Rocket Lab's Stunning SpaceX Thesis Gains Momentum
As Rocket Lab broadens beyond launches into aerospace and defense, a renewed thesis supports a potential growth path ...
Defense Contracts
On this page you'll find Defense Contracts coverage and three recent articles showing how defense deals can influence stock prices. This helps you manage portfolio risk and make smarter moves.
5 articles
Redwire Contract Success Story Sparks Debate Ahead of Dip
Redwire’s backlog and contract wins are lifting the stock, but the company remains unprofitable. This report weighs t...
Forget Materials Stocks Rally on Pentagon Deals, Rare Earths
Two lesser-known mining names outside China are surging as Pentagon demand and Western reshoring reshape the rare ear...
IonQ Plays Solid Defense: Quantum Stock Rally Persists
IonQ posted full-year revenue of $130 million and a 2026 guidance of $225-245 million, as it leans on defense contrac...
Anthropic Ratchets Pentagon Battle: Private Deals at Risk
Anthropic has filed a federal lawsuit after being labeled a supply-chain risk by the government, arguing the move thr...