US weapons makers confront Europe's drive for local control

As U.S. defence companies descended on Britain's Farnborough Airshow this week hoping to tap Europe's military spending boom, they encountered increased concern among customers about reliance on American ​suppliers.

Reuters • Jul 24, 2026

Lockheed Martin Rockets 10%, RTX Jumps 7% on Beat-and-Raise Quarters and Record Backlogs

Defense primes are ripping higher Thursday morning even as the broader market sags.

24/7 Wall Street • Jul 23, 2026

The 2026 Blueprint: 6 Stocks for a Brand New Portfolio

The era of frictionless software scaling has violently collided with physical reality. Capital is flowing out of technology names and into the hard assets, baseload power generation, and silicon foundries required to sustain the artificial intelligence supercycle.

MarketBeat • Jul 23, 2026

As defense spending surges, these stocks could make you the most money

Palantir tops a screen of defense companies for growth through 2028, but most of the expected best growers are small-cap stocks.

Market Watch • Jul 23, 2026

House Authorizes $1.15 Trillion Defense Budget: Sector Still Undervalued

The House's $1.15T Fiscal 2027 defense budget authorization signals a structural, multi-year rearmament imperative, driven by global threats. XAR, PPA, and SHLD ETFs are top sector exposures; XAR offers high upside via smaller suppliers, while PPA provides risk-adjusted core exposure.

Seeking Alpha • Jul 23, 2026

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

Looking for broad exposure to the Industrials - Aerospace & Defense segment of the equity market? You should consider the iShares U.S. Aerospace & Defense ETF (ITA), a passively managed exchange traded fund launched on May 1, 2006.

Zacks Investment Research • Jul 22, 2026

New Defense-Themed ETF AMMO Joins VistaShares' Trio of Thematic Funds

A new defense-focused exchange-traded fund began trading this month. The VistaShares Defense Supercycle ETF (NYSEARCA:AMMO) launched under a prospectus dated July 12, 2026, issued by VistaShares and organized inside Tidal Trust III.

24/7 Wall Street • Jul 22, 2026

Conflicts, aircraft orders in focus as Farnborough Airshow kicks off

Farnborough Airshow ‌opens on Monday with Boeing and Airbus pursuing aircraft deals and defence firms vying for a share of booming military budgets fuelled by wars in Ukraine and the Middle East.

Reuters • Jul 20, 2026

Defense Tech May Be in a Bubble as Legacy Defense Stocks Offer Value

Traditional defense stocks have lagged even as defense-tech startups command lofty valuations. Vertical Research says six established companies still offer attractive value.

Barrons • Jul 20, 2026

Which Aerospace and Defense ETF Is the Better Buy: iShares' ITA or First Trust's MISL?

iShares U.S. Aerospace & Defense ETF offers a lower expense ratio and significantly higher assets under management than First Trust Indxx Aerospace & Defense ETF. First Trust Indxx Aerospace & Defense ETF includes technology exposure like Palantir Technologies Inc. while iShares U.S. Aerospace & Defense ETF is concentrated in industrials.

The Motley Fool • Jul 18, 2026