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…
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…
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…
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) shareholders who bought two years ago are now sitting on one of the loudest re-ratings in the market. The stock traded at $4.54 on July…
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…
At 65 with $1.4 million, I want income that does not flinch when the Fed pivots. My sovereign income blueprint targets three companies that own physical networks the economy must pay to…
One of the most anticipated public offerings in recent memory is drawing skepticism. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) currently has a valuation of roughly $2.44 trillion, up nearly 40% from its $1.75 trillion IPO.…
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…
