Global military spending hit a record $2.7 trillion during 2024. The U.S. alone makes up about half of that figure with its 2026 budget coming in at $1.48 trillion, up about half a trillion dollars from 2025. But perhaps the biggest surprise in 2025 was Germany boosting its defense spending to become the fourth-largest spender on the planet behind the U.S., China, and Russia. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when y ...

For the fourth quarter of 2025, TTM posted sales of $774.3 million , which management said was above the high end of its guided range. Roks said sales increased 19% year over year , driven by continued strength in data center computing and networking tied to generative AI, with “solid to strong” growth also cited in medical, industrial and instrumentation, and aerospace and defense (A&D).Roks emphasized that demand is being propelled by artificial intelligence and defense, stating that approximately 80% of ...

February 3, 2026 05:57 PM GMT Asia Economics | Asia Pacific M Idea The Viewpoint: Asia's industrial cycle is inflecting A variety of indicators suggest that Asia's industrial growth is improving. An increase in energy transition related, AI infrastructure and defense spending will lift Asia's industrial production further this year. Key Takeaways In this report, we review the evidence and what are they telling us about the state of the industrial cycle as well as examine the key drivers to industrial produc ...

Put Radar Lock on This Exciting Defense ETF | ETF TrendsETF Trends is now VettaFi. Read More --Global defense spending is on the rise putting stocks such as [Lockheed Martin (LMT)] on an increasing number of investors' radars. That much is known, but active traders may have a surprising number of reasons to consider the [Direxion Daily LMT Bull 2X ETF (LMTL)].That Direxion ETF is designed to deliver 200% of the daily performance of the defense contractor shares. Due to the fact that it's a leveraged ETF, LM ...

While Thursday saw the broadest market selloff of 2026 so far, copper has surged. Orange metal rallied to an all-time high, touching $14,268 a metric ton on the London Metal Exchange.Yet the blistering price action may do little to smooth the path for what could be the mining industry's biggest-ever deal, a $200 billion merger between Rio Tinto Plc (NYSE:RIO) and Glencore Plc (OTC:GLCNF) .The Rally DriversA weaker U.S. dollar, speculative momentum, and a narrative around copper's central role in the technol ...

Stock Performance - Rheinmetall's share price has lost momentum, trading at €1,830, down from an all-time high of €2,000, indicating a potential bearish trend with a triple-top pattern formed [1][2] - The stock is expected to retreat to a neckline at €1,416, representing a 22% decline from the current level, with further downside potential towards €1,200 [3] Technical Analysis - The stock has formed a triple-top pattern at €2,000, which is a bearish reversal signal, suggesting that bullish sentiment is waning [2] - There is a possibility of an inverted head-and-shoulders pattern forming, which could lead to upside if the stock surpasses the all-time high of €2,005, potentially reaching a resistance level of €2,500 [4] Business Growth - Rheinmetall is experiencing significant growth, with a revenue backlog projected to reach €80 billion by year-end, up from €64 billion [9] - The company is collaborating with OHB to develop a military-grade satellite communications network to compete with Starlink, leveraging a €35 billion budget for military space technology from Berlin [6][7] Industry Context - The European Union has established a €150 billion defense fund, allowing member countries to invest in European-made defense equipment, with projections of up to €14 trillion in defense spending over the next decade [8] - Rheinmetall's sales increased by 20% in the first nine months to €7.5 billion, primarily driven by its defense sector, with operating results and cash flow also showing significant growth [10] Valuation Concerns - Despite the growth, Rheinmetall's stock is considered overvalued, with a price-to-earnings (PE) ratio between 95 and 100, significantly higher than competitors like BAE Systems, RTX, and Lockheed Martin [10]

Group 1: Market Overview - Defense stocks have recently outperformed the broader market due to geopolitical uncertainty and changing policy expectations in Washington, with sustained demand for military equipment and technology upgrades [1][5] - Rising global security concerns are expected to keep defense spending a priority for major governments, supporting long-term defense programs [1] Group 2: Policy Influence - President Trump's emphasis on a stronger U.S. military and increased defense spending has revived expectations for higher budget allocations in missile defense and next-generation military technologies, positively impacting sector sentiment [2] - Trump's tougher stance on defense contractors has created volatility but is viewed as reinforcing the strategic importance of defense capabilities, leading to increased interest in companies with strong order backlogs [3] Group 3: Investment Appeal - Defense stocks are considered relatively defensive investments due to long-term government contracts providing revenue visibility, making them attractive amid economic growth concerns and market volatility [4] - Companies like Kratos Defense & Security Solutions (KTOS), Huntington Ingalls Industries (HII), and Teledyne Technologies (TDY) are highlighted for their strong earnings growth expectations and Zacks Rank of 2 [7][8][9] Group 4: Future Outlook - Market participants will monitor U.S. budget negotiations and congressional responses to proposed defense increases, with global security developments and Trump's influence on defense policy being central drivers for future gains [5]

Core Insights - Invesco Aerospace & Defense ETF (PPA) delivered exceptional returns in 2025, outperforming the S&P 500 by 125% and continued to see a surge in share price in 2026 due to global geopolitical tensions and increased defense spending [1] Group 1: Performance Analysis - The ETF's strong performance in 2025 was attributed to favorable market conditions and strategic positioning within the aerospace and defense sector [1] - The acceleration in share price in 2026 indicates a sustained interest in defense-related investments amid rising geopolitical concerns [1] Group 2: Market Trends - The increase in defense spending globally is a significant factor driving the growth of the aerospace and defense sector, suggesting a robust outlook for related investments [1]

Group 1 - The U.S. government plans significant increases in defense spending for 2026, with $150 billion already appropriated from a proposed $1.01 trillion budget [2][3] - The defense sector is benefiting from geopolitical conflicts that may require U.S. involvement, leading to a meaningful repricing of defense equities in 2025 [4] - The Department of Defense has requested companies to quickly build about 300,000 drones, indicating potential large contracts for firms in that sector [5] Group 2 - Key funding initiatives include $3.9 billion for hypersonic weapons, $3.5 billion for F-47 fighter jets, $2.5 billion for increased missile production, $15.1 billion for cybersecurity, and a 30% increase in Space Force funding to $40 billion [7] - Lockheed Martin (LMT) is expected to benefit from the Pentagon's request for 245 PAC-3/MSE missiles and nearly $400 million for a new hypersonic weapon [8]

Group 1 - The military budget for the year 2027 is proposed to increase from $1 trillion to $1.5 trillion to address national security concerns during troubled times [1] - David A. Johnson, founder of Endurance Capital Management, has over 30 years of investment experience and holds advanced degrees in finance and business administration [1] Group 2 - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [2][3]