Defense

META a 'Utility?' Dryden Pence's Bull Case in AI & Social Media Dominance

Dan Ives Sees SpaceX & TSLA Merger, Talks Anthropic, OpenAI & Cybersecurity

Jacob Sonenshine on a Narrow Rally, NVDA Leadership and Defensive Plays

Sylvia Jablonski on Diversifying Beyond the Mag 7 as AI and Defense Grow

Government Demand Drives Opportunity Across Aerospace and Tech

Defense Selloff Creates Opportunity in GE, RTX, and Industry Leaders

GE, RTX & Bullish Case for Defense Stocks in 2026

Major Earnings Week for Aerospace & Defense Sector with GE, RTX, NOC, BA & LMT

From Office Bust to A.I. Demand: A New Trade in Commercial Real Estate

AEVEX Debuts as Autonomous Systems Take Center Stage in Defense

Defense Stocks Surge as Opinions Split on What Comes Next

Options Corner: BA Sees Tight Correlation with SPX

Kudla on Commodities, Defense, and Market Upside

The Big 3: RTX, BP, TSM

The Big 3: SWBI, AAPL, DELL

John Barr’s Laser Stock Picks: LASR, AVAV

Swarmer (SWMR) Pops in Trading Debut as Drones Transform War

Diversifying by ‘Macro Drivers’ as Oil Pressures Markets

Jason Ware’s ‘Growth at a Reasonable Price’ Picks: LMT, V, PEP, CRM, UBER & More

Market is ‘On Sale’ for Long Term Investors: Defense, Consumer Staples, Metals

Kevin Mahn 'Surprised' by Stock Market Strength, Favors KTOS, HII & LHX

Battlefield Drones: Red Cat (RCAT) CEO on Defense Tech & Spending

Red Cat (RCAT) CEO on Earnings Potential in $1.5T U.S. Defense Spending

Najarian: Brace for Incoming 3% to 5% Rally, Using Short-Term Bitcoin Options Plays

From Gold to Defense Tech: Navigating Risk in a Changing Market Regime

Volatility as Opportunity: Michael Cuggino’s Blueprint for Rebalancing in a Repricing Market

Same Tailwinds, New Headwinds in Defense Stocks Following Iran Strikes

Defense Spending Expected to Ramp Long-Term

The Big 3: AMAT, SNDK, RTX

Overlooked Stock: PLXS Record High After Earnings

Boeing (BA) Product Lines Weakening; Company Has a Long Road Ahead

Tuesday Morning's Earnings Movers: GM Rallies, RTX & NOC Beat

Market Rotation, Vol Shift, and This Morning’s Top Earnings

New Tailwinds Backing Boeing Earnings & BA Example Options Trade

Options Corner: BA Earnings Preview

Defense's Move from Contrarian to Consensus, Real Estate's Rough Path Ahead

Overlooked Stock: LASR Record High After Earnings, Ties to AI & Defense Trades

Thursday's Final Takeaways: Winners in Homebuilder & Defense Rally

Defense Sector Whipsawed as President Trump Floats 50% Military Budget Increase

Trump Moving Defense, Housing Stocks & 'Big Drop' in Challenger Job Cuts

Bull Case for Defense Stocks: LMT, LHX, AMTM

Defense's 'Balancing Act' & 2026 Opportunities in the Sector

Geopolitical Shifts Fuel Defense, Tech and A.I. Growth

ONDS Rallies on Defense Spending & New Contracts

Christmas Eve Movers: KBH, LMT, BA, NKE

Options Corner: LMT Lags After Downgrade

Starfighters (FJET) CEO on IPO & Satellite Launch Innovation

Schein: Follow the Money in Washington and Wall Street, Likes RTX, PANW

Industrial Sector Investing Outlook: DE, LMT, SIEGY, HTHIY

Options Corner: Boeing's (BA) Example Trade

Overlooked Stock: LDOS Earnings Push Stock to Record High

Market Highs and Key Earnings: V, AAPL, AMZN, META in the Spotlight

Defense Spending 'Not Going Anywhere:' Bull Case for LMT, RTX, BA & Others

GE Cools After Record Run, Technicals Show Support for Bulls

Defense Earnings: Market Not Appreciating Double Digit Growth?

Breaking Down Defense Earnings, Silver & Gold's Support Test

Dietze Bullish on Defense Stocks: LMT 'Value' Play, RTX 'Diversified' Play

LMT, KO & ZION Undercard Earnings to Note, Energy's Economic Slowdown Signals

Hilary Kramer’s Small Cap Disruptor Picks & More

Tech Corner: Palantir's Place in the A.I. Trade

Overlooked Stock: ONDS Up Over 1,100% Y/Y

"Very High-Risk" Flaws: U.S. Army Memo Flags PLTR Software

BABA Shines in A.I., PYPL Downgrade, BA Delays 777x Jet

"Lot of Progress" in Boeing, BA Earnings Need Strong 737 MAX Showing

Defense Stocks in Focus on News of Broad U.S. Military Summit

Options Corner: BA Flies Higher on FAA Optimism

Polcari’s Picks: HON, DUK, MRK & More

Chart of the Day: Boeing

GLW, NEM, RTX: Sector Leaders Outside A.I. & NVDA

Overlooked Stock: KTOS Taps New All-Time Highs

Glenn: Defense Sector 'Buys' and Why NKE Can Be a Winner

AI, Defense, Healthcare, Housing: Diversification Options