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TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending due to accelerated U.S. efforts to streamline deep-sea mining permits, highlighted by a White House Press Secretary re-post of relevant news and an upcoming Congressional hearing featuring TMC's CEO. The community is highly bullish, anticipating a major breakout as regulatory clarity aligns with the growing recognition of deep-sea minerals as a national security priority. Many believe these developments signal significant long-term potential for the company.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp is experiencing a powerful rally, driven by analyst upgrades and the narrative of unprecedented demand for memory and data storage, particularly from the expanding AI infrastructure. This momentum is fueled by reports of memory producers prioritizing profit over increased NAND output amidst supply constraints, leading to a significant short squeeze. While many investors celebrate substantial gains, the community is intensely debating whether the stock's parabolic ascent signifies a new market leader or an unsustainable, manipulated bubble ahead of its upcoming earnings.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle (ORCL) is trending as community discussion intensifies around a potential TikTok deal closure, which many anticipate will lead to a significant short squeeze and price rally. Conversely, substantial concern persists regarding the company's mounting debt from AI infrastructure investments and criticisms of management, fueling sharp volatility and a debate over Oracle's long-term cloud strategy versus immediate financial pressures.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending with significant upward momentum, driven by strong anticipation for its upcoming earnings report and recent analyst upgrades. The community is actively discussing Intel's strategic position in domestic chip manufacturing, potential government contracts, and the positive impact of its advanced process nodes on AI and server demand. While many are optimistic about a sustained rally, some express caution regarding a potential "sell the news" event following the substantial pre-earnings run.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is dominating financial discussions after Chairman Ryan Cohen expanded his stake, acquiring an additional 500,000 shares. This bold insider buy has ignited fervent community speculation about a potential market catalyst, renewing hopes for a significant move in the high short interest stock. While some express frustration over muted price action, many view Cohen's increasing ownership as a definitive signal of underlying value and a potential turning point.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is seeing a significant surge, primarily fueled by encouraging long-term data from its personalized cancer vaccine for melanoma, developed in collaboration with Merck. The positive 5-year follow-up results, demonstrating sustained improvement in recurrence-free survival, are exciting the community who believe this positions the company for substantial future growth beyond its initial vaccine success. Many investors are actively discussing its potential revaluation, arguing it is currently undervalued compared to peers given this therapeutic pipeline expansion.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed (PAVM) is trending due to its subsidiary, Lucid Diagnostics, securing a significant U.S. Department of Veterans Affairs contract for its EsoGuard Esophageal DNA Test. The community is actively discussing a potential short squeeze, drawing comparisons to other low-float tickers like SMX, and highlighting the perceived undervaluation relative to the vast market opportunity this contract presents within the VA healthcare system. While some express caution about profit-taking or potential dilution, many anticipate substantial upward movement.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices (AMD) is a top trending stock, with discussions centering on reports of a CPU supply shortage that is seen as redirecting demand toward the company and potentially impacting competitors. The community is sharply divided between those who believe it's a strong growth play benefiting from exploding AI compute demand and those cautioning about an overextended valuation following its significant market performance.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares ETF (GLD) is experiencing significant upward momentum, driven by widespread investor uncertainty stemming from escalating geopolitical tensions, including recent US-Europe trade disputes and discussions surrounding Greenland. The community is fiercely divided, with many viewing gold as an essential safe-haven against a backdrop of global instability, while others anticipate a sharp correction for what they deem an overextended rally.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology (MU) is experiencing significant attention amidst an AI-driven memory super-cycle, marked by unprecedented demand for HBM and DRAM. Community discussions highlight strong analyst upgrades and recent insider buying, reinforcing a widely bullish sentiment that views the company as a key performer in the semiconductor sector with compelling future prospects despite some calls for caution.

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<ul class="summary-bullets"><li>Nimbus specializes in unmanned aerial systems and related services.</li><li>The convertible note used for the acquisition has a 24-month maturity period.</li><li>The addition of Nimbus strengthens Nukkleus’s footprint in unmanned aerial systems.</li></ul>Nukkleus (NUKK) shares rose 3% in premarket trading on Friday, but pared some of the gains after the opening bell, as the company completed the acquisition of Nimbus Drones Technologies and Marketing, an Israeli company specializing in unmanned aerial systems and related services.The transaction was completed through the issuance of 1.85 million shares of Nukkleus common stock and a $3.25 million convertible note with a 24-month maturity. The note is convertible at a fixed price of $2.00 per share.“The unmanned aerial systems sector continues to see significant demand globally, and Nimbus’s expertise in both UAV operations and counter-UAS technology positions them well in this market,” said Menny Shalom, CEO of Nukkleus<h2 class="st-heading-2">Growth Strategy</h2>Nukkleus’ growth strategy includes acquisition of specialized businesses across the defense, aerospace, and advanced manufacturing industries, with a focus on mid-tier suppliers in United States, Israel, and Europe.&nbsp;The addition of Nimbus strengthens Nukkleus’s footprint in unmanned aerial systems, expanding offerings to include drone sales and maintenance, aerial mapping and imaging, defense training simulations, counter-drone research, and pilot training programs.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/NUKK">NUKK</a> on Stocktwits remained in the ‘bullish’ territory at the time of writing, amid ‘high’ message volumes.One bullish user expects the acquisition to boost the stock price to $10. It is currently at $3.7.<stembedurl>https://stocktwits.com/Bibby12/message/642051855</stembedurl>However, another user observed that the dilution to finance the acquisition meant no real stock movement until there was news of contracts.<stembedurl>https://stocktwits.com/DanPablo/message/642046863</stembedurl>The stock has declined around 79% over the past year and 8.5% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-jfbr-stock-surge-today/cmUlvsnR4B0">Why This Penny Stock Is On Track To Gain For First Time In 10 Sessions</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nukkleus logo is seen displayed on a smartphone screen.

Why Is NUKK Stock Rising Pre-Market Today?

Nukkleus completed the acquisition of Nimbus Drones Technologies and Marketing through the issuance of 1.85 million shares and a $3.25 million convertible note.

Equity

Nukkleus completed the acquisition of Nimbus Drones Technologies and Marketing through the issuance of 1.85 million shares and a $3.25 million convertible note.


<ul class="summary-bullets"><li>The eBee VISION platform is a lightweight, fixed-wing drone built for intelligence, surveillance and reconnaissance (ISR) tasks.</li><li>It has up to 90 minutes of flight endurance and a wireless range of roughly 12 miles.</li><li>On January 2, EagleNXT said it completed the sale of six eBee TAC tactical mapping drones to the U.S. Army.</li></ul>AgEagle Aerial Systems Inc. (EagleNXT) (UAVS) stock surged over 18% on Tuesday after the developer of advanced unmanned aerial systems stated that it secured a new contract to supply drone systems to support missions in Europe.EagleNXT announced it has sold two of its eBee VISION unmanned aerial systems to the NATO-led Kosovo Force (KFOR).<h2 class="st-heading-2">Capabilities Of The eBee VISION</h2>The eBee VISION platform is a lightweight, fixed-wing drone built for intelligence, surveillance and reconnaissance (ISR) tasks under challenging conditions. With up to 90 minutes of flight endurance, a wireless range of roughly 12 miles, encrypted communications and fast, three-minute deployment, the system delivers near-real-time data to operators.&nbsp;EagleNXT highlighted that the eBee VISION is Blue UAS Cleared by the U.S. Department of Defense and fully compliant with the National Defense Authorization Act.<blockquote>“Being part of the Blue UAS certified list allows for rapid acquisition by both U.S. forces and our allies, and quickly delivering this advanced capability to the warfighter is making the world a safer, more secure place.”– Bill Irby, CEO, EagleNXT</blockquote><h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock shifted to ‘extremely bullish’ from ‘bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_114548_png_1bf765f770.webp" alt="UAVS’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="928" height="99"><figcaption>UAVS’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said the company is becoming a major player in the “defense drone zone.”<stembedurl>https://stocktwits.com/BLD33/message/641628430</stembedurl>Another user said they have added shares after the NATO update.&nbsp;<stembedurl>https://stocktwits.com/JediMasterTrader/message/641632188</stembedurl><h2 class="st-heading-2">Supplying To The U.S. Army&nbsp;</h2>On January 2, EagleNXT said it completed the sale of six eBee TAC tactical mapping drones to the U.S. Army, each outfitted with high-end S.O.D.A. 3D and Duet M sensors that include full RTK/PPK positional accuracy.The fixed-wing eBee TAC offers highly accurate location data without the need for traditional ground control points. The sale was facilitated through EagleNXT’s European partner, Dronivo GmbH.UAVS stock has declined by over 26% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rzlv-stock-declines-despite-strong-revenue-outlook/cmUXaI8R4I2">RZLV Stock Declines 9% Despite Strong Revenue Outlook: Retail Is Buying The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A soldier with the 101st Airborne 2-327 Multi-Purpose Company catches a drone in the Pentagon parking lot.

UAVS Stock Shot Up 20% Today — What Is The NATO Connection? 

EagleNXT announced it has sold two of its eBee VISION unmanned aerial systems to the NATO-led Kosovo Force (KFOR).

<ul class="summary-bullets"><li>The full-year 2025 revenue is projected to reach between $38.0 million and $41.0 million, reflecting a 153% year-on-year jump.</li><li>Company cited strong demand from defense and government customers.</li><li>Following the update Red Cat stock traded over 2% higher on Tuesday morning.&nbsp;</li></ul>Red Cat Holdings, Inc. (RCAT) stock drew investors’ attention on Tuesday after the company announced its revenue outlook for the fourth quarter (Q4) and full year of 2025.The company makes high-tech drones and robotic systems for defense and security, for use on land, in the air, and at sea.&nbsp;<h2 class="st-heading-2">Explosive Growth Projection&nbsp;</h2>Red Cat expects Q4 revenue to fall between $24.0 million and $26.5 million, marking a staggering 1,842% year-on-year increase. The full-year 2025 revenue is projected to reach between $38.0 million and $41.0 million, reflecting a 153% jump from the $15.6 million recorded in 2024.This compares to the analysts’ consensus estimate of $21 million and $35 million respectively, according to Koyfin data.&nbsp;<a href="https://stocktwits.com/symbol/RCAT">Red Cat stock</a> traded over 2% higher on Tuesday, after the morning bell. On Stocktwits, retail sentiment around stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_092845_png_caed9668db.webp" alt="RCAT’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="930" height="109"><figcaption>RCAT’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure><blockquote>“This outperformance was driven by robust demand from defense and government customers, expanding program wins, and our ability to rapidly scale production to meet mission-critical requirements.”-Jeff Thompson, CEO, Red Cat</blockquote><h2 class="st-heading-2">Government Contracts</h2>Last year, Red Cat secured a small-scale initial production deal for its surveillance drones as the U.S. Army increased drone operations, after the Trump administration eased several rules on unmanned aircraft.In September, the company revealed that the Black Widow System, made by its subsidiary Teal Drones, received approval and was officially listed in the NATO Support and Procurement Agency (NSPA) catalogue.The Black Widow has a flexible design that allows it to quickly adjust to different mission needs, including short-range&nbsp;reconnaissance with optional AI software features.RCAT stock has gained over 30% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fbio-stock-surges-fda-approval-zycubo-menkes-disease/cmUX7fUR44x">FBIO Stock Surges 12% Pre-Market After It Wins FDA Approval For Rare Pediatric Menkes Disease</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Red Cat Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Red Cat Stock In Spotlight After Massive Revenue Growth Outlook

Red Cat expects Q4 revenue to fall between $24.0 million and $26.5 million, marking a staggering 1,842% year-on-year increase. 

Defense ETF (SHLD) Hits New 52-Week High

SHLD hits a new 52-week high, up 106% from its low, as defense tech gains momentum amid rising global instability.

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget 

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

<ul class="summary-bullets"><li>The new price target potentially implies a 17% upside to the stock’s price as of Thursday’s close.</li><li>Truist pointed to improving execution, declining estimated acquisition costs (EACs), and attractive valuation metrics.</li><li>Analyst Michael Ciarmoli cited Lockheed Martin’s experience in delivering complex defense programs as a key advantage against new industry competitors.</li></ul>Truist has lifted its outlook for Lockheed Martin Corp. (LMT), upgrading the aerospace and defense giant to ‘Buy’ from ‘Hold’ while increasing its price target to $605 from $500.&nbsp;The new price target potentially implies a 17% upside to the stock’s price as of Thursday’s close. The move comes as Truist points to improving execution, declining estimated acquisition costs (EACs), and attractive valuation metrics as catalysts for potential gains in 2026.<h2 class="st-heading-2">Analyst Rationale</h2>Truist noted that the firm's expanding global orders and capacity growth are expected to accelerate key segments, particularly in missiles and fire control, which could generate double-digit growth over the coming year, according to TheFly.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/09/lockheed-martin-is-attractively-valued-to-start-the-year-says-truist.html">report</a>, analyst Michael Ciarmoli emphasized that risks tied to costly, delayed weapons systems have eased following the dissolution of DOGE, a factor that had previously weighed on the stock.&nbsp;<a href="https://stocktwits.com/symbol/LMT">Lockheed stock</a> traded over 4% higher by Friday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_103842_png_449d181034.webp" alt="LMT’s Sentiment Meter and Message Volume as of 10:55 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="922" height="105"><figcaption>LMT’s Sentiment Meter and Message Volume as of 10:55 a.m. ET on Jan. 9, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Valuation Attractiveness</h2>Ciarmoli noted that Lockheed Martin has lagged the broader S&amp;P 500, rising less than 11% over the past year compared to the S&amp;P 500’s 17% gain. Trading at a forward price-to-earnings ratio of 17, the company remains below peers like Northrop Grumman (NOC) at 20 and Raytheon (RTX) at 27, highlighting a favorable entry point for investors seeking strong risk-adjusted potential.The analyst cited Lockheed Martin’s experience in delivering complex defense programs as a key advantage against new industry competitors, according to the report.“We also believe LMT’s expertise and track record of success in exquisite systems provides a level of durability and a sustainable competitive advantage over new entrants,” said Ciarmoli.The upgrade coincides with President Donald Trump’s proposal for a $1.5 trillion military budget for 2027, potentially opening the door to additional Lockheed contracts. On Tuesday, the company signed a major long-term agreement with the U.S. Department of War to increase production of the PAC-3 Missile Segment Enhancement (MSE) interceptor.LMT stock has gained over 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-stock-surges-following-trump-200-billion-mortgage-bond-proposal/cmU21aFR4dj">Opendoor Stock Surges Following Trump’s $200B Mortgage Bond Proposal: Retail Says ‘It’s All Coming Together Perfectly’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

LMT Stock Gets An Upgrade On Strong 2026 Growth Prospects – Analyst Believes Risks Tied To Costly, Delayed Weapons Systems Have Eased

Truist noted that the firm's expanding global orders and capacity growth are expected to accelerate key segments, particularly in missiles and fire control, which could generate double-digit growth over the coming year.

Defense ETFs to Gain if Trump Acts on His Intervention Threat on Iran

ITA and other defense ETFs could benefit as Trump threatens Iran intervention, raising prospects of higher weapon demand.  

Why Defense Stocks & ETFs Can Continue to Soar

Rising geopolitical risks are fueling a rally in defense and aerospace stocks.

<ul class="summary-bullets"><li>The plan, under a new seven-year framework, will boost annual PAC-3 MSE interceptor output from about 600 units to roughly 2,000.</li><li>The production agreement comes under the Department of War’s Acquisition Transformation Strategy.</li><li>With the agreement set to triple output, thousands of U.S. jobs are expected to be added across Lockheed Martin’s supplier network.&nbsp;</li></ul>Lockheed Martin (LMT) stock reached November 2024 highs on Tuesday after the defense and aerospace manufacturer signed a major long-term agreement with the U.S. Department of War.&nbsp;The deal is aimed at increasing production of the PAC-3 Missile Segment Enhancement (MSE) interceptor, a key defensive weapon for the Patriot air-and-missile defense system.&nbsp;<h2 class="st-heading-2">Production Expansion Plan</h2>The move comes as demand for advanced air defense systems grows among U.S. military forces and allied nations. The plan, under a new seven-year framework, will boost annual PAC-3 MSE interceptor output from about 600 units to roughly 2,000, with work beginning immediately and ramping up over time.The defense giant has already grown its manufacturing by more than 60% in the last two years and delivered 620 interceptors in 2025, surpassing the prior year’s total by over 20%.<a href="https://stocktwits.com/symbol/LMT">Lockheed Martin stock</a> traded over 4% higher on Tuesday mid-morning. On Stocktwits, retail sentiment around the stock remained in’bullish’ territory, while message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_105212_png_42d4b76797.webp" alt="LMT’s Sentiment Meter and Message Volume as of 10:20 a.m. ET on Jan. 6, 2026 | Source: Stocktwits" width="933" height="104"><figcaption>LMT’s Sentiment Meter and Message Volume as of 10:20 a.m. ET on Jan. 6, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Acquisition Transformation</h2>The production agreement comes under the Department of War’s Acquisition Transformation Strategy. The strategy assures long-term demand certainty, encouraging investment from suppliers like Lockheed Martin. This new acquisition model aims to modernize weapons procurement, shorten lead times, and strengthen efficiencies across the defense industrial base.&nbsp;With this agreement set to triple output, thousands of U.S. jobs are expected to be added across Lockheed Martin’s supplier network.&nbsp;<blockquote>“We will create unprecedented capacity for PAC-3 MSE production, delivering at the speed our nation and allies demand while providing value for taxpayers and our shareholders."-Jim Taiclet, Chairman, President and CEO, Lockheed Martin&nbsp;&nbsp;</blockquote>In December, the company received a contract worth more than $1 billion from the Space Development Agency to build 18 satellites for its Tranche 3 Tracking Layer program.LMT stock has gained over 13% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gains-strong-wall-street-backing-after-ces-ai-showcase/cmxwx01R4T8">Nvidia Gains Strong Wall Street Backing After CES AI Showcase – Raymond James Reportedly Expects A 42% Upside For The Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Lockheed Martin Stock Hits November 2024 Highs On Production Agreement With Department Of War

The deal is aimed at increasing production of the PAC-3 Missile Segment Enhancement interceptor, a key defensive weapon for the Patriot air-and-missile defense system. 

Is 2026 the Year to Go Big on Defense ETFs?

As geopolitical risks increase and defense stocks gain momentum, these Aerospace and Defense ETFs are worth a closer look in 2026.

Global X Funds - Global X Defense Tech ETF

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