All articles tagged with #defense stocks
Originally Published 5 days ago — by CNBC
Morgan Stanley recommends buying defense stocks following geopolitical tensions involving Venezuela and Iran, suggesting these stocks may benefit from increased defense spending and geopolitical risks.
Originally Published 6 days ago — by CNBC
The article discusses President Trump's rapid military actions in Venezuela and Iran, analyzing the implications of his military policy on defense stocks and the broader market.
Originally Published 7 days ago — by CNBC
Asian markets rose following the U.S. operation that captured Venezuelan President Maduro, leading to gains in defense stocks and a slight decline in oil prices amid geopolitical tensions.
Originally Published 12 days ago — by CNBC
European stocks opened mixed on the last trading day of 2025, with defense stocks rising and regional markets reaching new highs, while precious metals like gold and silver declined; trading was limited due to the holiday schedule, and no major European data was released.
Originally Published 14 days ago — by CNBC
European stocks were largely flat with defense stocks falling amid ongoing Ukraine peace negotiations, which have seen limited progress. Oil prices rose on hopes of a potential Ukraine peace deal, while precious metals experienced mixed movements. Market volumes are expected to be lighter due to the holiday season.
Originally Published 14 days ago — by Bloomberg.com
The article reviews the major financial trades of 2025, highlighting successes and failures across various sectors such as crypto, AI, defense, Japanese bonds, and credit markets, emphasizing the volatility, geopolitical influences, and market shifts that defined the year.
Originally Published 22 days ago — by Yahoo Finance
The defense industry is experiencing a shift from traditional, stable military contractors to more dynamic, tech-like firms with high growth potential, driven by changing warfare tactics, increased global defense spending, and geopolitical shifts, leading to significant stock market gains for both established and emerging defense companies.
Originally Published 25 days ago — by CNBC
Concerns over AI spending are negatively affecting industrial stocks, while President Trump has criticized defense stocks, contributing to market volatility and investor unease.
Originally Published 27 days ago — by CNBC
European stocks declined amid ongoing Ukraine peace negotiations, with defense stocks falling and investors preparing for central bank decisions; UK unemployment rose, and global markets reacted to economic data and geopolitical developments.
Originally Published 27 days ago — by CNBC
European defense stocks declined after Ukrainian President Zelenskyy indicated Ukraine might abandon its NATO membership bid in exchange for security guarantees, signaling a major policy shift and impacting defense companies like Rheinmetall and Hensoldt amid ongoing peace negotiations and Russia's opposition.
Originally Published 28 days ago — by CNBC
European markets closed higher overall, but defense and pharma stocks declined amid ongoing geopolitical and economic developments, including ECB policy decisions, inflation data, and Ukraine funding discussions.
Originally Published 2 months ago — by Investor's Business Daily
Lockheed Martin and RTX raised their full-year earnings outlooks, driven by strong demand and record contract awards, while Northrop Grumman lowered its sales guidance despite beating earnings expectations. RTX stock hit record highs, Lockheed Martin's shares declined slightly, and Northrop's stock slipped below a buy point amid mixed results. Overall, defense contractors are benefiting from increased U.S. defense spending, though some face operational challenges and market pressures.
Originally Published 3 months ago — by CNBC
Global defense stocks rose after Trump suggested Ukraine could retake territory from Russia with EU and NATO support, marking a significant shift in his stance on the Ukraine conflict, which was positively received by European defense firms and Ukrainian officials, while Russia's Kremlin acknowledged Trump's willingness to help but disputed his characterization of Russia as a 'paper tiger.'
Originally Published 4 months ago — by Reuters
Global markets face uncertainty as US pressures on Ukraine increase, with European leaders supporting Ukraine and US-Russia tensions rising over Arctic energy resources, potentially leading to a deep bear market in oil and gas and a rally in defense stocks.
Originally Published 5 months ago — by Investor's Business Daily
Firefly Aerospace debuted on Nasdaq with a significant gain, opening at $70 per share and valuing the company over $12 billion, following its successful lunar landing mission. Rocket Lab and Kratos Defense are preparing to release earnings, with Rocket Lab expected to show revenue growth and Kratos forecasted for slight earnings decline. The space and defense sector remains active amid these developments.