Should You Buy the Honeywell Aerospace Spinoff?

Honeywell International is splitting into Honeywell Aerospace and Honeywell Technologies on June 29, 2026. The spinoff aims to unlock shareholder value by allowing each pure-play company to receive higher valuations than the diversified conglomerate currently trades at. Honeywell Aerospace is expected to benefit from the hot aerospace sector, while Honeywell Technologies could present a value opportunity if it experiences post-spinoff weakness.

06/18/2026, 2:06 PM • The Motley Fool

Which Defense ETF Is the Better Investment: Global X's SHLD or iShares' ITA?

The article compares two defense sector ETFs: iShares U.S. Aerospace & Defense ETF (ITA) and Global X Defense Tech ETF (SHLD). ITA offers a lower expense ratio (0.38% vs 0.50%), stronger 1-year returns (32.5% vs 7.4%), and more established track record, but has concentrated positions in GE Aerospace, RTX, and Boeing. SHLD provides broader diversification with technology exposure (12% allocation) and global defense tech companies, including Palantir. The author slightly favors SHLD for its growth potential and diversification despite higher recent underperformance.

06/16/2026, 4:08 PM • The Motley Fool

The S&P 500 ETF Nobody Talks About That Could Beat VOO

With S&P 500 earnings growth forecast at 22% for 2026 and 15% for 2027, driven largely by AI infrastructure development, the article recommends the Invesco S&P 500 Quality ETF (SPHQ) as a more selective alternative to broad-market funds like VOO. SPHQ focuses on high-quality companies with strong fundamentals and has outperformed VOO over 3 and 5-year periods while providing better insulation against economic downturns.

06/12/2026, 11:15 AM • The Motley Fool

Better Returns, Lower Risk: Invesco Aerospace ETF Tops Jets ETF

Invesco Aerospace & Defense ETF (PPA) outperforms U.S. Global Jets ETF (JETS) with better returns and lower volatility over the past five years. PPA's diversified portfolio of defense contractors benefits from increased U.S. defense spending, while JETS' concentrated airline exposure faces cyclical challenges from competitive pricing pressures. PPA is recommended as the better buy for 2026.

06/11/2026, 10:10 AM • The Motley Fool

Wolfspeed Ditches EV Woes for High-Margin Defense Jets

Wolfspeed has pivoted away from struggling EV markets toward high-margin defense and aerospace applications through a strategic partnership with GE Aerospace. The company emerged from 2025 Chapter 11 restructuring with a strengthened balance sheet ($1.2B liquidity, $4.6B debt eliminated) and unveiled Gen 5 SiC MOSFET technology positioned for AI data centers and military applications, with production cycles beginning in 2027.

06/11/2026, 9:34 AM • Investing

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

SpaceX's Mega IPO Isn't Just A Stock Story— Strategists Say It Could Help Fund America's Deficit As Global Investors Pile In

SpaceX's $75 billion IPO, expected to draw over $250 billion in investor demand, could refinance approximately 8% of the U.S. current account deficit in a single day. Currency strategists estimate that roughly $15 billion of the proceeds could come from overseas investors, potentially strengthening the U.S. dollar. The IPO is part of a broader AI-driven economic boom that has contributed two-thirds of Q1 2026 GDP growth, though concerns remain about federal spending impacts on long-term debt management.

06/10/2026, 9:06 AM • Benzinga

SpaceX Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined

SpaceX's upcoming IPO values the company at $1.77 trillion, exceeding the combined valuation of all 12 S&P 500 aerospace and defense companies (~$1.5 trillion), despite generating only $18.7 billion in revenue compared to their $500 billion combined. While analysts like Gene Munster and Ron Baron express bullish sentiment with predictions of $30 trillion future value, critics including NYU's Aswath Damodaran raise concerns about valuation and market opportunity estimates.

06/10/2026, 5:00 AM • Benzinga

GE Aerospace Advances Silicon Carbide Push With Wolfspeed Deal

GE Aerospace announced a Memorandum of Understanding with Wolfspeed to develop high-voltage silicon carbide-based power modules for aerospace and defense applications. Despite the positive collaboration news, GE Aerospace shares declined 1.72% on Monday, underperforming the broader market. The stock faces technical headwinds from a recent death cross and premium valuation, though analysts maintain a Buy rating with a $271.96 price target.

06/08/2026, 2:03 PM • Benzinga

Defense Spending Is Surging. MISL Bets on Tech. ITA Bets on Tradition.

Two aerospace and defense ETFs offer different approaches to capitalizing on rising defense spending: ITA focuses on traditional defense contractors with lower costs and higher liquidity, while MISL includes technology companies like Palantir, betting that the future of defense lies in semiconductors and software alongside traditional weapons systems.

06/07/2026, 8:19 AM • The Motley Fool

Spirit Airlines Won't Be The Last: IATA Chief Warns More Carriers Could Fail As Iran War Drives Up Fuel Costs

IATA's Director General Willie Walsh warned that rising jet fuel prices driven by the Iran war could trigger more airline bankruptcies and consolidation, particularly among budget carriers lacking premium revenue streams. Spirit Airlines' recent collapse exemplifies the trend, though Walsh noted Ryanair's strong performance proves the budget model remains viable. Major U.S. carriers are squeezing out low-cost rivals, while manufacturing delivery backlogs and slower sustainable aviation fuel development add further pressure to the industry.

06/07/2026, 12:46 AM • Benzinga

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

This Stock Has No Business Being This Good, and It Just Keeps Going

GE Aerospace reported strong Q1 2026 results with 29% revenue growth and 25% EPS growth despite industry headwinds from high jet fuel costs. The company's $210 billion backlog, with $170 billion in service-related revenues, positions it well for sustained growth. Management expects to hit the high end of full-year guidance.

06/03/2026, 3:15 PM • The Motley Fool

First Trust (MISL) vs. ARK (ARKX): Which Space and Aerospace ETF Reigns Supreme?

ARK Space & Defense Innovation ETF (ARKX) has delivered higher returns (79.11% one-year) compared to First Trust Indxx Aerospace & Defense ETF (MISL at 42.24%), but with significantly higher volatility. MISL offers a lower expense ratio (0.60% vs 0.75%), lower risk profile, and dividend yield, making it the steadier choice for conservative investors, while ARKX suits risk-tolerant investors seeking aggressive growth.

05/31/2026, 12:32 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