Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk’s Service.
Published . Updated .
Mr. Musk, whose company SpaceX owns Starlink, has attacked the top executive of Delta Air Lines for not selecting the internet provider.
Directly affected
- DAL Delta Air Lines
Named in this report.
Indirectly affected
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
- GD General Dynamics
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
- BA Boeing
Defense and aerospace orders move with conflict spending
- LHX L3Harris
Defense contractors get more work when conflict spending rises
- HII Huntington Ingalls
Shipyards benefit when naval spending rises
- PPA INVESCO AEROSPACE & DEFENSE ETF
GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- WAR U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF
GA selected WAR as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Mr. Musk, whose company SpaceX owns Starlink, has attacked the top executive of Delta Air Lines for not selecting the internet provider.
Source: The New York Times
How far IShares U.S. Aerospace & Defense ETF (ITA) has moved since 11 Oct 2026
Since the first closing price after “Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk’s Service.,” IShares U.S. Aerospace & Defense ETF (ITA) is +0.73%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.20% difference versus the market. industrial stocks (XLI) is -1.43%, a +2.15% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | +1.45% | final price |
| BA | the next day | +0.94% | final price |
| BA | two days later | -0.64% | final price |
| BA | three days later | -1.68% | final price |
| BA | three days earlier | +1.13% | final price |
| BA | five days earlier | +3.10% | final price |
| GD | that day | +0.44% | final price |
| GD | the next day | +1.58% | final price |
| GD | two days later | +0.79% | final price |
| GD | three days later | +1.43% | final price |
| GD | three days earlier | +0.45% | final price |
| GD | five days earlier | +0.04% | final price |
| HII | that day | -0.17% | final price |
| HII | the next day | -0.38% | final price |
| HII | two days later | -2.78% | final price |
| HII | three days later | -0.22% | final price |
| HII | three days earlier | -0.48% | final price |
| HII | five days earlier | +1.37% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | +0.87% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | +0.59% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | two days later | -0.39% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | -0.31% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +1.63% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +1.41% | final price |
| LHX | that day | +0.05% | final price |
| LHX | the next day | +0.55% | final price |
| LHX | two days later | -0.92% | final price |
| LHX | three days later | +0.27% | final price |
| LHX | three days earlier | +0.36% | final price |
| LHX | five days earlier | -0.10% | final price |
Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
Companies carried with this story
- ITA IShares U.S. Aerospace & Defense ETF
In “Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk’s Service.,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- PPA Invesco Aerospace & Defense Etf
In “Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk’s Service.,” Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence. Reason on file: GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- WAR U.S. Global Technology And Aerospace & Defense Etf
For “Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk’s Service.,” U.S. Global Technology And Aerospace & Defense Etf (WAR) is linked, with no stored direction, medium confidence. Reason on file: GA selected WAR as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
IShares U.S. Aerospace & Defense ETF (ITA) and the defense link
IShares U.S. Aerospace & Defense ETF (ITA) is the company in “Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk’s Service.,” the 11 Oct 2026 Defense story.
For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Invesco Aerospace & Defense Etf (PPA) is here too. Its reason reads: GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for IShares U.S. Aerospace & Defense ETF (ITA), and the dates in the story
ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. PPA traded between 151.56 and 162.12 across 20 sessions. The latest close on file is 156.07. WAR traded between 27.98 and 32.67 across 18 sessions. The latest close on file is 28.45.
A simple score for IShares U.S. Aerospace & Defense ETF (ITA)
27 out of 100
“Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk’s Service.” scores 27 out of 100. The score uses 1 sources, and 3 linked companies.