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Top 10 Defense Stocks As Mideast Conflict Escalates
seekingalpha.com

Top 10 Defense Stocks As Mideast Conflict Escalates

Defense stocks have surged as the Middle East war escalates. Despite a pullback, they have outperformed in the last year on rising military budgets. The U.S.-Israeli operation in Iran and its ramifications have investors mulling increased military spending and contract awards. Defense stocks are also riding long-term structural factors, including AI-enabled systems and faster product cycles, that have led to tech-style valuations.

The Middle East War: Let's Talk About U.S. Defense Stocks
seekingalpha.com

The Middle East War: Let's Talk About U.S. Defense Stocks

Defense sector stocks surged following the escaltion in the Middle East, with General Dynamics (GD) and RTX (RTX) offering the most compelling upside. RTX stands out for accelerating double-digit growth, successful crisis management, and attractive PEG valuation relative to peers. General Dynamics is positioned for margin expansion as submarine programs scale, with a $118B backlog and underappreciated growth.

Northrop Grumman, Axon and RTX lifted most as defense stocks gain on Iran war
proactiveinvestors.com

Northrop Grumman, Axon and RTX lifted most as defense stocks gain on Iran war

US defence stocks were in demand on Monday as Wall Street reacted to the US and Israel's war on Iran and the retaliatory strikes on regional allies including Saudi Arabia, Qatar and UAE.  Shares in Northrop Grumman Corp (NYSE:NOC, XETRA:NTH) rose 4.9%, with Axon Enterprise Inc (NASDAQ:AXON) and RTX Corp (NYSE:RTX, XETRA:5UR) also both climbing over 4%.

China's Rare Earth Grip on the U.S. Military Is About to Break
prnewswire.com

China's Rare Earth Grip on the U.S. Military Is About to Break

OilPrice.com Market Commentary NEW YORK, March 2, 2026 /PRNewswire/ -- In a typical Chinese rare earth processing plant, 200 workers move through a maze of massive chemical tanks, risking life and limb to produce the materials that power everything from fighter jets and missile components to cellphones.  Hundreds of these facilities operate across China, and they give Beijing overwhelming control over the single most critical choke point in the modern industrial economy.