Iran Conflict Raises Defense Supply Chain Concerns

Rising oil and gas prices and risks to key shipping lanes are raising concerns about global supply chains. Tara Murphy Dougherty, CEO of Govini, a provider of logistics software for defense tech, discusses the situation with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

Bloomberg Technology • Mar 3, 2026

Palantir, Energy Stocks Rally, Cruise Lines Tumble On US And Israeli-Iran War: What's Moving Markets Monday?

Wall Street traded firmly higher at midday in New York on Monday, reversing overnight futures losses as investors brushed aside escalating tensions in the Middle East.

Benzinga • 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

Should You Invest in the State Street SPDR S&P Aerospace & Defense ETF (XAR)?

Launched on September 28, 2011, the State Street SPDR S&P Aerospace & Defense ETF (XAR) is a passively managed exchange traded fund designed to provide a broad exposure to the Industrials - Aerospace & Defense segment of the equity market.

Zacks Investment Research • Feb 19, 2026

SPDR's Aerospace & Defense ETF Took An Unusual Approach That Smoked The S&P 500 With 54% Run

When geopolitical tensions rise or defense budgets expand, investors often chase the sector through broad market funds.

24/7 Wall Street • Feb 14, 2026

This Group of Stocks Is Soaring in 2026. Trump May Send Them Higher Still.

New NATO commitments are pushing European defense spending up. Hostilities in the Middle East are expected to push new spending in the region.

The Motley Fool • Feb 6, 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

The $1.2 Trillion Aerospace And Defense Supercycle

The aerospace and defense sector is experiencing parallel growth in commercial and defense markets, with revenues projected to rise from $800B in 2025 to $1.25T by the mid-2030s. Commercial aerospace faces supply chain disruptions and regulatory hurdles, while aftermarket sales and space-related opportunities drive near-term revenue growth.

Seeking Alpha • Jan 31, 2026

Is State Street SPDR S&P Aerospace & Defense ETF (XAR) a Strong ETF Right Now?

Designed to provide broad exposure to the Industrials ETFs category of the market, the State Street SPDR S&P Aerospace & Defense ETF (XAR) is a smart beta exchange traded fund launched on 09/28/2011.

Zacks Investment Research • Jan 23, 2026

Defense ETFs to Watch Before Q4 Earnings Season Unfolds

SHLD and other defense ETFs are in focus as Q4 earnings loom, with rising global military spending set to validate record contract-driven growth.

Zacks Investment Research • Jan 23, 2026