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General Electric (GE) Beats Q2 Expectations And Raises 2026 Outlook
Simply Wall St.34d agobullish
General Electric (GE) Beats Q2 Expectations And Raises 2026 Outlook

GE Aerospace, part of General Electric (NYSE:GE), reported Q2 results that exceeded prior expectations. The company raised its full-year 2026 outlook, citing strong demand across commercial engines, services, and defense. Management pointed to operational improvements alongside revenue and profitability strength as key drivers of the updated guidance. General Electric is now focused on aerospace, with GE Aerospace sitting at the center of commercial and defense engine supply, as well as...

AeroVironment (AVAV) Wins Italian JUMP 20 Designation And German Drone Contracts
Simply Wall St.34d agobullish
AeroVironment (AVAV) Wins Italian JUMP 20 Designation And German Drone Contracts

AeroVironment’s JUMP 20 unmanned aircraft system has received an official military designation from the Italian Ministry of Defence. The Italian military has selected JUMP 20 as an official capability within its unmanned aircraft portfolio. The company has secured new program contracts with both the Italian military and the German Bundeswehr for unmanned and counter-UAS solutions. Germany is moving to expand its Puma drone fleet, deepening adoption of AeroVironment systems among NATO...

Morgan Stanley’s Lodging Upgrade Might Change The Case For Investing In Wyndham Hotels & Resorts (WH)
Simply Wall St.34d agobullish
Morgan Stanley’s Lodging Upgrade Might Change The Case For Investing In Wyndham Hotels & Resorts (WH)

Morgan Stanley recently boosted its outlook for Wyndham Hotels & Resorts and other lodging companies, expecting second-quarter results to benefit from strong US room revenue helped by major events like the FIFA World Cup. This upbeat sector view arrives even as Wyndham faces questions about weaker revenue per room, declining returns on capital, and the effectiveness of recent investments. Next, we’ll examine how Morgan Stanley’s optimism about US room revenue resilience interacts with...

Do BlackSky’s New Gen-3 AI ISR R&D Wins Reframe Its Competitive Edge Story (BKSY)?
Simply Wall St.34d agobullish
Do BlackSky’s New Gen-3 AI ISR R&D Wins Reframe Its Competitive Edge Story (BKSY)?

Earlier this month, BlackSky Technology Inc. announced it had secured multiple U.S. R&D contracts to advance Gen-3 AI-powered, space-based tactical ISR capabilities, including automated target recognition within classified customer workflows and AI-enabled battle damage detection analytics. The contracts spotlight BlackSky’s emphasis on pairing 35-centimeter resolution imagery with AI analytics to reduce classification ambiguity and analyst workload in real-time operations. We’ll now examine...

United (UAL) Joins Push For $20 Billion Air Traffic Control Upgrade
Simply Wall St.34d agobullish
United (UAL) Joins Push For $20 Billion Air Traffic Control Upgrade

United Airlines Holdings and other major aviation companies are urging Congress to approve a $20b package to modernize U.S. air traffic control systems. The proposed funding targets upgrades to critical infrastructure that manages flight routing, congestion, and safety across the national airspace. This coordinated push places United alongside Boeing and Airbus in a broad industry effort to influence upcoming federal transportation priorities. United Airlines Holdings, traded as...