President Donald Trump announced what he called a "landmark" trade agreement with Indonesia, opening up the Southeast Asian giant to American companies, while signing big deals for American aviation and energy companies along the way.
Delta has been taking out U.S.-made Pratt & Whitney engines from newly built Airbus A321neo jets in Europe and shipping them back to the U.S. to escape import duties.
Is Boeing's recent recovery a flash in the pan, or reason to believe long-term gains are in store? Execution and safety improvements are key to its bull case.
Palantir Technologies Inc (NASDAQ:PLTR) acquired a 10% stake in Surf Air Mobility Inc (NYSE:SRFM) for $2 million, solidifying their presence in the AI-powered aviation industry. This fits their pattern of integrating their software into future-forward companies.
Industrials giants have, or are likely to, lift their dividends significantly. This adds to the sector's positive vibes, which is the best performer of 2025.
While investors choose between Boeing & Airbus, CIO, Chip Rewey, sees Ducommun as a leveraged play on surging global defense budgets and aviation demand.
