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Morning Bid: A delicate balancing act
Yahoo Finance· 2025-09-24 10:35
By Samuel Indyk LONDON (Reuters) -What matters in U.S. and global markets today By Samuel Indyk, Equities Reporter, Finance and Markets Breaking News, EMEA Wall Street snapped a three-day streak of record closes as Federal Reserve Chair Jerome Powell struck a measured tone on future rate cuts, balancing inflation risks with a weakening labor market. His remarks, which offered little clarity on the timing of further easing, triggered a broad pullback in equities, particularly in tech. Asian markets rebou ...
Palantir, Boeing Join Forces To Accelerate AI In Defense And Space Units: 'America's Enemies Aren't Slowing Down...' - Boeing (NYSE:BA), Salesforce (NYSE:CRM)
Benzinga· 2025-09-24 07:53
Boeing Co. BA has announced a strategic partnership with Palantir Technologies Inc. PLTR to integrate the latter’s AI solutions platform across Boeing’s defense and space unit.Palantir AI Leveraged By Boeing Defense For Military Data AnalyticsBoeing’s defense and space unit, Boeing Defense Systems (BDS), will utilize Palantir’s AI tools to standardize data analytics across its production lines and support classified projects for sensitive military missions, the companies jointly announced on Tuesday.Additio ...
Micron’s Stellar Earnings Drive Tech Optimism Amidst Broader Market Retreat
Stock Market News· 2025-09-23 20:38
Key TakeawaysMicron Technology (MU) reported robust Q4 2025 earnings, surpassing analyst estimates with $11.32 billion in revenue and $3.03 in EPS, and provided strong Q1 2026 guidance, driven by significant investments in High Bandwidth Memory (HBM) and a strategic partnership with TSMC.U.S. stock markets, including the S&P 500 and Nasdaq 100, experienced a decline from recent record highs, with the S&P 500 falling 0.55% and the Nasdaq 100 dropping 0.7%, as Federal Reserve Chair Powell refrained from signa ...
AAR beats earnings, revenue forecasts with aerospace demand (AIR:NYSE)
Seeking Alpha· 2025-09-23 20:15
AAR (NYSE:AIR) on Tuesday posted quarterly results that topped Wall Street expectations, reporting adjusted earnings of $1.08 per share versus analysts’ forecast of $0.98, and revenue of $740 million compared with estimates of $689 million. For the fiscal first quarter ...
Boeing's defense and space unit partners with Palantir for AI adoption
Reuters· 2025-09-23 20:13
Boeing has partnered with Palantir Technologies to use the software firm's AI solutions platform across the planemaker's defense and space unit, the companies said on Tuesday. ...
Velo3D Wants To Be The AWS Of Space-Race Manufacturing
Benzinga· 2025-09-23 18:59
Velo3D's defense contracts with the U.S. Army and RTX Corp RTX, formerly Raytheon Technologies, may be grabbing headlines, but the bigger growth story could be unfolding in orbit. SpaceX is already a customer, and that relationship shows how the company's metal 3D printing platform can scale far beyond defense.Track RTX stock here.From Machines To A "Digital Foundry"Velo3D doesn't see itself as a machine seller — it sees itself as the AWS (Amazon Web Services) of manufacturing. "Customers don't just need ma ...
Wall Street Navigates Mixed Afternoon as Powell Speaks, Boeing Soars, and Tech Pulls Back
Stock Market News· 2025-09-23 18:07
U.S. stock markets experienced a mixed but largely muted afternoon on Tuesday, September 23, 2025, as investors digested a flurry of economic data and awaited key remarks from Federal Reserve Chair Jerome Powell. While the Dow Jones Industrial Average continued its ascent, hitting fresh intraday records, the S&P 500 and Nasdaq Composite showed signs of hesitation, pulling back slightly after a relentless rally that saw all three major indexes close at all-time highs on Monday. The afternoon trading session ...
Honeywell's Industrial Automation Weakness Persists: What's the Road Ahead?
ZACKS· 2025-09-23 16:20
霍尼韦尔工业自动化业务表现 - 工业自动化部门第二季度销售额同比下降5% 有机销售额同比持平[1] - 仓库与工作流解决方案业务因大型项目执行时间问题销售额同比下降4%[2] - 生产力解决方案和服务业务因欧洲需求疲软销售额同比下降7%[2] - 2025年工业自动化部门有机销售额预计下降低至中个位数百分比[2] 霍尼韦尔其他业务表现 - 航空航天技术部门表现强劲 受益于商业航空后市场及国防与航天业务[3] - 建筑自动化部门前景良好 受北美、中东和印度地区建筑项目增长推动[3] 同业公司业务表现 - 3M公司运输与电子部门第二季度调整后有机收入同比增长1% 受益于运输和航空航天终端市场[4] - GE航空航天商业发动机与服务业务收入同比增长30% 获得卡塔尔航空400多台GE9X和GEnx发动机订单[5] 股价表现与估值 - 过去一年股价上涨1.8% 同期行业下跌3.4%[6] - 远期市盈率18.73倍 高于行业平均16.21倍[9] - 价值评分D级[9] 盈利预测 - 2025年盈利共识预期过去60天上调1.1%[10] - 当前季度(2025年9月)每股收益预期2.56美元 与60天前2.50美元相比有所提升[11] - 当前年度(2025年12月)每股收益预期10.51美元 较90天前10.37美元有所增长[11]
Joby Aviation: Riding The EVTOL Narrative Rocket (NYSE:JOBY)
Seeking Alpha· 2025-09-23 16:12
Joby Aviation (NYSE: JOBY ) is yet another business with great prospects and a strong narrative that is seeing high volatile share price growth, difficult to analyze through any fundamental framework. I say " yet another business" because I am freshI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice P ...
Rocket Lab ($RKLB) | Firefly Aerospace ($FLY) | Symbotic ($SYM) | Nauticus Robotics ($KITT)
Youtube· 2025-09-23 13:37
[Music] Welcome to the Green Stock News Brief for Tuesday, September 23rd. Here are today's top headlines. Rocket Lab has delivered its twin explorer class spacecraft, Blue and Gold, to Kennedy Space Center for NASA's Escapade mission, which will study how the solar wind strips Mars atmosphere.Built in just three and a half years using Rocket Lab's vertically integrated manufacturing, the spacecraft will cruise 22 months to Mars and then orbit in tandem to capture simultaneous data at a fraction of the cost ...