The Boeing Company

Lockheed Martin Corporation

Aircraft and defense stocks are holding up just slightly worse than the S&amp;P 500 this year

Boeing shares surge after new agreement with the Pentagon. Is it worth buying them?

Northrop Grumman Corporation

Palantir Technologies Inc.

The U.S. military department called the story "completely false and fabricated"

Pentagon chief's broker tried to buy defense stocks ahead of war with Iran - FT

General Dynamics Corporation

In a new report, analysts at JPMorgan's Center for Geopolitics say that even record budgets won't help the U.S. close the defense-industrial gap with its competitors

Arsenal at a standstill: three threats to U.S. defense dominance

Rheinmetall AG

Rheinmetall securities have failed to capitalize on the war in Iran and have shown almost no upward momentum for nine months now

Rheinmetall shares fall despite record order volume. Where has the hype gone?

Royal Caribbean Cruises Ltd.

Caterpillar Inc.

Deutsche Lufthansa AG

United Airlines Holdings, Inc.

Delta Air Lines, Inc.

American Airlines Group Inc.

RTX Corporation

Oil prices rose sharply amid the war between the U.S. and Iran and the threat of prolonged disruption of energy supplies from the Middle East. Futures for U.S. WTI rose for five days by about 35% - this is the largest weekly growth since the beginning of trading in oil contracts in 1983, notes CNBC. All week American stocks showed strong volatility: the so-called Wall Street fear index jumped by 25% by the end of Friday and almost reached 30 points, while the alarming is considered to overcome the mark of 20.

The fastest rise in oil in history and a fear index under 30: the results of the first week of the war

NVIDIA Corporation

Halliburton Company

Occidental Petroleum Corporation

Southwest Airlines Co.

Berkshire Hathaway Inc.

CoreWeave, Inc.

Block, 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: Middle East conflict in focus

American defense contractor Lockheed Martin <a href="https://investors.lockheedmartin.com/news-releases/news-release-details/lockheed-martin-reports-fourth-quarter-and-full-year-2025">presented a</a> strong financial forecast for 2026 and reported on a new contract with the U.S. Department of Defense. After publication of the report securities of the company added 4.23% (according to data on closing on January 29). For January, they have already risen by 28.7%, <a href="https://www.marketwatch.com/story/lockheed-martins-stock-is-having-its-best-month-in-half-a-century-thanks-president-trump-2b3c38ea?mod=newsviewer_click">draws the attention of </a>MarketWatch. All this may indicate that this month may become for Lockheed Martin securities the best since January 1980, when shares of the defense company added 30.4%, writes MarketWatch.

January could be Lockheed Martin's best month in 46 years. What does this have to do with Trump?

Analysts don't yet understand exactly how the U.S. president can ban private companies from paying dividends

Trump threatened defense companies with a ban on dividends and buybacks. Stocks are down

DocGo Inc.

Rocket Lab Corporation

Alibaba Group Holding Limited

New York Morning: Reporting season is heating up

Tesla, Inc.

The Coca-Cola Company

Netflix, Inc.

The shutdown of most federal agencies in the US has delayed the publication of macroeconomic statistics. But this week the economic picture should partly clear up for Wall Street: the Bureau of Labor Statistics (BLS) will publish inflation data (CPI), which it was supposed to show back on October 15. Meanwhile, the U.S. Federal Reserve's Federal Open Market Committee (FOMC) will enter a "quiet period" ahead of its October 28-29 meeting, <a href="https://finance.yahoo.com/news/tesla-netflix-set-to-report-earnings-as-us-china-trade-fight-turns-unsustainable-what-to-watch-this-week-113358947.html#:~:text=In%20the%20week,Oct.%2028%2D29.">according to</a> Yahoo Finance.

Tesla and Netflix reports, US inflation: what investors need to know this week

Parrot S.A.

Saab AB (publ)

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%