Longview Asset Management just amended its 13D on General Dynamics, keeping activist intent attached to one of the largest holder positions in the $89.6 billion defense prime. Any push on capital allocation lands as Washington debates restricting defense buybacks.
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RTX vs. GD: Which Pentagon-Backed Dividend Will Outperform Over the Next Decade?
Both RTX and GD just dropped on the same Pentagon spending surge, but the stock you buy depends entirely on where you are in life. One of these defense giants is built…
The Pentagon Keeps Spending. These 4 Defense Stocks Keep Raising Their Dividends
Defense contractors win contracts that stretch across multiple budget cycles, which means their dividend programs rest on a very different foundation than most industrial companies. Four of the largest primes have raised…
GD vs. LMT: Which Defense Dividend Stock Will Crush Retirement Income Goals?
Two battered defense giants, record backlogs, and sharply cheaper entry prices are tempting retirement income investors, but only one of these dividend payers has the cash flow history to keep the checks…
Why Is a Stock Down 97% This Year Paying to Appear Next to Palantir?
VisionWave Holdings (NASDAQ:VWAV) stated on September 24 that it signed and accepted a purchase order from Metal Machinery Components Trading FZCO, a privately held Dubai trading company, for 200 STRATUM VARAN unmanned…
Boeing Crashes Again: One Prominent Analyst Reiterated His Call for 55% Gains Within a Year
Boeing's CEO just admitted the 737 MAX ramp is taking longer than promised, sending shares sliding again, yet one prominent analyst refuses to budge on a price target that dwarfs anything else…
5 Elite Dividend Stocks Backed by America’s Massive Defense Budget
Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar…
Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff
Trump just signed a proclamation slapping steep tariffs on imported drones, and the winners inside the sector are not who most investors expected. Here is why the reaction splits so sharply across…
Lockheed Martin is Down 8% in 6 Months: Wall Street Pro Expects 30% Growth Within a Year
Lockheed Martin just delivered a blowout quarter with a record-breaking backlog, yet the stock sits near a six-month low while one Wall Street analyst sees nearly 30% upside. The real question is…
Europe Announced the Rearmament. America’s Defense Fund Cashed the Checks
Europe's rearmament pledges sent investors rushing into European defense funds, but the contracts landed somewhere else entirely, and the performance gap between two nearly identical bets tells the story.
Lockheed Martin Vs. General Dynamics: Pick General Dynamics for Naval Dominance Despite Lockheed’s $3.5 Billion Ultra Maritime Acquisition
Two defense giants are betting on opposite sides of naval warfare, and one of them just posted negative free cash flow while the other is sitting on nearly two billion dollars of…
$50 Billion Is About to Flood Into Defense Stocks: Here’s Who Cashes In
NATO allies just converted a years-old spending pledge into a wave of purchase orders, and one defense analyst has a specific test for separating the stocks that will actually see the cash…
If You’d Invested $10,000 In Lockheed Martin When The Iran Conflict Started, Here’s How Much You’d Have Now
Defense stocks are supposed to surge when conflict breaks out, yet Lockheed Martin investors who bought in on the first day of the Iran war got a painful education in why geopolitics…
General Dynamics Vs. Lockheed Martin: Buy General Dynamics for Deep Marine Backlogs
General Dynamics (NYSE:GD | GD Price Prediction) and Lockheed Martin (NYSE:LMT) reported Q1 2026 results pulling the two defense giants in opposite directions. General Dynamics beat on submarines and Gulfstream jets. Lockheed…
U.S. Military Expert Issues Grave Warning: ‘We Need More Munitions, and Deliveries Are Years Behind.’ What Stocks Can Benefit?
On CNBC’s June 18, 2026 segment, Tara Murphy Dougherty, CEO of Air (recently rebranded from Govini), delivered a blunt diagnosis of America’s defense-industrial posture. “There’s a lot of pressure on defense companies…
Forget AI Software, The Smart Money is Betting Billions on Autonomous Weapons Now
The Pentagon’s FY2027 budget request totals $1.5 trillion, with $54 billion earmarked for autonomous and remotely operated systems and another $39 billion routed through what the Department of War now calls “Drone…