The Oldest Name In Aerospace Just Became Wall Street's Newest Stock

Applied Aerospace & Defense Inc. (AADX) made its public debut on the NYSE, combining two aerospace suppliers with combined heritage dating back to 1900. The company supplies critical components to major defense and space contractors. Despite strong institutional demand and a 10x oversubscribed IPO priced at $20, shares declined 4.95% to $19.01 by Wednesday afternoon, signaling mixed market sentiment.

06/03/2026, 7:12 PM • Benzinga

Defense ETFs: SHLD Has Lower Fees, PPA Boasts More Holdings

The Global X - Defense Tech ETF (SHLD) offers lower fees (0.5% expense ratio) and higher dividend yield (0.5%), while the Invesco Aerospace & Defense ETF (PPA) provides a longer track record with 61 holdings and stronger 1-year returns (32.1% vs 15.8%). Both funds concentrate in industrials and offer solid growth exposure to the defense sector, with SHLD favored by cost-conscious investors and PPA appealing to those prioritizing performance history.

06/01/2026, 10:34 AM • The Motley Fool

Which Is the Better Aerospace and Defense ETF, Invesco's PPA or State Street's XAR?

Invesco's PPA and State Street's XAR are two aerospace and defense ETFs with different strategies. PPA offers lower volatility and broader diversification with 61 holdings but charges a higher 0.58% expense ratio. XAR uses equal-weighting methodology, delivered superior 1-year returns (50.97% vs 35.37%), and has lower fees at 0.35%, but exhibits higher volatility and greater drawdown risk. The choice depends on investor risk tolerance and cost preferences.

05/29/2026, 11:16 PM • The Motley Fool

Aerospace ETF Showdown: XAR vs. ITA

The article compares two aerospace and defense ETFs: XAR (State Street SPDR) and ITA (iShares). XAR uses an equal-weight strategy and has delivered stronger 1-year returns (45.4% vs 32.2%), while ITA uses market-cap weighting with larger positions in established companies like GE Aerospace, RTX, and Boeing. XAR has a slightly lower expense ratio (0.35% vs 0.38%), but ITA offers higher dividend yield (0.49% vs 0.3%). The choice depends on investor goals: XAR suits growth-focused investors, while ITA appeals to conservative investors seeking income and stability.

05/29/2026, 8:13 AM • The Motley Fool

Boeing Stock Outlook Improves Amid China Deal

Boeing's stock outlook improves following FAA clearance to increase 737 MAX production from 42 to 47 jets per month and a significant 200-aircraft order from Chinese airlines. The company shows strong operational recovery with narrowing cash flow deficits and projected free cash flow of $2.3-2.46 billion in 2026, with expectations to reach $10 billion by 2028. Key catalysts include regulatory normalization, a de-risked order book, and resolution of China trade tensions.

05/29/2026, 8:03 AM • Investing

SpaceX Wins Where Boeing Loses: NASA Hands Musk-Led Company More Crew Missions

NASA has awarded SpaceX additional commercial crew contracts for up to six missions to the International Space Station, extending through 2030. The new deal, valued at approximately $1.7 billion, comes as Boeing continues to struggle with technical issues and certification delays for its Starliner spacecraft. SpaceX is currently NASA's only certified crew transportation provider.

05/26/2026, 11:41 AM • Benzinga

Where Will Boeing Stock Be in 10 Years?

Boeing's long-term future depends on developing a next-generation narrow-body aircraft within the next decade, requiring approximately $50 billion in funding. Key uncertainties include whether Boeing will choose ducted or open-fan engines and how it will finance development, as the company is not expected to generate over $10 billion in annual free cash flow until 2028. The company's strategic decisions on engine type and financing will be critical determinants of its stock performance.

05/25/2026, 7:15 AM • The Motley Fool

LEO Satellite Market Size to Exceed USD 74.54 Billion by 2035 | Research by SNS Insider

The global LEO satellite market is experiencing strong growth, valued at $15.77 billion in 2025 and projected to reach $74.54 billion by 2035 with a CAGR of 16.80%. Growth is driven by demand for global high-speed internet connectivity, reduced launch costs due to reusable rockets, and expanding satellite constellation deployments. The U.S. market leads at $5.81 billion in 2025, while Europe's market stands at $4.26 billion. Communication applications dominate with 41.70% market share, while government and defense is the fastest-growing segment.

05/25/2026, 3:30 AM • GlobeNewswire

Boeing Cleared In 737 MAX Fraud Trial As Jury Rejects LOT Polish Airlines' Claims Over Deadly Crash-Linked System

A federal jury in Seattle ruled in favor of Boeing, rejecting LOT Polish Airlines' fraud claims that the company concealed safety information about the 737 MAX's MCAS system. LOT sought $153 million in damages, arguing the undisclosed system changes contributed to fatal 2018-2019 crashes. The verdict marks another major legal victory for Boeing as it pursues a potential 750-jet deal with China.

05/23/2026, 12:10 AM • Benzinga

Following Trump-Xi Talks, Elon Musk's Tesla Launches Full Self-Driving In China After Years Of Uncertainty

Tesla has launched its Full Self-Driving (FSD) service in China, expanding to 10 countries total, following President Trump's visit to China and meeting with Xi Jinping. The rollout comes after years of regulatory uncertainty in the Chinese market, where Tesla previously only offered Autopilot. However, Tesla recently fell out of the top 10 EV makers in China due to poor sales performance against local competitors like BYD.

05/21/2026, 6:26 AM • Benzinga

Should You Rebalance Into an Aerospace and Defense ETF Before June?

Geopolitical tensions and rising defense budgets are driving growth in the aerospace and defense sector. The article compares two major ETFs in this space: the iShares U.S. Aerospace & Defense ETF (ITA), which is market-cap weighted and concentrated in three large companies, versus the State Street SPDR S&P Aerospace & Defense ETF (XAR), which uses equal weighting for broader diversification. With the U.S. Defense Department budget projected to exceed $960 billion in 2026 and NATO allies committing to 5% GDP defense spending, the sector presents attractive long-term investment opportunities.

05/20/2026, 12:15 PM • The Motley Fool

U.S. Military Drone Production Relies Heavily on Chinese Rare Earth Magnets

The Pentagon's ambitious drone expansion program faces a critical supply chain vulnerability: China controls 98% of rare earth magnet manufacturing essential for military drones and weapons systems. With a 2027 deadline to eliminate Chinese rare earths from defense procurement and plans to scale drone production from 30,000 to 300,000 units, U.S. defense contractors must secure alternative suppliers. The article highlights the strategic importance of developing domestic heavy rare earth processing capabilities to support military modernization.

05/19/2026, 10:04 AM • Benzinga

US Says China To Buy At Least $17 Billion Worth Agricultural Goods Annually After Trump-Xi Meet

President Trump announced a major agricultural agreement with China following a summit, committing China to purchase at least $17 billion in U.S. agricultural products annually through 2028. The deal also includes agreements on Iran's nuclear weapons, the Strait of Hormuz, and potential increases in Boeing jet orders from China.

05/17/2026, 4:47 PM • Benzinga

Think $151 Billion Is Expensive for Golden Dome? Try $1.2 Trillion.

President Trump's Golden Dome missile defense system, initially estimated at $151 billion, has been projected by the Congressional Budget Office to cost $1.2 trillion over 20 years. The massive expense stems primarily from the need to replace 1,600 satellite-based interceptor missiles annually due to their low-orbit decay. The author argues the project is likely too expensive and impractical to complete, predicting eventual cancellation despite billions already spent.

05/17/2026, 9:09 AM • The Motley Fool

Trump Says China's 'Big, Beautiful' Boeing Jet Orders Could Rise Up To 750 If 'They Do A Good Job' (UPDATED)

China has agreed to purchase 200 Boeing aircraft with potential expansion to 750 planes, marking Boeing's largest Chinese deal in nearly a decade. The agreement, announced by President Trump, includes 777 and 737 models powered by GE Aerospace engines. This represents a significant breakthrough as U.S.-China trade tensions ease, though concerns remain regarding export restrictions and after-sales support.

05/15/2026, 10:41 PM • Benzinga