A flash analysis of General Electric's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

A flash analysis of Archer Aviation's 10-K filing for FY2025. Our hosts break down what investors should look for in this quarterly report.

FedEx just announced a $5.2 billion acquisition this week, airlines are seeing their best insider buying activity in months, and fuel costs are spiking again. And somehow JetBlue rallied 22% while defense stocks are getting hammered. That's not the pattern you'd expect. We've got a lot to unpack from this week's filings — major M&A, insider activity clustering around travel names, and some interesting signals about where management teams see value right now.

This week in aviation was all about insider confidence colliding with external chaos — and the market rewarded the confidence while pricing in the chaos. We've got a billion-dollar Howmet contract, insider buying across four different names, and VSE Corporation absolutely ripping higher by fourteen percent. But we're also dealing with ongoing Middle East tensions that have airlines rerouting flights and burning more fuel. The question investors are asking is whether this insider activity is oppo

Boeing up six and a half percent this week while the Gulf airports are still assessing damage from Iranian strikes — that's not the headline I expected to write. Right, and it's not just Boeing. Defense names across the board are catching a bid while the airlines are getting hammered by fuel costs. We've got insider activity clustering around some interesting names this week, plus TSA numbers that actually look decent despite everything happening in the Middle East.

Boeing up six and a half percent this week while the Gulf airports are still assessing damage from Iranian strikes — that's not the headline I expected to write. Right, and it's not just Boeing. Defense names across the board are catching a bid while the airlines are getting hammered by fuel costs. We've got insider activity clustering around some interesting names this week, plus TSA numbers that actually look decent despite everything happening in the Middle East.

Airlines got hammered this week as Middle East tensions spiked fuel costs and closed major Gulf hubs. Southwest down over seven percent, United nearly six. When you see that kind of coordinated selling across the majors— —it's not stock-picking, it's sector repricing. And we've got a pile of filings from AAL, FDX, and the lessors that tell us how management teams are thinking about this new reality.

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 15th through March 22nd, 2026, and we saw some significant movements across aviation stocks with a clear divergence between winners and losers. Absolutely, Mike. We had Delta Air Lines leading the charge with a nearly 7 percent gain while Boeing took a substantial hit, dropping over 7 percent. We also saw a cluster of filings this week that gives us some insight into where these compa

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 2nd through March 9th, 2026, and it was a particularly challenging week for aviation stocks across the board. That's putting it mildly, Mike. When I look at our tracking board, I see red almost everywhere. We had only one gainer this week - Air Lease Corporation managed a modest 0.17 percent gain to close at $64.78. But on the flip side, we saw some really brutal losses, with JetBlue

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 8th through March 15th, 2026, and frankly, it was a brutal week for most aviation stocks. That's putting it mildly, Mike. When your top gainer for the week is up just 0.25 percent, you know it's been rough out there. But before we dive into the carnage, what's your overall take on what we witnessed this week?