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…
The iShares U.S. Aerospace & Defense ETF (BATS:ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted.…
An old-economy sector fund is quietly beating the market darlings this year, and it holds zero shares of the electric-vehicle giant everyone loves to argue about. The iShares U.S. Aerospace & Defense…
NATO’s June 2025 Hague Summit produced a target that will reshape the aerospace and defense industry for the next decade. Alliance members are committed to spending 5% of GDP on defense by…
The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) is the default vehicle for investors seeking exposure to the rearmament trade. It is the largest pure-play aerospace and defense fund, with $13.91 billion…
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…
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…
The Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD) has snapped back hard after a sluggish start to the year. Shares sit near $43 after a 8% gain over the past month,…
NATO’s defense ministers committed to spending at least 2.5% of GDP on defense, with Poland, the Baltics, and Greece already running above 4%, and the alliance has set a target of 5%…
The Global X Defense Tech ETF (NASDAQ:SHLD) has done something unusual for a defense fund in a year when NATO is rewriting its spending playbook. It has gone down. SHLD trades around…
European governments are pushing defense budgets higher than at any point since the Cold War, and three exchange-traded funds offer distinct ways to ride the spending cycle: the iShares U.S. Aerospace &…
State Street opened its 2026 Global ETF Outlook with a single sentence that framed an entire year of flows: “Defense was the standout theme of 2025.” The line, buried on page 13…
Global defense spending hit $2.63 trillion in 2025, up from $2.48 trillion in 2024, and the momentum is accelerating. NATO’s European allies and Canada increased defense spending by 20% in 2025 compared…
The White House just proposed a $1.5 trillion defense budget for fiscal year 2027, a roughly 44% increase over current Pentagon spending. Even though U.S. and Israeli forces are no longer engaged…
