General Dynamics Corporation

Lockheed Martin Corporation

Northrop Grumman Corporation

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

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

New York Morning: Reporting season is heating up

Kratos Defense & Security Solutions, Inc.

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

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?

Caterpillar Inc.

Caterpillar, the world's largest manufacturer of construction equipment, will benefit from the White House's infrastructure projects and winding down support for green initiatives

Citi names key beneficiary of Trump's 'big and beautiful' law

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

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

Sunrun Inc.

UnitedHealth Group Incorporated

The tax breaks proposed by the president only extend the current code, so they will give the market little support, analysts say