Morocco stocks higher at close of trade; Moroccan All Shares up 1.87%

Investing.com -- The aerospace and defence sector continues to show strong potential heading into 2026, backed by solid demand visibility and multi-year defence budget commitments across global markets.

Despite a significant rally that has stretched valuations, select companies still offer compelling investment opportunities according to recent analysis from Kepler Cheuvreux. Supply constraints, execution challenges, and margin delivery will likely separate industry leaders from the pack.

Safran

Safran SA (EPA:SAF) emerges as the premier high-return investment in the aerospace and defence sector. The company has secured its superior margin and long-term cash flow growth through its dominant position in the global narrowbody market, where it holds over 75% market share.

This commanding market presence provides Safran with exceptional stability and growth prospects in the commercial aviation segment.

Rheinmetall

Rheinmetall AG (ETR:RHMG) stands optimally positioned to capitalize on Germany’s substantial stimulus package and NATO capability upgrades. The company has demonstrated strong performance, though with some volatility due to its growth dependency on the high-margin ammunition business.

As European defense spending continues to increase, Rheinmetall remains a key beneficiary of regional security priorities.

Leonardo

Leonardo SpA (BIT:LDOF) has successfully reshaped its business portfolio through strategic joint ventures and asset reorganization. These moves have effectively refocused the group’s operations on assets generating better returns.

The company’s streamlined approach has strengthened its competitive position in key defense markets, particularly in Europe.

Indra

Indra (BME:IDR) has transformed into Spain’s primary defense contractor, significantly improving shareholder returns in the process.

The company offers additional upside potential through a possible merger with EM&E, which could further enhance its market position and technological capabilities in the defense electronics segment.

Exail Technologies

Exail Technologies (EPA:EXA) presents an attractive valuation relative to its promising prospects in the autonomous underwater defense market.

As the dominant player in this specialized segment, Exail is well-positioned to benefit from increasing naval defense investments worldwide, particularly as underwater capabilities become increasingly critical to national security strategies.

While the sector broadly benefits from increased defense spending and commercial aerospace recovery, these five companies demonstrate particular strengths in their respective market segments, operational execution, and strategic positioning according to Kepler Cheuvreux’s analysis.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com – Indonesia stocks were lower after the close on Wednesday, as losses in the Infrastructure, Financials and Agriculture sectors led shares lower.

At the close in Jakarta, the IDX Composite Index declined 7.77% to hit a new 1-month low.

The best performers of the session on the IDX Composite Index were PT Buana Artha Anugerah Tbk (JK:STAR), which rose 24.80% or 155.00 points to trade at 780.00 at the close. Meanwhile, Wahana Pronatural (JK:WAPO) added 24.47% or 46.00 points to end at 234.00 and Jantra Grupo Indonesia PT Tbk (JK:KAQI) was up 23.75% or 19.00 points to 99.00 in late trade.

The worst performers of the session were Bukit Uluwatu Villa Tbk (JK:BUVA), which fell 15.00% or 255.00 points to trade at 1,445.00 at the close. Artha Mahiya Investama Tbk PT (JK:AIMS) declined 15.00% or 105.00 points to end at 595.00 and Rukun Raharja Tbk (JK:RAJA) was down 15.00% or 810.00 points to 4,590.00.

Falling stocks outnumbered advancing ones on the Jakarta Stock Exchange by 801 to 31 and 12 ended unchanged.

Shares in PT Buana Artha Anugerah Tbk (JK:STAR) rose to all time highs; gaining 24.80% or 155.00 to 780.00.

Crude oil for March delivery was up 0.19% or 0.12 to $62.51 a barrel. Elsewhere in commodities trading, Brent oil for delivery in April fell 0.03% or 0.02 to hit $66.57 a barrel, while the April Gold Futures contract rose 4.14% or 212.11 to trade at $5,332.71 a troy ounce.

USD/IDR was down 0.37% to 16,698.30, while AUD/IDR fell 0.34% to 11,708.54.

The US Dollar Index Futures was down 0.20% at 95.86.

Investing.com – U.S. stocks were mixed after the close on Tuesday, as gains in the Utilities, Technology and Oil & Gas sectors led shares higher while losses in the Healthcare, Telecoms and Financials sectors led shares lower.

At the close in NYSE, the Dow Jones Industrial Average lost 0.83%, while the S&P 500 index climbed 0.41%, and the NASDAQ Composite index gained 0.91%.

The best performers of the session on the Dow Jones Industrial Average were Amazon.com Inc (NASDAQ:AMZN), which rose 2.63% or 6.26 points to trade at 244.68 at the close. Meanwhile, Microsoft Corporation (NASDAQ:MSFT) added 2.20% or 10.35 points to end at 480.63 and Cisco Systems Inc (NASDAQ:CSCO) was up 2.17% or 1.67 points to 78.68 in late trade.

The worst performers of the session were Unitedhealth Group (NYSE:UNH), which fell 19.61% or 68.96 points to trade at 282.68 at the close. Nike Inc (NYSE:NKE) declined 2.92% or 1.90 points to end at 63.10 and Home Depot Inc (NYSE:HD) was down 1.59% or 6.16 points to 380.37.

The top performers on the S&P 500 were Corning Incorporated (NYSE:GLW) which rose 15.60% to 109.76, Sysco Corporation (NYSE:SYY) which was up 10.96% to settle at 83.92 and General Motors Company (NYSE:GM) which gained 8.75% to close at 86.38.

The worst performers were Humana Inc (NYSE:HUM) which was down 21.10% to 208.00 in late trade, Unitedhealth Group (NYSE:UNH) which lost 19.61% to settle at 282.68 and Elevance Health Inc (NYSE:ELV) which was down 14.33% to 322.92 at the close.

The top performers on the NASDAQ Composite were TEN Holdings Inc (NASDAQ:XHLD) which rose 177.17% to 3.52, X3 Holdings Co Ltd (NASDAQ:XTKG) which was up 121.39% to settle at 0.59 and Global Interactive Technologies Inc (NASDAQ:GITS) which gained 117.28% to close at 4.15.

The worst performers were Gauzy Ltd (NASDAQ:GAUZ) which was down 42.53% to 1.00 in late trade, MDJM Ltd (NASDAQ:UOKA) which lost 40.09% to settle at 1.33 and Dogness International Corp Class A (NASDAQ:DOGZ) which was down 40.00% to 1.62 at the close.

Rising stocks outnumbered declining ones on the New York Stock Exchange by 1505 to 1223 and 102 ended unchanged; on the Nasdaq Stock Exchange, 1795 rose and 1567 declined, while 182 ended unchanged.

Shares in Corning Incorporated (NYSE:GLW) rose to 5-year highs; up 15.60% or 14.81 to 109.76. Shares in Humana Inc (NYSE:HUM) fell to 5-year lows; falling 21.10% or 55.63 to 208.00. Shares in Sysco Corporation (NYSE:SYY) rose to 3-years highs; rising 10.96% or 8.29 to 83.92. Shares in General Motors Company (NYSE:GM) rose to all time highs; gaining 8.75% or 6.95 to 86.38. Shares in MDJM Ltd (NASDAQ:UOKA) fell to 52-week lows; down 40.09% or 0.89 to 1.33. Shares in Global Interactive Technologies Inc (NASDAQ:GITS) rose to 52-week highs; up 117.28% or 2.24 to 4.15. Shares in Dogness International Corp Class A (NASDAQ:DOGZ) fell to all time lows; losing 40.00% or 1.08 to 1.62.

The CBOE Volatility Index, which measures the implied volatility of S&P 500 options, was up 1.24% to 16.35.

Gold Futures for April delivery was up 1.75% or 89.50 to $5,211.80 a troy ounce. Elsewhere in commodities trading, Crude oil for delivery in March rose 3.02% or 1.83 to hit $62.46 a barrel, while the April Brent oil contract rose 2.81% or 1.82 to trade at $66.59 a barrel.

EUR/USD was up 1.34% to 1.20, while USD/JPY fell 1.17% to 152.35.

The US Dollar Index Futures was down 1.25% at 95.65.

Investing.com – Brazil stocks were higher after the close on Tuesday, as gains in the Real Estate, Financials and Basic Materials sectors led shares higher.

At the close in Sao Paulo, the Bovespa added 2.22% to hit a new all time high.

The best performers of the session on the Bovespa were Raizen SA Preferred (BVMF:RAIZ4), which rose 13.25% or 0.11 points to trade at 0.94 at the close. Meanwhile, YDUQS Participacoes SA (BVMF:YDUQ3) added 8.19% or 1.13 points to end at 14.93 and Cyrela Brazil Realty SA (BVMF:CYRE3) was up 6.81% or 1.91 points to 29.97 in late trade.

The worst performers of the session were Eneva SA (BVMF:ENEV3), which fell 3.22% or 0.71 points to trade at 21.35 at the close. Auren Energia SA (BVMF:AURE3) declined 1.61% or 0.19 points to end at 11.60 and Totvs SA (BVMF:TOTS3) was down 1.16% or 0.55 points to 46.67.

Rising stocks outnumbered declining ones on the B3 Stock Exchange by 528 to 423 and 40 ended unchanged.

The CBOE Brazil Etf Volatility, which measures the implied volatility of Bovespa options, was down 1.62% to 30.91.

Gold Futures for April delivery was up 1.11% or 56.89 to $5,179.19 a troy ounce. Elsewhere in commodities trading, Crude oil for delivery in March rose 2.84% or 1.72 to hit $62.35 a barrel, while the March US coffee C contract rose 3.72% or 13.25 to trade at $369.50 .

USD/BRL was down 1.61% to 5.20, while EUR/BRL fell 0.64% to 6.23.

The US Dollar Index Futures was down 0.93% at 95.96.

Investing.com – Netherlands stocks were higher after the close on Tuesday, as gains in the Technology, Telecoms and Basic Materials sectors led shares higher.

At the close in Amsterdam, the AEX added 0.29%.

The best performers of the session on the AEX were ASML Holding NV (AS:ASML), which rose 3.36% or 39.60 points to trade at 1,217.60 at the close. Meanwhile, ABN AMRO Group NV (AS:ABNd) added 2.04% or 0.63 points to end at 31.51 and ASM International NV (AS:ASMI) was up 1.97% or 14.00 points to 724.20 in late trade.

The worst performers of the session were Relx PLC (AS:REL), which fell 4.64% or 1.54 points to trade at 31.62 at the close. Adyen NV (AS:ADYEN) declined 4.22% or 58.80 points to end at 1,334.80 and Magnum Ice Cream Nv (AS:MICCT) was down 4.19% or 0.64 points to 14.70.

Falling stocks outnumbered advancing ones on the Amsterdam Stock Exchange by 50 to 47 and 12 ended unchanged.

Shares in ASML Holding NV (AS:ASML) rose to all time highs; gaining 3.36% or 39.60 to 1,217.60. Shares in Relx PLC (AS:REL) fell to 52-week lows; down 4.64% or 1.54 to 31.62. Shares in ABN AMRO Group NV (AS:ABNd) rose to all time highs; up 2.04% or 0.63 to 31.51. Shares in ASM International NV (AS:ASMI) rose to 52-week highs; up 1.97% or 14.00 to 724.20.

The AEX Volatility, which measures the implied volatility of AEX options, was unchanged 0.00% to 21.09.

Crude oil for March delivery was up 2.29% or 1.39 to $62.02 a barrel. Elsewhere in commodities trading, Brent oil for delivery in April rose 2.07% or 1.34 to hit $66.11 a barrel, while the April Gold Futures contract fell 0.06% or 2.90 to trade at $5,119.40 a troy ounce.

EUR/USD was up 0.81% to 1.20, while EUR/GBP unchanged 0.10% to 0.87.

The US Dollar Index Futures was down 0.79% at 96.09.

Tuesday’s market has seen significant swings in various stocks influenced by news and other factors. Today, stocks like United Health Group and Humana are experiencing notable movements. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers ($200 billion USD or higher):

• United Health Group (UNH); Trump Administration Proposes Flat Rates for Medicare Advantage, CMS and White House Say -- WSJ: -17.64%
• Oracle Corp (ORCL): -3.83%
• Micron Tech (MU): +5.0%
• Lam Research Corp (LRCX): +6.25%
• Applied Matls Inc (AMAT): +4.87%
• Intel Corp (INTC): +3.36%
• Alibaba-exch (BABA): +1.88%
• Apple Computer Inc (AAPL): +1.79%

Large-Cap Stock Movers ($10-$200 billion USD):

• Humana Inc (HUM); Trump Administration Proposes Flat Rates for Medicare Advantage, CMS and White House Say -- WSJ: -18.91%
• Roper Industries (ROP): -13.99%
• Centene (CNC): -12.14%
• Wellpoint Inc (ELV): -11.04%
• Cvs Corp (CVS); Trump Administration Proposes Flat Rates for Medicare Advantage, CMS and White House Say -- WSJ: -10.9%
• Corning Inc (GLW); Corning and Meta sign up to $6 billion deal for U.S. data centers: +16.65%
• Cloudflare Inc (NET): +13.98%
• Amark Preci (GOLD): +12.54%
• HCA Holdings Inc (; HCA Healthcare beats Q4 earnings, stock falls on revenue miss: +9.54%
• Regencell Bioscience Holdings (RGC): +9.21%

Mid-Cap Stock Movers ($2-$10 billion USD):

• Commvault System (CVLT): -33.79%
• Agilysys (AGYS); Agilysys shares tumble after Q3 earnings miss: -21.35%
• Sanmina-SCI Corp (SANM); Sanmina shares tumble as revenue guidance falls short of expectations: -16.73%
• Alignment Healthcare LLC (ALHC): -14.41%
• Redwire (RDW); Redwire secures position on $151b MDA SHIELD contract: +29.85%
• Kingsoft Cloud Holdings Ltd (KC): +10.91%
• TECO Energy Inc-Exch (TE): +10.57%
• Popular Inc (BPOP); Popular tops Q4 EPS by 50c, shares edge higher: +5.65%
• Planet Labs PBC (PL): +8.29%
• NantKwest (IBRX): -5.34%

Small-Cap Stock Movers ($300 million - $2 billion USD):

• NovaBay Pharmaceuticals Inc (NBY): -34.13%
• Apollo Medical (ASTH): -19.18%
• World Acceptance (WRLD); World Acceptance misses Q3 EPS, shares fall on higher loan provisions: -17.96%
• agilon health (AGL): -10.49%
• New Fortress Energy LLC (NFE): -9.3%
• Junee (SUPX): +33.56%
• Richtech Robotics (RR): +22.08%
• HUYA Inc (: +20.03%
• Hyperliquid Strategies (PURR): +12.3%
• MUU (MUU): +9.41%

For real-time, market-moving news, join Investing Pro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.