Spotify opened up 10.5% to lead a 389-name board, with Lockheed Martin close behind at 9.3%. The pain is concentrated in chip gear and optics, where Lam Research gave up 10.2% at the bell.
Latest Activity
A record $292 billion backlog now underwrites years of missile production and pushed management to raise full-year sales, EPS and free cash flow guidance for the second straight quarter. The offset: F-35 Lot 20 costs have started running past contractual authorization.
- CVXChevron Corporation Common Stock (CVX)Partial sell$15K – $50KSep 23
- CBChubb Limited Common Stock (CB)Sell$1K – $15KSep 23
- DVNDevon Energy Corporation Common Stock (DVN)Sell$50K – $100KSep 23
- DVNDevon Energy Corporation Common Stock (DVN)Partial sell$15K – $50KSep 23
- EMREmerson Electric Company Common Stock (EMR)Partial sell$15K – $50KSep 17
- GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033Buy$15K – $50KSep 18
- HDHome Depot, Inc. (HD)Sell$1K – $15KSep 23
- LINLinde plc - Ordinary Shares (LIN)Partial sell$15K – $50KSep 17
Hern sold out of equities across energy, defense, industrials and healthcare in a single September stretch and rotated the proceeds into Oklahoma municipal bonds, a defensive shift rare for a sitting House Budget Committee member. The largest single line, a Devon Energy sale of up to $100,000, lands as Congress fights over banning lawmaker trading entirely.
LMT Coverage
Lockheed Martin Rises 9% as Record Backlog Lifts Outlook; RTX Gains 2%, Northrop Grumman Advances 3%
Lockheed Martin (NYSE:LMT | LMT Price Prediction) stock rose 9% to $602.75 on Thursday after the company reported third-quarter results that topped estimates and raised its full-year outlook on the back of…
HII’s 2.2% Dividend Raise Shows Confidence in Navy Shipbuilding Demand
Huntington Ingalls just extended a 14-year dividend streak even as its stock slides and quarterly cash flow turns negative. Whether that streak survives depends on a single make-or-break quarter at the end…
4 Defense Stocks Paying Dividends Backed by Pentagon Contracts
Pentagon contracts lock in cash flows years before a dividend check ever gets cut, and four defense giants are sitting on backlogs that stretch well into the next decade. The question is…
Defense Stocks Are Tumbling as Wall Street Bets on a Democratic Sweep
Wall Street is pricing in a Democratic sweep of Congress, and aerospace and defense stocks are paying the price, but the damage is hitting some contractors far harder than others in ways…
These 4 Companies Just Increased Their Dividends. Not All the Raises Are Equal
Four NYSE companies raised their dividends within a single week, but a closer look at the coverage ratios, balance sheets, and business risks reveals that some of these payouts stand on far…
Lockheed Martin or RTX? The Dividend Difference Investors Shouldn’t Ignore
Lockheed Martin and RTX both raised full-year guidance on the same July morning, but their balance sheets and business mixes tell two very different stories about which dividend survives a budget freeze…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Albemarle, Alcoa, Brinker International, Dell Technologies, Garmin, Hewlett Packard Enterprise, Lockheed Martin, NetApp, Trane Technologies, and More
Pre-Market Stock Futures: Futures are trading mostly higher after a rather ho-hum start to the third-quarter earnings season. Large-cap financial stocks led off with strong numbers, though the sector’s results were mixed.…
Here Are Friday’s Top Wall Street Analyst Research Calls: American Express, Archer Aviation, Fastly, Jack Henry & Associates, Joby Aviation, Lockheed Martin, Palantir, Rocket Lab, SpaceX and More
Pre-Market Stock Futures: Futures are trading higher this morning after another day of back-and-forth trading across Wall Street, driven by the same two elements: interest rates and energy prices. Another big fly…
3 Space Stocks Worth Owning This October
Space investing in October 2026 calls for discipline. Rising defense budgets, the Golden Dome missile defense initiative and growing demand for direct-to-device satellite connectivity are raising the whole sector. The three names…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Borg Warner, Boyd Gaming, JetBlue, Lattice Semiconductor, Lockheed Martin, Nike, Northrop Grumman, Procter & Gamble, SPX Technologies, and More
Pre-Market Stock Futures: Futures are trading higher after we started off the first full trading week of the 4th quarter in solid style, as all major indices finished the day higher despite…
Boeing’s Turnaround Week: A Fighter Jet Win, a $14.7 Billion Missile Deal and an FAA All-Clear
Boeing just landed a Navy fighter contract, a multibillion-dollar missile deal, and an FAA all-clear in a single week, yet analysts still see the stock trading at a 40-plus percent discount to…
Lockheed Martin Keeps Raising Its Dividend as Pentagon Money Keeps Flowing
Lockheed Martin has raised its dividend for 23 straight years on the strength of a single customer, but two recent quarters exposed just how quickly that cash cushion can vanish when fixed-price…
The Pentagon Keeps Spending. These 4 Defense Stocks Keep Raising Their Dividends
Defense contractors win contracts that stretch across multiple budget cycles, which means their dividend programs rest on a very different foundation than most industrial companies. Four of the largest primes have raised…
LMT vs. RTX: Which Defense Dividend Actually Has the Staying Power?
Lockheed pays nearly double the yield, trades at a cheaper multiple, and holds 23 straight years of dividend increases. So why does the stronger dividend case belong to RTX?
Boeing Drops 3% as 737 MAX Landing Software Glitch Draws Regulator Review; GE Aerospace Eases, RTX Treads Water
A newly reported software defect on the 737 MAX is pulling Boeing (NYSE:BA | BA Price Prediction) lower, and the pressure is landing almost entirely on one name. Boeing stock is down…