Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN)
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.
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.
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.
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.
Germany's Deutz to buy military vehicle maker FFG for €1.6 bln
German engine manufacturer Deutz said on Thursday it had agreed to acquire 100% of military vehicle maker FFG Flensburger Fahrzeugbau Gesellschaft for €1.6 billion, to be paid partly in cash and partly through newly issued Deutz shares.
DFEN: An Indispensable Leverage Tool For An Uncertain Political Climate
Direxion Daily Aerospace & Defense Bull 3X ETF offers leveraged daily exposure to U.S. aerospace and defense equities, currently yielding 7.4%. DFEN delivered a 70% one-year total return, benefiting from sector recovery and a robust U.S. defense budget outlook. Leverage amplifies both gains and losses; DFEN is best used tactically or as a complement to direct A&D holdings.
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.
Drone strikes beyond the battlefield pump up market for technology to repel them
Drone incursions disrupting airports in Europe and strikes on oil fields in the Middle East are spurring a fast-growing market for radars, jammers and defensive craft to defend airports and infrastructure against new aerial threats.
Defense contractors would be barred from buying back their stock in bill approved by Senate panel
The Senate Armed Services Committee approved a must-pass bill with a provision that could bar some defense contractors from making stock buybacks or paying dividends unless they have the Defense Department's approval. The measure, an annual bill known as the National Defense Authorization Act, was approved 18-9 in a closed-door committee meeting last week.
Trump invokes Defense Production Act for munitions, supply chains
U.S. President Donald Trump has invoked the Defense Production Act to address constraints in weapons supply and development for munitions production and supply chains, according to a memo made public on Tuesday.
As Europe rearms, 'wingman' aircraft take centre stage
Centre stage at last week's Berlin airshow was the "wingman" drone, Europe's latest-generation defence weapon designed to accompany fighter jets.
Defense Stocks Are in a Bear Market. How a Peace Deal Can Send Them Higher.
Many defense stocks are down more than 20% since the breakout of fighting in Iran.
Israel expects new air defence orders from Europe due to Russia concerns
Israel expects more orders for air and missile defence systems from European countries soon, with at least one contract expected within weeks, a senior official at Israel's defence ministry said.
7 Industrial Stocks to Buy and 1 to Avoid
Buy industrial stocks tied to AI data centers, says Bernstein.
Kongsberg closes Zone 5 acquisition, formalises affordable missile push
Norwegian defence and technology group Kongsberg on Wednesday said it had completed the acquisition of U.S.-based Zone 5 Technologies, a developer of low-cost, mass-producible missile systems linked to U.S. Air Force efforts to develop so-called affordable mass munitions.
Germany would be strong partner for GCAP fighter project, Leonardo CEO says
Germany would be a strong partner for the Global Combat Air Programme (GCAP) fighter project, the chief executive of Italian aerospace and defence group Leonardo told Reuters on Tuesday.
Western arms makers are lining up to test their weapons on Ukraine's battlefields
Ukraine launched a program last year to host companies that want to test their defense technology. Hundreds of companies have expressed interest, and the number is rising, a defense executive said.
Taiwan parliament approves extra defence spending but less than government wanted
Taiwan's opposition-controlled parliament on Friday approved $25 billion in extra defence spending, around two-thirds of the much larger package the government had asked for to bolster the armed forces in the face of a rapidly modernising Chinese military.
Leonardo Posts Strong Growth in Orders, Revenue as Europe Rearms
For this year, Leonardo continues to expect new orders worth about 25 billion euros.
The Best New Military Drones Aren't U.S.-Made. That's a Problem for the Pentagon.
Aevex and rivals are benefiting as the U.S. military ramps up spending to compete with battle-tested drone technology emerging from Ukraine.