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L3Harris's VAMPIRE rockets were already popular. And now they've got AI.

Rocket Lab (RKLB) has gained 9.5% over the last five trading days, while the S&P 500 added 0.6%. A week like that pulls money in. The stock is still about 55% below its 52-week high. The run is not the question. What matters for your money is what this stock does to your portfolio when the market moves, because it travels about four times as far as the index in both directions.

L3Harris Technologies (NYSE:LHX) is entering its leadership transition with an emphasis on operating execution rather than further portfolio reshaping, according to Chief Financial Officer Ken Sharp. Speaking at a Morgan Stanley aerospace and defense conference, Sharp said new Chief Executive Offic

Firefly Aerospace Inc. had a busy stretch this past month that included a new NASA contract, a lunar mission partnership and a fresh launch agreement. NASA Spacecraft Processing Contract On August 17, Firefly announced it was awarded a Spacecraft Processing...

LHX is broadening its global customer base, with international operations and regional presence creating avenues for continued growth.

On September 14, L3Harris Technologies, Inc. (NYSE:LHX) said it had secured a $60 million contract from the U.S. Air Force to continue producing sensors that let aircrews choose the precise detonation altitude. The DSU-43/B Cockpit Selectable Height of Burst Sensors (C-HOBS) allow crews to adjust the munition’s effect to different targets and mission environments. The […]

KTOS scales its manufacturing footprint across propulsion, hypersonics and unmanned systems to support affordable defense production.

L3Harris Technologies (LHX) just secured a US$4.7b undefinitized contract from Lockheed Martin to supply propulsion systems for PAC-3 MSE interceptors over seven years, extending an already deep missile partnership. L3Harris Technologies’ latest contract win lands after a tough stretch for the ticker, with the 30-day share price return down 9.93% and the 90-day move down 14.95%. Even though the 3-year total shareholder return of 52.08% still points to a much stronger longer-run outcome, the...

Axon has lagged behind the broader market over the past year, while analysts are highly bullish about its future growth potential.

Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar Pentagon commitments into income streams most investors overlook.

RTX broadens its defense communications portfolio with satellite, a Very Low Frequency communication subsystem, and command-and-control capabilities.

RKLB expands its spacecraft component business with avionics, radios and batteries, extending its role across the space supply chain.

Rocket Lab (RKLB) stock has traded between $39.48 and $150.23 over the past 52 weeks. It now sits about 58% below its 52-week high, and anyone who bought twelve months ago is still up about 19%. None of that tells you what you would be buying today. Rocket Lab sells two quite different things, and the one its name points at is the smaller of them.

On Monday, the U.S. Space Force confirmed the existence of space-based weapons, though what exactly is in space is classified. The news represents a milestone in military technology. Space is the new strategic high ground.

Monday evening, Guggenheim analyst Michael Ciarmoli launched coverage of the Aerospace & Defense sector with a bevy of Buy-rated stocks.

Guggenheim says operating margins run materially above peers

Star Wars is no longer science fiction. On Monday, the U.S. Space Force confirmed the existence of space-based weapons, though what is in space is classified. The Pentagon didn’t immediately respond to a request for comment.

Palantir Technologies' (PLTR) AIPCon 11 highlighted growing demand for data sovereignty, with custom

GD's $184.3M Navy contract for next-gen electronic attack systems extends through 2032, supporting production and sustainment demand.

Investing.com -- U.S. officials have linked high-resolution satellite imagery supplied to Iran by Chinese entities to a July missile strike on a U.S. base in Jordan that killed three American troops, the Wall Street Journal reported exclusively on Friday.

Rocket Lab (RKLB) stock fell 39% between mid-June and September 10, while the S&P 500 gained 2.4%. The stock fell 39%—about twice as far as L3Harris Technologies, down 18.9%, and far more than Lockheed Martin, down 1.3%, and Northrop Grumman, down 5.3%—suggesting company-specific headwinds compounded broader sector softness. Yet the company just posted record revenue, and the CEO counts more than $1 billion of new contracts since Q2 2026 began. None of that changed the Neutron rocket's calendar.

Palantir Technologies (NASDAQ:PLTR) used its AIPCon event to highlight customer deployments of its Foundry, Ontology and Artificial Intelligence Platform products across supply chains, aviation safety, defense manufacturing, insurance, media, pharmaceuticals and industrial operations. Speakers repea

L3Harris Technologies is underperforming its industry peers, but analysts remain moderately bullish about the stock’s prospects.

Palantir announced expanded partnerships with Nvidia and Fujitsu at AIPCon 11 and touted its "sovereign AI" strategy.

LHX expands its missile-defense role with a $4.7 billion PAC-3 award, supporting propulsion production and manufacturing capacity expansion.

FEATURE Defense stocks have been surprisingly lousy lately. That could change as the midterm elections approach. Wall Street has some new ideas for investors to consider. Coming into Tuesday trading, the exchange-traded fund was down 7% since the start of the Iran war in late February, underperforming the by almost 20 percentage points.

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

AST SpaceMobile's shares have come back to Earth. Is it now a better buy than L3Harris Technologies?

Lockheed Martin (LMT) has spent the past three years handing its owners a slightly bigger slice of the company each year, and the arithmetic worked. Earnings per share grew faster than net income. The stock now sits well below its 52-week high, which makes the question worth asking again: is that quiet compounding still running at the speed the record suggests.

RDW's phased-array investment could expand its Defense Tech reach into resilient space communications, but funded programs and returns remain unproven.