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Europe's top aviation regulator signalled improved relations with the U.S. FAA and said Boeing was responding "in ​the appropriate manner" to regulatory scrutiny, suggesting recent transatlantic tensions ‌over aviation safety have eased.

Within the mid-cap universe, growth and value stocks returned -3.70% and 1.42%, as gauged by the Russell Midcap Growth and Russell Midcap Value indices, respectively. Carpenter posted earnings beats and raised guidance throughout 2025, which was the most profitable year in its history. MongoDB's shares moved sharply higher over the last few months, as it became clear that the flexibility offered by its product is relevant to AI applications.

Mizuho analyst Brett Linzey is looking for industrial stocks that can work after the Iran war winds down.

Shares of Boeing (NYSE:BA | BA Price Prediction) have been experiencing quite a bit of turbulence in recent months, and the ride might not calm down anytime soon.

South Korean ​flag carrier Korean ‌Air said on Thursday ​it plans ​to buy 103 ⁠Boeing planes ​between 2026 ​and 2039.

Traders "live for days like these," says @Theotrade's Don Kaufman in referencing Wednesday's volatility. He offers a trio of example options trades he sees as opportunities in the price action.

TX, Lockheed Martin and Boeing stand out as defense spending rises, with strong backlogs, steady orders and broad portfolios supporting growth.