Here's Why FTAI Aviation Stock Was Red Hot in the First Half of 2026

FTAI Aviation stock surged 37.4% in H1 2026 despite volatility driven by AI investment, Iran conflict, and energy prices. The company operates three businesses: engine maintenance, aviation leasing, and the nascent FTAI Power division converting legacy aircraft engines into data center power turbines. While a CFM56 parts agreement with CFM International is positive, rising jet fuel prices from geopolitical tensions have reduced flight departure forecasts, creating near-term headwinds. FTAI Power revenue is expected to begin in 2027.

07/08/2026, 1:08 PM • The Motley Fool

Hexcel vs. Rocket Lab USA: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace stocks: Hexcel, an established materials supplier for commercial aircraft with stable but limited growth tied to Boeing and Airbus production rates, and Rocket Lab USA, a high-growth space company with significant losses but strong revenue expansion and a $2 billion backlog. The author recommends Rocket Lab for long-term investors willing to tolerate volatility, citing its superior growth trajectory despite current unprofitability.

07/07/2026, 8:02 AM • The Motley Fool

The World's Largest Flying Canvas Takes Flight: STARLUX AIRSORAYAMA Silver Redefines Art in the Sky

STARLUX Airlines received delivery of its first special livery aircraft, the STARLUX AIRSORAYAMA Silver, an Airbus A350-1000 featuring a custom liquid-metal design by renowned Japanese artist Hajime Sorayama. The aircraft departed Toulouse on July 4, 2026, piloted by Chairman K.W. Chang, arriving in Taiwan on July 5. The collaboration involved developing custom metallic colors with Pantone and specialized coatings with MANKIEWICZ to achieve Sorayama's signature aesthetic.

07/06/2026, 5:55 PM • GlobeNewswire

Honeywell Stock Sinks After Officially Completing Aerospace Spin-Off

Honeywell International completed its spinoff into two separate companies on Monday: Honeywell Technologies (the renamed legacy business) and Honeywell Aerospace. Both stocks declined on their market debuts, with Honeywell Technologies dropping over 6% and Honeywell Aerospace falling nearly 5%, despite the latter's inclusion in major indexes. The spinoff follows an earlier separation of the advanced materials division into Solstice Advanced Materials, positioning each company to pursue tailored growth strategies.

06/29/2026, 10:18 PM • The Motley Fool

Palantir Stock Has Fallen More Than 35% From Its High. Is This the Pullback Long-Term AI Investors Have Been Waiting For?

Palantir's stock has declined over 35% from its 52-week high, despite the company achieving its fastest revenue growth rate as a public company with 85% year-over-year Q1 growth and raising 2026 guidance to 71% growth. However, the stock remains extremely overvalued with a P/E ratio exceeding 140 and trading at 40x forward revenue, suggesting the pullback may not be steep enough to make shares attractive for long-term investors.

06/10/2026, 3:03 PM • The Motley Fool

Technip Energies, Airbus, Safran and Tereos join forces to develop a Sustainable Aviation Fuel production project in France

Four major European companies have formed a joint venture called Rebound to develop a large-scale Sustainable Aviation Fuel (SAF) production facility at the Port of Dunkirk, France. The project will produce approximately 160,000 tons of SAF annually using the Alcohol-to-Jet pathway, positioning Europe as a leader in aviation decarbonization and supporting EU mandates for increasing SAF blending requirements.

06/09/2026, 1:30 AM • GlobeNewswire

Technip Energies, Airbus, Safran et Tereos s'allient pour développer un projet de production de carburants d’aviation durables en France

Four major European companies—Technip Energies, Airbus, Safran, and Tereos—have formed a joint venture called Rebound to develop a sustainable aviation fuel (SAF) production facility at the Port of Dunkerque. The plant will produce approximately 160,000 tonnes of SAF annually using Alcohol-to-Jet technology, positioning Europe as a leader in aviation decarbonization and supporting EU energy sovereignty.

06/09/2026, 1:30 AM • GlobeNewswire

A $100 Billion Fuel-Price Shock Is Pushing Airlines Back Into Crisis Mode

A Middle East conflict-triggered energy shock has increased jet fuel costs by an estimated $100 billion, threatening the airline industry's post-pandemic recovery. IATA projects net profits will plunge from $43-45 billion in 2025 to $23 billion in 2026, with margins shrinking to 2%. Airlines are cutting routes and facing additional pressure from aging fleets. Spirit Airlines has already filed for bankruptcy, while major carriers like United, American, and Air Canada are reducing capacity.

06/08/2026, 2:20 PM • 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

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

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

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

President Trump announced that China has agreed to purchase 200 Boeing aircraft with potential expansion to 750 planes if performance meets expectations. The deal, which includes 777 and 737 models powered by GE Aerospace engines, marks Boeing's first major Chinese aircraft order since 2017 and signals easing trade tensions between the U.S. and China.

05/15/2026, 9:44 PM • Benzinga

Boeing Stock Gains As Scott Bessent Hints At 'Large' Orders From China Amid Trump-Xi Meeting— 'We're Going To See...'

Boeing stock climbed 3% in pre-market trading after Treasury Secretary Scott Bessent indicated significant aircraft orders from China during President Trump's meeting with Xi Jinping. The move signals potential resolution of the U.S.-China tariff dispute that had previously halted Boeing deliveries. Boeing CEO Kelly Ortberg, part of Trump's delegation in Beijing, had previously indicated a 'big number' for potential orders, with reports suggesting up to 500 aircraft under negotiation.

05/14/2026, 8:38 AM • Benzinga

The Top Defense Stock to Buy in May

Rheinmetall, Germany's leading defense contractor, is positioned to benefit significantly from Germany's rapid military rearmament. The country has increased its defense budget 24% from 2025 to 2026 and plans to build Europe's largest military by decade's end. After a rough 2025, Rheinmetall hit earnings targets in Q1 2026 with 8% sales growth and a 31% increase in backlog to €72.9 billion.

05/14/2026, 5:05 AM • The Motley Fool

Military Communications Market Outlook 2026–2031: To Surpass USD 50 Billion by 2031 with Asia-Pacific Emerges as Fastest-Growing Region, Says Mordor Intelligence

The military communications market is valued at USD 37.7 billion in 2026 and is projected to reach USD 50.09 billion by 2031, growing at a CAGR of 5.85%. Growth is driven by rising geopolitical tensions, increased military deployments, and technological advancements including AI-driven spectrum management, software-defined radios, and LEO satellite constellations. North America leads the market while Asia-Pacific emerges as the fastest-growing region.

04/30/2026, 3:37 AM • GlobeNewswire