Stocks Weakened by Rising Bond Yields and Struggles in Semiconductor Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Source: NASDAQ.COM
Market Performance: The S&P 500, Dow Jones, and Nasdaq are all down today, with the S&P 500 down -0.64% and the Nasdaq down -1.09%, largely due to higher T-note yields and weakness in chipmakers.
Government Shutdown Resolution: President Trump signed legislation ending the longest US government shutdown, providing funding for various departments and resuming federal payments, although the CBO predicts a 1.5 percentage point reduction in GDP growth for the current quarter.
Earnings Season Insights: Q3 earnings for S&P 500 companies have been strong, with 82% exceeding forecasts and a 14.6% increase in earnings, significantly above the expected 7.2% growth.
Stock Movements: Notable declines include Walt Disney down over -8% after missing revenue expectations, while Sealed Air Corp rose over +19% amid acquisition interest, highlighting mixed performance among individual stocks.
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Analyst Views on FLY
Wall Street analysts forecast FLY stock price to rise
7 Analyst Rating
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 19.130
Low
27.00
Averages
34.83
High
65.00
Current: 19.130
Low
27.00
Averages
34.83
High
65.00
About FLY
Firefly Aerospace Inc. is a space and defense technology company. The Company provides comprehensive mission solutions to national security, government, and commercial customers. It has designed, developed, and deployed its vehicles and dynamic spacecraft solutions to support critical customer missions across the space domain. It has a differentiated and scalable platform of Launch and Spacecraft Solutions with flight heritage. Within Launch, it has two offerings built on common technologies: Alpha and Eclipse. Alpha is a United States-based orbital rocket in the 1,000 kilograms class to successfully reach orbit, with four launches completed. Eclipse, a reusable and scaled up version of Alpha. Its Spacecraft Solutions include Blue Ghost lander (Blue Ghost) and Elytra offerings, highlight the heritage of common technologies from its launch vehicles. Blue Ghost Lander and Elytra are highly maneuverable spacecraft enabled by high-performance rocket engine technology.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Clear Funding Utilization: The raised funds will be directed towards developing AI data centers and the Starship reusable rocket, helping to reduce launch costs and advance NASA's lunar lander project, further solidifying SpaceX's leadership in the space industry.
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- Potential for Largest IPO: Musk aims to raise up to $50 billion through this IPO, which, if successful, would surpass Saudi Aramco's record of $29.4 billion set in 2019, marking it as the largest IPO in history and enhancing SpaceX's market position.
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- Defense Project Involvement: CEO Dirk Wallinger stated that York is positioning itself as a key player in Trump's Golden Dome missile defense project, emphasizing the company's capability to provide holistic solutions, which aligns with national defense needs.
- Satellite Launch Achievements: Since its inception in 2012, York has completed 74 missions and launched 21 low-Earth orbit satellites for the U.S. Space Development Agency in September, showcasing its strength in satellite manufacturing and launch capabilities.
See More
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- Defense Project Opportunity: Founder and CEO Dirk Wallinger emphasized the company's pivotal role in President Trump's 'Golden Dome' project, indicating its strategic importance in the defense technology sector.
- Satellite Launch Achievements: Since its founding in 2012, York has successfully completed 74 space missions and established partnerships with the U.S. Department of Defense and the U.S. Space Development Agency, showcasing its expertise in low-earth orbit satellite manufacturing.
- Optimistic Industry Outlook: With Trump's renewed focus on upgrading military technology and ongoing enthusiasm for space exploration, 2026 is expected to be a significant year for the space technology sector, positioning York Space Systems to benefit from this trend.
See More
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- IPO Performance: York Space Systems opened at $38 on the NYSE, an 11.7% increase from its $34 IPO price, resulting in a market valuation of $4.75 billion, reflecting strong investor confidence in its growth potential.
- Defense Project Contribution: CEO Dirk Wallinger stated that the company is positioned to be a key player in President Trump's 'Golden Dome' missile defense initiative, which aims to integrate disparate systems to enhance national defense capabilities while reducing costs.
- Technical Expertise: Since its founding in 2012, York Space Systems has completed 74 space missions and has established contracts with the U.S. Department of Defense and the U.S. Space Development Agency, showcasing its robust capabilities in low-earth orbit satellite manufacturing.
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