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Express News | India to Cap Nuclear Accident-Related Penalties on Equipment Suppliers, Sources Say
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Under the shadow of tariffs, the Aerospace and Defense Industry is experiencing a stark contrast, with American Airlines named as a potential stock along with Woodward (WWD.US) by Goldman Sachs.
Aerospace original equipment manufacturing (OE) and aftermarket demand is strong, but the government IT and service sectors face the risk of spending cuts.
Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
GE Aerospace Analyst Ratings
Express News | Airbus CEO Says Aims for Launch of a320 Successor by the End of This Decade, to Enter Service in Second Half of Next Decade
Express News | Airbus CEO Says It Has Parked Between 25 and 30 Undelivered Planes Because They Are Lacking Cfm Engines
Express News | Airbus CEO Says Airbus Exposed to Tariffs for Internal Movements of Parts to US Plants, Looking at Ways of Mitigating Disruption
Express News | Airbus CEO Says Tariffs Are Import Duties and Must Be Paid by Customers
Express News | Airbus CEO Says Studying Impact of Trade Tensions on Demand, Ready to to Adapt as Necessary for 2025 and Beyond
Express News | Airbus CFO Says Expectes Final Agreement on Partial Takeover of Spirit AeroSystems Work Packages by the End of This Month
Express News | Airbus CFO Says the Phase Is Approaching for a Higher Production Rate for Eurofighter Combat Jets
Express News | Airbus CEO Says We Are Facing a More Limited Number of Supply Chain Issues, but These Include Some Large Suppliers Like Engines and Spirit Aerostructures
Express News | Airbus CEO Says We Are Still Missing Engines From Cfm, Not Consistent With Agreements With Cfm