Defense & Aerospace Report Podcast [Oct 25, ’26 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 another down week on Wall Street on rising AI financing costs and oil prices jumped $3 a barrel to $114, a mark not seen since May, after Iran attacked more ships in the Strait of Hormuz and Tehran-backed Houthi rebels continued their attacks on Saudi Arabia and its energy infrastructure; earning analysis as BETA Technologies, CACI, BoozAllen Hamilt...