BOEING

ALASKA AIR GROUP

DELTA AIR LINES

United Airlines Holdings

Boeing delivered 600 commercial jets in 2025—highest since 2018—with 72% YoY growth. CEO Ortberg's turnaround hits milestone as stock nears all-time high.

Boeing Delivers 600 Jets in 2025—Its Best Year in Seven as Turnaround Takes Flight

DOMINION ENERGY

Judge rules Trump's offshore wind suspension 'arbitrary and capricious.' Ørsted resumes Revolution Wind construction as $10B+ in projects await rulings.

Federal Judge Overturns Trump's Offshore Wind Ban, Ørsted Jumps 6%

INTEL

ADVANCED MICRO DEVICES

NVIDIA

TAIWAN SEMICONDUCTOR MANUFACTURING CO

Apple

MICRON TECHNOLOGY

KeyBanc upgrades Intel to $60 and AMD to $270 as server CPUs sell out for 2026. Intel 18A yields hit 60%, lands Apple as foundry customer.

Intel and AMD Surge After KeyBanc Double Upgrade: Server CPUs Sold Out for 2026

American Airlines Group

AMERICAN EXPRESS

GENERAL ELECTRIC

Delta beats Q4 EPS but stock drops 5% as 2026 guidance disappoints. Premium revenue hits 60% of total. $8.2B from AmEx, Boeing 787 order.

Delta Stock Falls 5% Despite Q4 Beat as Premium Strategy Powers Record Year

L3HARRIS TECHNOLOGIES, INC. /DE/

LOCKHEED MARTIN

NORTHROP GRUMMAN CORP /DE/

GENERAL DYNAMICS

Pentagon invests $1B in L3Harris missile unit spinoff—first direct-to-supplier equity stake in defense history. IPO planned for H2 2026.

Pentagon Takes $1 Billion Equity Stake in L3Harris Missile Spinoff

JPMORGAN CHASE &

GOLDMAN SACHS GROUP

JPMorgan posts $57B 2025 profit, takes Apple Card from Goldman with $2.2B reserve build. Markets revenue up 17%. Dimon warns of hazards ahead.

JPMorgan Posts $57B Profit, Takes Over Apple Card as Goldman Exits Consumer

News