Defense Spending Outlook Could Propel This Thrilling ETFAerospace and defense stocks have been displaying leadership for awhile now. They derive significant benefit from global governments pledging to allocate more capital to national security. Market participants following the industry know that for the better part of a year, it's felt as though every week a government pledges to ramp up defense spending.Related to that, research firms frequently issue accelerated defense spending forecasts, highlighting o ...

Key Takeaways Boeing's BDS unit logged $15B in Q4 orders, lifting backlog to $85B as of 2025-end.RTX secured $10.3B in Q4 bookings, pushing total backlog to a record $268B.Boeing's 2026 EPS estimate fell, while RTX's rose; debt ratios and shares diverge.Heightened global unrest has served as a key tailwind for major aerospace and defense players like Boeing (BA) and RTX Corporation (RTX) . Ongoing conflicts, particularly in parts of Europe and the Middle East, have prompted the United States and its allies ...

American officials celebrate Poland as a model ally, especially after the country ramped up defence spending. But cracks in the relationship are increasingly showing https://t.co/CwnjbHniHP ...

Group 1: Market Overview - The market is reacting positively to a recent tariff decision, indicating potential trading opportunities [2][3]. - The focus is on short-term trading reactions rather than long-term economic implications [2]. Group 2: Applied Materials - Applied Materials is highlighted as a strong stock pick, showing a steady upward trend over the past year, currently trading at $373, up about 45% year-to-date [4][18]. - The technical analysis indicates an upside breakout from a bullish channel, with potential support levels around $341 to $340 [9][10]. Group 3: SanDisk - SanDisk is noted as a top performer, with a significant increase of nearly 170% year-to-date, driven by the growing demand for storage due to data creation [15][18]. - The stock is currently in a consolidation phase, which may set up for another upward movement if the trend continues [18][20]. Group 4: RTX (Raytheon Technologies) - RTX is positioned well in the defense sector, benefiting from increased defense spending, currently trading above $200 [29][30]. - Technical indicators show a rising wedge pattern, suggesting a potential bearish bias, but the stock is still holding above previous highs [34][35].

I’ll be the first to admit to my own mistakes. I called Rheinmetall AG ( RNMBY ) a buy in late September last year only for the price to plummet soon after. But theI’m just one man with a Robinhood account, a laptop, and seven years’ experience as a financial analyst, journalist, and writer, looking to demystify the stock market for the everyday investor. I’m also a contributing analyst over at The Motley Fool and you can check out more of my analysis there if you’re so inclined. I like a good value and fav ...

Keir Starmer is pushing the Treasury to accelerate plans to increase UK defense spending, after being persuaded by military chiefs that swifter action is needed to restore the country’s hollowed-out forces https://t.co/cnGNw0s5lr ...

Poland has a message for foreign companies interested in a piece of its $281 billion defense spending plan: “If you want to sell here, invest here” https://t.co/At3G5qMT9U ...

Group 1: Market Overview - The pan-European Stoxx 600 was up 0.4% shortly after the opening bell, with major bourses and most sectors in positive territory [1] - In London, the FTSE 100 was 0.15% higher, Germany's DAX advanced 0.34%, and France's CAC 40 gained 0.1% [1] Group 2: Geopolitical Context - German Chancellor Friedrich Merz acknowledged a "deep divide" in the transatlantic partnership, warning that the post-World War Two rules-based order "no longer exists" [2] - The Munich Security Conference highlighted the need for greater defense spending to enhance Europe's strategic autonomy, including discussions of a common nuclear shield [2] Group 3: Corporate Earnings - Mining and metals multinational BHP Group will update investors on its finances on Monday [3] - Companies such as Airbus, Nestlé, and Renault are scheduled to report their results later this week [3] Group 4: Economic Indicators - Japan's Nikkei advanced 0.2%, with economic growth in the country at 0.2% annualized for the December quarter, lagging behind the expected 1.6% [4]

Bloomberg has learned that India has approved $40 billion worth of defense spending. Sources say this includes the purchase of six US maritime surveillance aircraft, as well as French fighter jets and missiles. Let's get to Bloomberg's South Asia government reporter, Swati Gupta now.So, Swati, what details do we have about the fighter purchase deal. Yeah. So it's a huge amount of money that the Indian government is committing to buying more arms, $40 billion, which would include possibility of buying survei ...

I think what Japanese voters have seen in Prime Minister Takiichi is uh someone different to the usual run of leaders that Japan typically has. She's female. She's optimistic.She came from a very different background to the, you know, the usual kind of patrician male prime ministers that Japan has got used to. This landslide victory will help Takichi cement uh the alliance with the United States. She's extremely pro- US and I think um yes as other allies around the world particularly those in NATO are rethi ...