Geopolitics Alpha

DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger

Published . Updated .

Covered by 8 outlets: 13newsnow.com, ABC10, KING5.com, 12News, fox61.com, newscentermaine.com and 2 more.

Key takeaways

  • Exposed: ITA, BA, GE, HWM, TDG
  • Market reaction: ITA +3.8% on the day; BA −0.6% on the day; HWM +5.0% on the day

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GEOPOLITICS ALPHADC Studios shakeup: James Gunn,Peter Safran out followingSkydance mergerSKYDGEOPOLITICS ALPHA

This report is about aerospace.

Directly affected

  • SKYD Skydance

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “safran” (aerospace) in this story.

  • GE GE Aerospace+1.6% 30d

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story.

  • HWM Howmet Aerospace-11.5% 30d

    Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story.

  • TDG TransDigm Group+9.3% 30d

    TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story.

  • BA The Boeing-10.1% 30d

    The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story.

  • DAL Delta Air Lines+3.8% 30d

    Delta flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “aerospace” in this story

  • UAL United Airlines Holdings-4.5% 10d

    United flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “aerospace” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SKYD+0.69%+4.56%base+8.93%after closeafter closeafter close
ITA+3.67%+2.77%base+3.82%after closeafter closeafter close
GE-2.33%+1.90%base+3.82%after closeafter closeafter close
HWM+3.45%+3.76%base+5.05%after closeafter closeafter close
TDG+1.32%+1.66%base+1.97%after closeafter closeafter close
BA+1.18%+2.06%base-0.57%after closeafter closeafter close
DAL-4.31%+2.35%base+5.29%after closeafter closeafter close
UAL-3.14%+2.67%base+6.80%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger 13newsnow.com

Source: 13newsnow.com

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

CompanyWhenMoveStatus
Boeing (BA)that day-0.57%final price
Boeing (BA)three days earlier+2.06%final price
Boeing (BA)five days earlier+1.18%final price
DALthat day+5.29%final price
DALthree days earlier+2.35%final price
DALfive days earlier-4.31%final price
General Electric (GE)that day+3.82%final price
General Electric (GE)three days earlier+1.90%final price
General Electric (GE)five days earlier-2.33%final price
Howmet Aerospace (HWM)that day+5.05%final price
Howmet Aerospace (HWM)three days earlier+3.76%final price
Howmet Aerospace (HWM)five days earlier+3.45%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day+3.82%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+2.77%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+3.67%final price
SKYDthat day+8.93%final price
SKYDthree days earlier+4.56%final price
SKYDfive days earlier+0.69%final price
TransDigm Group (TDG)that day+1.97%final price
TransDigm Group (TDG)three days earlier+1.66%final price
TransDigm Group (TDG)five days earlier+1.32%final price
UALthat day+6.80%final price
UALthree days earlier+2.67%final price
UALfive days earlier-3.14%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

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

    For “DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “safran” (aerospace) in this story

  • BA Boeing

    Boeing (BA) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger.” Reason on file: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story

  • GE General Electric

    For “DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story

  • HWM Howmet Aerospace

    In “DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger,” Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence. Reason on file: Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story

  • TDG TransDigm Group

    In “DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger,” TransDigm Group (TDG) is linked, with no stored direction, medium confidence. Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story

IShares U.S. Aerospace & Defense ETF (ITA)

The 9 Nov 2026 story “DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger” names IShares U.S. Aerospace & Defense ETF (ITA) because of this story.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “safran” (aerospace) in this story

A second company, Boeing (BA), is listed for a different reason: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “safran” (aerospace) in this story

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

BA traded between 165.01 and 193.27 across 20 sessions. The latest close on file is 176.94. GE traded between 278.37 and 333.75 across 20 sessions. The latest close on file is 323.30. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

94 out of 100

“DC Studios shakeup: James Gunn, Peter Safran out following Skydance merger” scores 94 out of 100. The score uses 8 sources, and 5 linked companies.