FAA ground stop: cancellations top 6,000; union says communications with some aircraft disrupted, Duffy blames L3Harris

A nationwide FAA ground stop has cancelled more than 6,400 U.S. flights, exceeding the 2024 CrowdStrike disruption and disrupting pilot-controller communications. The outage is a direct operational and revenue hit to airlines and travel-related companies, with possible regulatory scrutiny and calls for infrastructure funding. Near-term market impact should be concentrated in airline equities rather than broad indices.