On the night the Federal Reserve delivered a quarter-point rate hike, a caller from Florida asked Jim Cramer what was going on with Raytheon parent RTX (NYSE:RTX | RTX Price Prediction). Cramer’s…
AJ Tiarsmith Shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) are up 5.1% in mid-morning trading Wednesday, changing hands at $151 after opening near $143. The move pushes the stock back above the $150…
Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar…
China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody…
Three aerospace and defense giants have moved in sharply different directions this year, and the gap between the best and worst performer has grown wide enough to matter for anyone who assumed…
Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.
Trump just signed a proclamation slapping steep tariffs on imported drones, and the winners inside the sector are not who most investors expected. Here is why the reaction splits so sharply across…
Lockheed Martin just delivered a blowout quarter with a record-breaking backlog, yet the stock sits near a six-month low while one Wall Street analyst sees nearly 30% upside. The real question is…
Six members of Congress just disclosed fresh SpaceX purchases even as the entire space sector craters, with good news from Rocket Lab and AST SpaceMobile doing nothing to stop the bleeding.
Boeing carries a backlog that dwarfs its entire market value, and analysts see nearly 30% upside heading into a July 28 earnings report where prediction markets already favor a beat. The question…
While the broader market sank Thursday morning, two defense giants defied the selloff with blowout quarters and backlogs that shattered records, raising a pointed question about how much runway remains for investors…
Ondas has quietly assembled a counter-drone, loitering munitions, and agentic-AI portfolio that looks more like a prime contractor's missing puzzle piece than a standalone small-cap. Four defense giants are sizing it up,…
Europe's rearmament pledges sent investors rushing into European defense funds, but the contracts landed somewhere else entirely, and the performance gap between two nearly identical bets tells the story.
Cramer named specific sectors he's betting on for late 2026 while calling out two popular investments as traps that investors should exit now, regardless of where they bought in.
A Goldman Sachs executive is drawing a bold parallel between orbit and the early internet, and his prediction about which companies actually win the space race challenges everything most investors assume about…
