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Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

Joby Aviation is buying defense contractor Resonant Sciences in a $500 million deal.

The Iran war has highlighted a requirement for a lot more Patriot air defense missiles, both high- and low-end.

During the lightning round of the August 6 episode of Mad Money, a caller inquired about the long-term outlook for Lockheed Martin Corporation (NYSE:LMT), highlighting its prominent position as a major defense contractor and pointing out its steady dividend payout of $3.45 per share. Host Jim Cramer responded with strong enthusiasm: I think it’s sensational. […]

This jet engine powerhouse is flying high on real business strength, forcing investors to ask a disciplined question: is the engine's power already reflected in the ticket price.

The defense launch demand behind Rocket Lab stock's run was visible in the company's own contract announcements months before the market paid for it.

Palantir Technologies Inc. (NASDAQ:PLTR) has helped the Pentagon dramatically accelerate the process of finding targets in Iran, but a defense analyst says America’s ability to build the missiles needed to hit them hasn’t kept pace. Speaking to LBC on Sunday,...

Investing.com -- The Pentagon has asked major U.S. defence contractors to accelerate production and delivery of critical weapons systems as the Iran war places increased pressure on military stockpiles, Bloomberg reported.

President Donald Trump pushed back against reports of depleting munitions, saying that the nation is ramping up domestic weapons production. Trump took to Truth Social early Thursday and said the U.S. has “massive” amounts of munitions, especially of certain types,...

Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% and 50%. Higher wafer throughput accelerates qubit-factory iteration, with the aggregate […] The post Xanadu Accelerates Chip Production as Investors Awai

Forget the usual Wall Street qualifiers. Jim Cramer went straight for the superlatives on Lockheed Martin (LMT). During the August 6 episode of CNBC's Mad Money Lightning Round, he called the stock "sensational" and its CEO "fantastic." Two words that leave little doubt about where he stands. ...

Investing.com -- The Trump administration plans to provide $1 billion in security assistance to the government of Colombia’s newly inaugurated President Abelardo De La Espriella, Reuters reported on Friday, citing the U.S. State Department.

Loar stock sets up a new buy point amid the recent market strength. The aerospace and defense giant is looking for support at a key level.

(Bloomberg) -- The Pentagon aims to conduct the first tests for its futuristic space-based missile defense program by yearend, with flight demonstrations of the unproven technology slated for 2027, people familiar with the matter said.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and Vaccine

On August 3, Raytheon, an RTX Corporation (NYSE:RTX) business, finished installing the first SPY-6(V)4 radar array at a Navy test site on Wallops Island, Virginia. The milestone kicks off testing that will decide how fast the Navy can modernize a fleet of aging destroyers, and it lands at a moment when RTX is already sitting […]

Its correlation to the index is only moderate, and the behavior that is genuinely its own runs on defense programs and a rocket that has yet to fly.

President Donald Trump ordered contractors to redo weeks of work on the White House’s new granite helipad after objecting to its appearance and seeking a landing pad level with the horizon. Trump Orders Completed Helipad Work Removed First reported by...

D-Wave Quantum posts lower-than-expected revenue in its latest quarter, even as the number of revenue-generating customer orders soars.

Lockheed Martin is back in focus as analysts lift price targets into the US$590 to US$700 range following the latest Q2 update and refreshed models. Recent Street commentary links these higher targets to views on improving execution, a raised 2026 outlook and mixed but constructive signals around contract momentum and sector headwinds. Read on to see how these shifting targets fit into the broader Lockheed Martin story and how you can track the narrative as it evolves. Stay updated as the...

In recent tests, Lockheed Martin’s Skunk Works, the U.S. Air Force Test Pilot School and partners used an AI agent on the X-62 VISTA to autonomously execute 27 live air intercepts using real-time sensor data. This move from simulated to sensor-driven, in-flight AI decision-making highlights how Lockheed Martin is working to embed advanced autonomy into future combat aircraft operations. Next, we’ll examine how this progress in sensor-driven fighter autonomy could influence Lockheed Martin’s...

Ukraine’s energy chief warned that Russian President Vladimir Putin wants winter attacks to exhaust Ukrainians and force Kyiv into capitulation as both sides escalate energy strikes. Russia’s Winter Strategy Targets Civilian Resilience "Putin wants to finish off our energy system...

Lockheed Martin (NYSE:LMT) has partnered with space infrastructure company Gravitics on a Department of War contract focused on orbital systems with national importance. The company has also signed a memorandum of understanding with NioCorp to work toward a scandium oxide supply agreement that would support a U.S. scandium to warfighter supply chain. Lockheed Martin enters these agreements with its stock trading at $577.6 and showing multi year gains, including 16.2% year to date and 36.4%...

Investing.com -- United Launch Alliance plans to raise approximately $500 million through a private bond placement to refinance existing debt, according to a Bloomberg report Wednesday.

Lockheed Martin stock has delivered an 86.2% total return over the past five years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares trading below that intrinsic value by a meaningful margin. An 86.2% return over five years leaves existing holders with solid gains, while raising the question of whether the current price still leaves room for further upside. A multiyear, up to US$58.62b PAC-3 missile contract...

The constraint management once pointed to for a fall in shop visit volume now sits inside the growth case, and the raised guidance now rests on working through it.

Lockheed Martin (LMT) has become a fresh talking point for investors after its Skunk Works unit and the U.S. Air Force Test Pilot School used an onboard AI agent to execute 27 sensor-driven air intercepts. See our latest analysis for Lockheed Martin. Against this backdrop of AI testing success and major missile and interceptor contracts, Lockheed Martin’s share price has moved to US$589.33, with a 30-day share price return of 7.95% and year-to-date share price return of 18.56%, while the...

The agreement could support the development of a domestic U. S.

Lockheed Martin climbs 15.5% in three months as a record backlog, major missile defense contracts and expanding production reinforce its long-term growth outlook.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Kratos reported second-quarter earnings per share of 21 cents, up from 11 cents a year ago. Wall Street was looking for 14 cents.