Reported 23 days ago
GE Aerospace is experiencing significant growth in 2025, driven by a strong profit outlook and increased demand for its jet engines and maintenance services amid production delays at Boeing and Airbus. The company plans to boost its share buyback program to $7 billion and raise its dividend by 30%. Additionally, GE Aerospace reported impressive quarterly results, including a 44% profit increase in its commercial engines division. The surge positions GE as one of the top-performing aerospace stocks this year.
Source: YAHOO
Reported 23 days ago
Embraer SA (NYSE:ERJ) is experiencing a substantial increase in stock value in 2025, following a record executive jet order from Flexjet, which added 182 aircraft to their backlog and boosted investor confidence significantly. The aerospace industry is thriving due to a rise in global conflicts, increased demand for commercial and defense aviation, and trends towards modernized, fuel-efficient fleets. Embraer's positive financial projections for 2025, including expected revenues up to $7.5 billion, further support this upward momentum.
Source: YAHOO
Reported 23 days ago
Triumph Group Inc (TGI) has seen a significant increase in its stock value in 2025, largely due to a $3 billion acquisition agreement with private equity firms. The company reported an 11% rise in year-over-year sales and exceeded earnings expectations. This surge reflects a booming aerospace sector driven by increasing global demand and advancements in technology, positioning TGI as a strong contender in the industry.
Source: YAHOO
Reported 23 days ago
Elbit Systems Ltd (NASDAQ: ESLT), a defense technology company, has experienced a significant surge in 2025, with stock prices rising nearly 57% year-to-date. The company reported a 19% increase in Q4 revenue to $1.93 billion and a 71% boost in net income to $119 million, driven by a robust backlog of $22.1 billion. This growth comes amidst a booming aerospace industry due to increased global demand and modernization efforts in commercial aviation.
Source: YAHOO
Reported 23 days ago
Astronics Corp (NASDAQ:ATRO) is experiencing a surge in stock performance in 2025, driven by solid fourth-quarter results and increasing demand in the aerospace sector. With a 6.8% sales increase in Q4 2024 and a full-year sales rise of 15.4%, the company is well-positioned for continued growth, particularly in cabin power and inflight entertainment. The stock is up 66.04% year-to-date, with a robust backlog of $599.2 million and a projected revenue of $820 million to $860 million for 2025.
Source: YAHOO
Reported 23 days ago
Jim Cramer has expressed a positive outlook on Costco Wholesale Corporation (NASDAQ:COST), attributing its resilience to its subscription model and scale, which may help it weather the impacts of tariffs. Amidst a volatile stock market and investor concerns regarding a recession, Costco's shares have seen a slight increase this year. Cramer believes that Trump's tariffs are pushing foreign companies to invest in the U.S., indicating a strong strategy, while also acknowledging a lack of trust in China’s intentions.
Source: YAHOO
Reported 23 days ago
In a recent discussion on CNBC, Jim Cramer expressed strong disapproval of Johnson & Johnson's decision to spin off its consumer health division, Kenvue, labeling it ill-advised and suggesting that the action removed valuable brands from the company's portfolio. He voiced concerns about the potential negative impacts on the company's growth pipeline, emphasizing that while the move might have been aimed at achieving higher market multiples, it could lead to significant long-term challenges.
Source: YAHOO
Reported 23 days ago
Jim Cramer discussed The Boeing Company's (NYSE:BA) prospects on CNBC, indicating a shift in sentiment as it recovers from previous challenges. He claimed that President Trump's tariff strategies are effective, fostering domestic production among companies. Amid this backdrop, Cramer highlighted Boeing's recent achievements, including a new contract with Lockheed Martin, suggesting that as the stock rises, it may be on its way to the $200 mark.
Source: YAHOO
Reported 23 days ago
In recent comments, Jim Cramer discussed Spotify Technology S.A. (NYSE:SPOT) among other stocks, highlighting its strong subscription model and recovery potential after recent market selloffs. While he acknowledges Spotify's advantages in the audio streaming space with a notable subscription base, he remains more optimistic about certain AI stocks as superior investment options. Overall, Cramer ranks Spotify favorably, yet sees greater opportunities elsewhere.
Source: YAHOO
Reported 23 days ago
In a recent CNBC interview, Jim Cramer characterized Elon Musk as the biggest celebrity in business history while discussing the impact of Trump's tariff strategy on the stock market, particularly Tesla, Inc. (TSLA). Cramer expressed confidence that Trump's policies are effectively pressuring foreign companies to invest in the U.S., but he remains skeptical about China's intentions. Despite challenges, he acknowledged a strong following and interest in Musk's future plans, indicating the potential for Tesla's recovery among investors.
Source: YAHOO
Reported 23 days ago
Jim Cramer endorses Netflix, Inc. (NASDAQ:NFLX) as a must-own stock during his recent appearance on CNBC, praising its market dominance and subscription model. Amidst a turbulent stock market influenced by tariffs and economic uncertainty, Cramer believes in Netflix's strong performance and positions it as a leader in the video streaming space, highlighting that it continues to gain subscribers. He advises investors not to sell the stock, emphasizing its significance in today's media landscape.
Source: YAHOO
Reported 23 days ago
In a recent CNBC appearance, Jim Cramer highlighted the impact of Trump's tariff strategies on the stock market, noting that some companies are adapting positively by investing in the U.S. He expressed confidence in the effectiveness of these tariffs, despite a significant stock market decline, and emphasized that Broadcom Inc. (NASDAQ:AVGO) is a notable player in the semiconductor industry. Cramer advocates for a consistent approach from Trump to sustain market confidence, stating that while AVGO has potential, there are other AI stocks that may offer better returns.
Source: YAHOO
Reported 23 days ago
In a recent segment on CNBC, Jim Cramer addressed the impact of President Trump’s tariff strategies on the stock market, particularly focusing on Taiwan Semiconductor Manufacturing Company (TSM). Cramer emphasized that TSM is crucial as it leads in advanced chip manufacturing and highlighted concerns about the current economic climate influencing investor confidence. Although TSM shares have declined this year, Cramer believes its advanced technology and role as NVIDIA's supply partner position it well in the semiconductor market despite broader economic uncertainties.
Source: YAHOO
Reported 23 days ago
A report from the New York Fed indicates that over 9 million student loan borrowers may see significant drops in their FICO scores as delinquent loans begin appearing on credit reports after a pandemic pause. With more than 15% of student loan holders reportedly behind on payments, those affected could struggle to secure home or auto loans, as well as face reduced credit card limits. Despite the Biden administration's efforts to assist borrowers, confusion surrounding repayment options persists, raising concerns about the looming restart of involuntary collections on defaulted loans.
Source: YAHOO
Reported 23 days ago
Jim Cramer expresses strong support for NVIDIA Corporation (NASDAQ:NVDA) despite a recent drop in its stock value. Speaking on CNBC, he highlights the positive impact of President Trump's tariff strategies on American companies and argues that both domestic and foreign firms are responding favorably. Cramer also defends the leadership of NVIDIA's CEO Jensen Huang in navigating the demand for AI GPUs while criticizing the volatility caused by day traders.
Source: YAHOO
Reported 23 days ago
Jim Cramer expresses concerns over Alphabet Inc. (NASDAQ: GOOGL) stock due to a broader market selloff and the impact of tariffs suggested by President Trump. He believes that while Trump's tariff strategies are proving effective in making foreign companies invest in the U.S., Alphabet's recent earnings report and increased AI competition have negatively affected its stock performance. Despite this, Cramer highlights the potential in Alphabet's other businesses like YouTube.
Source: YAHOO
Reported 23 days ago
In a recent segment on CNBC, Jim Cramer discussed Amazon.com (AMZN) amidst the backdrop of President Trump’s tariffs and the current volatility in the stock market. Cramer expressed confidence in Trump’s strategy to boost domestic manufacturing and highlighted Amazon's strong position in eCommerce and cloud computing. Despite a bearish sentiment affecting Amazon's stock, Cramer noted the company's pricing power and ongoing demand, reinforcing his belief in its potential as a strong investment.
Source: YAHOO
Reported 23 days ago
Stellantis will buy CO2 credits from a Tesla-led pool in 2025 to comply with EU emissions regulations, despite a recent extension allowing carmakers more time to meet requirements. The company's European operations head, Jean-Philippe Imparato, stated they would utilize all available credits. Stellantis is currently facing challenges in achieving the EU's electric vehicle sales target.
Source: YAHOO
Reported 23 days ago
Jim Cramer recently discussed Micron Technology, Inc. (NASDAQ:MU) on CNBC, expressing his views on the struggling tech sector amid significant market challenges and uncertainties. Although he acknowledged Micron's crucial role in the AI landscape as a key supplier to NVIDIA, he noted that the stock's volatility and potential are overshadowed by broader issues like tariffs impacting technology stocks. Cramer believes that while Micron shows promise, other AI stocks might present better investment opportunities.
Source: YAHOO
Reported 23 days ago
In a recent CNBC segment, Jim Cramer highlighted The Home Depot, Inc. (NYSE:HD) as a leading home improvement retailer poised to benefit from strong demand amid rising home prices. Despite its recent stock decline, Cramer believes the company is well-positioned in a challenging market, especially as home construction struggles to keep pace with demand. He acknowledged the impact of tariffs and taxes on tech stocks but emphasized the long-term potential of Home Depot as an investment.
Source: YAHOO
Reported 23 days ago
In his recent discussion on CNBC, Jim Cramer provided insights into the pharmaceutical giant Bristol-Myers Squibb Co (NYSE:BMY), emphasizing the company's strategic missteps, particularly regarding ill-advised business spinoffs. While he praised its potential in handling schizophrenia with its COBENFY drug, he pointed out that the company’s low PE ratio reflects deeper issues in its pipeline. Additionally, Cramer highlighted the broader challenges facing tech stocks amidst market uncertainties, noting the significant impact of tariffs and taxes on their valuations.
Source: YAHOO
Reported 23 days ago
In a recent CNBC appearance, Jim Cramer shared insights on Lennar Corporation (NYSE:LEN), emphasizing its role in the housing market amidst tech stock volatility. Cramer acknowledged Lennar’s strategic use of AI and its potential in affordable housing, despite a 5.3% decline in shares this year. He urged investors to reconsider Lennar’s value, especially in light of economic sentiment and the impact of tariffs, suggesting it may be an undervalued opportunity compared to other tech stocks.
Source: YAHOO
Reported 23 days ago
In a recent CNBC appearance, Jim Cramer discussed FedEx Corporation (NYSE:FDX), emphasizing that despite its long-term outperformance compared to UPS, many investors are currently skeptical. Cramer highlighted the company's struggles in a challenging market, attributing the downturn in tech stocks to tax concerns and economic conditions. He noted that despite his praise for FedEx's CEO, the stock is facing negative sentiment, stating, 'Everybody hates it.'
Source: YAHOO
Reported 23 days ago
In a recent CNBC interview, Jim Cramer reflected on his experience at the GTC conference, discussing how his liberal arts education limits his understanding of AI advancements. He noted that despite significant developments in the AI sector, tech stocks, including Dell Technologies (NYSE:DELL), have struggled due to market conditions and looming tariffs affecting their pricing. Cramer emphasized the potential of AI and suggested that with a shift in market dynamics, there could be significant opportunities for tech stocks to rebound.
Source: YAHOO
Reported 23 days ago
In a recent segment on CNBC, Jim Cramer analyzed Beacon Roofing Supply, Inc. (NASDAQ:BECN) amidst discussions surrounding tech stocks and market challenges. He suggested that future performance could be affected by tariffs and lumber prices, impacting housing and valuations. While he praised BECN's business model following its acquisition by QXO, he hinted that AI stocks might offer better investment opportunities, particularly in a market recovering from significant selloffs.
Source: YAHOO