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<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><title/><link>https://www.fool.com</link><description>The Motley Fool provides leading insight and analysis about stocks, helping investors stay informed.</description><atom:link href="https://api.fool.com/feeds/foolwatch?apikey=foolwatch-feed" rel="self"/><language>en-us</language><copyright>Copyright 1995-2026 The Motley Fool. All rights reserved.</copyright><lastBuildDate>Tue, 05 May 2026 04:05:00 -0400</lastBuildDate><image><url>https://g.foolcdn.com/assets/images/fool/tmf-logo.png</url><title/><link>https://www.fool.com</link><width>144</width><height>34</height></image><item><title>Want to Invest in SpaceX Before the IPO? These 3 Stocks Give You a Back Door In.</title><link>https://www.fool.com/investing/2026/05/05/want-to-invest-in-spacex-before-the-ipo-these-3-st/?source=iedfolrf0000001</link><description>SpaceX will soon launch, but eager investors don't have to wait for the stock to blast off before they gain exposure.</description><author>newsfeedback@fool.com (Scott Levine)</author><pubDate>Tue, 05 May 2026 04:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/05/want-to-invest-in-spacex-before-the-ipo-these-3-st/</guid><content:encoded>&lt;p&gt;With its confidential S-1 filing in April, SpaceX has told investors that the wait to own its stock is nearly over. While the date of the initial public offering (IPO) remains unknown, it's clear there will soon be a new opportunity to gain exposure to the burgeoning space economy.&lt;/p&gt;&lt;p&gt;Nonetheless, some may still be frustrated at having to wait for the SpaceX IPO. Fortunately, several investment options provide exposure to SpaceX today.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/05/want-to-invest-in-spacex-before-the-ipo-these-3-st/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQMUTFUND">ARKVX</category><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/stocks/NYSE">RONB</category><category domain="https://www.fool.com/stocks/NASDAQMUTFUND">PRIVX</category><category domain="https://www.fool.com/guid">ed5fed70-e9a9-4afe-a7ea-19e9266d5a68</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Got $10,000? United Rentals Could Turn the Next Decade of Construction and Energy Projects Into Serious Wealth</title><link>https://www.fool.com/investing/2026/05/04/got-10000-united-rentals-could-turn-the-next-decad/?source=iedfolrf0000001</link><description>Long-term investors could cash in if trends persist.</description><author>newsfeedback@fool.com (Selena Maranjian)</author><pubDate>Mon, 04 May 2026 18:08:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/got-10000-united-rentals-could-turn-the-next-decad/</guid><content:encoded>&lt;p&gt;Most people probably don't know much about &lt;strong&gt;United Rentals&lt;/strong&gt; &lt;span class="ticker" data-id="205928"&gt;(NYSE: URI)&lt;/span&gt;, but it's worth getting to know more about, as it might make you considerably more wealthy. It's not a well-known high-tech stock. Instead, it's the world's largest equipment rental company, with around 1,500 locations worldwide and roughly 4,800 classes of equipment available to rent -- such as forklifts, excavators, storage containers, porta potties, generators, hand tools, and trucks.&lt;/p&gt;&lt;p&gt;Before you start dozing off, know this: Its stock has averaged annual gains of 26% over the past 15 years and 31% over the past decade. Could its shares soar for you, too? What if you invested, say, $10,000 in United Rentals? Let's see.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/got-10000-united-rentals-could-turn-the-next-decad/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">URI</category><category domain="https://www.fool.com/guid">cce14227-b4ea-4fd2-8c95-cd1a7adc03ea</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Stock Market Today, May 4: ADT Falls as Apollo Exits Stake Through 102 Million-Share Offering</title><link>https://www.fool.com/coverage/stock-market-today/2026/05/04/stock-market-today-may-4-adt-falls-as-apollo-exits-stake-through-102-million-share-offering/?source=iedfolrf0000001</link><description>Apollo’s exit puts a large block of ADT shares into the market, while the company’s concurrent buyback absorbs only part of the selling pressure.</description><author>newsfeedback@fool.com (Eric Trie)</author><pubDate>Mon, 04 May 2026 17:41:45 -0400</pubDate><guid>https://www.fool.com/coverage/stock-market-today/2026/05/04/stock-market-today-may-4-adt-falls-as-apollo-exits-stake-through-102-million-share-offering/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;ADT&lt;/strong&gt; &lt;span class="ticker" data-id="339786"&gt;(NYSE:ADT)&lt;/span&gt;, a provider of security, interactive, and smart home solutions in the United States, closed at $7.06, down 6.49%. Shares fell after news that Apollo Global Management would fully exit its position through a 102 million-share secondary offering. Investors are watching the impact of increased share supply and the company's concurrent buyback.&lt;/p&gt;&lt;p&gt;The company’s trading volume reached 50.1 million shares, which is about 309% above compared with its three-month average of 12.3 million shares. ADT went public in 2018 and has fallen 43% since its IPO. &lt;/p&gt;&lt;p&gt;&lt;strong&gt;S&amp;amp;P 500&lt;/strong&gt; &lt;span class="ticker" data-id="220472"&gt;(SNPINDEX:^GSPC)&lt;/span&gt; slipped 0.41% to 7,200.75, while the &lt;strong&gt;&lt;a href="https://www.fool.com/investing/stock-market/indexes/nasdaq/"&gt;Nasdaq&lt;/a&gt; Composite&lt;/strong&gt; &lt;span class="ticker" data-id="220473"&gt;(NASDAQINDEX:^IXIC)&lt;/span&gt; edged down 0.19% to 25,067.8. Among security &amp;amp; protection services peers, Brink's &lt;span class="ticker" data-id="202924"&gt;(NYSE:BCO)&lt;/span&gt; closed at $104.38 (-2.88%) and Allegion &lt;span class="ticker" data-id="288656"&gt;(NYSE:ALLE)&lt;/span&gt; finished at $132.49 (-2.21%), reflecting broader weakness across security-focused names.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/coverage/stock-market-today/2026/05/04/stock-market-today-may-4-adt-falls-as-apollo-exits-stake-through-102-million-share-offering/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">ADT</category><category domain="https://www.fool.com/stocks/NYSE">BCO</category><category domain="https://www.fool.com/stocks/NYSE">ALLE</category><category domain="https://www.fool.com/guid">5480b33e-ac18-4a13-86ca-7f2f97ca332f</category><category domain="https://www.fool.com/topic">coveragestock-market-today</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why Napco Security Technologies Stock Plummeted Today</title><link>https://www.fool.com/investing/2026/05/04/why-napco-security-technologies-stock-plummeted-to/?source=iedfolrf0000001</link><description>Even though the stock suffered a big sell-off today, Napco is still up 67% over the last year.</description><author>newsfeedback@fool.com (Keith Noonan)</author><pubDate>Mon, 04 May 2026 17:11:49 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/why-napco-security-technologies-stock-plummeted-to/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Napco Security Technologies&lt;/strong&gt; &lt;span class="ticker" data-id="216768"&gt;(NASDAQ: NSSC)&lt;/span&gt; stock sank in Monday's trading. The security-solution company's share price closed out the daily session down 15.2%.&lt;/p&gt;&lt;p&gt;Napco published its fiscal third-quarter results before the market opened this morning and reported better-than-expected earnings on revenue that was in line with the market's expectations. Fiscal Q3 ended March 31 for the company. Despite the big pullback today, the stock is still up roughly 67% over the last year. &lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/why-napco-security-technologies-stock-plummeted-to/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">NSSC</category><category domain="https://www.fool.com/guid">6c284371-a5ea-434d-acac-c4676602b4a5</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Supply Chain Stocks Are Plunging on Amazon's Logistics Launch. 1 Reason To Buy the Dip</title><link>https://www.fool.com/investing/2026/05/04/supply-chain-stocks-are-plunging-on-amazons-logist/?source=iedfolrf0000001</link><description>Amazon is entering another industry, and it's making waves.</description><author>newsfeedback@fool.com (Jeremy Bowman)</author><pubDate>Mon, 04 May 2026 17:03:02 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/supply-chain-stocks-are-plunging-on-amazons-logist/</guid><content:encoded>&lt;p&gt;To the long list of industries that &lt;strong&gt;Amazon &lt;/strong&gt;&lt;span class="ticker" data-id="202816"&gt;(NASDAQ: AMZN)&lt;/span&gt; has disrupted, or at least attempted to, you can now add logistics.&lt;/p&gt;&lt;p&gt;On Monday morning, the tech giant announced the new Amazon Supply Chain Services business, essentially opening up its logistics network, which historically just powered its e-commerce business, to outside business customers. &lt;/p&gt;&lt;p&gt;The move brings Amazon in direct competition with a vast array of logistics companies, and &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/industrials/transportation-stocks/"&gt;supply chain stocks&lt;/a&gt; tumbled on the news as the chart below shows.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/supply-chain-stocks-are-plunging-on-amazons-logist/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">AMZN</category><category domain="https://www.fool.com/stocks/NYSE">MMM</category><category domain="https://www.fool.com/stocks/NYSE">UPS</category><category domain="https://www.fool.com/stocks/NYSE">FDX</category><category domain="https://www.fool.com/stocks/NYSE">PG</category><category domain="https://www.fool.com/stocks/NYSE">CVS</category><category domain="https://www.fool.com/stocks/NYSE">AEO</category><category domain="https://www.fool.com/stocks/NASDAQ">ODFL</category><category domain="https://www.fool.com/stocks/NASDAQ">SAIA</category><category domain="https://www.fool.com/stocks/NYSE">XPO</category><category domain="https://www.fool.com/guid">9ba3dff4-7db5-4e93-8188-523406f7df07</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Spirit Airlines Is Going Out of Business. Here's What's Next for Investors.</title><link>https://www.fool.com/investing/2026/05/04/spirit-airlines-is-going-out-of-business-heres-wha/?source=iedfolrf0000001</link><description>Spirit shareholders are unlikely to get anything for their shares in the upcoming liquidation.</description><author>newsfeedback@fool.com (Matthew Benjamin)</author><pubDate>Mon, 04 May 2026 14:34:57 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/spirit-airlines-is-going-out-of-business-heres-wha/</guid><content:encoded>&lt;p&gt;This week, &lt;strong&gt;Spirit Aviation Holdings&lt;/strong&gt;, parent company of Spirit Airlines, began winding down operations.&lt;/p&gt;&lt;p&gt;(Because the company has filed for bankruptcy, it now trades as FLYYQ, with the Q added as a warning to investors.)&lt;/p&gt;&lt;p&gt;The biggest cause of the company's demise is the rising cost of jet fuel. Due to the Middle East war and the oil supply shock that followed, the price of airline fuel has essentially doubled since the war began in late February, from $85-$90 to $150-$200.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/spirit-airlines-is-going-out-of-business-heres-wha/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSEMKT">FLYY</category><category domain="https://www.fool.com/stocks/NASDAQ">JBLU</category><category domain="https://www.fool.com/stocks/NASDAQ">UAL</category><category domain="https://www.fool.com/stocks/NASDAQ">AAL</category><category domain="https://www.fool.com/guid">0d24bf0b-ba8b-4232-be98-0ac20ef75cc8</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Here's Why GXO Logistics Shares Slumped (Hint: It's Amazon Related)</title><link>https://www.fool.com/investing/2026/05/04/heres-why-gxo-logistics-shares-slumped-hint-its-am/?source=iedfolrf0000001</link><description>Amazon's new business poses a threat to this company's growth outlook.</description><author>newsfeedback@fool.com (Lee Samaha)</author><pubDate>Mon, 04 May 2026 13:31:53 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/heres-why-gxo-logistics-shares-slumped-hint-its-am/</guid><content:encoded>&lt;p&gt;&lt;span&gt;The launch of &lt;/span&gt;&lt;strong&gt;Amazon.com&lt;/strong&gt;&lt;span&gt;&lt;strong&gt;'&lt;/strong&gt;s &lt;span class="ticker" data-id="202816"&gt;(NASDAQ: AMZN)&lt;/span&gt; Amazon Supply Chain Services (ASCS) has sent shockwaves through the transportation sector, including companies like &lt;/span&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/heres-why-ups-shares-got-crushed-today/"&gt;&lt;span&gt;UPS&lt;/span&gt;&lt;/a&gt;&lt;span&gt; and &lt;strong&gt;GXO Logistics&lt;/strong&gt; &lt;span class="ticker" data-id="345266"&gt;(NYSE: GXO)&lt;/span&gt;, with the latter's shares declining by almost 13% by 1:30 p.m today. &lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;Amazon's announcement of ASCS reads across as a direct threat to GXO Logistics. In a nutshell, Amazon is offering its existing logistics network to external customers. This includes its "freight, distribution, fulfillment, and parcel shipping capabilities to businesses of all types and sizes."&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;The operative phrase here is "all types and sizes." If UPS is particularly threatened by ASCS encroaching on the small- and medium-sized business market, then GXO Logistics is threatened by ASCS entering the large-enterprise market. Indeed, the press release stated that large enterprises such as &lt;strong&gt;3M&lt;/strong&gt;, &lt;strong&gt;Procter &amp;amp; Gamble&lt;/strong&gt;, and &lt;strong&gt;American Eagle&lt;/strong&gt; were already using Amazon's freight and shipping services. &lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/heres-why-gxo-logistics-shares-slumped-hint-its-am/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">GXO</category><category domain="https://www.fool.com/stocks/NASDAQ">AMZN</category><category domain="https://www.fool.com/stocks/NYSE">UPS</category><category domain="https://www.fool.com/stocks/NYSE">PG</category><category domain="https://www.fool.com/stocks/NYSE">AEO</category><category domain="https://www.fool.com/stocks/NYSE">MMM</category><category domain="https://www.fool.com/guid">24946758-6eb4-4a99-a468-bf44ecc84ce6</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Joby's CEO Wants Its Air Taxis to Be Competitive With Ground Transportation. Why That Could Be a Problem for the Stock</title><link>https://www.fool.com/investing/2026/05/04/jobys-ceo-wants-its-air-taxis-to-be-competitive-wi/?source=iedfolrf0000001</link><description>Pricing its services too low could impact Joby's prospects for long-term profitability.</description><author>newsfeedback@fool.com (David Jagielski, CPA)</author><pubDate>Mon, 04 May 2026 13:00:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/jobys-ceo-wants-its-air-taxis-to-be-competitive-wi/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Joby Aviation &lt;/strong&gt;&lt;span class="ticker" data-id="346022"&gt;(NYSE: JOBY)&lt;/span&gt; has been showcasing its impressive air taxis recently, highlighted by a flight in New York City last month, which was a milestone for the electric vertical take-off and landing (eVTOL) industry. The company's air taxis look to be the real deal, which is why Joby's stock commands a relatively high valuation of nearly $9 billion today.&lt;/p&gt;&lt;p&gt;The company's CEO recently discussed his long-term vision for Joby and the potential it may possess in transforming &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/travel-stocks/"&gt;travel&lt;/a&gt; in big cities. And there's one comment in particular that stood out to me, that's both intriguing and possibly troubling: he envisions Joby's air taxis being competitive with ground transportation.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/jobys-ceo-wants-its-air-taxis-to-be-competitive-wi/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">JOBY</category><category domain="https://www.fool.com/guid">fc254099-727f-404c-b510-2f83d6807a48</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Here's Why UPS Shares Got Crushed Today</title><link>https://www.fool.com/investing/2026/05/04/heres-why-ups-shares-got-crushed-today/?source=iedfolrf0000001</link><description>Amazon's launch of Amazon Supply Chain Services may prove to be a direct challenge to its delivery partner.</description><author>newsfeedback@fool.com (Lee Samaha)</author><pubDate>Mon, 04 May 2026 12:22:04 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/heres-why-ups-shares-got-crushed-today/</guid><content:encoded>&lt;p&gt;&lt;span&gt;Shares in &lt;strong&gt;UPS&lt;/strong&gt; &lt;span class="ticker" data-id="205916"&gt;(NYSE: UPS)&lt;/span&gt; were down by 9.8% as of 11:45 a.m, as the market reacted negatively to the news that &lt;strong&gt;Amazon.com&lt;/strong&gt; &lt;span class="ticker" data-id="202816"&gt;(NASDAQ: AMZN)&lt;/span&gt; had launched Amazon Supply Chain Services (ASCS), a business that offers a direct challenge to one of UPS's core end markets, namely small and medium-sized businesses (SMB).&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;It's &lt;/span&gt;&lt;a href="https://www.fool.com/investing/2026/04/02/heres-why-ups-shares-declined-by-15-in-march/"&gt;&lt;span&gt;widely reported&lt;/span&gt;&lt;/a&gt;&lt;span&gt; that UPS is voluntarily "gliding down" its delivery volumes for Amazon. UPS aims to lower its Amazon volumes by 50% from the start of 2025 to the middle of 2026. The move makes perfect sense, as many of the deliveries were low- or even negative-margin for UPS, and the company continues to migrate its network toward more profitable deliveries in its core end markets, such as SMBs and healthcare. &lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;That said, it appears ASCS could pose a significant threat to UPS. The announcement couldn't have been any clearer. Just as &lt;a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-amazon-stock/"&gt;Amazon&lt;/a&gt; developed cloud infrastructure to better run its business and then began offering its services to external customers as Amazon Web Services, so Amazon plans to sell its logistics and shipping capabilities to external customers as ASCS.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/heres-why-ups-shares-got-crushed-today/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">UPS</category><category domain="https://www.fool.com/stocks/NASDAQ">AMZN</category><category domain="https://www.fool.com/stocks/NYSE">PG</category><category domain="https://www.fool.com/stocks/NYSE">MMM</category><category domain="https://www.fool.com/guid">6c294687-e9e5-4651-aa60-4cde589b55ca</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why Norwegian Cruise Line Stock Dropped Today</title><link>https://www.fool.com/investing/2026/05/04/why-norwegian-cruise-line-stock-dropped-today/?source=iedfolrf0000001</link><description>Norwegian Cruise stock may be at the mercy of U.S.-Iran peace negotiations for a while.</description><author>newsfeedback@fool.com (Rich Smith)</author><pubDate>Mon, 04 May 2026 10:52:56 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/why-norwegian-cruise-line-stock-dropped-today/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Norwegian Cruise Line Holdings &lt;/strong&gt;&lt;span class="ticker" data-id="284388"&gt;(NYSE: NCLH)&lt;/span&gt; tumbled 8.5% through 10:35 a.m. ET after reporting mixed earnings -- and lousy guidance -- this morning.&lt;/p&gt;&lt;p&gt;Heading into the report, Wall Street analysts expected Norwegian to earn $0.15 per share on sales of $2.36 billion. The &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/travel-stocks/cruise-line-stocks/"&gt;cruise line stock&lt;/a&gt; managed to beat the earnings forecast, earning $0.23, but it hit shoals on sales, coming up just short at $2.33 billion.  &lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/why-norwegian-cruise-line-stock-dropped-today/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">NCLH</category><category domain="https://www.fool.com/guid">06d76092-0291-4693-90d5-b350d3e99a49</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why Lockheed Martin Stock Fell 14.3% in April</title><link>https://www.fool.com/investing/2026/05/04/why-lockheed-martin-stock-fell-143-in-april/?source=iedfolrf0000001</link><description>Defense contractors are struggling after a bump earlier in the year due to the outbreak of the conflict in Iran.</description><author>newsfeedback@fool.com (Brett Schafer)</author><pubDate>Mon, 04 May 2026 10:36:14 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/why-lockheed-martin-stock-fell-143-in-april/</guid><content:encoded>&lt;p&gt;Shares of &lt;strong&gt;Lockheed Martin&lt;/strong&gt; &lt;span class="ticker" data-id="204339"&gt;(NYSE: LMT)&lt;/span&gt; fell 14.3% in April while the broad market was soaring, according to data from &lt;a aria-label="S&amp;amp;P Global Market Intelligence - open in a new tab" class="text-cyan-900 hover:text-cyan-800" data-uw-rm-ext-link="" href="http://marketintelligence.spglobal.com/" target="_blank"&gt;S&amp;amp;P Global Market Intelligence&lt;/a&gt;. Defense stocks are coming back to earth amid falling tensions in the Iran conflict in April, while Lockheed Martin itself posted disappointing first-quarter 2026 earnings due to program delays.&lt;/p&gt;&lt;p&gt;Here's why Lockheed Martin stock was falling last month, and whether defense stock investors should buy the dip today. &lt;/p&gt;&lt;p&gt;For the March quarter, Lockheed Martin's sales were flat year over year. However, its earnings per share (&lt;a href="https://www.fool.com/terms/e/earnings-per-share/"&gt;EPS&lt;/a&gt;) fell to $6.44 compared to $7.28 a year prior due to supply chain issues across some of its fighter jet and classified programs. With some of these systems under fixed-cost contracts with the government, delays can lead to cost overruns and margin compression, which Wall Street does not like. This is the main reason why the stock fell in April.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/why-lockheed-martin-stock-fell-143-in-april/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">LMT</category><category domain="https://www.fool.com/guid">0b792e0a-3cd4-4316-b55f-594bc328aab7</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>2 Nuclear Stocks Chasing a $7 Trillion Opportunity</title><link>https://www.fool.com/investing/2026/05/04/2-nuclear-stocks-chasing-a-7-trillion-opportunity/?source=iedfolrf0000001</link><description>AI spending is forcing a $7 trillion data center buildout.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Mon, 04 May 2026 10:30:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/04/2-nuclear-stocks-chasing-a-7-trillion-opportunity/</guid><content:encoded>&lt;p&gt;According to a new report published by global consultancy McKinsey &amp;amp; Co., there's a new $7 trillion opportunity that every investor should be aware of now. "The race to scale AI [artificial intelligence] has triggered one of the largest infrastructure build-outs in modern history," the report begins. "By our estimates, global spending on data centers could reach $7 trillion by 2030."&lt;/p&gt;&lt;p&gt;Most investors looking to ride the AI trend have gone after &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/"&gt;AI stocks&lt;/a&gt;. Others have looked to buying &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/real-estate-investing/reit/data-center-reit/"&gt;data center REITs&lt;/a&gt; in order to cash in on the AI industry's rapidly rising appetite for new compute power.&lt;/p&gt;&lt;p&gt;But there's one other category AI investors should be closely monitoring: nuclear energy. That's because it has the potential to deliver huge amounts of clean, reliable power to both the AI and the data center industries. When it comes to &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/energy/nuclear/"&gt;high-upside nuclear energy stocks&lt;/a&gt;, two clearly top the list.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/04/2-nuclear-stocks-chasing-a-7-trillion-opportunity/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">SMR</category><category domain="https://www.fool.com/stocks/NYSE">OKLO</category><category domain="https://www.fool.com/guid">e02c02ed-f138-4b12-b515-6f7712739fc9</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why General Dynamics Stock Is Rising</title><link>https://www.fool.com/investing/2026/05/03/why-general-dynamics-stock-is-up/?source=iedfolrf0000001</link><description>Defense spending is surging.</description><author>newsfeedback@fool.com (Joe Tenebruso)</author><pubDate>Sun, 03 May 2026 22:35:32 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/why-general-dynamics-stock-is-up/</guid><content:encoded>&lt;p&gt;Shares of&lt;strong&gt; General Dynamics &lt;/strong&gt;&lt;span class="ticker" data-id="203650"&gt;(NYSE: GD)&lt;/span&gt; rose this past week after the aerospace and defense giant delivered strong quarterly results. &lt;/p&gt;&lt;p class="caption"&gt;The Gulfstream G500. Image source: General Dynamics.&lt;/p&gt;&lt;p&gt;General Dynamics' first-quarter revenue climbed 10.3% year over year to $13.5 billion.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/why-general-dynamics-stock-is-up/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">GD</category><category domain="https://www.fool.com/guid">97488356-14ec-4804-a110-e664509e9242</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>This Under‑the‑Radar Grid Infrastructure Powerhouse Could Be a Generational Wealth Builder for Patient Investors</title><link>https://www.fool.com/investing/2026/05/03/this-undertheradar-grid-infrastructure-powerhouse/?source=iedfolrf0000001</link><description>Quanta Services has been an amazing grower, and that might not stop anytime soon.</description><author>newsfeedback@fool.com (Selena Maranjian)</author><pubDate>Sun, 03 May 2026 19:44:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/this-undertheradar-grid-infrastructure-powerhouse/</guid><content:encoded>&lt;p&gt;Plenty of companies you've never heard of might make you rich, so it's well worth looking beyond the usual suspects such as &lt;strong&gt;Apple&lt;/strong&gt;, &lt;strong&gt;Amazon.com&lt;/strong&gt;, and &lt;strong&gt;Nvidia&lt;/strong&gt;.&lt;/p&gt;&lt;p&gt;For example, consider &lt;strong&gt;Quanta Services&lt;/strong&gt; &lt;span class="ticker" data-id="205165"&gt;(NYSE: PWR)&lt;/span&gt;, which has averaged annual gains of 26% over the past 15 years and 41% over the past decade. Could it be a terrific investment for you? Let's see.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/this-undertheradar-grid-infrastructure-powerhouse/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">PWR</category><category domain="https://www.fool.com/guid">005bc2b0-0786-4646-a3b0-11b90540b0a9</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Plug Power Stock Is Still Under $30. Here's Why It's Time to Pounce.</title><link>https://www.fool.com/investing/2026/05/03/plug-power-is-still-under-x-heres-whether-long-ter/?source=iedfolrf0000001</link><description>Plug Power stock has more than tripled in value over the past 12 months.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Sun, 03 May 2026 19:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/plug-power-is-still-under-x-heres-whether-long-ter/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Plug Power&lt;/strong&gt; &lt;span class="ticker" data-id="205007"&gt;(NASDAQ: PLUG)&lt;/span&gt; stock is soaring once again. Since 2026 began, shares have risen in value by more than 40%. Over the past 12 months, Plug Power stock has more than tripled.&lt;/p&gt;&lt;p&gt;But here's the thing: Shares still trade at just $3 apiece. Over the past five years, however, shares have traded above $30 on three occasions. If shares did so once again, there would be nearly 1,000% in potential upside.&lt;/p&gt;&lt;p&gt;Before you jump into this &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/energy/hydrogen-stocks/"&gt;promising hydrogen stock&lt;/a&gt;, there are two things you must understand.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/plug-power-is-still-under-x-heres-whether-long-ter/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">PLUG</category><category domain="https://www.fool.com/guid">4d95563c-4656-40ec-bd44-ce121d9f14bb</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>The SpaceX IPO Will Create a $75 Billion Spending Spree -- These 2 AI Stocks Will Win</title><link>https://www.fool.com/investing/2026/05/03/the-spacex-ipo-will-create-a-75-billion-spending-s/?source=iedfolrf0000001</link><description>SpaceX's upcoming IPO will arm it with huge amounts of cash.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Sun, 03 May 2026 17:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/the-spacex-ipo-will-create-a-75-billion-spending-s/</guid><content:encoded>&lt;p&gt;The upcoming SpaceX IPO should make history. There are already ways to &lt;a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-spacex-stock/"&gt;invest in SpaceX today&lt;/a&gt;. But these methods are largely buying shares that have already been issued. The IPO, meanwhile, will issue new SpaceX shares, meaning that the proceeds will go directly to the company's bank account, minus a chunk of underwriting and other miscellaneous fees.&lt;/p&gt;&lt;p&gt;In total, the SpaceX IPO could net the company somewhere between $50 billion and $75 billion. That's a huge amount of new capital that the company should put to work almost immediately. SpaceX has huge visions for the future, everything from scaling up its massive Starship rocket to establishing a base on the moon. The rocket company could even look to build &lt;a href="https://www.fool.com/investing/2026/04/08/stocks-monster-potential-hold-chaos-rivn-oklo/"&gt;AI data centers in space&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;Expect all of SpaceX's IPO proceeds to eventually end up in other companies' pockets. This spending spree, which could total up to $75 billion, should directly benefit two &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/"&gt;AI stocks&lt;/a&gt; in particular.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/the-spacex-ipo-will-create-a-75-billion-spending-s/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">NVDA</category><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/guid">39ecf5e8-3792-46a0-9474-14b61983bfa0</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Finally, Some Good News for Tesla Investors</title><link>https://www.fool.com/investing/2026/05/03/finally-some-good-news-for-tesla-investors/?source=iedfolrf0000001</link><description>The robotaxi rollout is progressing, albeit at a slow pace, but that might be what investors need right now.</description><author>newsfeedback@fool.com (Lee Samaha)</author><pubDate>Sun, 03 May 2026 09:43:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/finally-some-good-news-for-tesla-investors/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Tesla &lt;/strong&gt;&lt;span class="ticker" data-id="224257"&gt;(NASDAQ: TSLA)&lt;/span&gt; isn't a stock being valued for what it is now but rather for what it could become in a few years' time. That future largely depends on its robotaxi and Optimus initiatives, with the former being the key near-term catalyst.&lt;/p&gt;&lt;p&gt;While the robotaxi rollout has been far slower than anticipated, Tesla is beginning to show some incremental progress, however small, that shouldn't be dismissed by investors. It's something that, alongside increasing approvals for full self-driving (FSD) in Europe, can build investor confidence in the stock.&lt;/p&gt;&lt;p&gt;To be clear, this isn't the rollout most envisaged, and it's certainly not what CEO Elon Musk outlined almost a year ago. Having famously told investors to expect autonomous ride-hailing in half of the U.S. population by the end of 2025, investors had to wait until the end of January for the first truly unsupervised robotaxi to be operational in Austin, Texas.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/finally-some-good-news-for-tesla-investors/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/guid">9aed1f46-3a5b-4881-a50a-80b4d76cefb0</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Spire Global Just Lost a Contract That Would Have Been Equal to 9 Months of 2025 Revenue</title><link>https://www.fool.com/investing/2026/05/03/spire-global-just-lost-a-contract-that-would-have/?source=iedfolrf0000001</link><description>Even seemingly cheap stocks can turn expensive when bad news strikes.</description><author>newsfeedback@fool.com (Rich Smith)</author><pubDate>Sun, 03 May 2026 08:08:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/spire-global-just-lost-a-contract-that-would-have/</guid><content:encoded>&lt;p&gt;Just one week ago, I named &lt;strong&gt;Spire Global&lt;/strong&gt; &lt;span class="ticker" data-id="347040"&gt;(NYSE: SPIR)&lt;/span&gt; as one of my top three &lt;a href="https://www.fool.com/investing/2026/04/23/3-space-stocks-under-the-radar-to-buy-this-month/"&gt;closest-to-bargain-priced space stocks&lt;/a&gt;. I pointed out how, even after selling off its marquee holding, its maritime satellite data business, &lt;a href="https://www.fool.com/investing/2025/03/16/kpler-deal-on-the-rocks-can-spire-stock-survive/"&gt;to Kpler&lt;/a&gt; last year, Spire was still bringing in $79 million in annual sales and had been pegged by Wall Street analysts for 22% sales growth next year -- and potentially positive profits in 2029.&lt;/p&gt;&lt;p&gt;My timing couldn't possibly have been worse.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/spire-global-just-lost-a-contract-that-would-have/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">SPIR</category><category domain="https://www.fool.com/guid">efa0c5ba-8986-4339-b59f-b118a825e6ee</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Did Polaris Just Turn Into a Drone Stock?</title><link>https://www.fool.com/investing/2026/05/03/did-polaris-just-turn-into-a-drone-stock/?source=iedfolrf0000001</link><description>Polaris needs to shift its sales into higher gear. A new military robot could help with that.</description><author>newsfeedback@fool.com (Rich Smith)</author><pubDate>Sun, 03 May 2026 07:07:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/did-polaris-just-turn-into-a-drone-stock/</guid><content:encoded>&lt;p&gt;This week was a good week to own &lt;strong&gt;Polaris&lt;/strong&gt; &lt;span class="ticker" data-id="204988"&gt;(NYSE: PII)&lt;/span&gt; stock -- and the next 52 weeks could be even better.&lt;/p&gt;&lt;p&gt;The manufacturer of everything from snowmobiles to motorcycles to all-terrain vehicles to boats reported first-quarter earnings on Tuesday, you see, crushing analyst forecasts and reporting a $0.13-per-share profit where &lt;a href="https://www.fool.com/terms/s/what-is-a-sell-side-analyst/"&gt;Wall Street expected a loss&lt;/a&gt; of $0.40. Quarterly sales exceeded expectations as well, growing 8% year over year to $1.7 billion, and Polaris expanded its gross profit margin by 420 basis points to 20.2%. &lt;/p&gt;&lt;p class="caption"&gt;Polaris builds ATVs -- now also for the U.S. military. Image source: Polaris.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/did-polaris-just-turn-into-a-drone-stock/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">PII</category><category domain="https://www.fool.com/stocks/NYSE">BAC</category><category domain="https://www.fool.com/stocks/NYSE">WFC</category><category domain="https://www.fool.com/stocks/NYSE">OSK</category><category domain="https://www.fool.com/stocks/NYSE">GD</category><category domain="https://www.fool.com/stocks/OTC">BAESY</category><category domain="https://www.fool.com/guid">46761c89-20af-4f25-b3ba-7d86cf6b6b0d</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Europe Wants to Go to Mars -- but Needs SpaceX to Help</title><link>https://www.fool.com/investing/2026/05/03/europe-wants-to-go-to-mars-but-needs-spacex-to-hel/?source=iedfolrf0000001</link><description>When your rover absolutely, positively must reach Mars on a budget, call SpaceX.</description><author>newsfeedback@fool.com (Rich Smith)</author><pubDate>Sun, 03 May 2026 06:06:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/europe-wants-to-go-to-mars-but-needs-spacex-to-hel/</guid><content:encoded>&lt;p&gt;Elon Musk isn't the only one who wants to &lt;a href="https://www.fool.com/investing/2016/10/05/elon-musks-mars-plan-is-much-bigger-than-just-the.aspx"&gt;go to Mars&lt;/a&gt;. As we learned earlier this month, Europe is keen on the idea as well -- and in a surprising coincidence, the European Space Agency (ESA) will seek Musk's help to get them there.&lt;/p&gt;&lt;p&gt;Unlike Musk's plan to "colonize Mars," however, all Europe wants to do for now is send a rover to the Red Planet. &lt;/p&gt;&lt;p class="caption"&gt;Image source: NASA.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/europe-wants-to-go-to-mars-but-needs-spacex-to-hel/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/guid">4147790b-5f21-43c5-8d43-324e2e88b48d</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Forget This Trump eVTOL Darling: A Diversified Defense Contractor Is the Smarter Long‑Term Holding</title><link>https://www.fool.com/investing/2026/05/03/forget-this-trump-evol-darling-a-diversified-defen/?source=iedfolrf0000001</link><description>Untested drone start-up or established aerospace giant? One stock is clearly safer than the other.</description><author>newsfeedback@fool.com (Rich Smith)</author><pubDate>Sun, 03 May 2026 05:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/forget-this-trump-evol-darling-a-diversified-defen/</guid><content:encoded>&lt;p&gt;On Nov. 4, 2024, the day before President Donald Trump was reelected as the 47th U.S. President, &lt;strong&gt;Vertical Aerospace&lt;/strong&gt; &lt;span class="ticker" data-id="400298"&gt;(NYSE: EVTL)&lt;/span&gt; closed at $4.31 per share. A few weeks later, a tidal wave of buying nearly quadrupled the stock to an all-time high of $15.50 per share.&lt;/p&gt;&lt;p&gt;But it's been pretty much downhill for Vertical Aerospace ever since. &lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/forget-this-trump-evol-darling-a-diversified-defen/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">EVTL</category><category domain="https://www.fool.com/stocks/NYSE">RTX</category><category domain="https://www.fool.com/guid">733af997-81a4-4016-87e0-ea606229004a</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>My Top 2 Industrial Stocks for the Iran War Era</title><link>https://www.fool.com/investing/2026/05/03/my-top-2-industrial-stocks-for-the-iran-war-era/?source=iedfolrf0000001</link><description>The Iran war and Strait of Hormuz closure have thrown the markets into chaos. What's the best way to play this brave new world?</description><author>newsfeedback@fool.com (James Hires)</author><pubDate>Sun, 03 May 2026 02:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/my-top-2-industrial-stocks-for-the-iran-war-era/</guid><content:encoded>&lt;p&gt;The war between Iran, Israel, and the United States and the subsequent closure of the Strait of Hormuz laid bare the fragility of modern shipping infrastructure.&lt;/p&gt;&lt;p&gt;When Iran closed the strait, it cut off 25% of all the world's &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/energy/"&gt;energy imports&lt;/a&gt;. Large quantities of fertilizer, industrial chemicals, livestock feed, helium, and minerals like sulfur and aluminum move through it as well.&lt;/p&gt;&lt;p&gt;No matter how or when the war comes to an end, we'll be left in a brave new world where open sea lanes can't be taken for granted. &lt;strong&gt;MP Materials &lt;/strong&gt;&lt;span class="ticker" data-id="343372"&gt;(NYSE: MP)&lt;/span&gt; and &lt;strong&gt;Cameco &lt;/strong&gt;&lt;span class="ticker" data-id="206377"&gt;(NYSE: CCJ)&lt;/span&gt; are some of the best ways to play the era being ushered in by the Iran war.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/my-top-2-industrial-stocks-for-the-iran-war-era/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">CCJ</category><category domain="https://www.fool.com/stocks/NYSE">MP</category><category domain="https://www.fool.com/stocks/NYSE">BAM</category><category domain="https://www.fool.com/guid">5b2a2fb1-3876-4c48-8529-c077978c885e</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>SpaceX IPO: Is This the 10X Stock You've Been Waiting For?</title><link>https://www.fool.com/investing/2026/05/03/spacex-ipo-is-this-the-10x-stock-youve-been-waitin/?source=iedfolrf0000001</link><description>The SpaceX IPO should be one of the biggest in history.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Sun, 03 May 2026 01:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/03/spacex-ipo-is-this-the-10x-stock-youve-been-waitin/</guid><content:encoded>&lt;p&gt;If you're like me, you've been tracking the upcoming SpaceX initial public offering (IPO) very closely. There are already some ways you can &lt;a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-spacex-stock/"&gt;invest in SpaceX shares today&lt;/a&gt;. But it's also reasonable to simply wait for the IPO to make shares widely available to the public.&lt;/p&gt;&lt;p&gt;Betting markets currently predict that the SpaceX IPO will be announced &lt;a href="https://www.fool.com/investing/2026/04/26/mark-your-calendar-the-spacex-ipo-should-occur-by/"&gt;sometime in June&lt;/a&gt;. So we could be just a month away from what should be a record-breaking public debut. While predictions vary, most analysts suspect the company will target a valuation between $1.5 trillion and $1.75 trillion. Recently, there have even been rumors that the company could be eyeing a $2 trillion valuation.&lt;/p&gt;&lt;p&gt;I love SpaceX as a business. Led by founder &lt;a href="https://www.fool.com/investing/how-to-invest/famous-investors/elon-musk-investments/"&gt;Elon Musk&lt;/a&gt;, the company has revolutionized the rocket industry by making it dramatically cheaper to bring a payload into space. This feat now makes scores of other business opportunities available, such as scaling a low-Earth-orbit satellite internet business or putting artificial intelligence (AI) data centers into space.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/03/spacex-ipo-is-this-the-10x-stock-youve-been-waitin/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/guid">81564f0d-39f1-4f90-be16-6d93096a06c3</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Elon Musk Just Announced Fantastic News to Nvidia Stock Investors</title><link>https://www.fool.com/investing/2026/05/02/elon-musk-just-announced-fanastic-news-to-nvidia-s/?source=iedfolrf0000001</link><description>These longtime market-beaters still have quite aggressive ambitions.</description><author>newsfeedback@fool.com (Prosper Junior Bakiny)</author><pubDate>Sat, 02 May 2026 13:00:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/02/elon-musk-just-announced-fanastic-news-to-nvidia-s/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Tesla&lt;/strong&gt;'s &lt;span class="ticker" data-id="224257"&gt;(NASDAQ: TSLA)&lt;/span&gt; most recent quarterly update was mixed. The company's top-line came short of expectations, but earnings were stronger than anticipated. Beyond the company's financial results, though, one important storyline to watch these days is that Tesla is increasingly shifting its strategy. The electric vehicle (EV) leader is branching out beyond its core market and planning to ramp up production of its Optinus humanoid robot this year, while making progress with its robotaxi service. Tesla's vision for the future looks ambitious, and in its efforts to make it happen, the company will likely make moves that will benefit none other than&lt;strong&gt; Nvidia&lt;/strong&gt; &lt;span class="ticker" data-id="204770"&gt;(NASDAQ: NVDA)&lt;/span&gt;.&lt;/p&gt;&lt;p&gt;Recent comments from CEO Elon Musk were arguably a bullish signal for Nvidia. Let's look into them and discuss what all that means for both companies.&lt;/p&gt;&lt;p class="caption"&gt;Image source: The Motley Fool.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/02/elon-musk-just-announced-fanastic-news-to-nvidia-s/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/stocks/NASDAQ">NVDA</category><category domain="https://www.fool.com/guid">693f4726-dc67-4ea4-8001-62382ea39196</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why American Superconductor Stock Jumped 58.2% in April</title><link>https://www.fool.com/investing/2026/05/02/why-american-superconductor-stock-jumped-585-in-ap/?source=iedfolrf0000001</link><description>The AI supply chain is creating opportunities across various sectors.</description><author>newsfeedback@fool.com (Brett Schafer)</author><pubDate>Sat, 02 May 2026 10:58:44 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/02/why-american-superconductor-stock-jumped-585-in-ap/</guid><content:encoded>&lt;p&gt;Shares of &lt;strong&gt;American Superconductor&lt;/strong&gt; &lt;span class="ticker" data-id="202811"&gt;(NASDAQ: AMSC)&lt;/span&gt; jumped 58.2% in April, according to data from &lt;a aria-label="S&amp;amp;P Global Market Intelligence - open in a new tab" class="text-cyan-900 hover:text-cyan-800" data-uw-rm-ext-link="" href="http://marketintelligence.spglobal.com/" target="_blank"&gt;S&amp;amp;P Global Market Intelligence&lt;/a&gt;. The little-known company is roaring, up over 200% in the last five years to a market cap of $2.5 billion, driven by increasing demand for its power solutions for artificial intelligence (&lt;a href="https://www.fool.com/terms/a/artificial-intelligence/"&gt;AI&lt;/a&gt;) infrastructure. &lt;/p&gt;&lt;p&gt;As power demands for AI workloads continue to grow, investors kept buying American Superconductor stock in April. Here's why the stock price was soaring, and whether it is a buy today. &lt;/p&gt;&lt;p&gt;Many readers will already know about the increased strain the AI data center builders are putting on the power grids in the United States. American Superconductor's product suite helps manage the power grid by linking substations together and stabilizing voltages across networks. As electricity demand grows in the United States, we will likely see greater demand for these products.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/02/why-american-superconductor-stock-jumped-585-in-ap/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">AMSC</category><category domain="https://www.fool.com/guid">86392de2-0f6f-4e9a-b893-23d1212a783f</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why Rocket Lab Stock Zoomed 28.5% Higher In April</title><link>https://www.fool.com/investing/2026/05/02/why-rocket-lab-stock-zoomed-285-higher-in-april/?source=iedfolrf0000001</link><description>Investors are getting more bullish on the space economy ahead of a rumored SpaceX IPO.</description><author>newsfeedback@fool.com (Brett Schafer)</author><pubDate>Sat, 02 May 2026 09:54:47 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/02/why-rocket-lab-stock-zoomed-285-higher-in-april/</guid><content:encoded>&lt;p&gt;Shares of &lt;strong&gt;Rocket Lab&lt;/strong&gt; &lt;span class="ticker" data-id="349305"&gt;(NASDAQ: RKLB)&lt;/span&gt; jumped 28.5% in April, according to data from &lt;a class="text-cyan-900 hover:text-cyan-800" href="http://marketintelligence.spglobal.com/" target="_blank"&gt;S&amp;amp;P Global Market Intelligence&lt;/a&gt;. The rocket maker and fast-growing space economy company saw its stock price rise on Wall Street price target upgrades, an increased backlog, and continued execution of its launch business. Plus, it is likely riding on the momentum of the upcoming SpaceX &lt;a href="https://www.fool.com/terms/i/ipo/"&gt;IPO&lt;/a&gt;, which is scheduled for June.&lt;/p&gt;&lt;p&gt;Here's why Rocket Lab stock soared in April. &lt;/p&gt;&lt;p&gt;Rocket Lab has built itself into the second coming of SpaceX, albeit still years behind the leader in the field. It has a small rocket, the Electron, that delivers precise payloads into orbit. Along with the Electron, the company offers numerous programs to help build space products for commercial customers, such as satellites and communication systems. This vertical integration has enabled Rocket Lab to consistently win customer orders, along with its safe launch execution.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/02/why-rocket-lab-stock-zoomed-285-higher-in-april/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">RKLB</category><category domain="https://www.fool.com/guid">d7fd3dd0-61fe-4cb9-9dc1-06b317e2b378</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>3 Industrial Dividend Stocks That Keep Paying No Matter What the Market Does</title><link>https://www.fool.com/investing/2026/05/02/3-industrial-dividend-stocks-that-keep-paying-no-m/?source=iedfolrf0000001</link><description>These Dividend King industrial stocks have a history of surviving the business cycle.</description><author>newsfeedback@fool.com (Reuben Gregg Brewer)</author><pubDate>Sat, 02 May 2026 09:15:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/02/3-industrial-dividend-stocks-that-keep-paying-no-m/</guid><content:encoded>&lt;p&gt;Industrial stocks largely sell products to other companies. Demand for those products is usually highly dependent on economic activity, making industrial stocks like &lt;strong&gt;Emerson Electric&lt;/strong&gt; &lt;span class="ticker" data-id="203389"&gt;(NYSE: EMR)&lt;/span&gt;, &lt;strong&gt;Nordson&lt;/strong&gt; &lt;span class="ticker" data-id="204634"&gt;(NASDAQ: NDSN)&lt;/span&gt;, and &lt;strong&gt;Stanley Black &amp;amp; Decker&lt;/strong&gt; &lt;span class="ticker" data-id="205615"&gt;(NYSE: SWK)&lt;/span&gt; highly cyclical businesses. And yet all three are Dividend Kings, with 50+ years of annual dividend increases behind each.&lt;/p&gt;&lt;p&gt;Wall Street is currently dealing with conflicting economic signals. Consumers are tightening their budgets. Oil prices are high thanks to the geopolitical conflict in the Middle East. There are legitimate concerns that a recession is possible. On the other hand, U.S. economic growth has yet to turn negative. If you are considering buying an industrial stock, but are worried that a recession is on the way, you might want to do a deep dive on these three &lt;a href="https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/"&gt;Dividend King&lt;/a&gt; industrials. &lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/02/3-industrial-dividend-stocks-that-keep-paying-no-m/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">EMR</category><category domain="https://www.fool.com/stocks/SNPINDEX">^GSPC</category><category domain="https://www.fool.com/stocks/NYSE">SWK</category><category domain="https://www.fool.com/stocks/NASDAQ">NDSN</category><category domain="https://www.fool.com/guid">3b966611-40dd-47cc-8c7c-9ba5788e3d7c</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Boeing's Got a New Drone (Same as the Old Drone)</title><link>https://www.fool.com/investing/2026/05/02/boeings-got-a-new-drone-same-as-the-old-drone/?source=iedfolrf0000001</link><description>Ten years after it was first announced, Boeing's Navy drone program is still three years away from generating real revenue for the defense giant.</description><author>newsfeedback@fool.com (Rich Smith)</author><pubDate>Sat, 02 May 2026 06:06:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/02/boeings-got-a-new-drone-same-as-the-old-drone/</guid><content:encoded>&lt;p&gt;For more than a decade -- ever since it canceled &lt;strong&gt;Northrop Grumman&lt;/strong&gt;'s successful &lt;a href="https://www.fool.com/investing/general/2016/05/02/lockheed-looks-to-eliminate-northrop-grummans-lead.aspx"&gt;X-47B drone project&lt;/a&gt;, in fact -- the U.S. Navy has had one thing on its wish list: a new uncrewed drone that it can launch from its aircraft carriers to refuel fighter jets and thus increase their flight range.&lt;/p&gt;&lt;p&gt;Ten years later, the Navy might finally get its wish.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Boeing.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/02/boeings-got-a-new-drone-same-as-the-old-drone/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">BA</category><category domain="https://www.fool.com/stocks/NYSE">NOC</category><category domain="https://www.fool.com/guid">b3c77da4-e69d-433d-8e34-a01a452a1e07</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Can Europe Compete With SpaceX Launch Price? Only If Elon Musk Says "Yes."</title><link>https://www.fool.com/investing/2026/05/02/europe-still-cant-compete-with-spacex-launch-price/?source=iedfolrf0000001</link><description>Don't believe everything you read. ArianeGroup still cannot compete with SpaceX on price.</description><author>newsfeedback@fool.com (Rich Smith)</author><pubDate>Sat, 02 May 2026 05:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/02/europe-still-cant-compete-with-spacex-launch-price/</guid><content:encoded>&lt;p&gt;More than a decade ago, SpaceX burst into the commercial space launch market, disrupting the industry with an ultralow $61.2 million price for its Falcon 9 rocket -- and nearly giving Europe a heart attack. That amount was much less than United Launch Alliance was charging in the U.S., and even less than ArianeGroup could profitably charge for its Ariane 5 rockets in Europe. Ariane CEO Alain Charmeau complained that SpaceX was trying to "&lt;a href="https://www.fool.com/investing/2018/06/02/europe-complains-spacex-rocket-prices-are-too-chea.aspx"&gt;kick Europe out of space&lt;/a&gt;."&lt;/p&gt;&lt;p&gt;And so Europe came up with a solution: &lt;a href="https://www.fool.com/investing/2023/12/23/arianes-new-price-tag-is-bad-news-for-airbus/"&gt;It would build a new rocketship&lt;/a&gt;. Two of them, actually: a $77 million Ariane 62 with two boosters, and a $126 million Ariane 64 with four.&lt;/p&gt;&lt;p class="caption"&gt;Image source: European Space Agency.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/02/europe-still-cant-compete-with-spacex-launch-price/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/guid">94de0951-d89c-4ae1-82d3-b0a6cb13bf11</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Data Center Demand Drove Vertiv's Earnings up 83%, but Is This AI Infrastructure Play Worth its Lofy Valuation?</title><link>https://www.fool.com/investing/2026/05/01/data-center-demand-drove-vertivs-earnings-up-83-bu/?source=iedfolrf0000001</link><description>The industrial equipment supplier's growing backlog points to a strong multiyear growth runway ahead.</description><author>newsfeedback@fool.com (Bryan White)</author><pubDate>Fri, 01 May 2026 19:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/data-center-demand-drove-vertivs-earnings-up-83-bu/</guid><content:encoded>&lt;p&gt;&lt;/p&gt;&lt;p&gt;Shares of &lt;strong&gt;Vertiv&lt;/strong&gt; &lt;span class="ticker" data-id="342663"&gt;(NYSE: VRT)&lt;/span&gt; have climbed over 250% in the past year, as investors recognized the company's role in providing the critical power and cooling for the build-out of AI data centers. This run has pushed the stock to roughly 47 times forward earnings, a multiple we're not used to seeing for an industrial business of this kind.&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/data-center-demand-drove-vertivs-earnings-up-83-bu/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">VRT</category><category domain="https://www.fool.com/stocks/NASDAQ">NVDA</category><category domain="https://www.fool.com/guid">6e031c1c-f2e5-41e9-969c-66b9033d813d</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Stock Market Today, May 1: JetBlue Airways Rises on News That Spirit Airlines Bailout May Not Happen</title><link>https://www.fool.com/coverage/stock-market-today/2026/05/01/stock-market-today-may-1-jetblue-airways-rises-on-news-that-spirit-airlines-bailout-may-not-happen/?source=iedfolrf0000001</link><description>Investors weighed Spirit’s potential exit and a fresh turnaround plan against ongoing fuel price pressure today, May 1, 2026.</description><author>newsfeedback@fool.com (Emma Newbery)</author><pubDate>Fri, 01 May 2026 18:03:53 -0400</pubDate><guid>https://www.fool.com/coverage/stock-market-today/2026/05/01/stock-market-today-may-1-jetblue-airways-rises-on-news-that-spirit-airlines-bailout-may-not-happen/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;JetBlue Airways&lt;/strong&gt; &lt;span class="ticker" data-id="204130"&gt;(NASDAQ:JBLU)&lt;/span&gt;, a low-cost airline, closed Friday at $4.86, up 4.40%. The stock moved higher as traders reacted to news that beleaguered rival &lt;strong&gt;Spirit Airlines &lt;/strong&gt;may not have secured its hoped-for bailout. &lt;/p&gt;&lt;p&gt;Trading volume reached 48.4 million shares, coming in about 88% above its three-month average of 25.7 million shares. JetBlue Airways IPO'd in 2002 and has fallen 56% since going public.&lt;/p&gt;&lt;p&gt;The &lt;strong&gt;S&amp;amp;P 500&lt;/strong&gt; added 0.29% to finish Friday at 7,230, while the &lt;strong&gt;&lt;a href="https://www.fool.com/investing/stock-market/indexes/nasdaq/"&gt;Nasdaq&lt;/a&gt; Composite&lt;/strong&gt; climbed 0.89% to close at 25,114. Among &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/industrials/airline-stocks/"&gt;airline stock&lt;/a&gt; peers, &lt;strong&gt;Southwest Airlines&lt;/strong&gt; closed up 2.22% at $38.76, and &lt;strong&gt;Alaska Air Group&lt;/strong&gt; fell 1.43% to end at, underscoring mixed sentiment across the airlines group.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/coverage/stock-market-today/2026/05/01/stock-market-today-may-1-jetblue-airways-rises-on-news-that-spirit-airlines-bailout-may-not-happen/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">JBLU</category><category domain="https://www.fool.com/stocks/NYSE">LUV</category><category domain="https://www.fool.com/stocks/NYSE">ALK</category><category domain="https://www.fool.com/guid">da82854e-bc9f-46a6-8fe0-bf2aeb5a9f9a</category><category domain="https://www.fool.com/topic">coveragestock-market-today</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Stock Market Today, May 1: Rivian Falls After Investors Focus on Cash Burn Despite Beating Q1 Expectations</title><link>https://www.fool.com/coverage/stock-market-today/2026/05/01/stock-market-today-may-1-rivian-falls-after-investors-focus-on-cash-burn-despite-beating-q1-expectations/?source=iedfolrf0000001</link><description>Today, May 1, 2026, investors are weighing Rivian’s cash burn and R2 ramp plans against its Q1 beat.</description><author>newsfeedback@fool.com (Howard Smith)</author><pubDate>Fri, 01 May 2026 17:11:18 -0400</pubDate><guid>https://www.fool.com/coverage/stock-market-today/2026/05/01/stock-market-today-may-1-rivian-falls-after-investors-focus-on-cash-burn-despite-beating-q1-expectations/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Rivian Automotive&lt;/strong&gt; &lt;span class="ticker" data-id="382130"&gt;(NASDAQ:RIVN)&lt;/span&gt;, which develops and sells electric pickup trucks and SUVs, closed Friday at $15.02, down 8.41%. The stock moved lower as investors reacted to Q1 results. The company updated R2 production and funding plans, but concerns continue about cash burn and EV demand. Investors will closely watch execution of the R2 ramp and Rivian’s autonomous driving initiatives.&lt;br/&gt;Trading volume reached 51.8 million shares, coming in about 78% above its three-month average of 29 million shares. Rivian Automotive IPO'd in 2021 and has fallen 85% since going public.&lt;/p&gt;&lt;p&gt;The&lt;strong&gt; S&amp;amp;P 500&lt;/strong&gt; &lt;span class="ticker" data-id="220472"&gt;(SNPINDEX:^GSPC)&lt;/span&gt; added 0.28% to finish Friday at 7,229, while the &lt;strong&gt;&lt;a href="https://www.fool.com/investing/stock-market/indexes/nasdaq/"&gt;Nasdaq&lt;/a&gt; Composite&lt;/strong&gt; &lt;span class="ticker" data-id="220473"&gt;(NASDAQINDEX:^IXIC)&lt;/span&gt; rose 0.89% to close at 25,114. Within electric vehicle manufacturing, industry peers &lt;strong&gt;Tesla&lt;/strong&gt; &lt;span class="ticker" data-id="224257"&gt;(NASDAQ:TSLA)&lt;/span&gt; closed at $390.71 (+2.38%) and &lt;strong&gt;Lucid Group&lt;/strong&gt; &lt;span class="ticker" data-id="345202"&gt;(NASDAQ:LCID)&lt;/span&gt; finished at $6.54 (+2.67%), contrasting Rivian’s slide.&lt;/p&gt;&lt;p&gt;Rivian reported first-quarter revenue ahead of expectations and 20% higher delivery volumes year over year. Yet &lt;a href="https://www.fool.com/investing/how-to-invest/stocks/rivian-stock-forecast/"&gt;investors remain nervous&lt;/a&gt; over cash burn and the timeframe for achieving profitability. &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/coverage/stock-market-today/2026/05/01/stock-market-today-may-1-rivian-falls-after-investors-focus-on-cash-burn-despite-beating-q1-expectations/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">RIVN</category><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/stocks/NASDAQ">LCID</category><category domain="https://www.fool.com/guid">1cf7e4c9-94e2-4794-a69c-c213abeee045</category><category domain="https://www.fool.com/topic">coveragestock-market-today</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Mortgage Rates Just Hit a Four-Week High Thanks to Iran. Are Homebuilder Stocks a Buy on the Dip?</title><link>https://www.fool.com/investing/2026/05/01/mortgage-rates-just-hit-a-four-week-high-thanks-to/?source=iedfolrf0000001</link><description>Homebuilders had a rough first quarter. When will sales recover?</description><author>newsfeedback@fool.com (Jeremy Bowman)</author><pubDate>Fri, 01 May 2026 14:34:47 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/mortgage-rates-just-hit-a-four-week-high-thanks-to/</guid><content:encoded>&lt;p&gt;The housing market has been nearly frozen since the pandemic. &lt;/p&gt;&lt;p&gt;A combination of high &lt;a href="https://www.fool.com/terms/m/mortgage-rate/"&gt;mortgage rates&lt;/a&gt; and the "lock-in effect" from low rates during the pandemic has kept existing home sales at unusually low levels and has pushed up home prices as there's not enough inventory for prospective buyers. &lt;/p&gt;&lt;p&gt;As the chart below shows, existing home sales have been hovering around an average annual rate of 4 million, well below the 5.5 million they were at before the pandemic. &lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/mortgage-rates-just-hit-a-four-week-high-thanks-to/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSEMKT">XHB</category><category domain="https://www.fool.com/stocks/NYSE">PHM</category><category domain="https://www.fool.com/stocks/NYSE">LEN</category><category domain="https://www.fool.com/stocks/NYSE">DHI</category><category domain="https://www.fool.com/stocks/NYSE">WSM</category><category domain="https://www.fool.com/stocks/NYSE">NVR</category><category domain="https://www.fool.com/stocks/NYSE">OC</category><category domain="https://www.fool.com/guid">9d9d741d-9957-4f56-a2fd-3b92e182c07e</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Should You Buy the Dip in Archer Aviation Stock?</title><link>https://www.fool.com/investing/2026/05/01/should-you-buy-the-dip-in-archer-aviation-stock/?source=iedfolrf0000001</link><description>Archer Aviation stock is trading 59% below all-time highs.</description><author>newsfeedback@fool.com (Adam Spatacco)</author><pubDate>Fri, 01 May 2026 13:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/should-you-buy-the-dip-in-archer-aviation-stock/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Archer Aviation&lt;/strong&gt; &lt;span class="ticker" data-id="351346"&gt;(NYSE: ACHR)&lt;/span&gt; is a leader in the emerging &lt;a href="https://www.fool.com/terms/e/evtol-aircraft/"&gt;electric vertical takeoff and landing&lt;/a&gt; (eVTOL) aircraft space. eVTOLs are quiet, battery-powered air taxis designed to bypass dense traffic areas.&lt;/p&gt;&lt;p&gt;The company has generated buzz through partnerships with &lt;strong&gt;United Airlines&lt;/strong&gt;, &lt;strong&gt;Palantir Technologies&lt;/strong&gt;, the U.S. military, and even artificial intelligence (AI) king &lt;strong&gt;Nvidia&lt;/strong&gt;. Smart investors are monitoring Archer because it sits at the intersection of two critical needs: improving urban mobility and advancing autonomous aviation systems.&lt;/p&gt;&lt;p&gt;With shares plummeting 26% so far this year, is Archer stock a buy right now for less than $6?&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/should-you-buy-the-dip-in-archer-aviation-stock/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">ACHR</category><category domain="https://www.fool.com/stocks/NYSE">MS</category><category domain="https://www.fool.com/stocks/NASDAQ">UAL</category><category domain="https://www.fool.com/stocks/NASDAQ">NVDA</category><category domain="https://www.fool.com/stocks/NASDAQ">PLTR</category><category domain="https://www.fool.com/stocks/NYSE">JOBY</category><category domain="https://www.fool.com/guid">655f9d01-09b7-432e-9821-9fdd3bcd2676</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>The U.S. Has 9 Damaged Military Bases to Rebuild in the Middle East. Is Now the Time to Buy Defense Stocks?</title><link>https://www.fool.com/investing/2026/05/01/the-us-has-9-damaged-military-bases-to-rebuild/?source=iedfolrf0000001</link><description>Defense stocks appear to be a volatile play right now.</description><author>newsfeedback@fool.com (Patrick Sanders)</author><pubDate>Fri, 01 May 2026 12:51:26 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/the-us-has-9-damaged-military-bases-to-rebuild/</guid><content:encoded>&lt;p&gt;The ongoing war in Iran is putting &lt;span&gt;a spotlight on the defense industry -- major companies like &lt;strong&gt;Northrop Grumman&lt;/strong&gt; &lt;span class="ticker" data-id="204736"&gt;(NYSE: NOC)&lt;/span&gt;, &lt;strong&gt;Lockheed Martin&lt;/strong&gt; &lt;span class="ticker" data-id="204339"&gt;(NYSE: LMT)&lt;/span&gt;, &lt;strong&gt;RTX&lt;/strong&gt; &lt;span class="ticker" data-id="205984"&gt;(NYSE: RTX)&lt;/span&gt;, and &lt;strong&gt;General Dynamics&lt;/strong&gt; &lt;span class="ticker" data-id="203650"&gt;(NYSE: GD)&lt;/span&gt; earn billions of dollars &lt;/span&gt;every year through military contracts. Trading volume in these names jumped as the war began in late February.&lt;/p&gt;&lt;p&gt;&lt;a href="https://ycharts.com/companies/LMT/chart/"&gt;&lt;img alt="LMT 30-Day Average Daily Volume Chart" src="https://media.ycharts.com/charts/2d680b92ba97297fd7d916b662437589.png"/&gt;&lt;/a&gt;&lt;/p&gt;&lt;p class="caption"&gt;&lt;a href="https://ycharts.com/companies/LMT/average_volume_30"&gt;LMT 30-Day Average Daily Volume&lt;/a&gt; data by &lt;a href="https://ycharts.com"&gt;YCharts&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/the-us-has-9-damaged-military-bases-to-rebuild/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">LMT</category><category domain="https://www.fool.com/stocks/NYSE">RTX</category><category domain="https://www.fool.com/stocks/NYSE">NOC</category><category domain="https://www.fool.com/stocks/NYSE">MS</category><category domain="https://www.fool.com/stocks/NYSE">GD</category><category domain="https://www.fool.com/stocks/NYSE">UBS</category><category domain="https://www.fool.com/stocks/NASDAQ">PLTR</category><category domain="https://www.fool.com/guid">419829bb-3bed-4cb9-abb6-5e8155644646</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why Pentair Stock Is Plummeting This Week</title><link>https://www.fool.com/investing/2026/05/01/why-pentair-stock-is-plummeting-this-week/?source=iedfolrf0000001</link><description>The company reported strong earnings, but investors don't seem to care.</description><author>newsfeedback@fool.com (Scott Levine)</author><pubDate>Fri, 01 May 2026 12:32:48 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/why-pentair-stock-is-plummeting-this-week/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;Pentair&lt;/strong&gt; &lt;span class="ticker" data-id="205018"&gt;(NYSE: PNR)&lt;/span&gt; stock hasn't given investors much to celebrate in 2026, and things aren't turning around this week. Although the water solutions company reported strong first-quarter 2026 financial results on Tuesday, several analysts subsequently tempered their expectations for Pentair stock, motivating investors to click the sell button.&lt;/p&gt;&lt;p&gt;According to data provided by &lt;a href="https://www.spglobal.com/market-intelligence/en"&gt;S&amp;amp;P Global Market Intelligence&lt;/a&gt;, shares of Pentair have fallen 12% from the end of trading last Friday through yesterday's close.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/why-pentair-stock-is-plummeting-this-week/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">PNR</category><category domain="https://www.fool.com/stocks/NYSE">BAC</category><category domain="https://www.fool.com/stocks/NYSE">BCS</category><category domain="https://www.fool.com/guid">31a77f06-d4ea-4e3f-a428-92f4eca2abeb</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Here's How AI Data Center Spending Helped This Stock Pop to an All-Time High Today</title><link>https://www.fool.com/investing/2026/05/01/heres-ai-data-center-spending-helped-this-stock-to/?source=iedfolrf0000001</link><description>This company is a pick-and-shovel way to play the boom in AI data center spending.</description><author>newsfeedback@fool.com (Lee Samaha)</author><pubDate>Fri, 01 May 2026 12:05:26 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/heres-ai-data-center-spending-helped-this-stock-to/</guid><content:encoded>&lt;p&gt;&lt;span&gt;Another day, another set of stellar earnings results and a significant full-year guidance hike from an AI-related company. In this case, it's &lt;strong&gt;nVent Electric&lt;/strong&gt; &lt;span class="ticker" data-id="340106"&gt;(NYSE: NVT)&lt;/span&gt;, a maker of electrical connection and protection solutions, whose stock was up by about 11% at 11 a.m. today.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;A few days after another company with heavy exposure to &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/"&gt;AI&lt;/a&gt; data center infrastructure, &lt;strong&gt;GE Vernova&lt;/strong&gt; &lt;span class="ticker" data-id="533770"&gt;(NYSE: GEV)&lt;/span&gt; reported &lt;/span&gt;&lt;a href="https://www.fool.com/investing/2026/04/25/heres-why-ge-vernova-stock-power-surged-again-this/"&gt;&lt;span&gt;excellent results and orders&lt;/span&gt;&lt;/a&gt;&lt;span&gt; that confirmed an acceleration in AI investment (GE Vernova makes gas turbines that provide power for data centers, among other things). nVent also crushed first-quarter estimates and significantly raised guidance. &lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;If GE Vernova provides the heavy infrastructure to power a data center, then nVent Electric provides the electrical infrastructure to connect and protect power into and within the data center. It's not the company's sole activity, but it is its fastest-growing end market, and one that the company's management has successfully gravitated toward in recent years due to a series of acquisitions.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/heres-ai-data-center-spending-helped-this-stock-to/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">NVT</category><category domain="https://www.fool.com/stocks/NYSE">GEV</category><category domain="https://www.fool.com/guid">b5ef07c7-95ab-4bcd-9ffb-64ea2841df99</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Century Aluminum Is Building a $4 Billion Smelter. Is CENX Stock a Buy Right Now?</title><link>https://www.fool.com/investing/2026/05/01/century-aluminum-is-building-a-4-billion-smelter/?source=iedfolrf0000001</link><description>The largest producer of primary aluminum in the United States is partnering with Emirates Global Aluminum to build the first new aluminum smelter in the U.S. in 46 years.</description><author>newsfeedback@fool.com (James Halley)</author><pubDate>Fri, 01 May 2026 11:00:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/century-aluminum-is-building-a-4-billion-smelter/</guid><content:encoded>&lt;p data-path-to-node="0"&gt;&lt;strong&gt;Century Aluminum&lt;/strong&gt; &lt;span class="ticker" data-id="203085"&gt;(NASDAQ: CENX)&lt;/span&gt; has seen its shares rise more than 22% over the past month. The company is making a significant transition, evolving from a high-volatility commodity play into a dominant leader of U.S. primary aluminum production.&lt;/p&gt;&lt;p data-path-to-node="0"&gt;The Chicago-based company operates primary aluminum smelting facilities in Oklahoma, Kentucky, South Carolina, and Iceland, and is the majority owner and managing partner of the Jamalco alumina refinery in Jamaica. Its smelters produce bauxite, alumina, and primary aluminum.&lt;/p&gt;&lt;p data-path-to-node="1"&gt;Here are three reasons why investors are looking closely at this &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/materials/"&gt;materials&lt;/a&gt; stock:&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/century-aluminum-is-building-a-4-billion-smelter/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">CENX</category><category domain="https://www.fool.com/guid">ac7babe4-4e9b-4752-8660-b22144c26e00</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>3 Growth Stocks Worth Buying Through the Chaos and Holding for the Long Term</title><link>https://www.fool.com/investing/2026/05/01/3-growth-stocks-worth-buying-through-the-chaos-and/?source=iedfolrf0000001</link><description>Some companies are simply in the right place at the right time with the right service or product. Eventually, their stocks will reflect this reality.</description><author>newsfeedback@fool.com (James Brumley)</author><pubDate>Fri, 01 May 2026 10:45:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/3-growth-stocks-worth-buying-through-the-chaos-and/</guid><content:encoded>&lt;p&gt;It's been a wild past few months for the market. Indeed, after falling 8% in March alone, the&lt;strong&gt; S&amp;amp;P 500&lt;/strong&gt; has since rallied more than 12% from that low. While stocks are now teasing the prospect of another big pullback, nobody really knows what's coming next.&lt;/p&gt;&lt;p&gt;This sort of volatility, of course, is the very chaos that long-term investors are supposed to be ignoring. The so-called "smart money" remains focused on individual companies' fundamentals and the bigger economic backdrop.&lt;/p&gt;&lt;p&gt;Here's a closer look at three growth names investors might want to consider stepping into in the midst of all the chaos while you can get into all of them at an attractive price.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/3-growth-stocks-worth-buying-through-the-chaos-and/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">CVNA</category><category domain="https://www.fool.com/stocks/NYSE">WM</category><category domain="https://www.fool.com/stocks/NYSE">XYZ</category><category domain="https://www.fool.com/guid">d8de70b3-3801-4e92-96a1-362c56c1a30f</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Is Nucor a Buy After Its Blockbuster Earnings Report?</title><link>https://www.fool.com/investing/2026/05/01/is-nucor-a-buy-after-its-blockbuster-earnings-repo/?source=iedfolrf0000001</link><description>The U.S.-based steelmaker saw triple-digit EPS gains and double-digit revenue growth.</description><author>newsfeedback@fool.com (James Halley)</author><pubDate>Fri, 01 May 2026 09:30:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/is-nucor-a-buy-after-its-blockbuster-earnings-repo/</guid><content:encoded>&lt;p data-path-to-node="5" id="p-rc_89b35d9aa1b40612-75"&gt;&lt;strong&gt;Nucor&lt;/strong&gt; &lt;span class="ticker" data-id="204765"&gt;(NYSE: NUE)&lt;/span&gt; produces nearly a quarter of all the raw steel in the U.S. The company announced first-quarter earnings on April 27, beating analysts' expectations.&lt;/p&gt;&lt;p data-path-to-node="5"&gt;The company reported revenue of $9.5 billion, up 21.3% year over year, and earnings per share (EPS) of $3.23, up 382% year over year. Analysts had predicted revenue of $8.86 billion and EPS of $2.82. The company's stock is up almost 5% since its earnings announcement and more than 38% so far this year.&lt;/p&gt;&lt;p data-path-to-node="5"&gt;There are three more reasons why the &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/materials/steel-stocks/"&gt;steelmaker's&lt;/a&gt; stock might still be a good buy, even trading at 29 times earnings.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/is-nucor-a-buy-after-its-blockbuster-earnings-repo/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">NUE</category><category domain="https://www.fool.com/guid">b1611cb4-17a5-4cb5-ac18-ece592608a91</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Why Quanta Services Stock Is Powering Higher This Week</title><link>https://www.fool.com/investing/2026/05/01/why-quanta-services-stock-is-powering-higher-this/?source=iedfolrf0000001</link><description>April showers haven't washed away the bulls' enthusiasm this week.</description><author>newsfeedback@fool.com (Scott Levine)</author><pubDate>Fri, 01 May 2026 05:43:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/why-quanta-services-stock-is-powering-higher-this/</guid><content:encoded>&lt;p&gt;Poised to end April on a bullish note, &lt;strong&gt;Quanta&lt;/strong&gt; &lt;strong&gt;Services&lt;/strong&gt; &lt;span class="ticker" data-id="205165"&gt;(NYSE: PWR)&lt;/span&gt; stock has soared over the past few days. Thanks to the stock receiving an upwardly revised price target on Monday and the company reporting strong first-quarter 2026 financial results yesterday, investors are eager to click the buy button on this infrastructure stock.&lt;/p&gt;&lt;p&gt;According to data provided by &lt;a href="https://www.spglobal.com/market-intelligence/en"&gt;S&amp;amp;P Global Market Intelligence&lt;/a&gt;, shares of Quanta are up 16.5% from the end of trading last Friday through the close of yesterday's market session.&lt;/p&gt;&lt;p class="caption"&gt;Image source: Getty Images.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/why-quanta-services-stock-is-powering-higher-this/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">PWR</category><category domain="https://www.fool.com/stocks/NYSE">C</category><category domain="https://www.fool.com/guid">c564e5aa-6079-4483-8ffa-f80f2e19fef9</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>When Is the SpaceX IPO? Here's What 1 Betting Market Is Predicting.</title><link>https://www.fool.com/investing/2026/05/01/when-is-the-spacex-ipo-heres-what-1-betting-market/?source=iedfolrf0000001</link><description>SpaceX could go public as early as June.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Fri, 01 May 2026 04:30:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/when-is-the-spacex-ipo-heres-what-1-betting-market/</guid><content:encoded>&lt;p&gt;SpaceX recently filed confidential paperwork with regulators to pave the way for a potential IPO. The company has reportedly retained a team of investment bankers from 21 different firms who will begin pitching IPO shares sometime in early June. In total, SpaceX is supposedly targeting a $1.75 trillion valuation -- though it's possible the real valuation comes in below that target -- that would arm the company with $50 billion to $75 billion in fresh capital. &lt;/p&gt;&lt;p&gt;According to reports, SpaceX is looking to allow a record number of retail investors to &lt;a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-spacex-stock/"&gt;participate in the SpaceX IPO&lt;/a&gt;. Most of the time, &lt;a href="https://www.fool.com/investing/stock-market/types-of-stocks/ipo-stocks/"&gt;IPO stocks&lt;/a&gt; are first snapped up by large investment banks or &lt;a href="https://www.fool.com/terms/a/accredited-investor/"&gt;accredited investors&lt;/a&gt;. But SpaceX CFO Bret Johnsen reportedly said that "retail is going to be a critical part of this and ​a bigger part than any IPO in history." &lt;/p&gt;&lt;p&gt;If you're looking to jump in yourself, get ready -- the SpaceX IPO could be just a handful of weeks away.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/when-is-the-spacex-ipo-heres-what-1-betting-market/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/guid">2731c22e-6fca-4ed9-ac9d-c5b582c8b784</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Is SpaceX's Biggest Risk Also the Best Reason to Buy It?</title><link>https://www.fool.com/investing/2026/05/01/is-spacexs-biggest-risk-also-the-best-reason-to-bu/?source=iedfolrf0000001</link><description>SpaceX is eyeing an IPO that would make it one of the most valuable companies in the world.</description><author>newsfeedback@fool.com (Jennifer Saibil)</author><pubDate>Fri, 01 May 2026 03:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/05/01/is-spacexs-biggest-risk-also-the-best-reason-to-bu/</guid><content:encoded>&lt;p&gt;There are several upcoming high-profile initial public offerings (IPOs) that have captured the market's attention this year. OpenAI, parent company of ChatGPT, is expected to become a public company later this year, as is Anthropic. Both of these companies operate artificial intelligence (AI) platforms, and they're targeting valuations as high as $1 trillion.&lt;/p&gt;&lt;p&gt;That doesn't come close, though, to what might be the most highly anticipated IPO this year: SpaceX. The space exploration company, which has several other segments, too, is purported to be aiming for a valuation as high as $2 trillion, which would make it the seventh-most-valuable company in the U.S. if it went public today.&lt;/p&gt;&lt;p&gt;Investors are very excited about the SpaceX IPO, to say the least. People are looking at &lt;a href="https://www.fool.com/investing/2026/04/27/cant-buy-spacex-yet-here-are-4-ways-to-get-in-befo/"&gt;how to invest pre-IPO&lt;/a&gt;, and the company has also said that it would allocate 30% of shares to retail investors. While investors clamor to get a piece of the company, it's worthwhile to consider what the risks are... as well as why you might want to buy it.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/05/01/is-spacexs-biggest-risk-also-the-best-reason-to-bu/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/stocks/NASDAQ">PYPL</category><category domain="https://www.fool.com/guid">da88ae5c-c61f-40eb-9638-0ac26cf0146a</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>2 Hidden Ways to Invest in SpaceX Right Now</title><link>https://www.fool.com/investing/2026/04/30/2-hidden-ways-to-invest-in-spacex-right-now/?source=iedfolrf0000001</link><description>You don't have to wait for the SpaceX IPO to invest.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Thu, 30 Apr 2026 22:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/04/30/2-hidden-ways-to-invest-in-spacex-right-now/</guid><content:encoded>&lt;p&gt;It's official: SpaceX is aiming to go public sometime in 2026. I'm personally very excited about the &lt;a href="https://www.fool.com/investing/2026/04/28/prediction-will-the-spacex-ipo-reach-a-175-trillio/"&gt;impending SpaceX IPO&lt;/a&gt;. Some reports suggest that the &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/industrials/space-stocks/"&gt;space stock&lt;/a&gt; could go public as early as June. Those same reports claim that SpaceX will seek a $1.75 trillion valuation, hoping to raise up to $75 billion in fresh capital. &lt;/p&gt;&lt;p&gt;If you're looking to &lt;a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-spacex-stock/"&gt;invest in SpaceX&lt;/a&gt;, I have some exciting news: the company apparently wants to make it very easy for smaller retail investors to participate. "Retail is going to be a critical part of this and ​a bigger part than any IPO in history," SpaceX CFO Bret Johnsen reportedly told a team of bankers in April. Apparently, &lt;a href="https://www.fool.com/investing/how-to-invest/famous-investors/elon-musk-investments/"&gt;Elon Musk&lt;/a&gt; wants to allocate up to 30% of shares for smaller investors, whereas most companies typically reserve just 5% to 10% for retail investors.&lt;/p&gt;&lt;p&gt;Don't want to wait until this summer to invest? I have even more good news: the two investment vehicles below allow you to get exposure as early as &lt;em&gt;today&lt;/em&gt;.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/04/30/2-hidden-ways-to-invest-in-spacex-right-now/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">XOVR</category><category domain="https://www.fool.com/stocks/NASDAQ">META</category><category domain="https://www.fool.com/stocks/NASDAQ">GOOGL</category><category domain="https://www.fool.com/stocks/NASDAQ">NVDA</category><category domain="https://www.fool.com/stocks/NASDAQ">GOOG</category><category domain="https://www.fool.com/stocks/NASDAQ">SOFI</category><category domain="https://www.fool.com/guid">ad77ecdd-2638-4026-8e07-4ae329aa7edc</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>United Airlines' CEO Shocked the Market: Here's What It Means to eVTOL Investors</title><link>https://www.fool.com/investing/2026/04/30/united-airlines-ceo-shocked-the-market-heres-what/?source=iedfolrf0000001</link><description>The leading airline's CEO is calling into question one part of eVTOL companies' potential operations.</description><author>newsfeedback@fool.com (Lee Samaha)</author><pubDate>Thu, 30 Apr 2026 21:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/04/30/united-airlines-ceo-shocked-the-market-heres-what/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;United Airlines&lt;/strong&gt; &lt;span class="ticker" data-id="224520"&gt;(NASDAQ: UAL)&lt;/span&gt; CEO Scott Kirby disappointed the electric vertical takeoff and landing (eVTOL) market recently by pouring cold water on the idea that eVTOLs should operate in crowded airport airspace, for safety reasons.  Here's what it means to the eVTOL industry.&lt;/p&gt;&lt;p&gt;It's a highly significant commentary, not least because airport trips are supposed to be easy pickings for the eVTOL industry and a way for it to quickly generate earnings and cash for investors. To be clear, it's only part of their growth prospects.&lt;/p&gt;&lt;p&gt;It's especially problematic for &lt;strong&gt;Archer Aviation&lt;/strong&gt; &lt;span class="ticker" data-id="351346"&gt;(NYSE: ACHR)&lt;/span&gt; because United has invested in the company, and its deal with United is a key part of the stock's investment case.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/04/30/united-airlines-ceo-shocked-the-market-heres-what/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">JOBY</category><category domain="https://www.fool.com/stocks/NYSE">ACHR</category><category domain="https://www.fool.com/stocks/NASDAQ">UAL</category><category domain="https://www.fool.com/stocks/NYSE">DAL</category><category domain="https://www.fool.com/stocks/NASDAQ">AAL</category><category domain="https://www.fool.com/stocks/NYSE">EVTL</category><category domain="https://www.fool.com/guid">5646a846-c83a-48d3-8d5a-feb97e3d5e49</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>NuScale Power Stock Is Crazy Cheap -- Here's Why There Could Be 2,000% in Upside Potential</title><link>https://www.fool.com/investing/2026/04/30/nuscale-power-stock-is-outrageously-cheap-heres-wh/?source=iedfolrf0000001</link><description>NuScale Power has a $1.5 trillion opportunity ahead of it.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Thu, 30 Apr 2026 20:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/04/30/nuscale-power-stock-is-outrageously-cheap-heres-wh/</guid><content:encoded>&lt;p&gt;There's a long list of &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/energy/nuclear/"&gt;nuclear energy stocks&lt;/a&gt; potentially worth your investment dollars. But if you're looking for nuclear stocks with maximum upside potential, it's hard not to put &lt;strong&gt;NuScale Power&lt;/strong&gt; &lt;span class="ticker" data-id="427390"&gt;(NYSE: SMR)&lt;/span&gt; near or at the top of that list.&lt;/p&gt;&lt;p&gt;After a brief correction, NuScale now trades at a market cap of just $4 billion. Another pure-play SMR stock, &lt;strong&gt;Oklo&lt;/strong&gt;, has a market cap nearly 3 times larger. To be clear, I also think that Oklo shares have at least &lt;a href="https://www.fool.com/investing/2026/04/23/how-buying-hot-ticker-stock-today-could-10x-your-n/"&gt;1,000% potential upside&lt;/a&gt;. But due to its relatively diminutive valuation, NuScale shares arguably have even more upside. That's especially true when you consider a recent study that found the small modular reactor (SMR) market -- the exact type of technology that NuScale specializes in -- has a $1.5 trillion opportunity ahead of it. &lt;/p&gt;&lt;p&gt;Comparing NuScale's $4 billion market cap to a $1.5 trillion opportunity clearly shows how much upside potential this stock has. But before you jump in, it's important to understand two details.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/04/30/nuscale-power-stock-is-outrageously-cheap-heres-wh/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">SMR</category><category domain="https://www.fool.com/stocks/NYSE">BAC</category><category domain="https://www.fool.com/stocks/NYSE">OKLO</category><category domain="https://www.fool.com/guid">0db278be-814f-4b9c-a70a-a13aab33bdfc</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Tesla Stock Is Outrageously Cheap. Here's Why There Could Be Another 100% in Upside Potential.</title><link>https://www.fool.com/investing/2026/04/30/tesla-stock-is-outrageously-cheap-heres-why-there/?source=iedfolrf0000001</link><description>One opportunity could add $1 trillion to Tesla's market cap.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Thu, 30 Apr 2026 17:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/04/30/tesla-stock-is-outrageously-cheap-heres-why-there/</guid><content:encoded>&lt;p&gt;From some perspectives, &lt;strong&gt;Tesla&lt;/strong&gt; &lt;span class="ticker" data-id="224257"&gt;(NASDAQ: TSLA)&lt;/span&gt; looks outrageously expensive. For example, its shares trade at nearly 14 times sales. For comparison, &lt;strong&gt;Rivian&lt;/strong&gt;, another &lt;a href="https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/automotive-stocks/electric-car-stocks/"&gt;popular electric vehicle (EV) stock&lt;/a&gt;, trades below 4 times sales. &lt;/p&gt;&lt;p&gt;To be clear, I'm a big fan of Rivian. I think shares are ridiculously cheap with &lt;a href="https://www.fool.com/investing/2026/04/21/is-hot-ticker-the-10x-stock-youve-been-looking-for/"&gt;1,000% upside potential&lt;/a&gt;. But I also think Tesla shares are cheaper than a first glance indicates.&lt;/p&gt;&lt;p&gt;That's because the EV maker is chasing growth opportunities that few of its competitors can target. One opportunity in particular could add at least $1 trillion in value to the company's market cap, resulting in nearly 100% upside potential from today's prices.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/04/30/tesla-stock-is-outrageously-cheap-heres-why-there/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">TSLA</category><category domain="https://www.fool.com/stocks/NASDAQ">RIVN</category><category domain="https://www.fool.com/guid">4a8e0431-b742-4389-9d28-955e9b6293a2</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>After Doubling in the Past Year, This Stock Is About To Hit Cruise Control. Time To Buy?</title><link>https://www.fool.com/investing/2026/04/30/after-a-double-in-the-past-year-this-stock-is-abou/?source=iedfolrf0000001</link><description>XPO's growth looks set to ramp up.</description><author>newsfeedback@fool.com (Jeremy Bowman)</author><pubDate>Thu, 30 Apr 2026 16:45:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/04/30/after-a-double-in-the-past-year-this-stock-is-abou/</guid><content:encoded>&lt;p&gt;&lt;strong&gt;XPO &lt;/strong&gt;&lt;span class="ticker" data-id="216714"&gt;(NYSE: XPO)&lt;/span&gt;, the less-than-truckload (LTL) trucking company, hasn't gotten a lot of attention from investors, but the stock has quietly doubled over the last year, outperforming industry peers like &lt;strong&gt;Old Dominion Freight Line &lt;/strong&gt;and &lt;strong&gt;Saia&lt;/strong&gt;.&lt;/p&gt;&lt;p&gt;&lt;a href="https://ycharts.com/companies/XPO/chart/"&gt;&lt;img alt="XPO Chart" src="https://media.ycharts.com/charts/e950c4465e8394b1df0e0d7779262756.png"/&gt;&lt;/a&gt;&lt;/p&gt;&lt;p class="caption"&gt;&lt;a href="https://ycharts.com/companies/XPO"&gt;XPO&lt;/a&gt; data by &lt;a href="https://ycharts.com"&gt;YCharts&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/04/30/after-a-double-in-the-past-year-this-stock-is-abou/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">XPO</category><category domain="https://www.fool.com/stocks/NASDAQ">ODFL</category><category domain="https://www.fool.com/stocks/NASDAQ">SAIA</category><category domain="https://www.fool.com/guid">d5d11592-953e-40af-a3f9-3a98e2aa8497</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Oklo Stock Is Fantastically Cheap -- Here's Why There Could Be 3,000% in Upside Potential</title><link>https://www.fool.com/investing/2026/04/30/oklo-stock-is-outrageously-cheap-heres-why-there-c/?source=iedfolrf0000001</link><description>Oklo's SMR technology could be a game changer.</description><author>newsfeedback@fool.com (Ryan Vanzo)</author><pubDate>Thu, 30 Apr 2026 16:05:00 -0400</pubDate><guid>https://www.fool.com/investing/2026/04/30/oklo-stock-is-outrageously-cheap-heres-why-there-c/</guid><content:encoded>&lt;p&gt;It's not often that you can spot an investment opportunity with 5,000% or more in potential upside. But that's could be the case for &lt;strong&gt;Oklo &lt;/strong&gt;&lt;span class="ticker" data-id="539097"&gt;(NYSE: OKLO)&lt;/span&gt;. Oklo is a next-gen energy producer focused on small modular reactors, or SMRs. SMRs are essentially miniature nuclear power plants that have several distinct advantages. SMR systems, for example, may be a perfect fit for satisfying the artificial intelligence (AI) industry's &lt;a href="https://www.fool.com/investing/2026/04/23/how-buying-hot-ticker-stock-today-could-10x-your-n/"&gt;rapidly rising energy demands&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;To be clear, there's plenty of risk to Oklo as an investment thesis. But that's why there's huge upside potential.&lt;/p&gt;&lt;p&gt;Want to know exactly why Oklo shares have such big potential? A new study highlights the opportunity perfectly.&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/04/30/oklo-stock-is-outrageously-cheap-heres-why-there-c/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NYSE">OKLO</category><category domain="https://www.fool.com/stocks/NYSE">SMR</category><category domain="https://www.fool.com/guid">a7716ccb-d893-45c1-8eae-3203f89c12c1</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item><item><title>Here's Why FTAI Aviation Popped Higher by More Than 15% Today</title><link>https://www.fool.com/investing/2026/04/30/heres-why-ftai-aviation-popped-higher-by-15-today/?source=iedfolrf0000001</link><description>The stock is up over 126% in the last year, as its end markets continue to support long-term growth for the company.</description><author>newsfeedback@fool.com (Lee Samaha)</author><pubDate>Thu, 30 Apr 2026 15:41:10 -0400</pubDate><guid>https://www.fool.com/investing/2026/04/30/heres-why-ftai-aviation-popped-higher-by-15-today/</guid><content:encoded>&lt;p&gt;&lt;span&gt;Shares in &lt;strong&gt;FTAI Aviation&lt;/strong&gt; &lt;span class="ticker" data-id="514938"&gt;(NASDAQ: FTAI)&lt;/span&gt; shot higher by more than 15% by 3 p.m. today after the market digested its excellent first quarter 2026 earnings report and guidance. Moreover, there's reason to believe its end-market environment could improve throughout the year. &lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;The company's core business is Maintenance, Repair, and Overhaul (MRO) of legacy aircraft engines, such as CFM International's CFM56. CFM is a &lt;strong&gt;GE Aerospace&lt;/strong&gt; &lt;span class="ticker" data-id="203664"&gt;(NYSE: GE)&lt;/span&gt; joint venture, and FTAI and CFM have &lt;/span&gt;&lt;a href="https://www.fool.com/investing/2026/02/03/how-palantir-and-ge-aerospace-helped-ftai-aviation/"&gt;&lt;span&gt;a multiyear agreement in place&lt;/span&gt;&lt;/a&gt;&lt;span&gt; under which FTAI will MRO CFM56 engines; the benefit to GE Aerospace and its joint venture partner, Safran, is that they are guaranteed a market for their high-margin aftermarket equipment.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span&gt;In addition, FTAI is set to launch FTAI Power in the fourth quarter of 2026, an exciting business that will &lt;/span&gt;&lt;a href="https://www.fool.com/investing/2026/01/08/heres-why-ftai-aviation-stock-surged-in-december-a/"&gt;&lt;span&gt;convert CFM56 engines into power turbine&lt;/span&gt;&lt;/a&gt;&lt;span&gt;s to power data centers.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.fool.com/investing/2026/04/30/heres-why-ftai-aviation-popped-higher-by-15-today/?source=iedfolrf0000001"&gt;Continue reading&lt;/a&gt;&lt;/p&gt;</content:encoded><category domain="https://www.fool.com/stocks/NASDAQ">FTAI</category><category domain="https://www.fool.com/stocks/NYSE">GE</category><category domain="https://www.fool.com/guid">baef21aa-e163-4f43-be6d-f973e364ac5f</category><category domain="https://www.fool.com/topic">investing</category><category domain="https://www.fool.com/bureau" slug="usmf-industrials">Industrials</category></item></channel></rss>