Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do…
Three aerospace and defense giants have moved in sharply different directions this year, and the gap between the best and worst performer has grown wide enough to matter for anyone who assumed…
While AI hardware stocks cratered on Tuesday and the Nasdaq bled red, a handful of drone names barely flinched. Here is why their revenue stream insulates them from the chaos hammering the…
While the broader market sank Thursday morning, two defense giants defied the selloff with blowout quarters and backlogs that shattered records, raising a pointed question about how much runway remains for investors…
VistaShares just launched a defense ETF tied directly to Pentagon procurement lines rather than the household-name contractors most investors already own, and whether that distinction justifies a premium fee over cheaper rivals…
Drone stocks are splitting into winners and losers fast, and the gap between them comes down to one thing that separates speculative bets from names with real staying power.
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.
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…
The iShares U.S. Aerospace & Defense ETF (BATS:ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted.…
An old-economy sector fund is quietly beating the market darlings this year, and it holds zero shares of the electric-vehicle giant everyone loves to argue about. The iShares U.S. Aerospace & Defense…
NATO’s June 2025 Hague Summit produced a target that will reshape the aerospace and defense industry for the next decade. Alliance members are committed to spending 5% of GDP on defense by…
The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) is the default vehicle for investors seeking exposure to the rearmament trade. It is the largest pure-play aerospace and defense fund, with $13.91 billion…
The U.S. Global Jets ETF (NYSEARCA:JETS) and the iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) both carry the word aviation in their pitch, yet they bet on entirely different cash flows. JETS…
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…
The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) is sitting on a 34% one-year gain heading into June, with shares at roughly $235 and $13.5 billion in net assets. Two events in…
