Rotron Aerospace completed live testing of SkyLance, a long-range loitering munition built for the export market. No range figures or payload specs were released publicly, which is standard for a UK defense firm at this stage, but the timing puts it squarely in the conversation about Western kamikaze alternatives to the Shahed.

New Horizon Aircraft $HOVR: A Small-Cap Aerospace Story Targeting a Massive VTOL Opportunity Morgan Stanley projected the vertical takeoff and landing aircraft market could reach $1T by 2040, and @HorizonAircraft is building for that future with a differentiated hybrid-electric VTOL platform. $HOVR is not just targeting air taxis. Its Cavorite X7 is designed for mission-critical markets including defense, medevac, disaster response, organ transport, and regional mobility, where speed, range, payload, and cost efficiency matter. Watch our 30-second investor brief on New Horizon Aircraft: $HOVR $JOBY $ACHR $EH $EVEX $EVTL $LILM $SRFM

As opportunities increase in Wichita’s aerospace, manufacturing, defense & healthcare sectors, the region remains a sought-after place to gain an education, build a career & raise a family. More from the @WSJ⬇️

✈️ Boeing beats as Lockheed lags Aerospace earnings are mixed. $BA reported stronger results, with revenue ahead and losses narrowing. $LMT was softer, with flat sales and weaker cash flow. The sector remains concentrated, led by a few large US players.

Spot equities earnings on Felix this week — Apr 21–24 Aerospace & Defense >GE Aerospace | $GE | Apr 21 | BMO >RTX Corp | $RTX | Apr 21 | BMO >Northrop Grumman | $NOC | Apr 21 | BMO >Boeing | $BA | Apr 22 | BMO >Lockheed Martin | $LMT | Apr 23 | BMO Big Tech & AI >Google | $GOOGL | Apr 22 | AMC >Microsoft | $MSFT | Apr 22 | AMC >Meta Platforms | $META | Apr 22 | AMC >Tesla | $TSLA | Apr 22 | AMC >IBM | $IBM | Apr 22 | AMC >ServiceNow | $NOW | Apr 22 | AMC >Apple | $AAPL | Apr 23 | AMC Semiconductors >Texas Instruments | $TXN | Apr 22 | AMC >Lam Research | $LRCX | Apr 22 | AMC >Intel | $INTC | Apr 23 | AMC >KLA Corp | $KLAC | Apr 23 | AMC Industrials & Infrastructure >Vertiv | $VRT | Apr 22 | BMO >AT&T | $T | Apr 22 | BMO >Union Pacific | $UNP | Apr 23 | BMO Healthcare >UnitedHealth | $UNH | Apr 21 | BMO >Thermo Fisher Scientific | $TMO | Apr 23 | BMO >Financials >Capital One | $COF | Apr 21 | AMC >American Express | $AXP | Apr 23 | BMO Mining & Materials >Freeport-McMoRan | $FCX | Apr 23 | BMO >Newmont | $NEM | Apr 23 | AMC Energy >NextEra Energy | $NEE | Apr 23 | BMO Consumer Staples >Procter & Gamble | $PG | Apr 24 | BMO Trade all earnings at

SpaceX $SPCX is planning to go public on June 12. It's the biggest IPO in history and will instantly reprice the entire space sector. These are the key space sectors to watch: Launch Service Providers $RKLB Rocket Lab $FLY Firefly Aerospace Space Imaging $PL Planet Labs $SATL Satellogic $GSAT Globalstar $BKSY BlackSky Technology $SPIR Spire Global $HAWK HawkEye 360 Satellite Communications $ASTS AST SpaceMobile $GSAT Globalstar $SIDU Sidus Space $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat Space Infrastructure $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems Speciality Materials $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace Aerospace & Defense $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales Space Components $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $VELO Velo3D $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics

Here is every holding Tema Space Innovators ETF $NASA Rocket Lab $RKLB 10.54% SpaceX SPV (private) 10.29% Planet Labs $PL 6.41% Filtronic $FTC 5.80% Intuitive Machines $LUNR 5.79% Firefly Aerospace $FLY 5.05% 5N Plus $VNP 4.15% OHB SE $OHB 4.01% BlackSky Technology $BKSY 3.97% Viasat $VSAT 3.94% AST SpaceMobile $ASTS 3.89% MDA Space $MDA 3.34% Universal Microwave Technology 3.12% York Space Systems $YSS 3.10% Nlight $LASR 2.95% Iridium Communications $IRDM 2.56% Astroscale Holdings 2.38% QPS Holdings 1.92% Voyager Technologies $VOYG 1.77% EchoStar $SATS 1.76% Sky Perfect JSAT 1.70% Vishay Precision Group $VPG 1.47% Lightpath Technologies $LPTH 1.41% KVH Industries $KVHI 1.03% Sphere Corp 0.94% GomSpace $GOMX 0.89% CPS Technologies $CPSH 0.88% Win Semiconductors 0.83% NextNav $NN 0.83% Synspective 0.75% Velo3D $VELO 0.62% Intellian Technologies 0.60% Gilat Satellite Networks $GILT 0.52% Avio $AVIO 0.46% Redwire $RDW 0.44% Scanway $SCW 0.17% Disclosure: @Temaetfs is a WOLF Financial Partner

Companies invited to join Trump’s trip to China: $MU Micron $COHR Coherent $QCOM Qualcomm $CSCO Cisco $BA Boeing $ILMN Illumina $AAPL Apple $C Citigroup $GS Goldman Sachs $BLK BlackRock $TSLA Tesla $GE GE Aerospace $V Visa $META Meta $MA Mastercard $BX Blackstone

It was great to join @Boeing CEO Kelly Ortberg in Wichita today to meet with Boeing Wichita’s talented workforce, community leaders & local aerospace suppliers – including a stop at @MAXaero_ICT. During the visit, Mr. Ortberg announced that Boeing will invest $1 billion in its Wichita facility over the next three years – a testament to Boeing’s commitment to Kansas and the local workforce. Wichita would not be the Air Capital of the World without the engineers, designers and manufacturers who call this city home. I am grateful for Mr. Ortberg accepting my invitation to come to Kansas to strengthen Boeing’s relationships in the community, & I appreciate Boeing’s commitment to increasing its presence in Kansas and continuing to invest in our workforce and state.

You aren’t ready for what’s coming next 🔥 Starship V3 Super Heavy Booster: taller, meaner, and packing the most powerful Raptor 3 engines ever built on Earth This thing is an absolute monster The pinnacle of aerospace engineering The upcoming launch is going to break the internet