NATO allies just converted a years-old spending pledge into a wave of purchase orders, and one defense analyst has a specific test for separating the stocks that will actually see the cash…
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…
General Dynamics (NYSE:GD | GD Price Prediction) and Lockheed Martin (NYSE:LMT) reported Q1 2026 results pulling the two defense giants in opposite directions. General Dynamics beat on submarines and Gulfstream jets. Lockheed…
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 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…
Pre-Market Stock Futures: Futures are trading higher after a dreadful day on Wall Street, when all the major indices traded lower, and we saw the same pattern that has developed over the…
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…
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) is the ticker everyone wants to talk about, riding a 425.79% one-year run on Neutron hype, Golden Dome contracts, and the coming wave of space-economy…
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,…
The S&P 500 is up nearly 13% in the middle of an enormous crisis, but you should never get too complacent with the current environment. Instead, I’d continue to stock up on…
General Dynamics (NYSE: GD | GD Price Prediction) reported before the open this morning and the market liked what it saw. Shares are up 10.52% in noon trading after a clean beat…
Rich Duprey 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…
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…
