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NYSE:HII 22 June 2025 - 15 February 2026

Space and Defense Stocks to Watch: Lockheed, Huntington Ingalls Rise Into Holiday Week; AST SpaceMobile Deal in Focus

Space and Defense Stocks to Watch: Lockheed, Huntington Ingalls Rise Into Holiday Week; AST SpaceMobile Deal in Focus

Lockheed Martin and Huntington Ingalls led U.S. defense stocks higher Friday, with Huntington Ingalls up 3% to $418.78 and Lockheed rising 2.4% to $652.58. AST SpaceMobile detailed a $1 billion convertible note offering and plans to repurchase $300 million in existing debt, warning of substantial trading impacts. U.S. markets close Monday for Presidents Day, leaving investors to digest weekend developments on Tuesday.
Defense & Aerospace Majors: US Stocks Week Ahead (Dec 15–19, 2025) — Boeing, Lockheed, RTX, Northrop, General Dynamics, L3Harris & HII in Focus (Updated Dec 14, 2025)

Defense & Aerospace Majors: US Stocks Week Ahead (Dec 15–19, 2025) — Boeing, Lockheed, RTX, Northrop, General Dynamics, L3Harris & HII in Focus (Updated Dec 14, 2025)

The Federal Reserve cut rates by 25 basis points on Dec. 10, boosting sentiment for defense and aerospace stocks. The House advanced a $900 billion defense bill, dropping a “right-to-repair” rule and adding procurement reforms. Boeing closed its $4.7 billion acquisition of Spirit AeroSystems, reshaping the supply chain. Investors are watching Senate action and rate volatility next week.
AUKUS Boost for Scotland: Rosyth Dockyard to Build US Virginia-Class Submarine Modules as HMS Formidable Keel Is Laid

AUKUS Boost for Scotland: Rosyth Dockyard to Build US Virginia-Class Submarine Modules as HMS Formidable Keel Is Laid

Babcock International will build complex assemblies for US Virginia-class nuclear submarines at Scotland’s Rosyth dockyard under a new contract with Huntington Ingalls Industries. The deal, announced December 10, marks the first time such work for Newport News Shipbuilding is outsourced to the UK. Rosyth laid the keel for the Royal Navy’s HMS Formidable a day earlier. The agreement is expected to boost jobs and capacity at the Scottish yard.
10 December 2025
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

The Federal Reserve cut rates by 25 basis points to 4.00–4.25% in mid-September, citing slowing growth as inflation remains above target. The S&P 500 is up about 13% in 2025, but strategists warn valuations are high. Compass agreed to buy Anywhere for $4.2 billion in stock, sending Anywhere shares up nearly 49%. The U.S. implemented a new auto trade pact with the EU, lowering tariffs to 15% as of August 1.
Operation Midnight Hammer: How Stealth Bombers, Fighters, and Bunker Busters Obliterated Iran’s Nuclear Sites

Operation Midnight Hammer: How Stealth Bombers, Fighters, and Bunker Busters Obliterated Iran’s Nuclear Sites

Seven B-2 bombers from Whiteman AFB struck Iran’s Fordow, Natanz, and Isfahan nuclear sites on June 21–22, 2025, using 14 GBU-57A/B Massive Ordnance Penetrators in the weapon’s first combat use. Tomahawk missiles from an Ohio-class submarine hit Isfahan. F-22s, F-35s, and electronic warfare aircraft suppressed Iranian defenses. Satellite imagery confirmed major damage at Fordow.
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