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proactiveinvestors.com

Missile ‘megatrend' still underestimated despite Iran conflict, says Citi

Recent events in the Middle East have only reinforced an armaments megatrend, analysts at Citi believe, arguing growth expectations across the sector still look too conservative. The bank flagged RTX Corp (NYSE:RTX, XETRA:5UR), L3Harris Technologies Inc (NYSE:LHX, XETRA:HRS), Lockheed Martin Corp (NYSE:LMT), Karman Holdings Inc (NYSE:KRMN), and Ducommun Inc (NYSE:DCO) as particularly sensitive to the theme, given their exposure to missile and interceptor systems.

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.

investopedia.com

Stock Market Today: Major Indexes Tank as Iran War Escalates; Dow Drops 950 Points; Oil Surges Further

Major stock indexes plummeted Tuesday, with the Dow Jones Industrial Average shedding 850 points, as the conflict in the Middle East escalated. Meanwhile, oil futures soared for a second straight day.

youtube.com

Defiance ETFs CIO Sylvia Jablonski on finding opportunities amid Iran conflict

Sylvia Jablonski, Defiance ETFs co-founder and CIO, joins 'Squawk Box' to discuss the latest market trends, impact of the ongoing U.S.-Iran conflict, state of the economy, and more.

fxempire.com

PLTR, NOC and RTX Forecast – AI and Military in Focus

AI struggles again in the early part of the session, as the war related markets are looking positive in the light of everything that is going on.

marketbeat.com

Defense Stocks: Rockets, Radars, and Record Backlogs

Shares of industry leaders Lockheed Martin NYSE: LMT, RTX Corporation NYSE: RTX, and Northrop Grumman NYSE: NOC have surged, with some reaching new highs on a significant increase in trading volume.

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.

proactiveinvestors.com

Missile ‘megatrend’ still underestimated despite Iran conflict, says Citi

Recent events in the Middle East have only reinforced an armaments megatrend, analysts at Citi believe, arguing growth expectations across the sector still...

barrons.com

The Iran Conflict Widens But Not All Defense Stocks Are Rising. Here's Why.

Lockheed Martin and RTX both rack up gains in premarket trading as the broader market frets about a drawn-out conflict.

investopedia.com

Which Stocks Are Most Affected by the War in the Middle East?

Worries about developments in Iran rattled financial markets Monday, after the U.S. and Israel launched a joint attack over the weekend. Here's which stocks are falling, and which ones are on the rise.

benzinga.com

Lockheed Martin, RTX Corp Stocks Hit All-Time Highs On Iran Attack: Here's The Congress Members Who Own Shares

Defense stocks are rallying on Monday after the attacks carried out by the U.S. against Iran over the weekend. Multiple members of Congress are among the shareholders of several of the top-performing defense stocks on Monday.

gurufocus.com

Lockheed Martin Shares Jump After F-35 Jets Lead High-Stakes Iran Strikes

Lockheed Martin (LMT) shares climbed about 5% on Monday after U.S. and Israeli forces carried out coordinated strikes on Iranian military facilities.The operati

investopedia.com

Stock Market Today: Markets React to Developments in Iran; Stocks Fall; Oil Jumps, Safe-Haven Gold Gains

Major stock indexes turned mostly higher and oil and gold futures advanced Monday as markets reacted to fighting in the Middle East.

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%.

prnewswire.com

XtalPi's AI + Robotics Platform Powers First Clinical Milestone for ReviR's Rare Neurological Drug RTX-117

RTX-117 is an investigational small molecule designed to modulate the Integrated Stress Response (ISR) pathway, with the goal of restoring protein translation homeostasis implicated in Charcot-Marie-Tooth disease (CMT) and Vanishing White Matter disease (VWM) ReviR has dosed the first participant in a Phase 1 trial of RTX-117, initially evaluating safety, tolerability, pharmacokinetics (PK) and pharmacodynamics (PD) in healthy participants Milestone marks the clinical entry of a potential first-in-class therapy for CMT and VWM co-discovered using XtalPi's AI and robotics drug R&D platform CAMBRIDGE, Mass. & SHANGHAI, March 2, 2026 /PRNewswire/ -- XtalPi, a global leading AI- and robotics-driven drug discovery platform, today noted a key milestone in its collaboration with ReviR Therapeutics: dosing of the first participant in the Phase 1 clinical trial of RTX-117, an investigational small molecule being developed for Charcot-Marie-Tooth disease (CMT) and Vanishing White Matter disease (VWM).

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.

marketwatch.com

Palantir, Lockheed and these other defense stocks are rising on heels of Iran conflict

Defense spending is due to get “more urgent and less controversial,” an analyst notes, and numerous stocks could benefit.

youtube.com

Tuttle: "Wouldn't Panic" in Iran Sell-Off, Defense Stocks to Soar

Stocks dip, oil rips — it's the pattern Matt Tuttle sees in the Iranian conflict, and Matt tells investors to not go long oil. He sees defense stocks as the favorable play in the weeks and months ahead, specifically in evolving tech like drones and photonics.

finbold.com

These U.S. defense stocks are soaring today

Despite the widespread uncertainty and a selloff across multiple sectors, the early morning hours of Monday, March 2, led to a strong rally across several key industries.

cnbc.com

Global defense stocks jump as U.S., Iran exchange attacks

Global defense stocks were higher early Monday, amid fears of an expanding Middle East conflict. Europe's Hensoldt and BAE Systems were among the top performers in the Stoxx 600, while U.S. firms Lockheed Martin and Northrop Grumman rose in premarket trading.

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