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.…
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…
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…
Meta Platforms’ (NASDAQ: META | META Price Prediction) pact to explore space-based solar power for its data center fleet is fundamentally a launch story. Beaming gigawatt-scale energy from orbit only works if…
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…
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…
The ceasefire that was supposed to quiet the Middle East lasted exactly two weeks. After a marathon 21-hour negotiating session in Islamabad collapsed over the weekend, the U.S. announced it would begin…
The U.S. military’s recent Operation Absolute Resolve put F-35s, F-22s, and stealth drones into live combat, and every platform traced back to a company inside Global X Defense Tech ETF (NYSEARCA:SHLD). Modern…
UFO returned 66.36% in 2025 while the S&P 500 gained a fourth of that. With a SpaceX IPO looking increasingly likely before year-end, the question is whether the fund can repeat that…
Pre-Market Stock Futures: Futures are trading higher after an explosive rally on Tuesday, sparked by the President’s comments that he wants to end the war soon. While this is hardly the final…
The Invesco Aerospace & Defense ETFÂ (NYSEARCA:PPA) is built on a straightforward premise: wars and geopolitical tension are good for defense contractors. With the U.S. in an active conflict against Iran, that premise…
One of the world’s foremost defense and aerospace names, Northrop Grumman (NYSE:NOC | NOC Price Prediction) has been one of the strongest-performing large-cap defense stocks of 2026, with shares up 29.07% year…
With three consecutive earnings beats after a $477M B-21 loss provision shook investor confidence, and now Northrop Grumman (NYSE:NOC | NOC Price Prediction) has a signed Air Force contract to back up…
David Beren On March 2, 2026, as news broke of U.S. and Israeli strikes on Iranian nuclear and military sites during Operation Epic Fury, defense stocks moved opposite to nearly everything else. Northrop Grumman…
