
Antoine Mariaux
Journalist

Boeing Lands Historic Double Win, Steps Up in Defense
After the US Air Force's F-47, Boeing said it has won the US Navy's F/A-XX program to replace the Super Hornet. The win reinforces the turnaround in its defense business and is drawing very upbeat reactions from Bernstein, RBC and Jefferies. In after-hours trading, the stock rose 3.1% last night.
September 30, 2026 at 04:55 am
European defense: why concentration is not a miracle cure
As Europe re-arms, should industrial players join forces in the hope of creating continental champions able to compete with their US counterparts? In a study on the issue, Panmure Liberum and Agency Partners push back against that idea. In their view, the sector primarily needs to expand manufacturing capacity and preserve a diverse supplier base. That argument resonates after the failure of the FCAS project and the troubles surrounding Eurodrone.
September 30, 2026 at 04:49 am
Carnival has the wind in its sails after record profit
The cruise operator posted record net income and revenue for Q3 2026, while net yields rose 2.4% at constant currency. The group lifts its annual adjusted net income guidance by more than $150m versus its June outlook. The market likes it: the stock jumped 12% at the opening on Wall Street.
September 29, 2026 at 11:10 am
Boeing: The FAA's axe has fallen
As feared, the FAA said it is suspending certification of the 737 MAX 10 after a software issue was identified. Speculation is running rampant over how long the delay will last. In the meantime, the stock sank over 6% on Wall Street on Monday.
September 29, 2026 at 05:57 am
SpaceX Puts Starship Into Orbit, RBC Capital Likes the Setup
The next-generation launch vehicle cleared a major milestone on its 14th test flight, after 13 missions limited to suborbital space. RBC says SpaceX remains very well positioned to execute its strategy, despite its ambitious scope.
September 28, 2026 at 11:23 am

Turbulence Ahead for Boeing?
Could the commercial entry into service of the MAX 10 and the first deliveries of the MAX 7 be delayed? That is the concern raised by industry outlet The Air Current, which reports that the planemaker is grappling with an issue affecting the flight management software. The FAA has taken up the matter.
September 28, 2026 at 04:58 am
Beneteau at a low ebb, gives back the previous day's gains
After a notable 8% jump yesterday following its results, Beneteau shares are giving back most of the previous day's gains, falling more than 7% by late morning in Paris. In addition to profit-taking, Beneteau is being weighed down by a UBS note cutting its price target on the stock.
September 25, 2026 at 05:29 am
Airbus and Dassault Aviation rivals to replace Portuguese F-16s
Relations between Airbus and Dassault Aviation have been known to be strained since the collapse of the FCAS project and difficulties surrounding the Eurodrone. The two manufacturers could now face off over the replacement of Portugal's F-16s.
September 25, 2026 at 04:48 am

Wall Street stumbles under the rates-oil cocktail
Nearly 90 minutes after the New York Stock Exchange opens, the major indexes are in the red as investors contend with rising oil prices and bond yields that keep tightening. The Nasdaq and the Dow Jones are down 0.4% while the S&P 500 is off 0.2%.
September 24, 2026 at 11:15 am
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