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 • 3 hours ago

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 • 15 hours ago

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 • 12 hours ago

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

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

NATO Just Committed to 5% of GDP on Defense by 2035 and These 3 ETFs Capture the Multi Year Spending Wave

NATO's June 2025 Hague Summit produced a target that will reshape the aerospace and defense industry for the next decade.

24/7 Wall Street • 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

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

If you're interested in broad exposure to the Industrials - Aerospace & Defense segment of the equity market, look no further than the State Street SPDR S&P Aerospace & Defense ETF (XAR), a passively managed exchange traded fund launched on September 28, 2011.

Zacks Investment Research • Jun 23, 2026