Oracle Corporation

Meta Platforms, Inc.

NVIDIA Corporation

Advanced Micro Devices, Inc.

Occidental Petroleum Corporation

Energy Transfer LP

Chevron Corporation

Lockheed Martin Corporation

General Dynamics Corporation

Northrop Grumman Corporation

RTX Corporation

Apple Inc.

The Boeing Company

Exxon Mobil Corporation

MP Materials Corp.

Lithium Americas Corp.

Micron Technology, Inc.

International Business Machines Corporation

Taiwan Semiconductor Manufacturing Company Limited

The first nine months of U.S. President Donald Trump's second term have been a driver for a new investment cycle in the U.S. - focusing on AI infrastructure, defense, energy and critical minerals. The result is a select group of companies - informally referred to as "MAGA stocks." Vadim Merkulov, Director of Research at Freedom Finance Global, believes that despite major announcements and stock movements against this backdrop throughout 2025, some key structural drivers remain undervalued by the markets.

MAGA companies: where to look for growth potential

Howmet Aerospace Inc.

U.S. defense and aerospace companies begin reporting this week. On October 21, Lockheed Martin, Northrop Grumman and RTX Corporation, among others, will present their financial results for the third quarter. All three companies are on the list of recommendations from Deutsche Bank and Morgan Stanley. What should you consider when investing in this sector?

Shifting investor sentiment and new risks for U.S. defense companies: what banks are writing

thyssenkrupp AG

In contrast, the capitalization of parent Thyssenkrupp declined by 20%

Shares of the largest non-nuclear submarine maker soared 78% in debut trading

Quantum Computing Inc.

GE Aerospace

Oklo Inc.

The 27 priority subcategories of the investment bank's program included, for example, quantum computing

JPMorgan will invest $1.5 trillion in key areas of the U.S. over 10 years. Which stocks will benefit?

Firefly Aerospace Inc.

Shares of Firefly Aerospace, a mid-cap <a href="https://investors.fireflyspace.com/">developer</a>&nbsp;of launch and orbital vehicles, have&nbsp;<a href="https://finance.yahoo.com/quote/FLY/">jumped </a>nearly 22% in early trading today, October 6, after the company <a href="https://investors.fireflyspace.com/news-releases/news-release-details/firefly-aerospace-announces-strategic-acquisition-scitec-advance">announced</a>&nbsp;its acquisition national security technology developer SciTec to expand its capabilities in the U.S. defense sector. Firefly went public on the Nasdaq in August, and its stock has since lost almost 40% of its value.

Shares of space firm Firefly surge on deal to acquire defense tech SciTec

Parrot S.A.

Saab AB

Kratos Defense & Security Solutions, Inc.

In 2024, the global drone market was <a href="https://www.grandviewresearch.com/industry-analysis/drone-market-report">valued</a>&nbsp;at about $73 billion. With a CAGR of roughly 14%, it is expected to reach $84 billion in 2025 and could exceed $160 billion by 2030. The expansion is supported by rapid advances in autonomy, AI integration, and imaging systems, as well as widening adoption of drones in agriculture, logistics, construction, infrastructure inspection, and defense.

Rising defense demand is buoying drone stocks. Who are the biggest winners?

AeroVironment, Inc.

Since the beginning of 2025, the market value of many U.S. defense companies has increased by at least 25%

Defense stocks rose. Pentagon calls for doubling missile production - WSJ

Deutsche Lufthansa AG

Electronic Arts Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: market hopes for compromise to avoid shutdown

DroneShield Limited

Some investment firms fear that DroneShield's fundamentals no longer justify its stock valuation

Bloomberg found a defense stock in Asia with nearly 400% growth in 2025

Rheinmetall AG

RENK Group AG

The securities of German defense concern Rheinmetall look like a clear favorite on Wall Street

European defense stocks jump on Trump's words on Ukraine

Energy Fuels Inc.

Uranium Energy Corp.

Ondas Holdings Inc.

InvestorPlace markets analyst Thomas Yeung has <a href="https://investorplace.com/2025/09/4-stocks-trillion-dollar-government-spending-spree/">spotlighted</a>&nbsp;three small-cap companies that could benefit from U.S. national security investments in private businesses, such as Intel. Two are in the energy sector and stand to benefit from efforts to reshape the nuclear fuel supply chain. The third, from the defense sector, is seen as a potential beneficiary of the creation of the new U.S. "Golden Dome" missile defense system.

Beyond Intel: Small energy, defense stocks set to gain from Trump natsec spending

Alcoa Corporation

The American company Alcoa - one of the largest aluminum producers in the world - has already given investors bad news several times since the beginning of this year. But so far, the company has managed to maintain growth in its key financial indicators. Should we bet on it in 2026?

Between Trump and Big Tech: Can Alcoa sustain growth in 2026

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