Themes Transatlantic Defense ETF

GE Aviation Says Boeing 777X Delivery Delays Not Impacting GE 9X Engine Shipments

GE Aerospace Q4 Adjusted Revenue Up 20.1%, Total Orders Up 74.2%

GE Aerospace Reports Q4 Revenue of $12.72 Billion, Exceeding Estimates

GE Aerospace projects 2026 EPS range of $7.10 to $7.40

GE Aerospace Reports Strong Revenue and Profit Growth in 2025 Financials

Honeywell Uses AI to Enhance Worker Skills to Address Labor Shortages

Lockheed Martin to Release FY2025 Q4 Earnings on January 29, 2026, Pre-Market EST; Forecast Revenue USD 19.85 B, EPS USD 5.9348

Honeywell to Release FY2025 Q4 Earnings on January 29, 2026 During-Market (EST), Forecast Revenue USD 9.883 B, EPS USD 2.3281

FAA Allocates Resources for Certification Review of Boeing 7MAX and 10MAX

Trump Announces Order for 25 New B-2 Stealth Bombers

Lockheed Martin Announces Mexican Air Force Acquisition of First C-130J-30 Super Hercules

Ryanair Expects First Boeing 737 Max 10 Deliveries in January 2027

Boeing's Stock Price Reclaims Ground Lost After Airline Incident

United Airlines expects Boeing 737 MAX fleet to reach 319 by year-end

United Airlines Plans to Receive Over 100 Narrow-Body Aircraft and About 20 Boeing 787s in 2026

Boeing May Face EU's 30% Airplane Tariffs

Bernstein SocGen Group Raises Boeing's Target Price to $277

Northrop Grumman Successfully Completes Precision Strike Missile Rocket Motor Test

Boeing Delivers Order of Nine 787 Dreamliners to Ethiopian Airlines

Boeing to release FY2025 Q4 earnings on January 27, 2026, during market hours (EST), with forecast revenue of USD 22.67 B and EPS of USD 0.0218

60 Degrees Pharmaceuticals

Rich Sparkle

iOthree

EGH ACQUISITION CORP COM USD0.0001(S/R)

Namib Minerals

Creative Media & Community Trust

Tradr 2X Long USAR Daily ETF

IO Biotech

Leverage Shares 2X Long USAR Daily ETF

High Roller Tech

The Air & Space Forces Association (AFA) has launched the 'Ones to Watch' program, aimed at recognizing small and mid-size companies with innovative solutions that could impact airpower, spacepower, and national defense. The program is open for applications, with selected companies receiving year-round recognition across AFA platforms. This initiative reflects AFA's commitment to supporting emerging innovators as it approaches its 80th anniversary.

prnewswire

07:03 ET
			
			
				AFA Launches 'Ones to Watch' Innovation Recognition Program

Assystem SA has partnered with Shoal Group to collaborate on AUKUS Pillar I projects, focusing on technology-intensive initiatives in the defense sector. Shoal, known for its expertise in systems engineering and analysis, will work alongside Assystem to deliver advanced solutions for these projects. This partnership aims to leverage the strengths of both companies in complex environments.

Reuters

Assystem SA and Shoal Group Partner on AUKUS Pillar I Projects

EVTWF

NATO

EVTL

Vertical Aerospace (NYSE: EVTL) has launched its new commercial electric aircraft, Valo, in New York City, marking its U.S. tour. The aircraft, designed for electric air travel, aims for certification in 2028 and features a premium cabin with four seats. EVTL shares rose by 2.9% to $5.90. This tour follows Valo's unveiling in London and is part of Vertical's strategy to engage with stakeholders ahead of its entry into service.

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ISHRS Aero & Def

Invesco Aero & Defense ETF

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VERTICAL AEROSPACE LTD C/WTS 16/12/2026 (TO PUR COM)

Vertical Aerospace

Vertical Aerospace Introduces Velo, Shares Gain

U.S. President Trump: After the introduction of the new defense system, the U.S. will produce weapons at an accelerated pace

Wallstreetcn

VTOL

JETS

Vertical Aerospace Ltd. has announced its expansion into the U.S. with the introduction of its new electric aircraft, Valo, in New York City. In collaboration with Bristow Group and Skyports Infrastructure, the company plans to establish electric air taxi routes in Manhattan, connecting airports like JFK to the city center. This follows Valo's unveiling in London and aims for regulatory approval by 2028, focusing on operational and infrastructure integration.

Bristow

Us Global Jets

Vertical Aerospace Unveils Valo Air Taxi and Plans New York Routes

EADSY

ARKX

EUAD

Spain's Foreign Minister José Manuel Albares announced that a historic trade deal between India and the EU is expected to be finalized in the coming days, aimed at creating the world's largest free-trade zone. This agreement is seen as a safeguard against economic coercion, especially in light of U.S. tariffs. Additionally, discussions on strengthening defense ties were held, with a focus on joint manufacturing capabilities, exemplified by a partnership between Airbus and Tata Group to produce C-295 aircraft in India.

Airbus

ARK Space Exploration & Innovation ETF

Airbus SE

Select STOXX Europe Aersspc & Defns ETF

Spain's Albares says India-EU on cusp of trade deal, plan stronger defence ties

Vertical Aerospace Ltd. held an Extraordinary General Meeting of Shareholders on January 20, 2026, where shareholders approved an increase in the company's authorized share capital and the adoption of the fifth amended and restated memorandum and articles of association. This meeting aimed to revise provisions related to the company's authorized share capital.

Vertical Aerospace Ltd. Held Extraordinary General Meeting of Shareholders

GCAD

European defense stocks generally fell. The WisdomTree Europe Defence UCITS ETF (EUDF.GY) listed in Germany fell by 0.44%, closing at €35.220001, remaining in a downward trend throughout the day, showing a V-shaped pattern. The Future of Defence UCITS ETF (NATO.LN) listed in London fell by 0.95%, maintaining a similar downward trend throughout the day

Gabelli Commercial Aerospace and Defense Fund

Taiwanese machine tool makers are targeting a 5-10% increase in exports this year, driven by strong demand in the semiconductor, aerospace, and defense sectors, alongside a reduction in US tariffs from 20% to 15%. This change is expected to enhance competitiveness against Japanese and South Korean manufacturers. The US market, accounting for 16% of Taiwan's machine tool exports, is anticipated to grow by 5-8% due to robust demand for high-precision equipment. Despite a 9.6% decline in exports last year, the industry is optimistic about a significant recovery and growth in 2023, particularly with the upcoming Taiwan International Machine Tool Show.

Taipei Times

iShares MSCI Taiwan ETF

Machine tool firms eye export growth

Elliott Investment Management has invested several hundred million dollars in Stratolaunch, a private defense company specializing in hypersonic flight, gaining a board seat. This investment indicates confidence in Stratolaunch's potential for stable defense revenue as it shifts focus from space launch to defense testing. The U.S. is prioritizing hypersonic technology, with over $2 billion invested last year, and Stratolaunch's reusable aircraft are designed to reduce military test costs. Elliott's involvement suggests a growing interest in hypersonic testing as a key area for future defense spending.

Tip Ranks

Elliott Backs Private Hypersonic Firm as U.S. Defense Spending Accelerates

General Atomics Aeronautical Systems, Inc. (GA-ASI) and Barzan Holdings signed a Memorandum of Understanding (MOU) to collaborate on advanced Battle Management software. The agreement, signed during the Doha International Maritime Defence Exhibition, aims to enhance situational awareness and intelligence processing in multi-domain operations. GA-ASI emphasizes the strategic importance of this partnership with Barzan and Qatar, focusing on technological innovation and command-and-control solutions. GA-ASI is a leader in unmanned systems, while Barzan Holdings strengthens Qatar's defense capabilities through impactful collaborations.

fidelity

GA-ASI and Barzan Holdings Sign MOU

Two people were killed and dozens wounded in a mass Russian drone attack across Ukraine, according to President Zelenskiy. The attack targeted regions including Sumy, Kharkiv, and Odesa, involving over 200 drones. Major cities, including Kyiv, are facing blackouts amid a cold snap. This escalation occurs as U.S. and Ukrainian officials negotiate a post-war plan in Miami, with Washington urging Kyiv to present a peace framework to Moscow, which has shown reluctance to engage diplomatically.

Two killed in mass Russian drone attack on Ukraine, Zelenskiy says

Firefly Aerospace rose 11.58%; Rocket Lab rose 8.34%, with a transaction volume of USD 2.64 billion; Boeing fell 0.11%, with a transaction volume of USD 803 million; GE Aerospace rose 1.47%, with a transaction volume of USD 607 million; Raytheon Technologies rose 1.02%, with a market value of USD 270.5 billion

Tracking Unusual Activity

Firefly Aerospace

U.S. stock market midday update: Firefly Aerospace stock price rises 11.58%, as analysts' optimistic ratings and valuation concerns intertwine to affect market confidence

US manufacturing output rose 0.2% in December 2025, contrary to expectations of a decline. The durable manufacturing index increased by 0.1%, driven by gains in primary metals (2.4%), electrical equipment (1.7%), and aerospace (1.5%). However, wood products and motor vehicles saw declines. The nondurable manufacturing index grew by 0.3%, supported by food and petroleum products. Capacity utilization remained steady at 75.6%, below the long-term average.

- In December 2025, U.S. manufacturing output increased by 0.2%, exceeding expectations of a 0.2% decline.  
- The durable goods index rose slightly by 0.1%, driven by increases in primary metals (2.4%), electrical equipment, appliances, and components (1.7%), and aerospace and other transportation equipment (1.5%), while products like wood, non-metallic minerals, and automobiles saw declines of at least 1%.  
- The non-durable goods index grew by 0.3%, supported by gains in food, beverages, and tobacco, as well as petroleum and coal products, despite overall declines in other sectors; capacity utilization in manufacturing remained unchanged at 75.6%, 2.6 percentage points below the long-term average.

Trading Economics

US Manufacturing Output Unexpectedly Rises

India plans to ease foreign investment rules in its defense sector, raising the cap on foreign direct investment from 49% to 74% under the automatic route. This change aims to attract foreign firms to take majority stakes in Indian defense companies, particularly from defense partner nations. Additionally, the government may drop a condition requiring foreign investment beyond 74% to result in access to modern technology. The reforms are expected to be enacted in the coming months, as India seeks to boost domestic manufacturing and increase defense spending following recent conflicts.

Yahoo Finance

Exclusive-India to ease rules to boost foreign investment in domestic defence firms, sources say

Themes Transatlantic Defense ETF(NATO.US)

07:03 ET AFA Launches 'Ones to Watch' Innovation Recognition Program

Assystem SA and Shoal Group Partner on AUKUS Pillar I Projects

Vertical Aerospace Introduces Velo, Shares Gain

U.S. President Trump: After the introduction of the new defense system, the U.S. will produce weapons at an accelerated pace

Vertical Aerospace Unveils Valo Air Taxi and Plans New York Routes