defense

BlackRock, in its latest note, highlighted the defense sector as a prime investment opportunity, driven by accelerating geopolitical fragmentation and a global emphasis on national security. What Happened: The financial giant is sharpening its focus on specific regions and technologies, with a...

BofA Securities analyst Andrew Obin hosted investor meetings at the Paris Air Show with Honeywell International (NASDAQ:HON), Eaton Corp (NYSE:ETN), Parker-Hannifin Corp (NYSE:PH), Ametek Inc (NYSE:AME), and ITT Inc (NYSE:ITT). All the companies the analyst met with were bullish on increased...

Defense technology firm Anduril Industries has formed a strategic partnership with German defense giant Rheinmetall to co-develop autonomous air systems and propulsion capabilities for the European market. What Happened: Anduril Industries and Rheinmetall announced a collaboration to jointly...

Boeing Co. (NYSE:BA) and Lockheed Martin Corp (NYSE:LMT) are touting their defense credentials in a bid to secure more contracts in the development of President Donald Trump's Golden Dome missile defense system. What Happened: "We clearly have a whole number of product lines that will contribute...

Leverage Shares‘ launch of RTXG, the first-ever 2X leveraged ETF tracking defense contractor RTX Corp. (NYSE:RTX), marks a notable shift in the firm's strategy beyond tech-focused products. The ETF launched trading on June 6, a move away from the issuer’s typical tech-biased product...

Defense tech firm Anduril Industries has landed $2.5 billion in fresh capital, catapulting its valuation to $30.5 billion and marking a defining moment in its rapid rise within the national security sector. What Happened: Executive Chairman Trae Stephens announced the funding milestone during an...

Nuclear stocks are riding a wave — again. But this time, it's not just hype and hope. President Donald Trump's new executive orders have fueled interest in uranium mining and small modular reactors (SMRs). Additionally, with AI-driven power demand soaring, investors are now asking if names such as...

Defense Secretary Pete Hegseth issued a stark warning over the weekend, labeling China’s potential military move against Taiwan as an “imminent” threat and encouraging Indo-Pacific nations to bolster their defenses in close coordination with the United States. Delivering his...

U.S. President Donald Trump's Golden Dome missile defense system could usher in a new era of space-based weaponry. What Happened: The Trump administration's Golden Dome could provoke other states to employ similar systems in space and fast-track the militarization of space, experts suggest in a...

Goldman Sachs believes L3Harris Technologies Inc. (NASDAQ:LHX) could be among the biggest corporate winners of the Trump administration’s $175 billion “Golden Dome” initiative. What Happened: Goldman Sachs analyst Noah Poponak reiterated a Buy rating on L3Harris in a note...

L3Harris Technologies Inc (NYSE:LHX) shares are rising in extended trading Tuesday after the Trump administration announced plans for a Golden Dome missile defense system that will involve the company’s satellites. What Happened: President Donald Trump on Tuesday announced the architecture...

KeyBanc Capital Markets analyst Philip Gibbs downgraded ATI Inc. (NYSE:ATI) from Overweight to Sector Weight. At the beginning of May, ATI reported first-quarter results, with aerospace and defense sales of $754 million, representing 66% of sales. Gibbs has increased ATI’s 2025 estimates,...

Leidos Holdings Inc (NYSE:LDOS) reported first-quarter fiscal 2025 results on Tuesday. The company reported a quarterly revenue growth of 7% year-over-year to $4.25 billion, beating the analyst consensus estimate of $4.10 billion. The stock price gained after the report. Also Read: Leidos Q4...

With Washington sharpening its defense focus, JPMorgan analyst Seth Seifman says investors shouldn't sleep on the potential scale of the so-called "Golden Dome.” A Donald Trump-era vision that could redefine America's missile shield from the ground to space. While still nebulous in detail,...

A former Palantir Technologies Inc. (NASDAQ:PLTR) employee offers a brief primer on the company’s products, pricing, and prospects over the next few years, particularly in defense and AI. What Happened: On Monday, AlphaSense, a market intelligence platform that helps analysts and researchers...