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Recent presidents have stayed away from trading stocks in companies whose fortunes they could lift or scuttle with the stroke of a pen, but Donald Trump smashed that precedent in the first quarter of this year with more than 3,600 buy and sell orders, many of them involving companies whose profits have been directly impacted by his decisions as head of the government. Among the Trump trades in a recent report filed with a federal ethics agency was as much as $6 million in Nvidia, whose advanced chips Trump approved for sale to China last year. “If he were defense secretary, he would be committing a crime,” said Richard Painter, the chief White House ethics adviser in the George W. Bush administration and a big critic of congressional trading, too.

Back in late April, Apr 25, 2026, I wrote about Lockheed Martin CEO Jim Taiclet calling the current defense environment a "golden opportunity." These are two words that don't often come up in earnings calls, and two words that were starting to be backed up by serious contract momentum. The ...

The Iran war started on February 27, and the aluminum market has not been the same since. Alcoa CEO William Oplinger told investors on the company’s Q1 2026 call that London Metal Exchange prices had recently exceeded $3,600 per metric ton on tight inventories and Middle East supply disruptions. Reuters dubbed it a shock that ... Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

Ledios secures a $2.7B U.S. Army contract combining TPS and CHGB to speed hypersonic weapons production, but shares fall.

Rising costs are spelling trouble for Florida, where people in their prime working years are moving to other states while new arrivals are shrinking. The Wall Street Journal sat down with Florida Sen. Rick Scott to ask him about our readers’ concerns.

Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Wafer Iteration and Partner-Led Commercialization Support Photonic Quantum Roadmap Key Takeaways: XNDU’s first public-company quarter reinforced roadmap execution, with revenue increasing 4x y/y to $2.8 million. Post-SPAC proceeds, Project OPTIMISM, DARPA, and a planned $300 million ATM expand flexibility for faster wafer iteration. Partnerships with AMD, […]

The Global X Defense Tech ETF (NASDAQ:SHLD) has done something unusual for a defense fund in a year when NATO is rewriting its spending playbook. It has gone down. SHLD trades around $62, off roughly a fifth from its spring peak after a 14% drop over the past month. The selloff has happened against a ... Smart Investors Are Backing up the Truck on This Defense ETF at a 20% Discount

Cathie Wood's ARK Invest loads up on defense, air taxi stocks. Navy awards contracts to Lockheed, Northrop. U.S. announces foreign military sales.

Lockheed (LMT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

LUNR's $1.1B backlog and major contract wins boost its revenue outlook as demand rises for space and defense infrastructure.

The U-2 stopped flying over Russia after one was shot down in 1960. But the plane remained an asset for U.S. intelligence.

Citi lowered its price target on Lockheed Martin (NYSE:LMT) to $571 from $675, while maintaining a Neutral rating. The price target cut lands as LMT stock trades at $518.41, well below the firm’s revised mark. For prudent investors, the takeaway on LMT stock is that the defense trade may stay range-bound until the macro backdrop ... Lockheed Martin Price Target Slashed to $571 by Citi: Is the Defense Trade Stuck in Neutral?

AeroVironment's $1.12 billion funded backlog boosts revenue visibility, with 39% of obligations set to hit fiscal 2026 and more beyond.

Nokia Oyj (HLSE:NOKIA) has introduced new agentic AI capabilities for its fixed network products, aimed at more intelligent, self-optimizing broadband operations. The company also revealed a modular, open-architecture 5G solution for defense, developed in partnership with Lockheed Martin for U.S. and allied forces. These announcements extend Nokia's AI and commercial 5G know-how into both telecom operator networks and military communication systems. Nokia sits at the intersection of telecom...

Defense, healthcare, and financial stocks may outperform ahead of midterm elections as investors position for policy shifts

(Bloomberg) -- Elon Musk said he’s back in Texas working on plans for an initial public offering of SpaceX as the rocket and artificial intelligence company gears up for the largest listing of all time. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpTrump Gets Revenge on Republican Who Vo

Camden, Ark.—When the Pentagon put out an urgent call for rocket launchers and ammunition to send to Ukraine and replenish supplies at home in 2022, an answer came from an unlikely place: this remote southern pine-belt town, population around 10,000. Lockheed Martin one of the defense contractors clustered in the east part of Camden and already one of the town’s biggest employers, was reeling in government orders to produce more mobile rocket launchers. Other big defense contractors in the area also soon landed contracts to produce ammunition and expand their rocket facilities in Camden.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

The defence industry, long considered a value trade, has in the past few years become a growth play. Global conflict is on the rise, and technology...

Lockheed Martin Corporation (NYSE:LMT) is an undervalued aerospace and defense stock to buy. On May 12, during the Balikatan 2026 exercise, Lockheed Martin Corporation (NYSE:LMT) successfully demonstrated the integration of sensors, fires systems, and airspace management via a unified data platform. The platform demonstrated its ability to compress sensor-to-shooter timelines, accelerate warfighter capability, and provide […]

Embraer S.A. (NYSE:EMBJ) is an undervalued aerospace and defense stock to buy. On May 11, Reuters reported that Embraer S.A. (NYSE:EMBJ) is in talks with Colombia and Chile to sell them its C-390 military transport aircraft. The company has been stepping up output as it seeks to meet growing demand abroad. By targeting other Latin […]

LMT stock shows multiple, positive catalysts, with the Golden Dome being among the largest.

Why Lockheed Martin (LMT) Is On Investors’ Radar Today Lockheed Martin (LMT) is back in focus for investors after recent share price moves, with the stock down about 16% over the past month and roughly 21% over the past 3 months. See our latest analysis for Lockheed Martin. That recent 16% decline in the past month and 21% drop over 3 months sit alongside a 3.81% year to date share price gain and a 52.52% five year total shareholder return. This suggests shorter term momentum has cooled while...

(Bloomberg) -- The official leading President Donald Trump’s Golden Dome contested an estimate that the highly secretive missile defense shield would cost six times more than forecast, raising questions around the true price tag of the administration’s project.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Iran’s Kharg Island Oil Jetties Empty

Investing.com -- A majority of SpaceX shareholders have approved a 5-for-1 stock split recommended by the company’s board of directors, according to a Bloomberg News report citing people familiar with the matter.

RTX's $271 billion backlog and diversified aerospace-and-defense mix are boosting order visibility and long-duration demand across key end markets.

We recently compiled a list of the 8 Most Oversold Large Cap Stocks to Buy. Lockheed Martin Corporation (NYSE:LMT) is one of the most oversold stocks on this list. TheFly reported on April 26 that LMT saw its valuation outlook revised as Jefferies reduced its price target to $595 from $640 while maintaining a Hold rating […]

RTX just found itself a great partner to help build the Golden Dome.