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Investing.com -- The U.S. State Department has approved a potential $2.7 billion military sale to Ukraine covering air defense upgrades, weapons, and related equipment and services, according to a congressional notification late Friday.

Lockheed Martin (NYSE:LMT) is set to benefit from a US government plan to sell up to 48 F-35 jets to Saudi Arabia, following a notification to Congress in 2026. The proposed Saudi package would mark the first sale of F-35 aircraft to the kingdom, expanding US fifth generation fighter exports in the Gulf. Lockheed Martin also marked the rollout of Germany's first F-35A in 2026, a key step in Berlin's transition to the aircraft. The initial Saudi F-35 sale and Germany's first F-35A rollout...

A single replacement part for one of the Air Force's most important cargo planes can take four years to build. A former SpaceX engineer just proved his robots can make one in two months.*How scrappy startups take on industries worth billions:* https://clickhubspot.com/nxmiEd Mehr left SpaceX and Relativity Space to solve a problem that had nothing to do with software: manufacturing can't move at software speed. His fix, Machina Labs, replaces the custom, million-dollar "dies" that traditional stamping relies on with two robotic arms that can shape sheet metal into almost anything — no new tooling required. It's already caught the attention of the US Air Force, NASA, and Lockheed Martin, who's betting on Machina to help diversify a defense supply chain where 87% of programs cite supply-chain issues as a bottleneck to scaling. The tradeoff is speed — Machina can't out-produce a stamping line yet — but the company is betting that flexibility, not volume, is what modern manufacturing, and modern warfare, actually needs.In this series, our producer and host, Noelle Medina, gets an inside look at the small yet scaling companies quietly reinventing America's biggest industries.Check out our other episodes here: https://www.youtube.com/playlist?list=PLblFs6y75WUv7UtwrOApsHasI_YkauabF0:00 The four‑year replacement‑part problem0:38 Why traditional stamping dies make factories slow, rigid, and insanely expensive2:53 Ed Mehr’s path through SpaceX & Relativity Space 3:47 Founding Machina Labs to build a new kind of flexible, robot‑run factory5:30 Meet the RoboCraftsman7:12 Inside Mach 2: upgraded arms, swappable “warheads,” and containerized factory cells8:07 Two‑layer software & real‑time feedback that lets robots sculpt metal like human hands12:00 Where Machina actually wins13:03 Defense pivot15:53 Expressive customization and an off‑planet “teal workforce” futureGet the 5-minute newsletter keeping 2M+ innovators in the loop: https://thehustle.co/join-free-2

Boeing (BA) stock is down about 8% over the past year and trades about 22% below its 52-week high. Inside the factories the picture reads differently: the company is delivering airplanes at a pace it has not managed since 2018, against a record order book. The upside case rests on a clear assumption: translating that delivery pace into positive free cash flow.

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.

A new JATM framework agreement with Lockheed Martin could boost missile production and create broader opportunities across defense ETFs.

Korean Air just signed a $36.2 billion Boeing commitment stretching well into the next decade, but a record backlog and blockbuster headline numbers tell only part of the story for a manufacturer still racing to prove it can actually deliver.

LMT vs. HWM: Which Stock Is the Better Value Option?

TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.

LMT is ramping JATM production as U.S. and allied demand grows, supporting faster deliveries and potential long-term program expansion.

Investing.com -- The U.S. State Department has approved a possible $24.3 billion foreign military sale to Saudi Arabia that would include 48 F-35 Lightning II fighter jets, strengthening Riyadh's air capabilities and interoperability with U.S. and allied forces.

Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems, positioning the company as a “mission integrator” rather than solely a maker of individual defense pro

The AIM-260 is an air-dominance missile with greater range and effectiveness than existing air-to-air weapons, and is compatible with multiple Air Force and Navy aircraft, including the F-22 Raptor and F-35 Lightning II.

On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockheed Martin have struck a framework agreement for a multi-year production contract for the Joint Advanced Tactical Missile, or JATM.

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...

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

UBS Picks 10 Industrial Winners as Capital Spending Moves Beyond AI

GE Aerospace (GE) has more engine work booked than it can currently perform, and that visibility is much of why people own the shares. The option chain does not treat the stock as settled. At about $307, contracts running twelve months out carry a band from near $216.93 to near $434.6, with roughly a two-in-three chance the stock finishes inside it.

The Pentagon just confirmed on-orbit space weapons, and SpaceX sits at the center of a multibillion-dollar architecture that transforms that announcement into hard contracts. Here is what the move means for the stock and the sector names getting pulled along with it.

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.

LDOS' $875M Navy contract extension expands its defense IT role, supports 650,000+ personnel and adds revenue visibility amid network modernization.

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.

GE Aerospace (GE) trades near $318, up 13.4% over the past twelve months. Behind that price sits a commercial services backlog of roughly $170 billion, work on engines already flying. The easy read is that the good news is in the price, and the coming three years just work that backlog off. A three-year scenario on the company's own numbers puts a size on what is left.

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.

BA's KC-46 contract ceiling jumps to $19.1B, expanding foreign sales and strengthening long-term defense revenue visibility through 2035.

LightPath Technologies posted 73% YOY revenue growth and a swelling backlog as it pivots to defense optics, earning a Moderate Buy consensus despite wider net losses.

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.

Investing.com -- A potential ban on Bombardier aircraft sales in the United States could hit the Canadian jet maker’s largest market and disrupt an aerospace supply chain spanning thousands of U.S. companies, BofA analysts said.

Two partnerships. Two industries. One company quietly expanding its reach in ways investors should notice.

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.