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…
Record Pentagon budgets are climbing toward $1.45 trillion, yet America's biggest defense contractors keep falling. One investor says the winners are hiding somewhere most portfolios have never looked.
SpaceX's historic IPO turned Elon Musk into the world's first trillionaire, and now Jeff Bezos is making the biggest bet of his life on the company he has quietly funded for 26…
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…
Lockheed Martin (NYSE: LMT | LMT Price Prediction) and Boeing (NYSE: BA) both posted Q1 2026 results that read like two different industries. Lockheed runs a pure defense execution engine with messy…
Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) pays a quarterly distribution from roughly 100 quality-screened U.S. dividend stocks. The fund holds $71.6 billion in assets at an expense ratio of just 0.06%, and…
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…
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…
Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up…
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…
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle…
Lockheed Martin (NYSE:LMT | LMT Price Prediction) is a stock worth owning for decades because its revenue is effectively underwritten by the U.S. government and a global alliance system that does not…
Alex Sirois The AAM S&P 500 High Dividend Value ETF (NYSEARCA:SPDV) screens the S&P 500 for companies that pair above-average yields with above-average free cash flow, then equal-weights five names from each of ten…
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…
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.…
