Defense & Aerospace Business Report

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street with modest losses; the Federal Reserve suggested rate cuts; the United States joined Israel in attacking Iran, mobilizing good old-fashioned heavy air power with 125 aircraft involved including B-2 bombers dropping 14 30,000-pound bunker buster weapons — each Spirit can carry two of the Boeing weapons — against Tehran’s nuclear sites including the deeply buried Fordo facility; the administration’s 2026 defense budget request; Paris Air Show takeaways as Boeing and GE have a muted week in the wake of the Air India tragedy before the show with the American jet-maker opting against making announcements; Airbus disclosed orders with AviLease, Poland’s LOT, Saudi Arabia’s startup Riyadh Air