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 • 13 hours ago

Defense tech investment boom sparks bubble warning as private equity pours in

Traditional buyout investors are increasingly backing younger, high-growth defense tech businesses. As defense tech companies mature, private equity, debt, and other forms of financing are expected to become more important in bridging the gap between innovation and industrial-scale production.

CNBC • Oct 26, 2026

Lockheed Martin Rises 9% as Record Backlog Lifts Outlook; RTX Gains 2%, Northrop Grumman Advances 3%

Lockheed Martin (NYSE:LMT | LMT Price Prediction) stock rose 9% to $602.75 on Thursday after the company reported third-quarter results that topped estimates and raised its full-year outlook on the back of a record backlog.

24/7 Wall Street • Oct 22, 2026

iShares Aerospace ETF vs Tema Space Innovators ETF

iShares U.S. Aerospace & Defense ETF offers a significantly lower expense ratio of 0.37% compared to 0.75% for Tema Space Innovators ETF. Tema Space Innovators ETF provides concentrated exposure to 37 holdings in space commerce, while iShares U.S. Aerospace & Defense ETF holds 50 stocks in the broader defense sector.

The Motley Fool • Oct 21, 2026

Defense Stocks Are Tumbling as Wall Street Bets on a Democratic Sweep

Wall Street is pricing in a Democratic sweep of Congress, and aerospace and defense stocks are paying the price, but the damage is hitting some contractors far harder than others in ways that reveal exactly which programs hang in the

24/7 Wall Street • Oct 20, 2026

Defense stocks plummet as investors worry possible Dem midterms win could thwart Trump's spending plans

Defense stocks have plummeted over the past few weeks as investors grow convinced Dems will emerge victorious in the midterm elections – potentially thwarting President Trump's plans for huge military spending.

New York Post • Oct 19, 2026

Norway's $2 trillion wealth fund was frozen out of major defense companies. That may be about to change

Proposed changes to Norway's sovereign wealth fund ethics rules could open the door to investments in more Western defense companies. The fund is currently barred from investing in companies including Lockheed Martin and Boeing because of their involvement in nuclear weapons production.

CNBC • Oct 16, 2026

Bet on These Defense ETFs Amid Escalating Yemen War

Houthi attacks on Saudi Arabia could boost defense spending, putting defense ETFs in focus as contractors brace for rising demand.

Zacks Investment Research • Oct 9, 2026

Aerospace ETF Showdown for Defense Investors: iShares ITA vs. Global X SHLD

The iShares U.S. Aerospace & Defense ETF offers a lower expense ratio and higher assets under management than the Global X Defense Tech ETF. The Global X Defense Tech ETF provides a higher dividend yield, although its 1-year total return has trailed the iShares fund.

The Motley Fool • Oct 2, 2026

Boeing Lands $20B Navy Deal for Next-Gen Fighter Jet: ETFs to Watch

Boeing's $20B Navy win adds to a string of defense and commercial orders. Here are the ETFs offering exposure to the aerospace giant.

Zacks Investment Research • Oct 1, 2026