News

Fresh from the Federal Reserve’s latest 25 bps rate hike to 3.75% to 4.00%, investors are again reminded that cash flows and balance sheet strength matter more than headlines. Higher yields can reward patient holders of solid dividend stocks, but they can also expose weaker businesses. This article walks through three large-cap value stocks from our screener that look meaningfully exposed to this new rate backdrop, and why that matters for your portfolio decisions. The three stocks covered in...

Pre-Market Stock Futures: Futures are trading lower as we count down to the Federal Reserve meeting and a likely 25-basis-point increase in the Fed funds rate on Wednesday. The same suspects drove today’s selling, and although all the major indices finished the day lower, they all closed well off the lows printed earlier in the […]

Global defense spending is entering a historic expansion phase, driven by geopolitical flashpoints from Ukraine to the Indo‑Pacific and record Pentagon budgets. NATO allies are racing to meet or exceed 2% of GDP defense commitments, while the U.S. has proposed a $1.5 trillion military budget for FY2027. Against this backdrop of rising military allocations and […]

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 from the FY 2026 enacted level, and NATO members committing to 5% of GDP on defense by 2035, the multi-year demand picture has ... 3 Resilient Defense Stocks to Buy Now

Blue Origin’s New Glenn pad will take a minimum of a year to rebuild after a hot fire test obliterated the company’s only launch infrastructure for the vehicle, marking the first pad explosion since the Soviet N1 rocket in 1969. NASA’s Artemis lunar rover ride just vaporized, SpaceX inherits the entire federal manifest by default, ... Top 5 Stocks That Will Profit From SpaceX’s NASA Launch Monopoly After Blue Origin’s Pad Collapse

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, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

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.