When Iran attempted to impose transit tolls on ships through the Strait of Hormuz this spring, Secretary of State Marco Rubio dismissed it as illegal: “No country is allowed to charge tolls…
Defense stocks are the rare corner of the market where geopolitical anxiety, fiscal generosity and multi-year revenue visibility all converge at once. With the Fiscal Year 2027 investment request by the Department…
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) shareholders who bought two years ago are now sitting on one of the loudest re-ratings in the market. The stock traded at $4.54 on July…
Defense primes are doing what they were built to do: compound through political noise. With the FY2027 Department of War budget request landing at $1.45 trillion, a $440.9 billion or 44% increase…
At 65 with $1.4 million, I want income that does not flinch when the Fed pivots. My sovereign income blueprint targets three companies that own physical networks the economy must pay to…
One of the most anticipated public offerings in recent memory is drawing skepticism. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) currently has a valuation of roughly $2.44 trillion, up nearly 40% from its $1.75 trillion IPO.…
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…
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…
Defense contractors have spent the past year doing exactly what they are designed to do: Deliver predictable cash flow, lean on multi-year backlogs and reprice higher as geopolitical risk refuses to fade.…
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…
Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big…
Here’s the uncomfortable truth for anyone who wants exposure to the space economy: the company that dominates it isn’t public. SpaceX prints launches, prints Starlink revenue, and prints headlines. You can’t buy…
President Trump told Fox Business this week he would hold the line on Iran sanctions. “No we’re not talking about easing of sanctions, or giving them money, no sanctions no money, no…
I’ve been reading SpaceX’s pre-IPO disclosures hunting for the buried sentence others skip. There’s a passage in the risk section that reads like a screenplay: foreign powers, orbital weapons, and a constellation…
Jeremy Phillips 
