Norway's $2 trillion wealth fund was frozen out of major defense companies. That may be about to change

Proposed changes to Norway's sovereign wealth fund ethics rules could open the door to investments in more Western defense companies. The fund is currently barred from investing in companies including Lockheed Martin and Boeing because of their involvement in nuclear weapons production.

CNBC • Oct 16, 2026

Bet on These Defense ETFs Amid Escalating Yemen War

Houthi attacks on Saudi Arabia could boost defense spending, putting defense ETFs in focus as contractors brace for rising demand.

Zacks Investment Research • Oct 9, 2026

Aerospace ETF Showdown for Defense Investors: iShares ITA vs. Global X SHLD

The iShares U.S. Aerospace & Defense ETF offers a lower expense ratio and higher assets under management than the Global X Defense Tech ETF. The Global X Defense Tech ETF provides a higher dividend yield, although its 1-year total return has trailed the iShares fund.

The Motley Fool • Oct 2, 2026

Boeing Lands $20B Navy Deal for Next-Gen Fighter Jet: ETFs to Watch

Boeing's $20B Navy win adds to a string of defense and commercial orders. Here are the ETFs offering exposure to the aerospace giant.

Zacks Investment Research • Oct 1, 2026

Should You Invest in the iShares U.S. Aerospace & Defense ETF (ITA)?

If you're interested in broad exposure to the Industrials - Aerospace & Defense segment of the equity market, look no further than the iShares U.S. Aerospace & Defense ETF (ITA), a passively managed exchange traded fund launched on May 1, 2006.

Zacks Investment Research • Sep 22, 2026

Defense ETFs Stand to Gain as Trump Administration Signs JATM Deal

A new JATM framework agreement with Lockheed Martin could boost missile production and create broader opportunities across defense ETFs.

Zacks Investment Research • Sep 18, 2026

The $1.5 Trillion Defense Budget That Isn't Priced In

The First Trust Indxx Aerospace & Defense ETF (MISL) offers diversified exposure to surging U.S. defense spending, especially amid escalating demand for munitions and advanced defense systems. FY 2027 defense procurement requests show unprecedented growth, with munitions up 185% and missile orders far exceeding historical averages, supporting robust industry backlogs.

Seeking Alpha • Sep 16, 2026

Germany, US sign agreement to deepen defense cooperation between industries

German Defense Minister Boris ​Pistorius signed a letter of intent with U.S. ‌Defense Secretary Pete Hegseth on Tuesday aimed at deepening cooperation between weapons makers in both countries at a time ​when defense stocks have dwindled.

Reuters • Sep 15, 2026

Cheap Drones Broke The Diesel Market

Drone warfare has dramatically increased global diesel refining margins, now over $94/barrel above Brent, far surpassing previous crisis levels. Cheap drones are systematically destroying refinery infrastructure, with defense spending shifting toward cost-effective countermeasures like directed energy weapons.

Seeking Alpha • Sep 15, 2026

U.S. approves potential sale of Joint Direct Attack Munitions-Extend Range to Saudi Arabia for $5 billion

The U.S. State Department said ​on Friday it ‌had approved the potential sale of ​Joint Direct Attack ​Munitions-Extend Range to Saudi ⁠Arabia for ​an estimated $5 billion.

Reuters • Sep 4, 2026