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NYSE:NOC News 5 September 2025 - 3 January 2026

Defense and space stocks jump to start 2026 as Boeing, Rocket Lab lead gains

Defense and space stocks jump to start 2026 as Boeing, Rocket Lab lead gains

NEW YORK, January 3, 2026, 13:12 ET — Market closed U.S. aerospace, defense and space-linked stocks rose sharply on Friday, led by Boeing and Rocket Lab, as investors returned to the group on the first trading day of 2026. MarketWatch The move matters because the sector sits at the intersection of two market themes that have been driving flows into January: geopolitical risk and government-backed demand. Defense contractors typically draw buyers when investors want revenue visibility, since much of their work is tied to multi-year contracts. Investing The rally also came as Wall Street steadied after a late-December slide, with
Air Force’s B-1B Upgrade Push Fuels Fresh Debate Over B-21 Raider Speed and Spending

Air Force’s B-1B Upgrade Push Fuels Fresh Debate Over B-21 Raider Speed and Spending

NEW YORK, January 1, 2026, 19:25 ET A defense commentary published this week put a spotlight on the U.S. Air Force’s plan to keep the B-1B Lancer relevant through upgrades while it transitions to the B-21 Raider stealth bomber. The piece argued the stopgap reduces near-term risk but sharpens questions about whether the Pentagon should accelerate B-21 procurement. Why that matters now is the Air Force’s looming “bathtub effect” — a dip in bomber capacity as older aircraft retire faster than replacements arrive. Analysts have warned the shortfall could persist for years if production ramps slowly. Air & Space Forces
2 January 2026
Boeing stock today slips as year-end trading thins, despite $8.6B Pentagon F-15 deal

Boeing stock today slips as year-end trading thins, despite $8.6B Pentagon F-15 deal

NEW YORK, December 31, 2025, 13:16 ET — Regular session Boeing shares were down about 0.4% at $217.61 in midday New York trading on Wednesday, underperforming only slightly in a subdued, year-end session. The move comes as Wall Street drifted lower in holiday-thin trading on the final session of 2025, with the Dow, S&P 500 and Nasdaq all modestly in the red at midday. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity, pointing to profit-taking when liquidity is low. Reuters For Boeing, the soft tone has kept the
Rocket Lab stock rises as traders revisit Space Force satellite deal after Friday slump

Rocket Lab stock rises as traders revisit Space Force satellite deal after Friday slump

NEW YORK, December 29, 2025, 11:50 ET — Regular session Rocket Lab Corp shares rose 1.6% to $71.78 by 11:50 a.m. ET, rebounding from an 8.5% slide in the prior session. The stock traded between $69.32 and $72.74 on Monday, and has ranged from $14.72 to $79.83 over the past 52 weeks. The Nasdaq was down 0.7% and the S&P 500 fell 0.5%. Google+1 The move comes as year-end trading thins out and price swings widen in some high-momentum names. Rocket Lab has been one of the more volatile space-linked stocks this month as investors weigh defense contract wins against
Industrials Stocks Outlook: Defense, Transport, and Capex Themes Head Into the Final Week of 2025

Industrials Stocks Outlook: Defense, Transport, and Capex Themes Head Into the Final Week of 2025

NEW YORK, Dec. 27, 2025, 12:57 PM ET — Market Closed Industrials stocks are heading into the final week of 2025 with momentum still intact—but with holiday-thin liquidity, investors are increasingly focused on what will matter once normal volume returns: defense spending signals, transport demand trends, and whether business investment can stay resilient as rates and tariff headlines continue to shape corporate planning. U.S. equities ended the latest session (Friday, Dec. 26) only slightly lower in quiet, post-Christmas trading, after a strong run into the holiday stretch. The broader tone has been consistent with the seasonal “Santa Claus rally” period
Space and Defense Stocks: Rocket Lab, Lockheed, Northrop, RTX in Focus as China Sanctions and Space Force Awards Shape 2026

Space and Defense Stocks: Rocket Lab, Lockheed, Northrop, RTX in Focus as China Sanctions and Space Force Awards Shape 2026

NEW YORK, Dec. 27, 2025, 12:40 p.m. ET — Market closed (NYSE and Nasdaq closed for the weekend) With U.S. markets shut for the weekend, investors in space stocks and defense stocks are heading into Monday’s open with a clear message from the final full trading day after Christmas: the broader market is trying to extend a late-year rally, while the aerospace-and-defense complex continues to be driven by a mix of geopolitics, Pentagon procurement, and the accelerating “space-to-defense” crossover. On Friday, Wall Street finished a light-volume, post-holiday session basically unchanged—an environment that often magnifies stock-specific catalysts such as contract wins,
Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military tech stocks are heading into the Christmas-shortened trading week with fresh catalysts from December 19–21 that reinforce a clear narrative: modern defense spending is tilting toward space-based sensing, low-cost drones, and software-heavy systems—while investors debate how much of that shift is already priced into 2025’s big gains. Barron’s+3Air & Space Forces Magazine+3Reuters+3 With U.S. equity markets set to close early on Wednesday, December 24, and remain closed on Thursday, December 25, any headlines on contracts, policy, or analyst calls can have an outsized impact in thinner liquidity—especially for smaller-cap “pure-play” defense tech names. Investopedia+2New York Stock Exchange+2 Below is
Rocket Lab Stock (RKLB) Surges After $805M–$816M SDA Satellite Deal: Latest News, Analyst Forecasts, and 2026 Outlook

Rocket Lab Stock (RKLB) Surges After $805M–$816M SDA Satellite Deal: Latest News, Analyst Forecasts, and 2026 Outlook

December 20, 2025 — Rocket Lab Corporation (NASDAQ: RKLB) is closing out 2025 with a catalyst that investors have been waiting for: a major U.S. Space Development Agency (SDA) award that further cements the company’s shift from “small-launch specialist” to vertically integrated national-security space prime. Shares surged to a record close of $70.52 on Friday, December 19, after the contract news hit, capping a volatile but powerful year for the stock. MarketWatch What follows is a full, up-to-date breakdown of the news driving Rocket Lab stock, the contract details, the latest financial guidance, and the most current analyst forecasts and
Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

NEW YORK — December 17, 2025 — Defense technology stocks on the U.S. stock market are trading in a familiar crosscurrent: long-cycle demand for missiles, drones, cyber defense, and space systems remains strong, but Washington-driven policy risk is suddenly back in the foreground. The sector’s tone shifted early Wednesday after reports that the Trump administration is preparing an executive order that could curb dividends, share buybacks, and executive compensation for defense contractors whose major programs run significantly over budget or fall behind schedule. Reuters+1 At the same time, the Senate is moving toward final passage of a $901 billion National Defense Authorization Act (NDAA), which
Defense & Aerospace Majors: US Stocks Week Ahead (Dec 15–19, 2025) — Boeing, Lockheed, RTX, Northrop, General Dynamics, L3Harris & HII in Focus (Updated Dec 14, 2025)

Defense & Aerospace Majors: US Stocks Week Ahead (Dec 15–19, 2025) — Boeing, Lockheed, RTX, Northrop, General Dynamics, L3Harris & HII in Focus (Updated Dec 14, 2025)

Defense and aerospace majors head into the week of December 15–19, 2025 with three powerful forces colliding: a new U.S. rate-cut backdrop, a Washington policy catalyst as Congress races toward year-end, and a fast-moving shift in Pentagon priorities toward AI-enabled procurement and production speed. The result is a sector that still looks “defensive” in name, but is increasingly being traded like a mix of industrial momentum + geopolitical hedge + technology platform. Below is what mattered most for US-listed defense and aerospace names from Dec 8–14, 2025, and what investors are likely to watch next week. The week that just
Northrop Grumman (NOC) Stock: Latest News, Price Targets and Investment Outlook as of December 7, 2025

Northrop Grumman (NOC) Stock: Latest News, Price Targets and Investment Outlook as of December 7, 2025

Northrop Grumman Corporation (NYSE: NOC) remains one of the pivotal U.S. defense primes, and as of December 7, 2025, its share price and analyst sentiment reflect a tug‑of‑war between strong long‑term fundamentals and growing short‑term caution. Northrop Grumman stock today: price, range and recent trend Northrop Grumman closed on December 5, 2025 at $548.97 per share, down roughly 0.7% on the day.Northrop Grumman Investor Relations+1 Over the last 12 months, the stock is up about 15–16%, trading in a 52‑week range of roughly $426 to $641, with average daily volume around 785,000 shares.Investing.com Despite respectable one‑year returns, recent trading has
Race to Drive on the Moon: Inside the Battle for NASA’s Artemis Lunar Rover Contract

Race to Drive on the Moon: Inside the Battle for NASA’s Artemis Lunar Rover Contract

The New Moon Buggy Race for Artemis Three competing lunar rover prototypes on display at NASA’s Johnson Space Center: (L–R) Venturi Astrolab’s FLEX rover, Intuitive Machines’ Moon RACER, and Lunar Outpost’s Eagle LTV. NASA is once again in the market for a Moon rover – and this time it’s turning to private industry. Under the Artemis program, which aims to return humans to the Moon and eventually send crewed missions to Mars, NASA issued a call for next-generation lunar vehicles that astronauts can drive on the Moon’s surface. The agency’s Lunar Terrain Vehicle (LTV) will be an unpressurized, “open-top” rover akin

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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