Best Aerospace Report Podcasts (2025)

1
Defense & Aerospace Report Podcast [Washington Roundtable May 30, ’25] 1:01:43

1h ago1:01:43

1:01:43

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies, and Cavas Ships podcast co-host Chris Servello…

1
Gap Sinks, Costco Rises, Airbnb Falls After Truist Downgrade 3:53

2h ago3:53

3:53

On this episode of Stock Movers: - Gap (GAP) shares sink after the company predicted a tariff impact of up to $300 million and revealed weakness at Banana Republic and Athleta. The retailer reiterated its guidance for sales and operating income this year, but this does not include the potential impact of tariffs, and has strategies to mitigate more…

1
Ulta Beauty Leaps, Cooper Companies Slump, Regeneron Plunges on Disappointing Data 5:02

2h ago5:02

5:02

On this episode of Stock Movers: - Ulta Beauty (ULTA) shares leap as much as 16% on Friday, the most intraday since November 2020, after the cosmetics retailer boosted its earnings per share forecast for the full year. Analysts flag strong execution at the company, with Citi noting that competitive pressures from new points of distribution, like Se…

1
Dell Profit Outlook; Gap Tariff Concern; Red Robin Soars 4:41

1h ago4:41

4:41

On this episode of Stock Movers: - Dell Technologies (DELL) is higher this morning after reporting a profit outlook for the year that beat analysts' estimates. The company reported a significant increase in orders for servers to run AI networks, with $12.1 billion in AI orders in the quarter ended May 2, surpassing the entirety of shipments in all …

1
Dell Profit Outlook; Gap Tariff Warning; Costco Jumps 4:10

2h ago4:10

4:10

On this episode of Stock Movers: - Dell Technologies (DELL) is higher this morning after reporting a profit outlook for the year that beat analysts' estimates. The company reported a significant increase in orders for servers to run AI networks, with $12.1 billion in AI orders in the quarter ended May 2, surpassing the entirety of shipments in all …

1
Sanofi Falls, M&G Rises, Gap Down 4:08

6h ago4:08

4:08

On this episode of Stock Movers: - Sanofi shares fall following mixed results of its experimental drug for a deadly lung condition. - M&G's shares gain as much as 8.6% to reach the highest since June 2021, after Dai-ichi Life Holdings said it will acquire a 15% stake in the UK life insurer. - Asian clothing-related stocks slip, amid broad market we…

1
Costco Beats, Dell Rises, Red Robin Soars 8:08

16h ago8:08

8:08

On this episode of Stock Movers: - Costco Wholesale Corp. (COST) posted better-than-expected earnings in the third quarter, a sign that the nation’s largest club chain is flexing its scale and devoted following to navigate tariffs and other forces of economic turbulence. The retailer said it generated earnings per share of $4.28 for the quarter end…

1
Best Buy Falls on Tariff Worries, Salesforce Slumps, Uber Slides 6:03

18h ago6:03

6:03

On this episode of Stock Movers: - Best Buy (BBY) reduced its sales and profit outlook in response to US tariffs, sending shares lower. But in a sign of the trade war’s volatility, that forecast might soon be outdated after a US court on Wednesday struck down many of President Donald Trump’s levies. For what it’s worth, the company said comparable …

1
Biden-era rule for medical debt on credit reports in limbo; KSU 2025 grad to research information security in Belgium 50:34

19h ago50:34

50:34

In Jan. 2025, then-Vice President Kamala Harris announced a final rule by the Consumer Financial Protection Bureau to remove medical debt from consumers’ credit reports. The policy was to take effect in March, but just like many other Biden-era actions, the Trump administration is changing course. Now, a federal judge is expected to decide in mid-J…

1
Tesla Rises, United Airlines Gains, Best Buy Drops on Profit Outlook 3:45

23h ago3:45

3:45

On this episode of Stock Movers: -Tesla (TSLA) shares rise as the company begins its long-awaited robotaxi service in Austin on June 12th, sources tell Bloomberg. The date was discussed internally and could still change. The company this week operated a test vehicle on public roads in Austin with no one in the driver’s seat for the first time, acco…

1
JetBlue Rises, Elf Beauty Surges, Kohl's Rises After Earnings 4:34

24h ago4:34

4:34

On this episode of Stock Movers: - JetBlue (JBLU) shares rise after the airline agreed to a partnership with United Airlines that will allow travelers to use loyalty points and book flights across both carriers. The partnership, called the Blue Sky alliance, will give United access to JetBlue's JFK flight slots for up to seven daily round trips sta…

1
Nvidia Beats Earnings; Salesforce Pullback; HP Guidance 3:40

1d ago3:40

3:40

On this episode of Stock Movers: - Nvidia (NVDA) shares are higher this morning after a positive earnings report showing it expects revenue of about $45 billion in the second fiscal quarter, despite new export restrictions costing about $8 billion in Chinese revenue. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and…

1
Defense & Aerospace Air Power Podcast [May 29, 25] Season 3 E21: Commitment Issues 35:30

1d ago35:30

35:30

We’re used to thinking of UAVs as throwaway systems, but when they cost 20 or 30 million dollars apiece, that changes the approach. Travis Sharp of the Center for Strategic and Budgetary Assessments has a new study out on the long-term costs and issues of operating collaborative combat aircraft, and we dig in. Plus this week’s headlines in airpower…

1
Nvidia Earnings Pop; Salesforce Dip; HP Cuts Forecast 4:01

1d ago4:01

4:01

On this episode of Stock Movers: - Nvidia (NVDA) shares are higher this morning after a positive earnings report showing it expects revenue of about $45 billion in the second fiscal quarter, despite new export restrictions costing about $8 billion in Chinese revenue. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and…

1
Adidas Gains, Luxury Strength, Auto Trader Drop 4:13

1d ago4:13

4:13

On this episode of Stock Movers: - Adidas and Puma shares rallied as a US court blocked many of President Trump's tariffs on imports from dozens of countries. The stocks had slumped in April on concern over tariffs on clothing items imported from Asia. - Luxury stocks including LVMH gained on hopes that the court ruling on tariffs would benefit dem…

1
Closing Bell: Joby Rises, Vail Resorts Surges, Stellantis Falls 9:09

1d ago9:09

9:09

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec. Air taxi maker Joby (JOBY) shares were up today on the news that Toyota invested $250 million in the comp…

1
Clean energy advocates share funding uncertainty under Trump Administration; Morris Brown valedictorian champions resilience to achieve academic excellence 50:16

2d ago50:16

50:16

Under the Biden administration, the U.S. Environmental Protection Agency’s Solar For All program aimed to improve access to clean energy and solar programs. Now, under the Trump Administration, local advocates and business leaders say $7 billion, embarked for organizations nationwide, was temporarily withheld. Diamond Spratling, the founder and exe…

1
Abercrombie Surges, GameStop Falls, Nvidia Higher 4:32

2d ago4:32

4:32

On this episode of Stock Movers: - Abercrombie & Fitch (ANF) shares jumped after the retailer upped its full-year outlook, suggesting confidence in its ability to navigate the changing tariff landscape. The fashion retailer now sees full year net sales growth of 3% to 6% up from its estimate of 3% to 5% in March. This included approximately $50 mil…

1
FICO Rebounds, Abercrombie & Fitch Surges, Fannie Mae Rises After Trump Comments 2:44

2d ago2:44

2:44

On this episode of Stock Movers: - Fair Isaac Corp. (FICO) shares snap five days of losses, after Baird raised the recommendation on the credit analytics firm to outperform from neutral, saying the recent regulatory risk driven pullback returns shares to valuation that can “enable good multi-year upside.” - Abercrombie & Fitch (ANF) shares surge af…

1
Macy's Rises, Abercrombie & Fitch Surges, Vail Resorts Gains on Leadership Transition 3:47

2d ago3:47

3:47

On this episode of Stock Movers: - Macy's (M) shares rise after the company posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. The company maintained its sales outlook for the current year, despite new tariffs and moderati…

1
Macy’s Reports Earnings; Abercrombie Surges; Okta Falls 4:28

2d ago4:28

4:28

On this episode of Stock Movers: Macy’s (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility.Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts ha…

1
DEFAERO Daily Pod [May 28, 25] AI Strategy Corporation's Dave Mroczka 31:28

2d ago31:28

31:28

On today’s program, sponsored by Elbit America, Dave Mroczka, the president and chief executive of the innovative firm AI Strategy Corporation, joins Defense & Aerospace Report Editor Vago Muradian to discuss the company’s 9-Hi technology that uses artificial intelligence to help the military services dramatically reduce the time it takes to develo…

1
Macy’s Earnings, Stellantis New CEO, Honeywell Board 4:03

2d ago4:03

4:03

On this episode of Stock Movers: - Macy's (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility. Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts…

1
Stellantis Changes CEO, Soitec Weakness, Kingfisher Dips 3:55

2d ago3:55

3:55

On this episode of Stock Movers: - Stellantis appointed its Americas head Antonio Filosa as chief executive officer, relying on an experienced company insider to turn around the automaker after former boss Carlos Tavares was forced out over slumping sales and profit. - Soitec shares plunge as much as 26% after the company withdrew its guidance for …

1
Okta Falls After Earnings, Vail Brings Back Katz, Tesla Surges 6:28

3d ago6:28

6:28

On this episode of Stock Movers: - OKTA: Okta shares fell in postmarket trading after the cybersecurity company’s second-quarter forecast for current remaining performance obligation fell short of the average analyst estimate. Okta's muted growth view of 10-11% for current remaining performance obligations in fiscal 2Q26 implies a sharp deceleratio…

1
Closing Bell: US Steel Surges .. Again, PDD Tumbles, Vertical Aerospace Soars 5:59

3d ago5:59

5:59

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Carol Massar and Tim Stenovec. On this episode of Stock Movers: -- US Steel (X) is coming off its surge on Friday after President Trump said the US would have control over the compa…

1
Federal cuts hit community violence intervention programs; Mother, 3 daughters graduate together from GSU 50:15

3d ago50:15

50:15

Federal funding cuts are impacting community violence intervention (CVI) programs. CJ Jones, the founder of Dream Builders of Atlanta, Chee'Tara Alexander, the co-founder of H.O.P.E. Hustlers, and Amber Goodwin, founder of the Community Justice Action Fund, discuss how funding cuts are impacting their work and the actions they are now taking. We co…

1
PDD Tumbles, Trump Media Falls, Apple Jumps 5:54

3d ago5:54

5:54

On this episode of Stock Movers: PDD: Shares of Temu owner PDD Holdings Inc. plunged in US trading after its quarterly sales and profit missed estimates, underscoring how trade tensions between Beijing and Washington are taking a toll on its business. Revenue for the March quarter was 95.7 billion yuan ($13.3 billion), falling short of the average …

1
DEFAERO Daily Pod [May 27, 25] Week in Review & Byron Callan’s Week Ahead 26:02

3d ago26:02

26:02

On this week’s Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the House’s reconciliation package and defense budget outlook, President Trump’s priority Golden Dome system and companies that stand to benefit, takeaways…

1
AMD Rises, Apple Rebounds, GM Gains After Debt Offering 3:18

3d ago3:18

3:18

On this episode of Stock Movers: - AMD shares rise after HSBC upgraded the chipmaker to hold from reduce. Analyst Frank Lee cites “the recent re-rating on the back of the Saudi AI deal, as well as tariff de-escalation.” Earlier this month, it struck a deal with Sanmina, which will buy AMD's AI server assembly plants that deal is worth as much as $3…

1
Salesforce Falls, Southwest Airlines Rises, Broadcom Up Ahead of Earnings 3:33

3d ago3:33

3:33

On this episode of Stock Movers: - Salesforce shares fall after the company agreed to acquire Informatica for about $8 billion. It’s one of Salesforce’s biggest acquisitions and adds to over $800 billion of North American deals so far in 2025, more than a 23% increase from a year ago. - Southwest Airlines shares rise after the airline said it will …

1
Salesforce-Informatica; Trump Crypto Plans; US Steel Reaffirms Partnership 4:45

3d ago4:45

4:45

On this episode of Stock Movers: - Salesforce (CRM) shares are higher this morning despite moving to acquire daata-management software firm Informatica (INFA), which is also rallying on the WSJ report. Sources tell the Journal that Salesforce is expected to pay $25 per share for Informatica, and beat out multiple other strategic and private-equity …

1
Salesforce-Informatica Deal; Trump Media Rallies; Newmont Lower 3:48

3d ago3:48

3:48

On this episode of Stock Movers: - Salesforce (CRM) shares are higher this morning despite moving to acquire data-management software firm Informatica (INFA), which is also rallying on the WSJ report. Sources tell the Journal that Salesforce is expected to pay $25 per share for Informatica, and beat out multiple other strategic and private-equity s…

1
Defense Stocks Strong, LVMH Cut, HSBC Cull 5:03

3d ago5:03

5:03

On this episode of Stock Movers: - NATO Secretary General Mark Rutte confirmed the alliance will seek to adopt a new defense spending target of 5% of GDP at a June summit, meeting a demand by US President Donald Trump that had originally seemed unrealistic. - LVMH’s hold rating is reiterated at HSBC, which trims its price target to €525 from €575. …

1
Defense & Aerospace Report Podcast [May 26, ’25 Business Report] 52:56

4d ago52:56

52:56

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street reaction including a drop in bond ma…

1
Weekly Roundup: Moderna Rises, Dollar General Gains, Deckers Outdoor Sinks 4:42

7d ago4:42

4:42

On this episode of Stock Movers: - Moderna (MRNA), along with shares of other vaccine developers like Novavax (NVAX) rose this week after hearing the FDA's approach for the path forward on Covid shots. Moderna jumped as much as 15% on Tuesday after the FDA outlined guidance that was received as "better than expected", and may contain a silver linin…

1
Closing Bell: US Steel Surges, Informatica Soars, Booz Allen Sinks 6:15

7d ago6:15

6:15

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec. - US Steel (X) surged after President Donald Trump backed a partnership between the company and Japan’s N…

1
Apple Falls on Trump Tariff Vow, Intuit Soars, Deckers Drops 2:55

7d ago2:55

2:55

On this episode of Stock Movers: - Apple (AAPL) shares are lower as the iPhone maker faces escalating pressure from President Donald Trump to do what many analysts insist would be nearly impossible: move production of its iconic iPhone to the US from overseas. Trump on Friday threatened Apple with a tariff of at least 25% if it doesn’t manufacture …

1
Ross Drops, Nike Falls, Seagate Rises After Upbeat Investor Event 3:08

7d ago3:08

3:08

On this episode of Stock Movers: - Ross shares drop after second-quarter earnings per share forecast missed the average analyst estimate. The company also withdrew its full-year sales and earnings guidance, citing heightened macroeconomic and geopolitical uncertainty. - Nike shares drop. Bloomberg Intelligence's tariff tracker shows Nike among the …

1
Apple Drops, Deckers Falls, Intuit Rises After Positive Earnings 4:04

7d ago4:04

4:04

On this episode of Stock Movers: -Apple shares drop after President Trump threatened a 25% levy on Apple if the tech giant failed to move iPhone manufacturing to the US. Analysts at Wedbush estimate that such tariffs translate into iPhone prices of ~$3,500/ -Deckers shares drop as Owns Ugg boots and Hoka running shoes provided a disappointing fisca…

1
Trump Tweet Hits Apple; No Guidance from Deckers; Ross Stores Pop 3:27

7d ago3:27

3:27

On this episode of Stock Movers: - Apple (APPL) shares are taking a hit in the premarket - Deckers (DECK) shares are declining after the maker of Hoka running shoes and UGG boots provided a disappointing fiscal 1Q forecast. Management also declined to provide full-year guidance due to macro uncertainty related to evolving global trade policies. - R…

1
Defense & Aerospace Report Podcast [Washington Roundtable May 23, ’25] 50:00

7d ago50:00

50:00

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International St…

1
Nuclear Stocks Surge; Intuit Earnings Pop; Deckers Pulls Guidance 4:01

7d ago4:01

4:01

On this episode of Stock Movers: - Oklo (OKLO) is higher along with other nuclear power stocks after Reuters reported that President Donald Trump will sign executive orders that aim to jumpstart the industry by easing the regulatory process on approvals for new reactors and strengthening fuel supply chains. - Intuit (INTU) shares are higher in exte…

1
AJ Bell Profits Soar, Games Workshop Down, Hexagon Mulls Sale 4:54

7d ago4:54

4:54

On this episode of Stock Movers: - AJ Bell shares jump as much as 10%, the most in a year, after the investment platform beat expectations in the first half and said annual results should come in above guidance. Shares are now trading at their highest level since December. - Games Workshop shares fall as much as 4.1%, slipping further from a recent…

1
Hinge Health Climbs, MNTN Rises, United Airlines Outlook 5:41

8d ago5:41

5:41

On this episode of Stock Movers: - Hinge Health (HNGE) shares rose 17% after the digital physical therapy provider and a group of investors raised $437 million in an initial public offering priced at the top of a marketed range. Shares in the San Francisco-based company closed at $37.56 each on Thursday in New York, versus the IPO price of $32 apie…

1
Closing Bell: Palantir Rises, Advance Auto, Urban Outfitters Both Soar on Results 7:44

8d ago7:44

7:44

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec. Palantir (PLTR) shares were higher on reports it got a boost to an existing defense contract the AI firm …

1
Sunrun Drops, Hims & Hers Slumps, Williams-Sonoma Falls on Guidance Concerns 3:40

8d ago3:40

3:40

On this episode of Stock Movers: - Sunrun (RUN) shares drop. Investors of clean-power stocks are running for the exits after a massive tax and spending bill that would gut former President Joe Biden’s landmark climate law narrowly passed the House of Representatives. - Hims & Hers (HIMS) slump after Cigna said its drug benefit unit will cap out-of-…

1
TD Bank Rises, Snowflake Gains, Galaxy Digital Gains After Bitcoin Hits High 3:17

8d ago3:17

3:17

On this episode of Stock Movers: - TD Bank (TD US) shares rise after the firm announced plans to cut its workforce by about 2% as part of a new restructuring plan it initiated in 2Q. It's designed to reduce its cost base and achieve greater efficiency. - Snowflake (SNOW) shares gain after the software developer forecasted product revenue for the se…

1
Snowflake Outlook; AT&T Acquisition; Urban Outfitters 4:04

8d ago4:04

4:04

On this episode of Stock Movers: - Snowflake (SNOW) shares are higher after giving a strong outlook for quarterly sales, with product revenue expected to increase about 25% to as much as $1.04 billion in the quarter ending in July. The company raised its full-year forecast for product revenue to about $4.33 billion, despite an uncertain economic en…

1
Defense & Aerospace Air Power Podcast [May 22, 25] Season 3 E20: Go Navy, Beat China 45:52

8d ago45:52

45:52

Naval aviation has been busy, with real-world operational experience in the Red Sea, the Med, and elsewhere while they welcome and adapt to a new generation of aircraft carrier. Rear Admiral Paul Lanzalotta, the commander of Carrier Strike Group TWELVE and Captain Dave Dartez, Commander of Carrier Air Wing EIGHT, from aboard CVN-78, USS Gerald R. F…

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