Forget QQQ: 3 Sector ETFs Quietly Outperforming Tech by a Mile in 2026

The tech sector is now massive, and buying the Invesco QQQ Trust (NASDAQ:QQQ) alone does not cut it.

24/7 Wall Street • Mar 11, 2026

Defense Stocks Up as Global Conflict Explodes: Watch These ETFs

Global conflict has erupted in 2026, from South America to the Middle East. With energy at the center of the picture, markets face potentially serious volatility.

ETF Trends • Mar 9, 2026

Stock Picks From Seeking Alpha's February 2026 New Analysts

In February, we welcomed 17 new analysts to Seeking Alpha. This article showcases their stock picks and investment strategies. Analysts offered qualified investment opinions with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bullish views on SFL, SoFi, Bumble, and Pagaya Corporation.

Seeking Alpha • Mar 6, 2026

Iran War: MISL And SHLD Should Get A Big Boost As America Rearms

First Trust Indxx Aerospace & Defense ETF is rated a buy, favored for its U.S.-centric exposure amid heightened defense spending needs. The U.S. and allies are rapidly depleting missile and interceptor stocks, driving urgent replenishment demand likely to benefit MISL's holdings. Drones will reshape war, and the United States must be wary of China.

Seeking Alpha • Mar 5, 2026

SHLD Is Up 70.68% as AI and Drones Reshape Defense Investing

One ETF that is sure to be in the spotlight as Middle Eastern conflicts ramp up, Global X Defense Tech ETF ( NYSEARCA:SHLD ) is up 82% over the past year, and the conversation around defense tech investing is heating up for reasons that go well beyond quarterly earnings cycles.

24/7 Wall Street • Mar 4, 2026

How Will Stocks React to the U.S. Attack on Iran?

The overall magnitude and length of the effect on the stock market of the U.S. war with Iran will depend on how investors and traders view the potential longevity and severity of the military action. Select oil, gold and silver, and defense stocks are likely to get a boost, at least in the short term, from the war with Iran.

The Motley Fool • Mar 2, 2026

Iran Escalation Shock Triggers Risk-Off Move To USD And Gold, Oil, Defense And Aerospace Win

Major combat operations in Iran, coordinated with Israel, are intensifying risk-off sentiment across global markets, impacting equities, crypto, energy, and logistics. Oil companies like Exxon Mobil (XOM) and Chevron (CVX) may benefit from higher oil prices, but gains depend on supply disruptions and infrastructure damage.

Seeking Alpha • Feb 28, 2026

SHLD: Europe's Rearmament Makes This The Most Durable Thematic Play In The Market

Global X Defense Tech ETF is rated Buy at $74, capturing the transatlantic defense supercycle, driven by unprecedented European rearmament. SHLD offers diversified exposure to U.S. and European defense contractors, outperforming ITA with a 77% one-year return and superior risk-adjusted metrics. Despite a 40x trailing earnings multiple and a 0.50% expense ratio, SHLD's multi-year contract backlogs and structural demand justify its premium.

Seeking Alpha • Feb 19, 2026

ETF Prime: Five Flow Trends Emerge in 2026

Todd Rosenbluth, head of research at VettaFi, joined Nate Geraci on this week's ETF Prime to discuss five emerging flow trends as the ETF industry tracks toward $1.8 trillion in inflows for 2026. The industry pulled in roughly $150 billion in January, building on the record $1.5 trillion gathered in 2025.

ETF Trends • Feb 4, 2026

Locked And Loaded: Defense Companies Enter A New Era

Defense contractors are entering a new era as key pillars of the industrial base, driven by robust, less cyclical demand and government-backed capacity expansion. Book-to-bill ratios and backlogs at LHX, RTX, NOC, and GD signal strong forward revenue visibility, with RTX posting a standout 1.56x ratio and $270B backlog.

Seeking Alpha • Feb 1, 2026