RTX Corporation
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The Two-Front Procurement War Splitting Aerospace
Jul 7, 2026
On Monday, headlines captured a perfect snapshot of aerospace's existential divide: a commercial drone manufacturer declared an autonomous "arms race" just as legacy prime Sikorsky confirmed it would
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Defense Stocks Surge as Dow Tumbles 785 Points on Iran Conflict Escalation
Mar 6, 2026
Wall Street is currently repricing risk in real-time. Following reported strikes involving U.S. and Israeli forces and the escalation of the conflict in Iran, the broad market has stumbled, but a clea
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Kinetic Escalation: Defense Stocks Rotate to the Front Lines Following Iran Strikes
Mar 3, 2026
The geopolitical risk premium returned to Wall Street with force today. Following confirmed U.S. and Israeli airstrikes on Iran, the broader indices are masking a violent rotation beneath the surface.
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