Stocks to Watch: AI Hardware Ahead of Software by 5.6 Points in Premarket Action

A group of four U.S. memory stocks averaged a 3.7% gain ahead of Monday’s session, while a basket of four software stocks slipped 2.0%. The resulting 5.6-point gap marks hardware rotation as the most prominent stock-picking trend today.

Artificial Intelligence · NASDAQ:AAPL · NASDAQ:GOOGL · NASDAQ:MU · NASDAQ:SNDK · NASDAQ:STX · NASDAQ:WDC · NYSE:BABA · NYSE:LHX · Stock Market
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, the shipbuilder, powered a late Friday rally in U.S. space and defense shares. The gains came as investors eyed new policy cues and geopolitical developments ahead of the long weekend.
15 February 2026
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RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX shares finished Friday in the green, climbing roughly 1.4% to $198.66, with the sector on edge as the Pentagon gets ready to unveil, early next week, a roster of defense contractors under review. Lockheed Martin, Northrop Grumman, General Dynamics, and L3Harris are all in the spotlight alongside RTX. The backdrop: President Donald Trump’s Jan. 7 order could mean companies flagged as underperformers will face new curbs on dividends and stock buybacks—those being repurchases of their own stock. Data from Morgan Stanley put total payouts to shareholders at about $18 billion for the five largest defense names over the last 12 months. Trump has pointed directly at Raytheon, RTX’s unit, calling it “least responsive” to Pentagon demands. Any firms listed will have a 15-day window to submit remediation plans, signed off by their boards, with contract cancellations among the possible consequences. It’s still unclear whether subcontractors get swept in, and the order also directs the SEC to revisit buyback safe-harbor rules and tie executive compensation more closely to delivery performance.
7 February 2026
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Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Space and defense names trading in the U.S. finished in the green Friday. The market’s focus, though, has shifted—earnings aren’t the spark this time, nor is fresh demand for missiles. Instead, investors are eyeing an upcoming Pentagon list that threatens to restrict buybacks and dividends for contractors failing to meet delivery targets.
7 February 2026
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L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris announced it landed a U.S. Navy contract to build Red Wolf vehicles for the Marine Corps’ precision-strike program, aimed at firing long-range missiles capable of striking moving targets over 200 nautical miles away. CEO Christopher Kubasik described the system as a way to deliver “affordable mass” to the Marines’ firepower.
31 January 2026
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Lockheed Martin stock jumps after hypersonic missile engine test with GE, Stinger-replacement flight milestone

Lockheed Martin stock jumps after hypersonic missile engine test with GE, Stinger-replacement flight milestone

Lockheed Martin shares jumped 2.6% in after-hours trading Wednesday following news that the defense giant and GE Aerospace wrapped up engine tests for a new ramjet designed for hypersonic missiles. Northrop Grumman climbed 4.4%, RTX edged up 2.4%, and General Dynamics gained 0.7%. GE Aerospace, however, slipped 2.5%.
15 January 2026
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L3Harris stock edges up as Pentagon puts $1 billion into missile unit spinoff plan

L3Harris stock edges up as Pentagon puts $1 billion into missile unit spinoff plan

L3Harris Technologies shares climbed Wednesday after the defense contractor announced the Pentagon would pump $1 billion into its Missile Solutions unit. The funding comes ahead of a planned IPO in the second half of 2026. The investment will take the form of a convertible preferred security that automatically converts into common stock after the IPO, with L3Harris retaining control.
14 January 2026
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US Stock Market Today Updates

MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Warsh at Jackson Hole

Policy tone can move rates, USD, equities, gold and crypto simultaneously.

#2

Michigan sentiment

A weak final reading or elevated inflation expectations could pressure risk assets.

#3

Chicago PMI

A surprise versus 58.0 may alter the near-term manufacturing-growth narrative.

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