Tag
defense-stocks
2 posts tagged defense-stocks
- US Investing·
Iran war (March 2026) and stocks: ITA fell 12% during the war, the defense primes missed Q1 — what the headlines actually got wrong
Contrarian analysis of stock-market reactions to the March 2026 Iran war for Indian retail. ITA fell 12% even as the war escalated. LMT, RTX missed Q1 guides. Oil and gold worked; defense didn't. The framework for positioning during the next geopolitical shock.
- US Investing·
Best defense and space stocks to buy from India (2026): LMT, RTX, RKLB, PLTR & Golden Dome plays
35 defense and space stocks ranked for Indian investors — Golden Dome, $1.5T FY27 budget, NATO 5% pledge. Lockheed, RTX, Palantir, Rocket Lab, and 31 more names across 6 layers, with 3 model portfolios and LRS execution guide.