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Tag: Defense

New RTX Price Target After $95 Billion Update

Avatar photo Stephen Guilfoyle on July 29, 2026

The former Raytheon seems likely to follow General Dynamics higher.

The Calm Before the Storm

Avatar photo Stephen Guilfoyle on July 27, 2026

Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?

New Lockheed Price Target After Huge Breakout

Avatar photo Stephen Guilfoyle on July 23, 2026

The defense giant is forcing managers to increase long-side exposure.

Forget SpaceX, Here’s a Cheaper Way for Investors to Get Into Orbit

Avatar photo Bret Jensen on July 19, 2026

Space

The best space opportunity may not be the one everyone is talking about. Here’s how to play this little-known name.

Why I’m Eyeing Lockheed, RTX; Fire in Hormuz; SpaceX Lands on … Nasdaq 100

Avatar photo Stephen Guilfoyle on July 7, 2026

As U.S.-Iran truce hits bump after ship hit in Hormuz, I’m eyeing adding to these defense stocks; also the latest on NATO, SpaceX and Monday’s market.

Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!

Avatar photo Stephen Guilfoyle on June 25, 2026

Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!

Chart of the Day: Boeing’s Ready to Take Flight

Avatar photo Bob Lang on June 16, 2026

Momentum on the chart is starting to turn bullish for this aerospace and defense stock.

A Downed Copter, Sinking Sentiment, and a Giant IPO Called SpaceX

Avatar photo Stephen Guilfoyle on June 10, 2026

Let’s look at how market sentiment on thin ice can absorb a failing ceasefire and a mega-IPO. Also, put Saronic on your radar.

Adding to This Small-Cap Defense Name After Navy Update

Avatar photo Stephen Guilfoyle on June 3, 2026

We’re planning to buy more shares of the name after an announcement from the U.S. Navy’s Southern Command.

Snowflake Soars: 8 Key Items Shaping the Stock Market Thursday

Avatar photo Chris Versace on May 28, 2026

Snowflake (SNOW)

U.S.-Iran strikes, April PCE, Marvell, Salesforce, Snowflake, and other headlines are moving stocks this morning.

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