defense stocks

General Motors Co. (NYSE:GM) is said to be in negotiations with Lockheed Martin Corporation (NYSE:LMT) to manufacture parts for the defense contractor’s weaponry, according to a report published on Monday. GM may manufacture widely used components to help Lockheed boost munitions production...

Defense investors have heard this story before. President Donald Trump took aim at Iran in a Truth Social post on Friday, dismissing Tehran’s characterization of ongoing negotiations and warning that the country had better “get their act together, and FAST.” Trump also condemned...

S&P 500’s record highs mask a growing concentration risk, with just a handful of tech stocks driving most of its latest rally. As a result, many investors who believe they are diversified are effectively making a concentrated bet on mega-cap technology companies. Steve Neamtz, President...

The trading activity of members of Congress continues to attract interest from retail investors, especially when there are potential conflicts of interest. A member's committee assignment is putting increased attention on some recent trades. • Ducommun stock is trading near recent highs....

While Wall Street fixates on Nvidia Corp. (NASDAQ:NVDA) and the hyperscaler AI arms race, a cluster of small-cap defense tech companies is building contract backlogs that suggest the real AI spending wave hasn’t fully arrived yet. BigBear.Ai, Inc. (NYSE:BBAI), Palladyne AI Corp. (NASDAQ:PDYN...

President Donald Trump escalated his rhetoric against Iran Wednesday morning, declaring the country a failing state while warning that stalled nuclear negotiations would carry a steep cost — and Wall Street took notice before the opening bell. RTX stock is moving. See the chart and price action...

The U.S. military launched strikes against Iran Tuesday evening in direct retaliation for the downing of an American Apache helicopter on Monday. IDEF shares are climbing. See the chart and price action here. U.S. Central Command announced the action on X: “U.S. Central Command (CENTCOM)...

Investors are paying close attention to trades recently disclosed by a congressman. Along with the stocks bought being the first transactions ever disclosed by the congressman, the trades happened over a year ago, violating the STOCK Act for filing on time. Congressman Discloses Stock Trades...

Merlin, Inc. (NASDAQ:MRLN) shares surged Friday morning after the autonomous aviation startup announced it successfully completed a critical design review for its Merlin Pilot system with U.S. Special Operations Command (USSOCOM).  It is a meaningful technical and contractual milestone for a...

2026 could see some of the most valuable private companies, including SpaceX and Anthropic, go public. While those filings may still be weeks away, a market expert identified five IPOs that could price this week. Freedom Capital Markets Chief Market Strategist Jay Woods highlighted these five...

The Golden Dome missile defense shield project initiated by President Donald Trump could cost about $1.2 trillion over 20 years, according to the Congressional Budget Office (CBO), far exceeding the Pentagon’s previous projection of $185 billion. The CBO estimate released on Tuesday ...

GoPro Inc (NASDAQ:GPRO) shares are trading higher after the company reported first-quarter financial results and announced a strategic review on Monday after market close. Here are the key highlights. • GoPro stock is among today’s top performers. Why is GPRO stock up today? GoPro Q1...

Palantir Technologies (NASDAQ:PLTR) stock is trading lower on Tuesday following its first-quarter financial results after yesterday’s market close. Analysts are mixed on what to expect from the company moving forward. The Palantir Analysts Bank of America Securities analyst Mariana Perez...

The trading activity of members of Congress continues to be closely monitored by retail investors, especially when disclosures show the buying and selling of defense stocks as Middle East tension continues. • General Dynamics stock is trading near recent highs. What should traders...

The latest conflict in the Middle East only reinforced a trend that gained momentum in 2025. Investors are leaning into a full-blown rearmament supercycle, bidding up defense names and pricing in years of steady government demand. Yet, the International Monetary Fund (IMF) sees the issue, warning...