Defense Industry 8 January 2026

DroneShield (ASX:DRO) stock jumps after Trump defense-budget push — what investors watch next

DroneShield Limited shares ended up 4.4% at A$4.02 on Friday, after the counter-drone tech stock swung between A$3.90 and A$4.09 in the session. Turnover was about 21.3 million shares, more than double Thursday’s volume. Investing.com

9 January 2026

ASX News·ASX:DRO·Defense Industry·Stock Market·Technology

RTX stock swings after Trump defense-budget push, buyback ban clouds next move

RTX shares climbed 0.8% to $187.17 in after-hours trading Thursday, capping a wild ride that saw the stock soar more than 6% at one point. The jump came as defense stocks broadly rallied, fueled by President Donald Trump’s push for a $1.5 trillion U.S. military budget in 2027. Reuters

9 January 2026

Defense Industry·NYSE:RTX·Stock Market

Lockheed Martin stock jumps as Trump floats $1.5 trillion defense budget, buyback limits in focus

Lockheed Martin shares climbed 4.3% to $518.44 in after-hours trading on Thursday, following a jittery day where the stock swung between $513.50 and $542.66. Defense stocks found some footing as investors balanced President Donald Trump’s call for a much larger military budget with his efforts to rein in dividends and buybacks. Reuters

9 January 2026

Defense Industry·NYSE:LMT·Stock Market

Dow Jones ends higher on defense rebound as tech drags; Friday jobs report looms

The Dow Jones Industrial Average ended higher on Thursday, lifted by a rebound in defense stocks after President Donald Trump called for a sharply larger U.S. military budget. The Dow rose 270.03 points, or 0.55%, to 49,266.11; the S&P 500 edged up 0.01% and the Nasdaq fell 0.44%. Reuters

8 January 2026

Defense Industry·NYSE:MS·Stock Market·Technology

AeroVironment (AVAV) stock jumps as Trump’s $1.5T defense budget call and drone-rule carve-outs hit markets

Shares of AeroVironment Inc rose 7.8% to $343.30 at 3:05 p.m. ET on Thursday, extending a sharp run in small defense names. The stock was up as much as 16.6% earlier after touching $371.20.

8 January 2026

Defense Industry·Drone Technology·NASDAQ:AVAV·Stock Market

Leonardo DRS stock pops 8% as Trump’s $1.5 trillion defense budget call lifts contractors

Leonardo DRS shares climbed about 7.5% on Thursday, extending a sharp run higher as defense stocks rallied in early afternoon New York trade.

8 January 2026

Defense Industry·NYSE:DRS·Stock Market

AeroVironment stock jumps as Trump’s $1.5T defense budget call lifts AVAV

AeroVironment Inc shares rose about 7% on Thursday, tracking a broad jump in defense stocks. The stock was up $21.72 at $340.20, after swinging between $338.00 and $371.20, with about 2.26 million shares traded.

8 January 2026

Defense Industry·NASDAQ:AVAV·Stock Market

RTX stock swings after Trump calls for $1.5 trillion military budget, targets buybacks

RTX Corp shares rose 1.3% to $188.09 in afternoon trading on Thursday, after earlier touching $197.00. The stock has seesawed as President Donald Trump pressed for a bigger Pentagon budget while warning defense contractors over dividends and buybacks.

8 January 2026

Defense Industry·NYSE:GD·NYSE:LMT·NYSE:NOC·NYSE:RTX·Stock Market

Karman (KRMN) stock jumps as $220 mln Seemann deal pushes it into naval defense

Karman Holdings Inc shares were up $9.63, or 10.5%, at $101.35 in midday New York Stock Exchange trading, after the space-and-defense supplier unveiled an acquisition that would take it deeper into U.S. Navy work.

8 January 2026

Defense Industry·NYSE:KRMN

Northrop Grumman stock rebounds as Trump buyback ban meets $1.5 trillion defense budget pitch

Northrop Grumman Corp shares were up about 3.8% at $598.96 on Thursday, after ranging from $594.17 to $638.44 earlier in the session. The move came as defense stocks steadied after U.S. President Donald Trump called for a $1.5 trillion military budget in 2027, up from $901 billion approved for 2026. Reuters

8 January 2026

Defense Industry·NYSE:NOC·Stock Market

Leonardo DRS stock jumps nearly 9% as Trump’s defense budget talk lifts sector — what to watch next

Shares of Leonardo DRS jumped 9.4% to $40.68 in midday trading on Thursday. The stock has traded between $37.42 and $40.74, after closing at $37.20 in the prior session.

8 January 2026

Defense Industry·NYSE:DRS·Stock Market

AeroVironment stock jumps as Trump’s $1.5 trillion defense-budget call lifts drone names

AeroVironment, Inc. shares climbed 8.8% to $346.45 in late morning trading on Thursday, after earlier touching $371.20. The stock was last up $27.97 from Wednesday’s close.

8 January 2026

Defense Industry·Drones·NASDAQ:AVAV

Lockheed Martin stock jumps on Trump’s $1.5 trillion defense-budget call after payout-ban scare

Lockheed Martin shares rose 5.2% to $522.56 on Thursday, extending a volatile two-day stretch after President Donald Trump called for a $1.5 trillion U.S. military budget for 2027. The stock hit $542.66 earlier in the session before drifting back. Reuters

8 January 2026

Aerospace·Defense Industry·NYSE:LMT·Stock Market

Kratos (KTOS) stock jumps as Marine Corps drone award puts Valkyrie back in focus

Kratos Defense & Security Solutions shares jumped 17.3% to $107.30 in morning trading on Thursday, lifting the San Diego-based defense contractor to one of the market’s strongest gainers. The move followed news tied to a U.S. Marine Corps effort that pairs Northrop Grumman’s mission systems with Kratos’ Valkyrie uncrewed aircraft. Kratos Defense

8 January 2026

Defense Industry·NASDAQ:KTOS·Technology

Rolls-Royce shares jump on fresh buyback update as defense stocks rally

Rolls-Royce shares firmed on Thursday after the company disclosed another round of share repurchases, buying 434,889 shares on Jan. 7 through UBS and saying it would cancel them. The purchase, split between the London Stock Exchange and CBOE CXE, was done at prices between 1,244 and 1,268 pence a share, and brings the total bought back since the program began to 1,843,755 shares, the company said.

8 January 2026

Defense Industry·LSE:RR.L·Stock Market

Lockheed Martin stock jumps on Trump’s $1.5 trillion defense budget push — buyback ban still in play

Lockheed Martin shares rose 7.4% to $533.71 on Thursday, leading a rebound in big U.S. defense names after President Donald Trump talked up a sharp increase in Pentagon spending. Northrop Grumman climbed 10.1% and RTX gained 5.5% in early New York trading.

8 January 2026

Defense Industry·NYSE:LMT·Stock Market

Dow Futures Slip After Jobless Claims; Trump’s $1.5 Trillion Pentagon Talk Lifts Defense Stocks

U.S. stock index futures slipped on Thursday, cooling after the S&P 500 and Dow briefly touched fresh highs a day earlier, while defense shares jumped on new budget talk from President Donald Trump. Futures contracts, which track expected moves in the cash indexes, showed the Dow, Nasdaq 100 and S&P 500 down about 0.4%, 0.3% and 0.2% in premarket trading. Alphabet was up nearly 1% after overtaking Apple for No. 2 in market capitalization — the market value of its shares — with Apple down more than 1%. Investopedia

8 January 2026

Defense Industry·NASDAQ:AAPL·NASDAQ:GOOGL·NASDAQ:TSLA·Stock Market

Dow Jones futures slip ahead of U.S. jobs report as Trump defense budget call lifts RTX

Dow Jones Industrial Average futures edged lower on Thursday after the blue-chip index logged its steepest one-day drop since Nov. 18, with traders bracing for Friday’s U.S. jobs report. Defense names climbed after President Donald Trump called for a $1.5 trillion military budget for 2027; by 5:08 a.m. ET, Dow E-minis — futures tied to the index — were down 146 points, or 0.30%, while S&P 500 E-minis fell 0.22% and Nasdaq 100 E-minis dropped 0.31%, and RTX gained 4.9%. Jefferies economist Mohit Kumar said a shift toward more government intervention would “add to some risk premium in the markets.” Reuters

8 January 2026

Defense Industry·NYSE:JPM·NYSE:RTX·Stock Market

Lockheed Martin stock pops in US premarket as Trump touts $1.5 trillion military budget, buyback ban looms

Lockheed Martin shares jumped about 7% in premarket trading on Thursday after President Donald Trump called for a $1.5 trillion U.S. military budget for 2027, lifting defense contractors even as broader stock index futures edged lower ahead of key U.S. labor data. “A move toward more government intervention would create uncertainty,” said Mohit Kumar, an economist at Jefferies. Reuters

8 January 2026

Defense Industry·NYSE:LMT·Stock Market·US Economy

Northrop Grumman stock whipsaws: NOC jumps premarket after Trump’s $1.5T budget pushNew York,

Shares of Northrop Grumman Corp jumped 7.4% to $619.50 in early trading on Thursday, rebounding sharply after a 5.5% drop to $577.01 the previous day. The stock has been volatile, reacting to each fresh statement from Trump on defense budgets and contract awards. Public

8 January 2026

Defense Industry·NYSE:NOC·Stock Market

Defense Industry 8 January 2026 - 9 January 2026