The U.S. Global Jets ETF (NYSEARCA:JETS) and the iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) both carry the word aviation in their pitch, yet they bet on entirely different cash flows. JETS…
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.…
The Pentagon’s FY2027 budget request totals $1.5 trillion, with $54 billion earmarked for autonomous and remotely operated systems and another $39 billion routed through what the Department of War now calls “Drone…
The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) is sitting on a 34% one-year gain heading into June, with shares at roughly $235 and $13.5 billion in net assets. Two events in…
Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big…
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…
President Trump told Fox Business this week he would hold the line on Iran sanctions. “No we’re not talking about easing of sanctions, or giving them money, no sanctions no money, no…
I’ve been reading SpaceX’s pre-IPO disclosures hunting for the buried sentence others skip. There’s a passage in the risk section that reads like a screenplay: foreign powers, orbital weapons, and a constellation…
Jeremy Phillips 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,…
Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability…
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…
European governments are pushing defense budgets higher than at any point since the Cold War, and three exchange-traded funds offer distinct ways to ride the spending cycle: the iShares U.S. Aerospace &…
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…
The First Trust Indxx Aerospace & Defense ETF (NASDAQ:MISL) exists to solve a concentration problem: anyone betting on the defense and aerospace cycle through a single name takes on F-35 program risk,…
There is a new class of up-and-coming businesses that are delivering multibagger gains month after month, and you don’t know many of them. TTM Technologies (NASDAQ:TTMI) is one of them, and it…
