Today: 23 May 2026
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Defense Industry 10 February 2026 - 4 March 2026

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir shares rose 4% to $153.19 in after-hours trading after a Pentagon order to remove Anthropic’s Claude from military AI systems. The move affects Palantir’s Maven contracts worth over $1 billion and prompted federal agencies to shift to OpenAI and Google products. Defense Secretary Pete Hegseth ordered immediate compliance. The Pentagon, Anthropic, and Palantir declined to comment.
4 March 2026
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Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir shares rose 5.8% to $145.17 in after-hours trading Monday, extending gains after U.S. agencies began phasing out Anthropic’s AI tools following a Trump administration order. The move put government tech suppliers in focus as traders also tracked Middle East tensions and awaited U.S. economic data. Palantir’s market value reached about $433 billion.
2 March 2026
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AeroVironment stock slides nearly 19% as Raymond James downgrade puts SCAR contract in spotlight

AeroVironment stock slides nearly 19% as Raymond James downgrade puts SCAR contract in spotlight

AeroVironment shares plunged nearly 19% to $204.50 Monday after Raymond James downgraded the stock, citing uncertainty over the Space Force’s $1.4 billion SCAR satellite-communications program. The broker warned a possible contract re-bid could pressure AeroVironment’s backlog and revenue outlook. Investors await the company’s March 10 earnings for updates on contract status.
2 March 2026
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RTX stock price jumps as defense shares rally on Middle East conflict; what investors watch next

RTX stock price jumps as defense shares rally on Middle East conflict; what investors watch next

RTX shares rose 4.4% to $211.51 Monday, hitting a new intraday high as defense stocks advanced on Middle East conflict concerns. Lockheed Martin and RTX both gained over 3%, while Wall Street’s main indexes fell. Brent crude climbed 9% to $79.50 a barrel, and gold rose 3%. Investors await Friday’s U.S. jobs report.
2 March 2026
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Lockheed Martin stock jumps as Iran conflict jolts markets — what investors watch next

Lockheed Martin stock jumps as Iran conflict jolts markets — what investors watch next

Lockheed Martin shares rose 3% to $674.58 by late morning Monday, outperforming a falling market after U.S. and Israeli strikes killed Iran’s Supreme Leader and triggered retaliatory missile fire. Oil jumped over 8% as some shippers halted traffic through the Strait of Hormuz. RTX and Northrop Grumman each gained about 4%. Investors are watching Iran headlines and Friday’s U.S. jobs report for direction.
2 March 2026
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Ondas stock price jumps 4% in premarket as Middle East conflict sparks rush into drone-defense names

Ondas stock price jumps 4% in premarket as Middle East conflict sparks rush into drone-defense names

Ondas Inc shares rose 4.1% to $10.49 in premarket trading Monday, following U.S. and Israeli strikes on Iran that boosted defense stocks. The company, which sells autonomous drones and counter-drone systems, last announced a $30 million Israeli demining contract and a multi-million dollar European drone order in February. No new company statements were issued early Monday.
2 March 2026
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AeroVironment stock price jumps premarket as Middle East war fuels drone-defense bid

AeroVironment stock price jumps premarket as Middle East war fuels drone-defense bid

AeroVironment shares jumped 12.5% to $283.71 in premarket trading after U.S. and Israeli strikes on Iran spurred a rally in defense stocks. Lockheed Martin and RTX also posted gains as investors shifted into the sector while broader equity futures fell. AeroVironment recently secured a $186 million U.S. Army order for upgraded Switchblade drones. The company reports fiscal Q3 results March 10.
2 March 2026
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RTX stock jumps 6% in premarket as Middle East conflict sends money into defense names

RTX stock jumps 6% in premarket as Middle East conflict sends money into defense names

RTX shares rose 6.6% to $215.80 in premarket trading Monday, outpacing a broader market drop after U.S. and Israeli strikes on Iran rattled investors. Oil prices surged, with Brent crude up as much as 10%, while U.S. stock futures fell more than 1%. Defense stocks gained as traders shifted away from risk assets. Markets await the U.S. ISM manufacturing survey later in the day.
2 March 2026
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RTX stock forecast after U.S.-Israel strikes on Iran: missile demand, oil shock and Monday’s test

RTX stock forecast after U.S.-Israel strikes on Iran: missile demand, oil shock and Monday’s test

RTX closed up 2.52% at $202.62 Friday, with Lockheed Martin and Northrop Grumman also higher, after U.S. and Israeli strikes on Iran. Israel said Iran’s Supreme Leader Ali Khamenei was killed; Iran fired missiles at Israel and Gulf states, warning the Strait of Hormuz was closed. Oil rose 2% to $72.48 a barrel. The iShares U.S. Aerospace & Defense ETF ended just below its 52-week high.
28 February 2026
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General Dynamics stock forecast after Iran strikes: what GD investors watch ahead of Monday’s open

General Dynamics stock forecast after Iran strikes: what GD investors watch ahead of Monday’s open

U.S. and Israel launched strikes on Iran Saturday; Iran fired missiles toward Israel and Gulf states. General Dynamics closed Friday at $357.05, up 1.8%, before the attacks. Oil shipments via the Strait of Hormuz were suspended by some firms. Defense stocks rose Friday, while analysts warned lasting gains need extended conflict or higher budgets.
28 February 2026
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Lockheed Martin stock price forecast after Iran strikes: what to watch before Monday’s open

Lockheed Martin stock price forecast after Iran strikes: what to watch before Monday’s open

The U.S. and Israel launched strikes on Iran Saturday, escalating tensions over Tehran’s nuclear and missile programs. Lockheed Martin shares rose 2.56% to $658.26 on Friday, ahead of the attacks. Oil shipments through the Strait of Hormuz were suspended by several companies over the weekend. Barclays said Brent could reach $80 a barrel if supply is disrupted.
28 February 2026
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Northrop Grumman stock forecast after Iran strikes: what NOC investors should watch into Monday

Northrop Grumman stock forecast after Iran strikes: what NOC investors should watch into Monday

Northrop Grumman shares closed Friday up 1.9% at $724.38 ahead of U.S.-Israeli strikes on Iran that escalated geopolitical tensions. Wall Street remained closed over the weekend, leaving investors unable to react to reports of Iran firing missiles at Israel and Gulf states. Analyst price targets for Northrop cluster near current levels, with the average 12-month target at $724.39.
28 February 2026
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BAE Systems share price slips as U.S. tariff turmoil jolts markets; buyback filing in focus

BAE Systems share price slips as U.S. tariff turmoil jolts markets; buyback filing in focus

BAE Systems shares fell 1.4% to 2,135 pence in early London trading Monday, retreating from Friday’s record high. The company bought back 83,422 shares for cancellation at an average 2,152.31 pence on Feb. 20. Broader market jitters and a firmer sterling weighed on FTSE stocks after U.S. tariff shifts. BAE’s next ex-dividend date is April 23, with half-year results due July 30.
23 February 2026
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Electro Optic Systems (ASX:EOS) share price jumps 14% as Singapore laser push and Thursday results come into view

Electro Optic Systems (ASX:EOS) share price jumps 14% as Singapore laser push and Thursday results come into view

Electro Optic Systems shares jumped 13.7% to A$7.16 at Tuesday’s close after announcing the opening of a high-energy laser hub in Singapore. The company tied the new facility to contracts in Korea and the Netherlands. Audited results are due around Feb. 19, with traders cautious after a short-seller attack earlier this month. The stock remains down about a third for 2026.
17 February 2026
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Oracle stock slips despite $88 million U.S. Air Force cloud win as investors brace for CPI

Oracle stock slips despite $88 million U.S. Air Force cloud win as investors brace for CPI

Oracle shares fell 0.5% to $156.36 Thursday after the company announced an $88 million U.S. Air Force cloud contract and a new CMS migration deal. CEO Clayton Magouyrk sold 10,000 shares, filings showed. Investors remain focused on Oracle’s cloud funding plans and Friday’s U.S. inflation data. A securities class action deadline approaches in April.
12 February 2026
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Northrop Grumman stock slips in afternoon trade as Poland ammo deal, CEO sale filing stay in focus

Northrop Grumman stock slips in afternoon trade as Poland ammo deal, CEO sale filing stay in focus

Northrop Grumman shares fell 0.6% to $680.68 Wednesday afternoon, extending a three-day slide and trading about 4% below last week’s 52-week high. The drop follows a Poland ammunition production framework and a CEO share sale disclosure. Investors await management comments at a Citi conference on Feb. 18 and the Feb. 23 dividend record date.
11 February 2026
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BAE Systems share price slips after $137m U.S. Army deal as earnings loom

BAE Systems share price slips after $137m U.S. Army deal as earnings loom

BAE Systems shares fell 0.7% to 1,930.0 pence in early London trading Tuesday after announcing a $137 million U.S. Army contract for missile-warning systems. The drop followed a 3.43% gain on Monday. Investors are awaiting BAE’s annual results on Feb. 18 for updates on guidance and cash returns. The company also repurchased 114,829 shares for cancellation on Feb. 6.
10 February 2026
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Stock Market Today

  • Q1 Earnings Outperformers: Novanta and Electronic Components Stocks Review
    May 22, 2026, 11:04 PM EDT. Electronic components stocks, including Novanta (NASDAQ:NOVT), showed robust Q1 results amid strong secular trends like connectivity and industrial automation. The group's revenues beat consensus by 2.9%, although next quarter guidance fell 0.9% short. Novanta posted $257.7 million in revenue, up 10.4% year on year, beating estimates by 1.7%, with shares rising 8.9% post-report. nLIGHT (NASDAQ:LASR) led growth with revenues up 55.2%, surpassing expectations by 11.2% and shares up 7.6%. Despite strong earnings, sector share prices declined 3.3% on average since earnings. Weakness appeared in Allient (NASDAQ:ALNT), which matched revenue forecasts but reported slower growth. The mixed results highlight economic cycle sensitivity for these companies, linked closely to consumer spending and industrial demand.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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