Meta Enters the Defense Game and United/JetBlue Make a Deal (May 30, 2025)

In today’s Market Outsiders, Namaan Mian and Jenny Rae Le Roux break down two big moves in tech and travel.

First, Meta dives into defense, partnering with Palmer Luckey’s Anduril to build extended reality headsets for the military. It’s a full-circle moment, with echoes of the Oculus acquisition and Meta’s shift toward long-term, government-backed revenue.

Next, they unpack United and JetBlue’s new gate swap at JFK and Newark. Is it a smart strategy - or a lifeline for JetBlue? And could this signal a future merger?

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