Redwire (NYSE: RDW) is the space-and-drones story dominating retail feeds right now, riding a 107.2% year-to-date run on record backlog and a viral “drones plus space” thesis. But the data underlying the…
Steve Eisman said on a recent podcast: “I’m sort of bewildered, given that there’s a war going on, why people would be selling defense stocks.” The reason that bewilderment matters to your…
Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot. I have been studying physical AI…
Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct…
Tank warfare defined World War II. German blitzkrieg tactics showed how armored columns could slice through lines when supported by air power and infantry. Today, drones play that same disruptive role in…
Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at…
The idea of a $1.5 trillion U.S. defense budget sounds abstract until you translate it into procurement lines, contract awards, and long-cycle government spending that quietly reshapes entire industries. That’s where things…
Pre-Market Stock Futures: Futures are trading mixed as we get ready to kick off the first-quarter earnings season next week, and, as usual, the big money-center banks and brokerage firms will headline…
A giant in the aerospace world, shares of Lockheed Martin (NYSE:LMT | LMT Price Prediction) are up 1% over the past week and 38% year-to-date as of March 2, 2026, a great…
Pre-Market Stock Futures: Futures are trading higher after a sluggish start to the holiday-shortened trading week. While stocks started as if it were going to be another risk-off day, they turned positive…
Pre-Market Stock Futures: The futures are trading higher this morning, following a solid bounce-back rally across the major indices on Wednesday, after the worst day for stocks since October. Stocks were headed…
Defense contracts have risen sharply in recent years as global security challenges intensify. The ongoing war in Ukraine and escalating tensions in the Middle East have prompted European nations and other allies…
Defense stocks are gaining traction in 2025, driven by heightened global security concerns and robust investor interest. A post from The Kobeissi Letter on X highlights FactSet data showing aerospace and defense…
Live Updates Monday Wrap-up4:21pm ETThe Vanguard S&P 500 ETF closed Monday at 568.01, up 0.5%. Boeing Must Play Defense12:09pm ETInternational Association of Machinists (IAM) union members are preparing to strike at S&P…
Live Updates Thursday Wrap-Up4:32pm ETThe Vanguard S&P 500 ETF closed Thursday at 564.20, up 0.8%. Game On for Meta1:33pm ETBloomberg is reporting that Meta Platforms (Nasdaq: META | META Price Prediction) is…
