Northrop Grumman Corporation

Lockheed Martin Corporation

Microsoft Corporation

OpenAI risks postponing restructuring until next year due to protracted negotiations with Microsoft. The U.S. is discussing the expansion of the role of the state in strategic industries: after receiving a 10% stake in Intel, the authorities are considering the possibility of participation in the capital of defense contractors, including Lockheed Martin. On the commodity markets, the pressure is intensified by the forecast of Goldman Sachs: by the end of 2026, the oil surplus may reach 1.8 million barrels per day, which will bring down the price of Brent. These and other topics are covered in our review of key events for the morning of August 27.

The Boeing Company

Intel Corporation

The Trump administration may be considering a major overhaul of the Pentagon's funding system, according to CNBC

The Pentagon is thinking about buying U.S. stakes in the defense business. Who might be affected?

RENK Group AG

Rheinmetall AG

BofA attributed the recent drawdown in defense stocks to profit taking by hedge funds

Bank of America bet on a new rise in European defense stocks. What will make it happen?

RTX Corporation

European defense stocks are already up significantly this year, while U.S. defense contractors still have upside potential

NATO countries will raise defense spending to 5% of GDP. Which arms manufacturers will benefit?

The attack on Iranian nuclear facilities involved weapons from Boeing, Lockheed Martin, Northrop Grumman and others

#Northrop Grumman: 5

Top stories for the morning: OpenAI controversy, state control in the US and oil collapse forecast

The Pentagon is thinking about buying U.S. stakes in the defense business. Who might be affected?

Bank of America bet on a new rise in European defense stocks. What will make it happen?

NATO countries will raise defense spending to 5% of GDP. Which arms manufacturers will benefit?

U.S. defense stocks rose after the escalation in Iran. How long will it last?