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.
Bank of America’s aerospace desk put a first-ever number on the most closely watched private company in the space economy. Ron Epstein, senior aerospace analyst at Bank of America Securities, initiated coverage…
Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office…
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…
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…
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.…
On a recent episode of Prof G Markets titled “The Space Boom Is Just Beginning,” Rocket Lab (NASDAQ: RKLB | RKLB Price Prediction) CEO Peter Beck pushed back against host Ed Elson’s…
Blue Origin’s New Glenn pad will take a minimum of a year to rebuild after a hot fire test obliterated the company’s only launch infrastructure for the vehicle, marking the first pad…
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…
SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA,…
Gene Munster of Deepwater Asset Management and Elon Musk biographer Walter Isaacson have floated the idea that Tesla (NASDAQ: TSLA | TSLA Price Prediction) and SpaceX could combine within the next decade.…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is the stock everyone wants to talk about after a 70% revenue surge in Q4 2025 and CEO Alex Karp’s now-famous “We are an n of…
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…
