L3Harris stock in focus after Pentagon’s $1B missile-unit deal tees up 2026 IPO

L3Harris Technologies, Inc. announced the Pentagon will invest $1 billion in its Missile Solutions unit, paving the way for that segment to spin off as a separate publicly traded company. An IPO is planned for the second half of 2026. On Tuesday, L3Harris shares edged up about 0.2%, closing at $341.24.

Trump’s payout curb keeps space and defense stocks in play ahead of Monday

Trump’s payout curb keeps space and defense stocks in play ahead of Monday

Defense contractors are scrambling for legal counsel after President Donald Trump signed an executive order tying share buybacks, dividends, and executive pay to weapons delivery timelines, three sources familiar with the issue said. The sector handed back around $8 billion in dividends and about $10 billion in buybacks over the past year, according to Morgan Stanley data. Despite the move, aerospace-and-defense stocks ended the week higher: the iShares U.S. Aerospace & Defense ETF jumped 2.4% on Friday, the SPDR S&P Aerospace & Defense ETF gained 2.9%, Lockheed Martin surged 4.7%, Northrop Grumman climbed 4.8%, RTX added 0.7%, and L3Harris rose 3.1%.
Space and Defense Stocks: Rocket Lab, Lockheed, Northrop, RTX in Focus as China Sanctions and Space Force Awards Shape 2026

Space and Defense Stocks: Rocket Lab, Lockheed, Northrop, RTX in Focus as China Sanctions and Space Force Awards Shape 2026

With U.S. markets shut for the weekend, investors in space stocks and defense stocks are heading into Monday’s open with a clear message from the final full trading day after Christmas: the broader market is trying to extend a late-year rally, while the aerospace-and-defense complex continues to be driven by a mix of geopolitics, Pentagon procurement, and the accelerating “space-to-defense” crossover.
Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military tech stocks are heading into the Christmas-shortened trading week with fresh catalysts from December 19–21 that reinforce a clear narrative: modern defense spending is tilting toward space-based sensing, low-cost drones, and software-heavy systems—while investors debate how much of that shift is already priced into 2025’s big gains. Barron's+3Air & Space Forces Magazine+3Reuters+3
Rocket Lab Stock (RKLB) Surges After $805M–$816M SDA Satellite Deal: Latest News, Analyst Forecasts, and 2026 Outlook

Rocket Lab Stock (RKLB) Surges After $805M–$816M SDA Satellite Deal: Latest News, Analyst Forecasts, and 2026 Outlook

December 20, 2025 — Rocket Lab Corporation is closing out 2025 with a catalyst that investors have been waiting for: a major U.S. Space Development Agency award that further cements the company’s shift from “small-launch specialist” to vertically integrated national-security space prime. Shares surged to a record close of $70.52 on Friday, December 19, after the contract news hit, capping a volatile but powerful year for the stock. MarketWatch
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)

Defense and aerospace majors head into the week of December 15–19, 2025 with three powerful forces colliding: a new U.S. rate-cut backdrop, a Washington policy catalyst as Congress races toward year-end, and a fast-moving shift in Pentagon priorities toward AI-enabled procurement and production speed. The result is a sector that still looks “defensive” in name, but is increasingly being traded like a mix of industrial momentum + geopolitical hedge + technology platform.
Canada’s F‑35 Crossroads: Quebec Maintenance Hub, Leaked Scorecard and a Last‑Minute Gripen Push

Canada’s F‑35 Crossroads: Quebec Maintenance Hub, Leaked Scorecard and a Last‑Minute Gripen Push

Canada’s long‑running fighter jet saga has erupted into a full‑blown political and industrial showdown as of December 8, 2025. A leaked Department of National Defence scoring chart strongly favoring the U.S.‑made F‑35, an aggressive push to turn Mirabel, Quebec into a major F‑35 maintenance hub, and a fresh wave of opinion pieces and lobbying on both sides of the F‑35–vs–Gripen debate are all converging just as Prime Minister Mark Carney edges toward a decision on the country’s next‑generation fighter fleet. SSBCrack News+3National Security Journal+3WLS 890 AM+3
U.S. Space Force Readies ‘Meadowlands’ & Remote Modular Terminal Jammers to Counter China; Space Force Association Pushes Awareness — Nov. 11, 2025

U.S. Space Force Readies ‘Meadowlands’ & Remote Modular Terminal Jammers to Counter China; Space Force Association Pushes Awareness — Nov. 11, 2025

The United States Space Force is on the cusp of expanding its non‑kinetic counter‑space toolkit with two additional ground‑based jamming systems—L3Harris’ “Meadowlands” and the Remote Modular Terminal—as advocates race to close a stubborn public awareness gap about the service’s mission and value. Together, these developments underscore how quickly space is becoming a contested warfighting domain and why the Space Force is investing in capabilities that can temporarily blind or deafen adversary satellites without creating orbital debris. Bloomberg Law+1
11 November 2025
Joby Aviation Stock Skyrockets on Game-Changing Deals & FAA Push (Oct 2025)

Joby Aviation Stock Skyrockets on Game-Changing Deals & FAA Push (Oct 2025)

Joby’s eVTOL made history with public demonstration flights at Expo 2025 Osaka Jobyaviation, attracting ~200,000 daily visitors and helping shape Japan’s air taxi regulatory roadmap Jobyaviation. Over 20 flights are planned during the Oct 1–13 expo Jobyaviation, offering the public a first glimpse of electric air taxi service. These flights involved JCAB and local governments, marking an important step toward certification and market rollout Jobyaviation.
Space Showdown: Starlink Doubleheader, Vulcan’s Debut, Ariane 6 Triumph & Cosmic Discoveries (Aug 14–15, 2025)

Space Showdown: Starlink Doubleheader, Vulcan’s Debut, Ariane 6 Triumph & Cosmic Discoveries (Aug 14–15, 2025)

SpaceX demonstrated its unprecedented launch cadence on Aug. 14 by launching two Falcon 9 missions just half a day apart space.com. In the early morning hours, a Falcon 9 lifted off from Vandenberg Space Force Base in California carrying 24 Starlink internet satellites; by 8:29 a.m. EDT the same day, another Falcon 9 roared from Cape Canaveral, Florida with 28 Starlink satellites space.com. SpaceX confirmed successful deployment of all satellites space.com. Both missions saw veteran first-stage boosters safely recovered at sea, one marking its 10th flight space.com. These back-to-back launches brought SpaceX’s 2025 launch count to 99 Falcon 9 flights, with over 8,100 active Starlink satellites now in orbit space.com – a staggering expansion of the Starlink megaconstellation.

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.

View full calendar
Times and estimates may change. Verify before trading.