to USD 42.80 billion by 2035, with a CAGR of 10.0%. Growth is driven by AI-powered autonomous systems, defense modernization, increased demand for ISR capabilities, and border security investments. The U.S. market is expected to expand from USD 6.31 billion to USD 16.22 billion, while Europe grows from USD 4.19 billion to USD 10.14 billion.

08/04/2026, 6:48 AM • GlobeNewswire