SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA,…
Gene Munster of Deepwater Asset Management and Elon Musk biographer Walter Isaacson have floated the idea that Tesla (NASDAQ: TSLA | TSLA Price Prediction) and SpaceX could combine within the next decade.…
The Iran war started on February 27, and the aluminum market has not been the same since. Alcoa CEO William Oplinger told investors on the company’s Q1 2026 call that London Metal…
Citi lowered its price target on Lockheed Martin (NYSE:LMT | LMT Price Prediction) to $571 from $675, while maintaining a Neutral rating. The price target cut lands as LMT stock trades at…
David Moadel Palantir (NASDAQ:PLTR | PLTR Price Prediction) is the stock everyone wants to talk about after a 70% revenue surge in Q4 2025 and CEO Alex Karp’s now-famous “We are an n of…
If you have ever tried to buy “space exposure” through an ETF, you have probably noticed the same trick. Most space funds quietly fill the bucket with Boeing (NYSE:BA | BA Price Prediction),…
The average American household spends about $519 a month on groceries, based on the latest BLS Consumer Expenditure Survey figure of $6,224 a year, and grocery prices are still rising: food-at-home prices…
An $83,400 annual paycheck sits comfortably above the U.S. median household income of roughly $80,610. Replacing that income with a portfolio, no employer required, is the question this article answers. The basic…
The U.S. Navy fired interceptors at inbound Iranian cruise missiles in the Strait of Hormuz yesterday morning. Those interceptors were almost certainly built by Raytheon. CENTCOM commander Adm. Brad Cooper said Iran…
The First Trust Indxx Aerospace & Defense ETF (NASDAQ:MISL) exists to solve a concentration problem: anyone betting on the defense and aerospace cycle through a single name takes on F-35 program risk,…
It’s quite obvious now that military stocks are not going to tumble significantly anytime soon. The forever wars will pause, only to be followed up with another conflict down the line, and…
SpaceX dominates space economy headlines, but private shares do not mail quarterly checks, and even after an initial public offering, the rocket and spacecraft maker is unlikely to offer a dividend. For…
Lockheed Martin (NYSE:LMT | LMT Price Prediction) and RTX (NYSE:RTX) both reported strong quarters amid surging global defense budgets and an expanding U.S. missile defense agenda. One is a pure-play defense titan…
Lockheed Martin (NYSE:LMT | LMT Price Prediction) dominates financial media, riding a record backlog and climbing stock price. Every defense analyst touts it. Lockheed’s story is real, but it’s priced in. The…
In 20 years of investing, I can’t recall an IPO generating this level of strategic noise across so many asset classes at once. SpaceX’s valuation has ramped from roughly $350 billion in…
