German industry groups urge Berlin to join defence bank initiative

German ‌business and industry associations on Thursday urged the government to join the Canada-led Defence, Security and Resilience Bank (DSRB), saying membership was needed to close financing gaps for companies in the defence sector and protect their access ​to future projects.

Reuters • 14 hours ago

DFEN And The Interceptor Paradox: More Demand, More Volatility

DFEN offers 3x daily leveraged exposure to the Dow Jones U.S. Select Aerospace & Defense Index through a synthetic structure combining direct equity and swaps. The interceptor missile crisis reflects a real industrial bottleneck, not a budget problem, with duopoly producers facing multi-year lead times. Northrop Grumman and L3Harris are ramping up CAPEX to expand production capacity, potentially delaying revenue realization.

Seeking Alpha • Sep 18, 2026

U.S. approves potential sale of Joint Direct Attack Munitions-Extend Range to Saudi Arabia for $5 billion

The U.S. State Department said ​on Friday it ‌had approved the potential sale of ​Joint Direct Attack ​Munitions-Extend Range to Saudi ⁠Arabia for ​an estimated $5 billion.

Reuters • Sep 4, 2026

Pentagon Seeks To Accelerate Missile Production With New Agreements

The Pentagon today announced the signing of two framework agreements aimed to increase production of interceptor missile components.

Forbes • Aug 31, 2026

US Munitions Strain Complicates Iran Strategy

The US remains outside formal negotiations with Iran as Oman and Tehran discuss arrangements for the Strait of Hormuz, leaving the diplomatic path uncertain and raising the possibility of renewed fighting. Joining Bloomberg This Weekend, Bloomberg News White House & National Security Editor Michelle Jamrisko explains to David Gura and Christina Ruffini that strains on US munitions supplies are complicating Washington's options, with the Pentagon pushing defense contractors to accelerate production while balancing weapons needs across Iran, Ukraine and other potential conflicts.

Bloomberg Markets and Finance • Aug 8, 2026

The Pentagon Is Making Production Promises Only Congress Can Keep

On Monday, the Pentagon announced agreements with L3Harris Technologies and Lockheed Martin to expand weapons production capacity for components of two missile interceptors over the next seven years.

Forbes • Jul 31, 2026

US weapons makers confront Europe's drive for local control

As U.S. defence companies descended on Britain's Farnborough Airshow this week hoping to tap Europe's military spending boom, they encountered increased concern among customers about reliance on American ​suppliers.

Reuters • Jul 24, 2026

Conflicts, aircraft orders in focus as Farnborough Airshow kicks off

Farnborough Airshow ‌opens on Monday with Boeing and Airbus pursuing aircraft deals and defence firms vying for a share of booming military budgets fuelled by wars in Ukraine and the Middle East.

Reuters • Jul 20, 2026

Defense Tech May Be in a Bubble as Legacy Defense Stocks Offer Value

Traditional defense stocks have lagged even as defense-tech startups command lofty valuations. Vertical Research says six established companies still offer attractive value.

Barrons • Jul 20, 2026

Defense giant KNDS plans IPO in Paris and Frankfurt

KNDS said it plans to list shares in Paris and Frankfurt. KNDS is one of Europe's largest military equipment producers.

CNBC • Jun 24, 2026