Daily Digest
Daily Digest
Company hub
Everything Pomegra has published on NOC: 30 news articles and 5 market briefs, newest first.
Lockheed Martin (LMT) fell to $595.04 as Democrats eye the Dec. 11 funding deadline to cut Iran war money.
3d ago
Northrop Grumman (NOC) lifted its 2026 profit outlook and reported a record $110B order backlog.
Oct 20
RTX (NYSE:RTX) reports Q3 before the open; Wall Street expects $1.78 a share on $24.1B in sales.
Oct 20
Boeing (BA) shares closed at $192.28 as its $20B Navy deal gave it both US next-generation fighters.
Oct 2
Trump's call on a $14B Taiwan arms package could cancel Xi's Sept. 24 visit and boost Lockheed Martin (LMT).
Sep 21
NASA's CLPS 2 contract gives eight firms, including SpaceX, access to up to $10 billion in moon base deliveries over 10 years; SpaceX shares rose about 5.6%.
Defense stocks sold off after Democrats swept Congress, with Lockheed Martin down about 7% and Kratos off 8-12% on fears of a tighter 2027 Pentagon budget.
Lockheed Martin (LMT) beat third-quarter estimates, reached a record $292 billion backlog and raised its 2026 outlook, sending shares up about 9% and lifting defense peers.
Lockheed Martin (LMT) beat third-quarter 2026 estimates with $7.97 EPS on $20.7B revenue and raised its full-year outlook. A record $292B backlog, built on missile demand, supports the guidance.
Northrop Grumman shares rose about 7% after a Q3 2026 profit beat, a raised EPS outlook of $29.35-$29.75 and a record $110 billion backlog. B-21 drove growth.
Boeing won a Navy contract worth more than $20 billion to build the F/A-XX stealth fighter, lifting its shares about 2% as Northrop Grumman fell 3.5%.
Democratic polling gains trigger a sector shift into healthcare and utilities while defense and energy sell off on a volatile triple-witching Friday.
US forces struck three Iranian tankers overnight as Iran fired a ballistic missile at American warships, collapsing 95% of strait traffic and driving Brent crude to $100 in the worst oil supply…
RTX, NOC, and LMT surged as Iran campaign combat deployments spotlight hardware demand with US defense spending on track to exceed $1.5 trillion by 2027.
U.S. and Iranian forces are exchanging direct missile strikes in the Persian Gulf, threatening Strait of Hormuz transit and pushing Brent crude near $108 as a second oil-shock front opens in the…
Iran's retaliatory ballistic-missile strikes on U.S. installations in Jordan and the UAE sent LMT, RTX, NOC, and LHX each 3-5% higher Monday, accelerating Pentagon missile-defense procurement urgency.
Iran's IRGC strikes U.S. military facilities in Jordan and the UAE with ballistic missiles and drones, marking the sharpest direct U.S.-Iran confrontation in seven months as crude oil prices surge…
The U.S. Senate narrowly voted down a war powers resolution that would have constrained President Trump's military authority over Iran, as the six-month-old conflict shows no signs of diplomatic…
A 108-day military campaign against Iran has added more than $113 billion to a US balance sheet already groaning under a $39 trillion national debt, forcing painful trade-offs between war-fighting…
US Central Command completed a twelfth consecutive night of strikes against Iranian military targets on July 22, 2026, as the conflict spread to Red Sea shipping lanes and Strait of Hormuz transit…
An Iranian ballistic missile and drone barrage on a Jordan air base kills two American service members and collapses the June 17 peace accord, pushing the five-month conflict into its most…
U.S. forces destroyed highway and rail bridges at Bandar Khamir in a seventh consecutive night of Iran infrastructure strikes, physically cutting Bandar Abbas from its overland supply routes to…
The United States conducted its fourth consecutive night of airstrikes against Iran on July 14–15, 2026, while reinstating a naval blockade and threatening to target the country's civilian power…
American air and naval forces struck approximately 9,000 Iranian military targets over the weekend in the latest escalation of the 2026 Middle East war, pushing Brent crude back toward $108 a…
The US-Iran ceasefire has collapsed as Washington and Tehran trade Middle East missile strikes across Gulf states, driving Brent crude back toward $80.
Washington and Tehran have stepped back from active hostilities, with mediators in Islamabad and Doha racing to convert a fragile operational pause into a durable Middle East truce before the…
The United States Air Force has repositioned F-22 Raptor stealth fighters across the Middle East as renewed Iranian attacks on Strait of Hormuz shipping and U.S. bases threaten to collapse a…
Iran targeted a U.S. satellite communications antenna in Qatar with drone strikes on July 9, intensifying the Middle East war after President Trump declared the April ceasefire "over" and U.S.…
Defense stocks and the ITA ETF rally on the Pentagon's $54.6 billion autonomous weapons request as global military spending hits a record $2.9 trillion.
Taiwan has approved a landmark NT$780 billion arms budget and deployed first-of-kind suicide drones as Beijing's military incursions hit record frequency, reshaping Indo-Pacific security calculations.
President Trump declared the U.S.-Iran ceasefire finished in Ankara after American forces struck more than 80 Iranian targets following Strait of Hormuz tanker attacks.
NATO allies unveiled tens of billions in fresh military contracts as U.S. President Trump arrived in Ankara for the 36th NATO summit, with F-35 sales to Turkey and the 5% spending deadline…
The industrials sector rally gained momentum as defense spending 2026 commitments and infrastructure stocks fueled a decisive sector rotation away from technology.
U.S.
Cendry Capital launches an aerospace and defense M&A platform anchored by VAERO, a rotorcraft components manufacturer with a 50-year U.S. defense supply chain pedigree spanning three manufacturing…
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