Peace talks between the US and Iran collapsed in April 2026, prompting President Trump to order a naval blockade of the Strait of Hormuz. This escalation has increased demand for defense technologies, benefiting the Global X Defense Tech ETF (SHLD), which focuses on companies involved in modern military systems. The US defense budget request for FY2027 is $1.5 trillion, up from $1 trillion, supporting strong growth prospects for SHLD's holdings. However, investors should consider concentration risks and the fund's high valuation amid uncertain geopolitical developments and potential policy shifts.
Lockheed Martin Ventures, the $1 billion venture capital arm of Lockheed Martin, is expanding into the UK and Europe with a new London office. It plans to invest at least $100 million in defense technology startups to strengthen transatlantic defense...
Small-cap stocks in the U.S. market continue to be the most undervalued segment, even after their best first-half performance in over 30 years, according to Morningstar's Q3 2026 outlook. The overall market shows a modest 8% discount to fair value, b...
Xanadu Quantum Technologies and Lockheed Martin have launched a collaboration to enhance quantum computing skills among Lockheed Martin engineers through the Quantum Talent Pipeline (QTP) program. This initiative uses Xanadu's PennyLane platform and ...
Lockheed Martin reaffirmed its 2026 financial guidance with expected sales of $77.5–$80 billion, EPS of $29.35–$30.25, and free cash flow of $6.5–$6.8 billion, anticipating margin improvements in the second half of the year. The company faces near-te...
