Palantir beats Q1 estimates on strong U.S. demand, lifts outlook. AI strength lifts ETFs like PLTW, IGV, SHLD despite valuation concerns.
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US Approves $8.6B Arms Sales As Analyst Calls Trump’s Iran Blockade A ‘Delusional Silver Bullet’
Marco Rubio reportedly invoked emergency powers to fast-track the arms deals without prior congressional approval.
Shipping Group Says US, Iran Ship Seizures Violate International Law: Report
Mike Prysner reportedly warned a new US defense budget measure could auto-register men aged 18–25 for Selective Service.
The Zacks Analyst Blog Highlights LMT, RTX, NOC, ITA, PPA and SHLD
LMT gains as defense ETFs surge amid fading Middle East truce hopes, with rising military demand driving long-term growth outlook for the sector.
Defense ETFs in Spotlight Amid Fading Truce Hopes in the Middle East
Defense ETFs like ITA gain traction as Middle East tensions persist, boosting demand for missiles, air defense systems and military production.
Defense ETFs Likely to Rally as Trump Plans Spending Boost
Rising geopolitical tensions and Trump's defense push are fueling a long-term rearmament trend. One can explore ETFs to benefit from this outlook.
EXCLUSIVE: Swarmer CEO Says Drone Demand Will Outlast US-Iran War, Other Global Conflicts
Swarmer CEO Alex Fink told Stocktwits that countries will continue to build drone inventories after conflicts, supporting long-term demand.
EXCLUSIVE: Swarmer CEO Compares Drone Software Battle To Microsoft-Apple PC Wars
Swarmer CEO Alex Fink told Stocktwits that the company is more like Microsoft with a vendor-agnostic approach that allows its software to run across multiple drone hardware platforms.
EXCLUSIVE: Swarmer CEO Says Legacy Defense 'Unlikely' To Match Upstarts In Drone Software Race
Swarmer CEO Alex Fink told Stocktwits that legacy defense companies are unlikely to out-innovate upstarts in autonomous drone software for two reasons.
OSS Stock Extends Rally To Third Day As Defense Contracts, $22M Divestiture Drive Profitability, Record Margins
A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.