I'm Buying Space Without Buying Space Stocks

Space data centers promise long-term growth, but profitability is years away due to high launch costs and operational uncertainties. The SPDR S&P Kensho Final Frontiers ETF offers the most efficient, diversified exposure, benefiting from current revenue streams in aerospace and defense.

Seeking Alpha • Aug 24, 2026

Top Defense Budget Winners: Missiles, Drones And Space

The US defense budget could reach $1.5 trillion, with significant increases in procurement and R&D, driven by heightened geopolitical tensions. Missiles, missile defense, and space are the highest growth areas, positioning established primes like LMT, RTX, and NOC for near- and long-term gains.

Seeking Alpha • Aug 3, 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

A Buy Today For Profits Tomorrow: The Global X Defense Tech ETF

Global X Defense Tech ETF is my top pick for exposure to cutting-edge defense innovation and global diversification. SHLD stands out versus ITA and PPA by holding leading European and Asia-Pacific defense firms, not just U.S. names. Current geopolitical shifts and rising global defense budgets support an immediate bullish outlook for SHLD.

Seeking Alpha • Jul 14, 2026

SHLD vs. XAR: Should You Play the Rearmament Boom With Defense Tech or Classic Aerospace?

The Global X Defense Tech ETF (NYSEARCA:SHLD) and the SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) look like two ways to buy the same rearmament story, but they take structurally different bets.

24/7 Wall Street • Jul 7, 2026

Defense ETFs Under Spotlight as UK Unveils $20B Military Overhaul

UK's $20B defense overhaul puts defense ETFs in focus as higher military spending could boost key holdings across the industry.

Zacks Investment Research • Jul 2, 2026

SHLD: Global Defense Stocks Hit Key Support, A Rebound Looks Likely

I rate the Global X Defense Tech ETF a "Buy," as valuation has become reasonable and technicals suggest a potential rebound. SHLD offers diversified exposure to global defense modernization, with a solid long-term EPS growth rate above 13% and a mid-20s P/E multiple. Recent underperformance and poor momentum have pushed SHLD to key long-term support near $60, where bullish seasonality may provide a catalyst.

Seeking Alpha • Jun 24, 2026

How to Invest in the Biggest European Defense Surge in Decades

According to the Stockholm International Peace Research Institute, military spending around the world is rising rapidly, having reached $2.9 trillion in 2025. Europe has led the way in this growth, with a 14% year-over-year (YOY) increase in military spending from 2024 to 2025.

MarketBeat • Jun 19, 2026

SHLD vs. PPA: Which Defense ETF Wins the Global Rearmament Trade?

Defense ETFs have multiplied as the global rearmament cycle has matured, and two of the most-followed products take very different routes to the same theme.

24/7 Wall Street • Jun 16, 2026

Which Defense ETF Is the Better Investment: Global X's SHLD or iShares' ITA?

iShares U.S. Aerospace & Defense ETF offers a lower expense ratio and a higher 1-year total return than Global X Defense Tech ETF. The Global X Defense Tech ETF provides broader exposure across technology and industrial sectors, while the iShares U.S. Aerospace & Defense ETF focuses exclusively on industrials.

The Motley Fool • Jun 16, 2026