My favorite ETF analysis process tells me the mainstream media is missing the real story with the Iran War.
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The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Acquisition speculation is the lifeblood of cult-stock trading. The cleanest takeover targets share three traits: strategic value to a deep-pocketed partner, a cash runway that does not force a fire sale, and proprietary intellectual property that a giant cannot easily replicate. This is a scenario analysis, not a report on any announced or imminent deal. ... Acquisition Odds: How These 4 Cult Stocks Stack Up as Buyout Targets
Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.
AeroVironment (NASDAQ:AVAV) executives outlined the company’s expanded defense technology portfolio, production plans and market opportunities during a Wells Fargo investor discussion hosted by aerospace and defense analyst David Strauss. Chief Operating Officer Rob Smith, who joined AeroVironment
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 Dominance. That structural tailwind is the entire pitch behind Global X Defense Tech ETF (NYSEARCA:SHLD), a thematic vehicle that has gathered roughly $7.5 ... Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons
Lockheed Martin (LMT) said countries seeking Patriot interceptor missiles may continue to face uncer
President Donald Trump said Wednesday the U.S. would resume attacks on Iran, after a Shahed drone downed a U.S. Apache helicopter. “We’re gonna be attacking them, attacking them very hard,” Trump told reporters, according to The Wall Street Journal. Defense stocks were down in midday trading.
You could buy all the aerospace companies in the S&P 500 and still have $300 billion left over for what investors are going to shell out for SpaceX.
Here’s the real story behind Rocket Lab’s astronomical one-year run, and it has nothing to do with a single earnings report. If you held Rocket Lab (RKLB) over the past year, congratulations. You’ve probably stopped checking your brokerage account out of sheer vertigo. The stock’s +265% return vastly outpaced the S&P 500’s respectable +24% gain, leaving its defense-giant peers like LMT (+13.2%) and NOC (+13.4%) sitting on the launchpad. So, what lit the fuse on this thing? A single quarter of st
Lockheed Martin Corporation (NYSE:LMT) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. A caller asked if it was a good time to start a position in the stock, and Cramer replied: You know… First of all, you sound like a smart fella. I think that […]
Lockheed Martin’s updated Street fair value estimate shifts from US$637.60 to about US$625.16, a modest reset that reflects the latest round of price target revisions. Recent research shows this move is being shaped by a blend of optimism on long term defense demand and caution as analysts recalibrate sector timing and valuation after prior moves in the stock. As you read on, you will see how these changing targets fit into the broader story and how to keep up with the evolving analyst...
Lockheed Martin (NYSE:LMT) completed a live fire test of a containerized Joint-Air-to-Ground Missile system with integrated battle management and radar, showcasing an agile, mobile launcher for counter drone and distributed lethality missions. A law firm initiated an investigation into Lockheed Martin over alleged misleading statements related to defense contract losses, financial disclosures, and governance practices. Lockheed Martin, a major defense and aerospace contractor, is closely...
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 the next four weeks will largely decide whether ITA keeps running: the Pentagon’s FY2027 budget moving through Congress, and the June 29 Honeywell ... ITA Investors: Watch These Two Events Over the Next 30 Days
Earned income has a ceiling. Hours in a day, headcount budgets, layoff cycles, and corporate restructurings all cap how much a paycheck can deliver. Passive income flips that dynamic. A properly built dividend portfolio pays you on a schedule independent of whether you showed up to work or whether your employer hit its quarter. Real ... Earn $5,000+ Yearly With These 4 Dividend Stocks
LMT clears a key PrSM Increment 4 propulsion test, aiming for 620 miles range and faster production via $300M manufacturing bets.
Kratos Defense is ramping up Valkyrie drone production, restoring Unmanned Systems profitability and investing in bigger defense opportunities ahead.
RTX expands missile defense production and testing capacity as demand grows for advanced air and missile defense systems.
L3Harris has underperformed the industrial sector lately, but Wall Street remains optimistic about the stock.
Rocket Lab and other space stocks are in focus as SpaceX targets a historic Nasdaq debut that could reshape how the sector is valued.
Lockheed Martin Corporation (NYSE:LMT) is among the 10 Best Aerospace and Defense Stocks to Buy According to Hedge Funds. On June 3, the company said it had successfully intercepted a test drone using a Joint-Air-to-Ground Missile (JAGM) from a shipping container. The development comes amid a surge in demand for cheaper alternatives to countering drones. […]
On a recent episode of Prof G Markets titled “The Space Boom Is Just Beginning,” Rocket Lab (NASDAQ: RKLB) CEO Peter Beck pushed back against host Ed Elson’s skepticism about space industry economics. All with a blunt assessment of the competitive landscape. “Right now, there are two companies on this planet that have successfully scaled ... Rocket Lab CEO: Only Two Companies Have Successfully Scaled Space Launch
A listing of this magnitude gives the entire commercial space sector its first true large-cap benchmark.
Viasat Inc. (NASDAQ:VSAT) is one of the hot tech stocks to buy according to analysts. On June 1, Viasat was selected by Lockheed Martin to provide high-bandwidth satellite communications for NOAA’s next-generation C-130J “Hurricane Hunter” aircraft. By integrating its Hybrid SATCOM Approach (HSA), Viasat will enable real-time transmission of critical atmospheric data collected during severe […]
With 83 hedge fund holders as of Q1 2026, Lockheed Martin Corporation (NYSE:LMT) is among the Top 10 Stocks That Members of Congress Own. On May 28, Lockheed Martin Corporation (NYSE:LMT) secured a definitized contract action valued at up to $180 million to provide international contractor logistics support services under an indefinite-delivery/indefinite-quantity agreement. The contract supports Foreign […]
A 63-year-old retiree with $400,000 parked in the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) likely picked it for the 100-stock screen and the reliable income stream. The top 10 positions now make up 41% of the fund, which means roughly $164,000 of that nest egg sits in ten names. For a fund managing $94 billion, ... SCHD’s $85 Billion Strategy Now Concentrates 41 Percent of Your Money in Just Ten Stocks
Investing.com -- Taiwan needs to "spend smarter" on its defense and increase investment in drones and other unmanned systems to strengthen deterrence against China, the top U.S. representative in Taipei said on Saturday, according to Reuters.
Investing.com -- The U.S. military said it shot down four Iranian drones launched toward the Strait of Hormuz and struck coastal surveillance radar sites in southern Iran, Al Jazeera reported, citing U.S. Central Command.