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

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

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

Should You Invest in the Invesco Aerospace & Defense ETF (PPA)?

Designed to provide broad exposure to the Industrials - Aerospace & Defense segment of the equity market, the Invesco Aerospace & Defense ETF (PPA) is a passively managed exchange traded fund launched on October 26, 2005.

Zacks Investment Research • Jul 15, 2026

Defense ETFs to Buy Now as NATO Allies Pledge to Invest Over $50B

NATO allies unveiled over $57B in new defense deals, fueling demand for aerospace and defense ETFs positioned to benefit from rising military spending.

Zacks Investment Research • Jul 10, 2026

Looking for an Aerospace and Defense ETF? Compare Funds From Invesco and First Trust

Invesco Aerospace & Defense ETF has a longer track record and significantly more assets under management than First Trust Indxx Aerospace & Defense ETF Both funds lean heavily into the industrials sector but First Trust Indxx Aerospace & Defense ETF maintains a higher allocation to technology stocks Invesco Aerospace & Defense ETF has delivered a higher total return over the past year with less severe price pullbacks

The Motley Fool • Jul 2, 2026

Defense giant KNDS plans IPO in Paris and Frankfurt

KNDS said it plans to list shares in Paris and Frankfurt. KNDS is one of Europe's largest military equipment producers.

CNBC • Jun 24, 2026

Sabanci Renewables Expands U.S. Growth Through Long-Term Power Purchase Agreement with Meta

Long-term agreement with Meta for the Lucky 7 and Pepper solar projects represents another step in Sabanci Renewables' growth in the United States. Austin, Texas--(Newsfile Corp. - June 22, 2026) -  Sabanci Renewables, a wholly owned subsidiary of Sabanci Holding, one of Türkiye's leading holding companies with deep expertise in the energy sector, has entered into a long term Power Purchase Agreement (PPA) with Meta for 100% of the environmental attributes from its 100 MWac / 130 MWdc Lucky 7 Solar and 120 MWac / 156 MWdc Pepper Solar projects in Texas with a total capacity of 220 MWac / 286 MWdc.

Newsfile Corp • Jun 22, 2026