The Boeing Company

US aircraft giant Boeing <a href="https://investors.boeing.com/investors/news/press-release-details/2026/Boeing-Reports-First-Quarter-Results/default.aspx">cut</a> cash outflows and losses in the first quarter, beating analysts' expectations, amid a rise in airplane deliveries to their highest since 2019. At the same time, the company outpaced its main rival, Europe's Airbus Corporation, in deliveries by the most since 2018. Customer and investor confidence is returning.

Boeing overtook Airbus in deliveries and reduced cash outflows. What about the stock?

Tesla, Inc.

Intel Corporation

The main focus of the markets this week continues to be on developments in the Middle East. Last Friday, April 17, oil fell heavily on Iranian Foreign Ministry <a href="https://oninvest.com/article/iran-morgnul-pervym-cto-znacit-otkrytie-ormuzskogo-proliva-s-tocki-zrenia-politiki">statements</a> that the Strait of Hormuz was "fully open" to merchant ships. But over the weekend, the situation <a href="https://oninvest.com/article/gaz-v-evrope-podorozal-na-10-brent-na-7-posle-eskalacii-v-ormuzskom-prolive">unfolded</a>: the U.S. Navy fired on and seized an Iranian cargo ship, and Tehran accused Washington of violating the truce, which is due to end on Tuesday, April 21, and resumed the blockade of the strait, which led to a <a href="https://oninvest.com/article/gaz-v-evrope-podorozal-na-10-brent-na-7-posle-eskalacii-v-ormuzskom-prolive">sharp rise in oil prices</a>.

The situation around Iran, Tesla and Intel earnings: what investors need to know this week

Airbus SE

Despite the collapse after the US and Iran reached a temporary ceasefire agreement, Brent has gained more than 25% since the start of the war in the Middle East.

Incentive to buy airplanes: who in the airline industry will benefit from war-raised oil prices?

Lockheed Martin Corporation

Aircraft and defense stocks are holding up just slightly worse than the S&amp;P 500 this year

Boeing shares surge after new agreement with the Pentagon. Is it worth buying them?

Microsoft Corporation

Apple Inc.

Shares of U.S. tech giants came under pressure on March 31 after reports of threats from Iran's Islamic Revolutionary Guard Corps, MarketWatch <a href="https://www.marketwatch.com/livecoverage/s-p-500-nasdaq-dow-jones-rise-donald-trump-iran-war-strait-of-hormuz/card/stocks-wobble-after-iran-s-irgc-says-it-will-target-u-s-companies-JWUmvWDa3XZZaAx7uZHe">writes</a>. Iranian media <a href="https://x.com/PressTV/status/2038988420442402889">reported</a> that the IRGC warned 18 U.S. companies, including Nvidia, Microsoft, Apple, Google, Intel and Boeing, that it would consider their facilities legitimate targets in response to the U.S. and Israeli operation. Following the announcement, stocks pulled back from intraday highs, but recovered losses almost immediately.

Iran threatened strikes against the bigtech of the US. How did stocks react?

Palantir Technologies Inc.

General Dynamics Corporation

Northrop Grumman Corporation

In a new report, analysts at JPMorgan's Center for Geopolitics say that even record budgets won't help the U.S. close the defense-industrial gap with its competitors

Arsenal at a standstill: three threats to U.S. defense dominance

Commercial airplane production won't turn a profit until 2027 at the earliest

Boeing postpones key division's earnings forecast. What about the stock?

Oracle Corporation

AeroVironment, Inc.

UWM Holdings Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: seeking balance between macro data and geopolitics

The 737 Max is a major source of profit for the airline corporation

Boeing's stock fell at its strongest pace since November. What's wrong with its airplanes again

Caterpillar Inc.

3M Company

NVIDIA Corporation

Advanced Micro Devices, Inc.

GE Aerospace

Major U.S. stock market indices collapsed on Thursday, March 5, failing to hold Wednesday's gains. Fears around the war with Iran intensified after it became known about strikes on several oil tankers. This triggered a panic sell-off, the price of oil jumped and the fear index soared. By the close of trading, the fall in stocks and the oil rally had slowed - in anticipation of a possible <a href="https://www.reuters.com/business/energy/us-weighs-oil-futures-market-action-combat-rising-energy-prices-wh-official-2026-03-05/">announcement of </a>measures to curb energy prices by the US Treasury Department.

Oil rally, stock market panic and falling gold: results of the sixth day of the war

Meta Platforms, Inc.

Amazon.com, Inc.

SoftBank Corp.

OpenAI is preparing a record funding round, during which it may raise over $100 billion; the company's total valuation will eventually rise to $850 billion on the back of trillion-dollar investments in AI infrastructure. Meta is returning to wearable devices and intends to release its first smartwatch as early as this year. These and other topics - in our review of key events for the morning of February 19.

Highlights for the morning: OpenAI prepares a round over $100 billion, Meta returns to smartwatches

Robinhood Markets, Inc.

Due to fear of AI's disruptive impact, investors may funnel money into defensive stocks