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NYSE:LMT 8 January 2026 - 13 January 2026

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

New York, Jan 11, 2026, 12:55 EST — Market closed 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%.
RTX stock set for Monday test after Trump order puts buybacks, dividends in play

RTX stock set for Monday test after Trump order puts buybacks, dividends in play

New York, January 10, 2026, 15:25 EST — Market closed Defense contractors are scrambling for legal counsel after President Donald Trump signed an executive order linking share buybacks, dividends, and executive pay to weapons delivery timelines—putting RTX under the spotlight ahead of tomorrow’s session. The order gives the Secretary of War 30 days to identify contractors lagging on schedules and demands board-approved plans to fix delays. Franklin Turner, an attorney at McCarter & English, said the real kicker is the threat of payment freezes and contract cancellations. Big players like RTX, Lockheed Martin, and Northrop Grumman have dished out roughly $8 billion in dividends and repurchased about $10 billion in shares over the past year, per Morgan Stanley data. Analyst Kristine Liwag described the policy as a mix of “carrots and sticks,” especially with Trump touting a $1.5 trillion defense budget request for fiscal 2027.
10 January 2026
Lockheed Martin stock jumps as Trump floats $1.5 trillion defense budget, buyback limits in focus

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

NEW YORK, January 8, 2026, 19:00 EST — After-hours 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
US economic calendar today: What to watch as U.S. stock futures slip before Friday’s jobs report

US economic calendar today: What to watch as U.S. stock futures slip before Friday’s jobs report

NEW YORK, Jan 8, 2026, 07:05 EST — Premarket U.S. stock index futures edged down on Thursday, with traders keeping positions tight ahead of Friday’s nonfarm payrolls report, while defense names rose on talk of a bigger Pentagon budget. At 5:08 a.m. ET, Dow futures were down 146 points, or 0.30%, S&P 500 futures slipped 0.22% and Nasdaq 100 futures fell 0.31% — futures are contracts that track where indexes may open. Lockheed Martin climbed 7.2%, Northrop Grumman added 7.5% and RTX rose 4.9% after Trump said the 2027 U.S. military budget should be $1.5 trillion, versus the $901 billion Congress approved for 2026. Reuters
Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

Space and Defense Stocks Jump as Trump Pitches $1.5 Trillion Military Budget, Despite Buyback Crackdown

New York, Jan 8, 2026, 06:16 EST — Premarket U.S. space and defense stocks jumped in early premarket trade on Thursday after President Donald Trump called for a $1.5 trillion military budget for 2027, with Lockheed Martin up 7.2% and Northrop Grumman up 7.5%. RTX gained 4.9% and Kratos Defense rose 7.1%, even as Dow, S&P 500 and Nasdaq futures fell about 0.2%-0.3% heading into Friday’s payrolls report. Jefferies economist Mohit Kumar warned that a shift toward more government intervention could “create uncertainty” and add to some risk premium. Reuters
Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

U.S. stock index futures slipped on Thursday morning as investors turned cautious ahead of Friday’s U.S. jobs report, while defense shares jumped after President Donald Trump called for a $1.5 trillion military budget in 2027. At 05:08 a.m. ET, Dow futures were down 0.30%, S&P 500 futures fell 0.22% and Nasdaq 100 futures eased 0.31%; RTX gained 4.9% in premarket trading and Lockheed Martin climbed 7.2%. “While details are unclear and implementation cumbersome, a move towards more government intervention would create uncertainty and add to some risk premium in the markets,” said Mohit Kumar, an economist at Jefferies. Reuters The early pullback comes after a strong start to 2026 for risk assets, but traders are still treating geopolitics as a live wire — from Venezuela’s oil flows to talk around Greenland — and the market has started to price a little more noise. European aerospace and defense stocks hit fresh highs, oil clawed back above $60 a barrel and Wall Street futures softened. “What investors are realising is that the threat of geopolitics is not going away,” said Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming Investment Management. Reuters
Lockheed Martin stock pops in US premarket as Trump touts $1.5 trillion military budget, buyback ban looms

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

New York, January 8, 2026, 06:00 EST — Premarket 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
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Stock Market Today

  • Wall Street Bumps Up Micron (MU) Target After Earnings
    July 1, 2026, 2:05 PM EDT. Two big Wall Street firms boosted their price targets on Micron Technology Inc. (MU) after a strong quarter. Analysts pointed to solid demand and more room for growth in memory chips. They say the moves show higher expectations for Micron's profits and place in the chip market as the sector sees swings.
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