Dow Jones posts record close on Venezuela shock; Wall Street turns to jobs data next

The Dow Jones Industrial Average closed at a record on Monday, lifted by energy and financial stocks after a U.S. military strike captured Venezuelan President Nicolas Maduro, according to a Reuters market report. Reuters

NYSE:CVX · NYSE:GD · NYSE:GS · NYSE:JPM · NYSE:LMT · NYSE:XOM · Stock Market
Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

The Pentagon awarded Lockheed Martin a ceiling $328.5 million undefinitized letter contract — a preliminary deal that lets work begin before final terms are set — for fixed-wing sensor hardware for Taiwan, a U.S. government contracts notice said. The award covers 55 Infrared Search and Track Legion Enhanced Sensor pods, which can detect aircraft by heat, plus related equipment under the Foreign Military Sales program, the U.S. government’s channel for selling weapons to partners. The notice said $157.3 million in FMS funds were obligated at award, work will be performed in Orlando, Florida, and the project is expected to run through June 30, 2031; it described the deal as a sole-source acquisition. U.S. Department of War
2 January 2026
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Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

The Pentagon said on Wednesday it awarded Lockheed Martin a contract worth up to $328.5 million for a foreign military sale to Taiwan to meet what Washington called an “urgent operational need” of the Taiwan Air Force. The deal covers 55 Infrared Search and Track Legion Enhanced Sensor pods and related processors and containers, with work in Orlando, Florida expected to be completed by June 2031. Reuters
2 January 2026
Space and Defense Stocks: RTX, Lockheed, Boeing, Rocket Lab in Focus as Geopolitics and Year-End Trading Set Up Monday’s Session

Space and Defense Stocks: RTX, Lockheed, Boeing, Rocket Lab in Focus as Geopolitics and Year-End Trading Set Up Monday’s Session

U.S. stock exchanges are shut for the weekend, leaving space and defense investors to parse a dense batch of late-week headlines and year-end macro signals before trading resumes Monday morning. The New York Stock Exchange’s core trading session runs 9:30 a.m. to 4:00 p.m. ET, meaning the next real “price discovery” window for aerospace and defense names arrives with Monday’s open—likely in thin, end-of-year liquidity where headlines can move stocks faster than fundamentals. New York Stock Exchange+1
28 December 2025
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Industrials Stocks Outlook: Defense, Transport, and Capex Themes Head Into the Final Week of 2025

Industrials Stocks Outlook: Defense, Transport, and Capex Themes Head Into the Final Week of 2025

Industrials stocks are heading into the final week of 2025 with momentum still intact—but with holiday-thin liquidity, investors are increasingly focused on what will matter once normal volume returns: defense spending signals, transport demand trends, and whether business investment can stay resilient as rates and tariff headlines continue to shape corporate planning.
27 December 2025
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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.
27 December 2025
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