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Die Aktienmärkte sehen heute wieder Unterstützung, da Berichte zirkulieren, dass ein vorläufiger Friedensvertrag zwischen den USA und Iran bald unterzeichnet werden könnte. Dies würde die militärischen Auseinandersetzungen beenden, den Schifffahrtsweg durch den Straß von Hormus wieder öffnen und den US-Blockade auf Iran und dessen Ölexporte beenden. Die Verhandlungen würden dann an den schwierigeren Themen beginnen, wie etwa Sanktionen gegen Iran, die Freigabe von 24 Milliarden Dollar an eingefrorenem iranischem Vermögen und die Lösung der iranischen Atomfragen. Iran sagte jedoch, dass seine Führer noch eine endgültige Entscheidung über den vorgeschlagenen vorläufigen Friedensvertrag treffen müssen.

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Die FTSE 100 schloss die Woche mit einem Plus von 167,84 Punkten oder 1,6 % bei 10.471,72 Punkten. Die FTSE 250 endete mit einem Plus von 355,07 Punkten oder 1,6 % bei 23.325,71 Punkten, während der AIM All-Share um 16,37 Punkte oder 2,1 % auf 787,33 Punkte stieg.

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Flight or fight? In looking at your investment portfolio, you have the choice of both.

Invesco Aerospace & Defense ETF (NYSEMKT:PPA) offers broad exposure to defense contractors and aerospace manufacturing with lower historical volatility, while U.S. Global Jets ETF (NYSEMKT:JETS) provides a pure-play, more concentrated bet on global airline operators.

Investors looking for exposure to flight-related industries generally choose between two distinct paths: commercial travel or military defense. While both funds are housed primarily within the industrial sector, their underlying economic drivers differ significantly, ranging from consumer leisure demand and fuel costs to national security budgets and long-term government defense contracts.

Snapshot (cost & size)

Metric JETS PPA Issuer US Global Invesco Expense ratio 0.60% 0.58% 1-yr return (as of June 8, 2026) 20.10% 25.10% Dividend yield 0.80% 0.40% Beta 1.21 0.74 AUM $860.4 million $8.0 billion

Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.

The Invesco fund is slightly more affordable with a 0.58% expense ratio compared to the 0.60% charged by the U.S. Global fund. However, the airline-focused ETF provides a higher payout, yielding 0.80% over the trailing 12 months at its recent price of $27.55, versus the 0.40% yield from the defense fund when it was trading around $166.

Performance & risk comparison

Metric JETS PPA Max drawdown (5 yr) (44.00%) (18.40%) Growth of $1,000 over 5 years (total return) $1,060 $2,282

What's inside

The Invesco Aerospace & Defense ETF holds 60 positions and tracks the SPADE Defense Index, focusing on firms vital to U.S. homeland security and aerospace support. Its largest positions include Boeing Co. (NYSE:BA) at 8.1%, RTX Corp. (NYSE:RTX) at 7.91%, and GE Aerospace (NYSE:GE) at 7.77%. The portfolio is almost 94% Industrials, with the balance in technology and communication services. This fund was launched in 2005 and has a trailing-12-month dividend of $0.66 per share.

The U.S. Global Jets ETF offers a more concentrated portfolio of 50 positions, including both airline operators and aircraft manufacturers worldwide. Its largest positions include Delta Air Lines Inc (NYSE:DAL) at 12.69%, American Airlines Group Inc (NASDAQ:AAL) at 12.01%, and United Airlines Holdings Inc (NASDAQ:UAL) at 11.57%. The sector mix is 91% Industrials, 7% Consumer Cyclical, and 2% Technology. This fund was launched in 2015 and has a trailing-12-month dividend of $0.23 per share.

Story Continues

Which is the better buy?

The Invesco Aerospace & Defense ETF is the better buy, having outpaced the U.S. Global JETS fund year-to-date, over the past three years, and over the previous five years. In the three years through March 31, 2026, PPA has returned 27.87%, while avancing 17.85% over the previous five years. By comparison, the U.S. Global JETS ETF has returned 17.38% over the past three years and 2% over the past five years.

The primary difference is that JETS is focusing solely on the commercial aerospace business, mainly consumer travel on aircraft. That's a boom-and-bust industry, where intense competition over airfare pricing makes it difficult for most airlines to post consistent profits.

The Invesco PPA fund holds a number of stocks not seen in JETS, including defense contractors L3Harris Technologies (NYSE:LHX), GeneralDynamics (NYSE:GD), and Northrop Grumman (NYSE:NOC). All of those are stocks benefiting from the U.S. increasing defense spending amid multiple military campaigns in recent years.

With lower volatility than JETS, as indicated by its lower maximum drawdown, PPA is the choice for 2026.

For more guidance on ETF investing, check out the full guide at this link.

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Better Returns, Lower Risk: Invesco Aerospace ETF Tops Jets ETF was originally published by The Motley Fool

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) today is down -0.61%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.88%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.80%.  June E-mini S&P futures (ESM26) are down -0.71%, and June E-mini Nasdaq futures (NQM26) are down -0.97%.

Stock indexes are sliding for a second day today, as chipmakers and AI-infrastructure stocks retreat.  Also, rising crude oil prices are weighing on airline stocks, and trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks found some support today after US May consumer prices came in as expected, easing inflation concerns.  Also, gains in crude oil prices today are lifting energy producers.

US May CPI rose +4.2% y/y, right on expectations and the fastest pace of increase in 3 years.  May core CPI rose +2.9% y/y, right on expectations, and the fastest pace of increase in 7 months.

US MBA mortgage applications rose +10.8% in the week ended June 5, with the purchase mortgage sub-index up +7.3% and the refinancing mortgage sub-index up +15.3%.  The average 30-year fixed rate mortgage rose +3 bp to 6.60% from 6.57% in the prior week.

WTI crude oil prices (CLN26) are up more than +1% today after the US and Iran exchanged strikes overnight.  The US said it had completed an operation that saw fighter jets strike Iranian air defenses, ground control stations, and radar sites near the Strait of Hormuz in retaliation for Iran shooting down a US Apache helicopter.  In response, Iran launched missiles at four US military targets and fired drones at the main US naval base in the Middle East, located in Bahrain, and struck Ali Al Salem air base in Kuwait.  Gains in crude prices accelerated today when President Trump said that Iran has taken too long to make a deal and that they will now have to “pay the price,” fueling concerns that the US may escalate military attacks on Iran.

The markets are discounting a 0% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are mixed today.  The Euro Stoxx 50 recovered from a 2.5-week low and is up +0.03%.  China's Shanghai Composite closed down -0.42%.  Japan's Nikkei Stock Average closed down -1.89%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -1 tick, and the 10-year T-note yield is up +0.2 bp to 4.519%.  T-notes are under slight pressure today after a +1% jump in WTI crude oil, which has raised inflation expectations.  Supply pressures are also weighing on T-note prices as the Treasury will auction $39 billion of 10-year T-notes later today.  T-notes recovered from their worst levels after the US May CPI report rose as expected, easing inflation concerns.

European government bond yields are moving higher today.  The 10-year German Bund yield climbed to a 2.5-week high of 3.088% and is up +1.7 bp to 3.060%.  The 10-year UK gilt yield is up +1.7 bp to 4.920%.

Swaps are discounting a 100% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.

US Stock Movers

Chipmakers and AI-infrastructure stocks are leading the broader market lower today.  ON Semiconductor (ON) is down more than -5%, and Qualcomm (QCOM) is down more than -5% to lead losers in the Nasdaq 100.  Also, Western Digital (WDC) and Broadcom (AVGO) are down more than -4%, andAdvanced Micro Devices (AMD), NXP Semiconductors NV (NXPI), ARM Holdings Plc (ARM), and Microchip Technology (MCHP) are down more than -3%.  In addition,  Nvidia (NVDA), Marvell Technology (MRVL), and Micron Technology (MU) are down more than -2%.

Trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  Old Dominion Freight Line (ODFL) is down more than -4%, and FedEx Freight Holding Co (FDXF), ArcBest (ARCB), and XPO Inc (XPO) are down more than -3%.  Also, Saia Inc (SAIA) is down more than -2%, and CH Robinson Worldwide (CHRW) and JB Hunt Transport Services (JBHT) are down more than -2%.

Airline stocks and cruise line operators are falling today, as WTI crude oil is up more than 1%, which is boosting fuel costs and dampening profitability prospects.  United Airlines Holdings (UAL), Alaska Air Group (ALK), and Carnival (CCL) are down more than -4%, and American Airlines Group (AAL), Delta Air Lines (DAL), Royal Caribbean Cruises (RCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -3%.  Also, Southwest Airlines (LUV) is down more than -2%.

Energy producers and service providers are moving higher today, with WTI crude oil up more than +1%.  Devon Energy (DVN) is up more than +5%, and APA Corp (APA) is up more than +3%.  Also, ConocoPhillips (COP), Marathon Petroleum (MPC), Phillips 66 (PSX), and Chevron (CVX) are up more than +2%.  In addition, Diamondback Energy (FANG), Exxon Mobil (XOM), Halliburton (HAL), and Valero Energy (VLO) are up more than +1%.

Super Micro Computer (SMCI) is down more than -17% to lead losers in the S&P 500 after saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases.

Dianthus Therapeutics (DNTH) is down more than -13% after peer developer Sanofi halted a late-stage trial of an experimental therapy for a rare autoimmune disorder, citing efficacy concerns.

Summit Therapeutics (SMMT) is down more than -7% after announcing it had commenced an underwritten public offering of $500 million of shares of its common stock.

Cracker Barrel Old Country Store (CBRL) is up more than +27% after raising its full-year revenue forecast to $3.27 billion to $3.30 billion from a previous estimate of $3.24 billion to $3.27 billion, stronger than the consensus of $3.25 billion.

Casey’s General Stores (CASY) is up more than +14% to lead gainers in the S&P 500 after reporting Q4 revenue of $4.57 billion, above the consensus of $4.32 billion.

Illumina (ILMN) is up more than +3% after JPMorgan Chase upgraded the stock to overweight from neutral with a price target of $185.

Hinge Health (HNGE) is up more than +2% after raising its full-year revenue forecast to $818 million to $824 million from a previous estimate of $798 million to $804 million.

Earnings Reports(6/10/2026)

Chewy Inc (CHWY), Core & Main Inc (CNM), Oracle Corp (ORCL). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

Amid an Ugly Tech Selloff, Nvidia Director Mark Stevens Ditched 1 Million SharesOnly 1 Stock Is the Indispensable Backbone of the $1.8 Trillion Space Economy — and It’s Not SpaceXBillionaire Sam Altman Says OpenAI Was ‘Pretty Wrong’ About AI Jobs, But Goldman Sachs Warns AI is Still Wiping Out 11,000 Jobs Per MonthThe $500 Million Reason Redwire Stock Is Down Today

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) today is down -0.28%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.28%.  June E-mini S&P futures (ESM26) are down -0.25%, and June E-mini Nasdaq futures (NQM26) are down -0.22%.

Stock indexes are sliding today, led by weakness in technology stocks, as investors rotate out of the sector, weighing on the broader market. Also, trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  However, stock indexes recovered from their worst levels after US May consumer prices came in as expected, easing inflation concerns.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

US May CPI rose +4.2% y/y, right on expectations and the fastest pace of increase in 3 years.  May core CPI rose +2.9% y/y, right on expectations, and the fastest pace of increase in 7 months.

US MBA mortgage applications rose +10.8% in the week ended June 5, with the purchase mortgage sub-index up +7.3% and the refinancing mortgage sub-index up +15.3%.  The average 30-year fixed rate mortgage rose +3 bp to 6.60% from 6.57% in the prior week.

WTI crude oil prices (CLN26) are up more than +1% today after the US and Iran exchanged strikes overnight.  The US said it had completed an operation that saw fighter jets strike Iranian air defenses, ground control stations, and radar sites near the Strait of Hormuz in retaliation for Iran shooting down a US Apache helicopter.  In response, Iran launched missiles at four US military targets and fired drones at the main US naval base in the Middle East, located in Bahrain, and struck Ali Al Salem air base in Kuwait.  Losses in crude prices accelerated today when President Trump said that Iran has taken too long to make a deal and that they will now have to “pay the price,” fueling concerns that the US may escalate military attacks on Iran.

The markets are discounting a 0% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are lower today.  The Euro Stoxx 50 fell to a 2.5-week low and is down -0.34%. China's Shanghai Composite closed down -0.42%.  Japan's Nikkei Stock Average closed down -1.89%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -2 ticks, and the 10-year T-note yield is up +0.6 bp to 4.523%.  T-notes are under pressure today after a +1% jump in WTI crude oil, which has raised inflation expectations.  Supply pressures are also weighing on T-note prices as the Treasury will auction $39 billion of 10-year T-notes later today.

Today’s stock weakness has boosted some safe-haven demand for government debt securities and is limiting losses in T-notes.  Also, today’s as-expected US May CPI report limited the downside in T-notes.

European government bond yields are moving higher today.  The 10-year German Bund yield climbed to a 2.5-week high of 3.088% and is up +2.7 bp to 3.070%.  The 10-year UK gilt yield is up +2.1 bp to 4.924%.

Swaps are discounting a 100% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.

US Stock Movers

The weakness in chipmakers and AI-infrastructure stocks is leading the broader market lower today.  Western Digital (WDC) and Broadcom (AVGO) are down more than -4%, and Seagate Technology Holdings Plc (STX) is down more than -3%.  Also, Micron Technology (MU) is down more than -2%, and Nvidia (NVDA), Microchip Technology (MCHP), NXP Semiconductors NV (NXPI), and Qualcomm (QCOM) are down more than -1%.

Trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  ArcBest (ARCB) is down more than -7%, and Old Dominion Freight Line (ODFL) is down more than -6% to lead losers in the Nasdaq 100.  Also, Saia Inc (SAIA) and XPO Inc (XPO) are down more than -5%.  In addition, FedEx Freight Holding Co (FDXF), CH Robinson Worldwide (CHRW), and JB Hunt Transport Services (JBHT) are down more than -2%.

Airline stocks and cruise line operators are falling today, as WTI crude oil is up more than 1%, which boosts fuel costs and dampens profitability prospects.  United Airlines Holdings (UAL) and Alaska Air Group (ALK) are down more than -3%, and American Airlines Group (AAL), Delta Air Lines (DAL), and Royal Caribbean Cruises (RCL) are down more than -2%.  Also, Southwest Airlines (LUV), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -1%.

Energy producers and service providers are moving higher today, with WTI crude oil up more than +1%.  Devon Energy (DVN) is up more than +4%, and APA Corp (APA) is up more than +3%.  Also, ConocoPhillips (COP) is up more than +2%, and Marathon Petroleum (MPC), Phillips 66 (PSX), Chevron (CVX), Halliburton (HAL), and Valero Energy (VLO) are up more than +1%.

Dianthus Therapeutics (DNTH) is down more than -13% after peer developer Sanofi halted a late-stage trial of an experimental therapy for a rare autoimmune disorder, citing efficacy concerns.

Super Micro Computer (SMCI) is down more than -12% to lead losers in the S&P 500 after saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases.

Summit Therapeutics (SMMT) is down more than -3% after announcing it had commenced an underwritten public offering of $500 million of shares of its common stock.

Cracker Barrel Old Country Store (CBRL) is up more than +31% after raising its full-year revenue forecast to $3.27 billion to $3.30 billion from a previous estimate of $3.24 billion to $3.27 billion, stronger than the consensus of $3.25 billion.

Casey’s General Stores (CASY) is up more than +14% to lead gainers in the S&P 500 after reporting Q4 revenue of $4.57 billion, above the consensus of $4.32 billion.

Illumina (ILMN) is up more than +2% after JPMorgan Chase upgraded the stock to overweight from neutral with a price target of $185.

Hinge Health (HNGE) is up more than +2% after raising its full-year revenue forecast to $818 million to $824 million from a previous estimate of $798 million to $804 million.

Earnings Reports(6/10/2026)

Chewy Inc (CHWY), Core & Main Inc (CNM), Oracle Corp (ORCL). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

DraftKings Stock Soars as Predictions Volume Explodes. DKNG’s Next Growth Engine Might Just Be Getting Started.Intel’s AI Foundry Dream Is Becoming Reality. What That Means for INTC Stock.Why Cathie Wood Just Massively Sold Archer Aviation StockWeakness May Be an Opportunity for CrowdStrike Stock

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) today is down -0.28%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.28%.  June E-mini S&P futures (ESM26) are down -0.25%, and June E-mini Nasdaq futures (NQM26) are down -0.22%.

Stock indexes are sliding today, led by weakness in technology stocks, as investors rotate out of the sector, weighing on the broader market. Also, trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  However, stock indexes recovered from their worst levels after US May consumer prices came in as expected, easing inflation concerns.

More News from Barchart

Dear Nvidia Stock Fans, Mark Your Calendars for June 11 Creating a 65% "Dividend" on RKLB Stock Using Options Oracle Earnings Could Reveal a Massive $100 Billion Spending Surge. Here Is Why You Should Still Buy ORCL Stock. Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!

US May CPI rose +4.2% y/y, right on expectations and the fastest pace of increase in 3 years.  May core CPI rose +2.9% y/y, right on expectations, and the fastest pace of increase in 7 months.

US MBA mortgage applications rose +10.8% in the week ended June 5, with the purchase mortgage sub-index up +7.3% and the refinancing mortgage sub-index up +15.3%.  The average 30-year fixed rate mortgage rose +3 bp to 6.60% from 6.57% in the prior week.

WTI crude oil prices (CLN26) are up more than +1% today after the US and Iran exchanged strikes overnight.  The US said it had completed an operation that saw fighter jets strike Iranian air defenses, ground control stations, and radar sites near the Strait of Hormuz in retaliation for Iran shooting down a US Apache helicopter.  In response, Iran launched missiles at four US military targets and fired drones at the main US naval base in the Middle East, located in Bahrain, and struck Ali Al Salem air base in Kuwait.  Losses in crude prices accelerated today when President Trump said that Iran has taken too long to make a deal and that they will now have to "pay the price," fueling concerns that the US may escalate military attacks on Iran.

The markets are discounting a 0% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are lower today.  The Euro Stoxx 50 fell to a 2.5-week low and is down -0.34%. China's Shanghai Composite closed down -0.42%.  Japan's Nikkei Stock Average closed down -1.89%.

Story Continues

Interest Rates

September 10-year T-notes (ZNU6) today are down -2 ticks, and the 10-year T-note yield is up +0.6 bp to 4.523%.  T-notes are under pressure today after a +1% jump in WTI crude oil, which has raised inflation expectations.  Supply pressures are also weighing on T-note prices as the Treasury will auction $39 billion of 10-year T-notes later today.

Today's stock weakness has boosted some safe-haven demand for government debt securities and is limiting losses in T-notes.  Also, today's as-expected US May CPI report limited the downside in T-notes.

European government bond yields are moving higher today.  The 10-year German Bund yield climbed to a 2.5-week high of 3.088% and is up +2.7 bp to 3.070%.  The 10-year UK gilt yield is up +2.1 bp to 4.924%.

Swaps are discounting a 100% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.

US Stock Movers

The weakness in chipmakers and AI-infrastructure stocks is leading the broader market lower today.  Western Digital (WDC) and Broadcom (AVGO) are down more than -4%, and Seagate Technology Holdings Plc (STX) is down more than -3%.  Also, Micron Technology (MU) is down more than -2%, and Nvidia (NVDA), Microchip Technology (MCHP), NXP Semiconductors NV (NXPI), and Qualcomm (QCOM) are down more than -1%.

Trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  ArcBest (ARCB) is down more than -7%, and Old Dominion Freight Line (ODFL) is down more than -6% to lead losers in the Nasdaq 100.  Also, Saia Inc (SAIA) and XPO Inc (XPO) are down more than -5%.  In addition, FedEx Freight Holding Co (FDXF), CH Robinson Worldwide (CHRW), and JB Hunt Transport Services (JBHT) are down more than -2%.

Airline stocks and cruise line operators are falling today, as WTI crude oil is up more than 1%, which boosts fuel costs and dampens profitability prospects.  United Airlines Holdings (UAL) and Alaska Air Group (ALK) are down more than -3%, and American Airlines Group (AAL), Delta Air Lines (DAL), and Royal Caribbean Cruises (RCL) are down more than -2%.  Also, Southwest Airlines (LUV), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -1%.

Energy producers and service providers are moving higher today, with WTI crude oil up more than +1%.  Devon Energy (DVN) is up more than +4%, and APA Corp (APA) is up more than +3%.  Also, ConocoPhillips (COP) is up more than +2%, and Marathon Petroleum (MPC), Phillips 66 (PSX), Chevron (CVX), Halliburton (HAL), and Valero Energy (VLO) are up more than +1%.

Dianthus Therapeutics (DNTH) is down more than -13% after peer developer Sanofi halted a late-stage trial of an experimental therapy for a rare autoimmune disorder, citing efficacy concerns.

Super Micro Computer (SMCI) is down more than -12% to lead losers in the S&P 500 after saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases.

Summit Therapeutics (SMMT) is down more than -3% after announcing it had commenced an underwritten public offering of $500 million of shares of its common stock.

Cracker Barrel Old Country Store (CBRL) is up more than +31% after raising its full-year revenue forecast to $3.27 billion to $3.30 billion from a previous estimate of $3.24 billion to $3.27 billion, stronger than the consensus of $3.25 billion.

Casey's General Stores (CASY) is up more than +14% to lead gainers in the S&P 500 after reporting Q4 revenue of $4.57 billion, above the consensus of $4.32 billion.

Illumina (ILMN) is up more than +2% after JPMorgan Chase upgraded the stock to overweight from neutral with a price target of $185.

Hinge Health (HNGE) is up more than +2% after raising its full-year revenue forecast to $818 million to $824 million from a previous estimate of $798 million to $804 million.

Earnings Reports(6/10/2026)

Chewy Inc (CHWY), Core & Main Inc (CNM), Oracle Corp (ORCL).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

South32 Ltd (LSE:S32, ASX:S32, OTC:SHTLF) ist die bevorzugte Mining-Aktie von Citi, da das Bankhaus sich aufgrund seiner verbesserten Prognose für Kupfer- und Aluminiumpreise optimistischer zeigt. Die US-Bank hat ihre langfristigen Kupferprognosen angehoben und erwartet nun Preise von 15.000 US-Dollar pro Tonne innerhalb des nächsten Jahres, gegenüber einem aktuellen LME-Preis unter 13.800 US-Dollar. Citi's Sichtweise basiert auf Unterstützung durch Lieferengpässe, die bis in die Jahre 2027 und 2028 reichen. Diese Prognose hat eine Reihe von Zielpreisanpassungen im Sektor ausgelöst. Citi erhöhte sein Zielpreisziel für South32 auf 320 Pence von 300 Pence, während es BHP Group Ltd (LSE:BHP, ASX:BHP) auf £35 von £29 und Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) auf £81 von £76 hob. Im Vergleich zu BHP oder Rio argumentierten die Analysten von Citi, dass Glencore "unter globalen diversifizierten Minern als bessere Exposition für Kupfer-Steigerung" sei, obwohl Anglo American PLC (LSE:AAL) und Antofagasta PLC (LSE:ANTO) von Investoren als FTSE 100-Miner für Kupferexposition angesehen werden. Citi hielt 'neutral' Ratings bei BHP und Rio Tinto, da die Vorteile aus höheren Kupferpreisen teilweise durch eine abgeschwächte Prognose für Eisenerz ausgeglichen werden, das ein wichtiger Einnahmebeitrag für beide Gruppen bleibt. Im Gegensatz dazu steht South32 weiterhin heraus, weil es Expositionen zu beiden Kupfer und Aluminium bietet, wo Citi auch einen Aufwärtspotenzial sieht. Das Unternehmen wurde als Quelle langfristigen strukturellen Wachstums hervorgehoben. Citi sagte, dass die Konsens-Ertragsprognosen für South32 noch Raum für eine Erhöhung haben, da Analysten stärkere Annahmen für Kupfer- und Aluminiumpreise einbeziehen. Das Bankhaus erwartet, dass das Unternehmen einer der größten Begünstigten von Kommoditätpreisanpassungen in den nächsten zwei Jahren sein wird.

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Die FTSE 100 hielt am Freitag trotz schwacher Bergbaustocks auf bescheidenen Gewinnen fest. Der Dow Jones in New York ging jedoch zurück, nachdem die Arbeitslosenzahlen stärker als erwartet gestiegen waren und damit die Chancen für eine Zinserhöhung im Ausland erhöht wurden.

Die FTSE 100 schloss am Freitag mit einem Plus von 7,73 Punkten bei 10.368,05 zu. Die FTSE 250 fiel um 241,91 Punkte auf 23.060,74, während der AIM All-Share um 10,99 Punkte auf 797,27 sank.

In Europa fielen die CAC 40 in Paris um 0,3% und der DAX 40 in Frankfurt um 0,8%. In New York ging der Dow Jones Industrial Average um 0,3% zurück, der S&P 500 um 1,2% und der Nasdaq Composite um 2,2%.

Die US-Arbeitslosenquote blieb im Mai bei 4,3% unverändert. Die Analysten von TD Economics sagten: "Von der Fed aus gesehen hat sich die Narrative klar verschoben von dem Zeitpunkt, an dem sie wieder schneiden werden, zu dem Zeitpunkt, an dem ihre nächste Bewegung sogar ein Schnitt sein könnte."

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Analysten haben das faire Wertziel für Anglo American um £36,53 auf £36,80 angehoben. Dieser kleine Schritt ist wichtig, wenn man weiß, wo der Aktienkurs mögliche Unterstützung bieten könnte. Diese Änderung steht im Gegensatz zu den Zielzielen von 2.800 bis 4.000 GBp, die von den Analysten auf der Straße angegeben werden und sich in einem geteilten Bild über Risiko und potenziellen Aufwärtsdruck widerspiegeln. Lesen Sie weiter, um zu sehen, wie diese sich bewegenden Ziele interpretiert werden können und wie man mit dem sich ändernden Narrativ von Anglo American Schritt halten kann.

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Berkshires neuestes 13F-Filings zeigt, dass das Unternehmen seine Portfolio reduziert hat. Berkshire Hathaway kaufte Aktien von Delta Air Lines, sein erster Schritt zurück in die Branche seit der COVID-19-Pandemie. Bei Deltas aktuellen Kursen hat es mehr langfristige Vorteile als Nachteile. 10 Aktien, die besser sind als Berkshire Hathaway ›

Berkshire Hathaways (NYSE: BRKA) (NYSE: BRKB) neuestes 13F-Filings wurde im Mai veröffentlicht und gab Einblicke in das Unternehmen nach dem Rücktritt seines langjährigen Leiters Warren Buffett Ende letzten Jahres.

Als Berkshires Aktienpositionen freigegeben wurden, kamen einige Überraschungen. Das Unternehmen gab seine Positionen bei Visa, Mastercard, UnitedHealth Group und Amazon vollständig auf, aber der wahre Kopfschuss war die Wahl der von Berkshire hinzugefügten Aktien.

Berkshire fügte über 39,8 Millionen Aktien von Delta Air Lines (NYSE: DAL) hinzu, wertvoll für etwa 3,28 Milliarden US-Dollar (ca. 1 % seines Aktienportfolios), ein Schritt, der viele überraschte. Lassen Sie uns einen Blick darauf werfen, warum.

Berkshire fügte Delta eine Kopfschuss hinzu? Deltas Aktie hat sich in den letzten 12 Monaten gut entwickelt und ist um 70 % gestiegen (Stand Markteinstieg am 1. Juni), also ist Berkshires Vorgehen nicht ein Kopfschuss aufgrund der jüngsten Leistung. Es ist jedoch verwirrend, gegeben Berkshires früheren Dabblings in der Luftfahrtindustrie.

Berkshire kaufte seine erste Aktie bei US Airways (später fusionierte mit American Airlines) 1989 und erwies sich als Fehler. Hier ist, wie Buffett die Luftfahrtindustrie in Berkshires 2007-Jahresbericht beschrieb:

Tatsächlich hätte ein vorausschauender Kapitalist an Kitty Hawk einen riesigen Gefallen seinen Nachfolgern getan, indem er Orville abgeschossen hätte.

Es ist klar, dass das nicht Lob war, aber Berkshire kaufte zusätzliche Aktien in der Luftfahrtindustrie (einschließlich Delta) 2016. Dann kam die COVID-19-Pandemie im Jahr 2020 und brachte die Industrie zum Stillstand. Berkshire verkaufte seine Flugzeugstücke bei einem großen Verlust.

Wird diesmal anders sein? In Verteidigung von Berkshire und der Luftfahrtindustrie, niemand hätte vorhersehen können eine einmalige weltweite Pandemie. Und nach dem ersten Fehlschlag mit Flugzeugaktien ist es vernünftig zu sehen, warum Buffett panisch wurde und einfach keine Teil davon sein wollte. Aber Buffett ist nicht mehr CEO und ruft die Befehle; Greg Abel. Berkshires Investition in Delta zeigt, dass neue Management seine eigenen Strategien und Philosophien umsetzt. Die Investition in Delta setzt darauf ab, dass die Luftfahrtindustrie nach COVID-19 stabil ist und Delta als Premium-Angebot (mit Preisvorteil) gedeiht.

Je früher die Aktien gekauft wurden, hat Berkshire in Delta investiert, während es unter 10 Mal sein Earnings lag, viel billiger als American Airlines und United Airlines. Nur Zeit wird erzählen, wie die Investition funktioniert, aber das ist ein guter Wert, der wahrscheinlich Deltas Vorteile über seine Nachteile hinaus gibt in Berkshires Augen.

Sollten Sie jetzt Aktien von Berkshire Hathaway kaufen? Bevor Sie Aktien von Berkshire Hathaway kaufen, sollten Sie dies beachten: Die Motley Fool Stock Advisor Analystenteam hat kürzlich identifiziert, was sie glauben sind die 10 besten Aktien für Investoren zu kaufen… und Berkshire Hathaway war nicht dabei. Die 10 Aktien, die auf die Liste kamen, könnten in den nächsten Jahren Monsterrenditen erzielen.

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