Core Viewpoint - The U.S. defense industry continues to thrive amid ongoing conflicts, with significant stock market gains observed in major military-industrial companies since the recent escalation of hostilities involving Iran [2]. Group 1: RTX Corporation - RTX Corporation, formerly known as Raytheon, is highlighted as a strong investment opportunity due to its diverse product lineup, particularly its manufacturing of Patriot air defense missiles, which are crucial in the current conflict [4]. - The ongoing air war against Iran has led to Gulf countries reportedly firing over 1,000 interceptors, indicating a high demand for munitions, which positions RTX favorably for increased production and sales [5]. - RTX shares have increased by 6.92% in the last 30 days and 3.52% since the war began, closing at $209.76 [7]. Group 2: Palantir Technologies - Palantir, while not a traditional defense contractor, has become increasingly important within U.S. military operations, particularly through its Maven Smart System, which has been utilized during the conflict against Iran [12]. - Palantir's stock has outperformed traditional defense stocks, rising 14.56% since the onset of the war and 9.97% in the last 30 days, with shares trading at $157.16 [13]. - The company faces potential risks related to the untested nature of its new AI programs in military applications, which could lead to unexpected failures impacting stock performance [14][17].