US President Donald Trump expressed support for NATO, praising its moves to bolster defense spending. Trump and NATO Secretary General Mark Rutte were speaking to reporters in The Hague. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect wi ...

I'd like to get your reaction from what we got over the weekend from Donald Trump air strikes over Iran. I would like to get an idea if you have an appraisal of how imminent the threat from the Iranian nuclear program was. Was it was the American action in violation of international law as a matter of a consequence.Well, the international law says, you know, gives you good to reasons where you can use force. One is self-defense and the other one is by the mandate of the Security Council. So those who use fo ...

Spain’s Economy Minister Carlos Cuerpo discusses the country's defense spending plans as NATO leaders meet in The Hague for a summit expected to endorse the new investment targets. He tells Bloomberg Television that Spain has estimated what it needs to spend and that this amounts to 2.1% of output and that it will remain a "responsible NATO ally." He also comments on the decision by the Spanish government regarding BBVA's bid for Banco Sabadell. 00:00 - Spanish Economy Minister on NATO spending, 2.1% of GDP ...

President Donald Trump and other world leaders gather at The Hague for a NATO summit. Secretary General Mark Rutte has geared the whole summit toward securing a renewed commitment from Trump to honor NATO’s critical Article 5 that commits the alliance to mutual defense ...

Core Insights - Global defense spending is increasing due to geopolitical tensions and advancements in warfare technology, leading to heightened investor interest in military aerospace stocks, particularly Boeing and Lockheed Martin for 2025 [1][2] Company Overview - Boeing is integrated into the U.S. defense infrastructure through its Defense, Space & Security segment, providing fighter jets and surveillance platforms, while also having a strong commercial aviation presence [2][3] - Lockheed Martin operates as a pure-play defense contractor with stable revenue streams from flagship programs like the F-35 Lightning II and Hellfire missiles [2][3] Financial Stability & Growth Drivers - As of Q1 2025, Boeing reported $23.67 billion in cash and equivalents against $7.93 billion in current debt, indicating strong solvency and reduced operating cash outflow from $3.36 billion to $1.62 billion year-over-year [5] - Lockheed Martin had $1.80 billion in cash versus $1.64 billion in current debt, with an operating cash flow of $1.41 billion in Q1 2025, supporting significant shareholder returns through $796 million in dividends and $750 million in share buybacks [6] - The proposed 13% increase in the U.S. defense budget for fiscal 2026 is a major growth catalyst for both companies, with Boeing benefiting from funding for its F-47 program and Lockheed focusing on U.S. space dominance and missile defense initiatives [7][8] Market Performance - Boeing's stock has outperformed Lockheed's over the past three months, with a 10.2% increase compared to Lockheed's 6.9%, and a 15% increase for Boeing over the past year versus Lockheed's 0.9% [16] - Lockheed's valuation is more attractive, trading at a forward sales multiple of 1.46X compared to Boeing's 1.69X [17] Conclusion - Boeing shows signs of recovery and potential growth through its commercial services and defense exposure, but faces operational and reputational risks [22][23] - Lockheed Martin stands out for its solid balance sheet, consistent cash flow, and reliable shareholder returns, making it a more resilient investment option in a volatile geopolitical environment [22][23]

Kratos Defense & Security Solutions (NASDAQ: KTOS ) is at the intersection of defense innovation and national security. It seems the world is going to see continued demand for defense and military spending. Prolonged wars throughout the world as well Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking ...

Key Takeaways GD's Land Systems unit won a $621.1M contract to support the Army's SGT Stout armored vehicle program. The SGT Stout is built on the Stryker A1 chassis and enhances short-range air defense capabilities. The contract runs through September 2028 and reflects growing demand for advanced combat vehicles.General Dynamics’ (GD) business unit, General Dynamics Land Systems, recently clinched a $621.1 million worth modification contract to provide systems, parts, services and support for the SGT Sto ...

Key Takeaways Oceaneering International, Inc. (OII) recently announced a major win for its Aerospace and Defense Technologies (ADTech) segment, a $33 million single-award fixed-price IDIQ contract to deliver critical support equipment for Virginia Class Submarines. Awarded by the Naval Surface Warfare Center Philadelphia Division ("NSWCPD"), this strategic contract sets Oceaneering's continued position as a trusted partner in the defense sector and reflects its advanced engineering capabilities in underwate ...

Contract represents the latest milestone in the companies' longstanding partnership Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and ...

Where do NATO's members stand. Get us up to speed on where different members of NATO stand on that defense spending and that target of 5%. Yeah.Tom It's worth just sort of noting this moment where we got to have 5%. You know, this is something that Donald Trump had sort of floated in his election campaign, his re-election campaign talking about NATO at 5%. This was basically, I wouldn't say quite laughed at, but completely rejected as a concept, totally unrealistic and basically something that the Nato and ...