sector-analysis News
Childcare Sector Gets $10B Lifeline With Federal Aid Order
Court order preserving critical funding offers stability to a sector still reeling from the expiration of pandemic-era support, benefiting providers like Bright Horizons and KinderCare.
Amazon Eyes Big-Box Retail, Putting Walmart and Target on Notice
The e-commerce titan's reported plan to launch large-format physical stores threatens to disrupt the discount retail landscape and pressure incumbent market share.
Nuclear Stocks Surge as Meta Makes Gigawatt Bet on Atomic Power
Tech giant's massive power agreements to fuel AI data centers send shares of NuScale and Cameco soaring, signaling a pivotal moment for the sector.
Defense Stocks Surge on Trump's $1.5T Military Budget Proposal
A proposed 50% increase in defense spending for 2027 has lifted shares of major contractors, reversing earlier losses tied to industry criticism.
Defense Stocks Surge on Trillion-Dollar Budget Expectations
Lockheed Martin, Northrop Grumman, and Raytheon lead the rally as investors price in a significant uptick in U.S. military spending amid geopolitical tensions.
Defense Stocks Climb on Trump's $1.5T Military Budget Proposal
Shares of Lockheed Martin, RTX, and L3Harris gain as investors react to a call for a dramatic increase in U.S. military spending.
Defense Stocks Rally on Trump's $1.5 Trillion Budget Proposal
Shares of Lockheed Martin, Northrop Grumman, and RTX climbed after the former President called for a massive increase in military spending, though gains were tempered by new conditions.
Defense Stocks Dive as Trump Order Halts Buybacks, Dividends
Executive action freezes shareholder payouts for major contractors, demanding firms reinvest in production capacity and citing delivery delays.