The relation to China is that many see this space, the domain of space, as it is the next battleground. And China is is is a competitor in that space. That's right.There's no question that China views the space domain as a battlefield. They think about it as part of an integrated approach to information warfare. And trying to really was the first mover in the modern era to build space weapons at scale.It started as early as 2007. The United States and its allies didn't face significant space threats after t ...

Astroscale expects satellite orders to increase under new space-defense guidelines issued by the UK and Japanese defense ministries https://t.co/91QXBP02Bq ...

Space Defense - US Space Force's X-37B readies for its eighth mission, indicating a continued focus on space defense [1] - The role of X-37B in space defense remains unclear, suggesting ambiguity in its specific applications [1] Future of Spacecraft - The future of winged spacecraft is uncertain, implying potential challenges or evolving trends in spacecraft design [1]

Core Insights - The recent passing of a continuing resolution (CR) by Congress highlights evolving priorities and potential investment opportunities, particularly in defense spending [1][2] Defense Industry - Defense spending is a key area of focus, with an additional $9 billion secured for the Department of Defense (DoD) through the latest CR, emphasizing modernization and new technologies [2] - Lockheed Martin is identified as a leading defense stock, currently priced at $476.44, with a 12-month price forecast of $544.79, indicating a 14.35% upside potential [4] - Northrop Grumman, with a current price of $480.81, has a 12-month price forecast of $545.31, reflecting a 13.42% upside, supported by a record backlog exceeding $94 billion [8][9] - Axon Enterprise, a provider of technology solutions for law enforcement, has a current price of $596.91 and a 12-month price forecast of $626.45, showing a 4.95% upside [10] Company Performance - Lockheed Martin's stock is down over 15% from its October 2024 highs despite a record revenue year in 2024 and solid momentum in 2025 [4][5] - Northrop Grumman's revenue topped $41 billion in 2024, and the company was awarded over $50 billion in new contracts, contributing to long-term stability [8][9] - Axon Enterprise has seen a significant price increase of over 95% in the last 12 months, indicating strong growth potential despite being considered pricey by traditional valuation measures [11]