JetBlue faces balance sheet concerns as the Iran ceasefire ends, with Seaport Research Partners analyst Daniel McKenna warning that rising oil prices could force the airline to increase debt. The firm downgraded JetBlue shares from buy to neutral, causing a 5.7% drop to $5.33.

MDA Space has begun deploying eight low-Earth orbit satellites for Globalstar's constellation, launched via a SpaceX Falcon 9 from Cape Canaveral. This marks the start of in-orbit commissioning for the first commercial communications satellites delivered by MDA as prime contractor, with nine more satellites in final integration.

Maersk has adjusted contract rates more quickly to reflect higher fuel costs while increasing volumes based on spot rates, according to UBS analyst Cristian Nedelcu. UBS raised its 2026 Ebitda forecast to $15.2 billion versus company guidance of $10.5 billion-$12.5 billion, lifted its price target to 17,800 Danish kroner, and maintained its neutral rating. Shares rose 4.4% to 21,610 kroner.