Department of Defense

5 Defense Stocks to Buy as the U.S. Restocks Its Arsenal

As the U.S. and Iran continue their “ceasefire but with bombs” campaign, a new investment trend is beginning to materialize. Even if the fighting is winding down, the Department of Defense (DoD) has been using up

Flying Under the Radar: Lockheed Martin's $2.8B Stealth Setup

Lockheed Martin received $2.8 billion in new Department of Defense contracts and holds a $194 billion backlog, suggesting its recent share price decline reflects geopolitical overreaction rather than demand erosion.

Should MP’s Landmark DoD Equity Deal and Magnet Offtake Pact Require Action From MP Materials (MP) Investors?

MP Materials recently finalized a landmark public–private partnership with the U.S. Department of Defense, including a US$400 million equity stake, a 10-year magnet offtake agreement with price floor protections, and support to expand its Mountain Pass mine and Texas magnet facilities to bolster domestic rare earth supply chains. This arrangement not only reinforces MP Materials’ role as the sole large-scale U.S. rare earth miner but also embeds the company directly into national defense and...

GOP lawmakers move to officially rename Department of Defense as Department of War

MP Materials DoD Deal Recasts Mountain Pass And Magnet Growth Story

MP Materials (NYSE:MP) has entered a $400 million public private partnership with the U.S. Department of Defense. The deal includes a $400 million equity investment by the Pentagon and a 10 year magnet offtake agreement. The company is commissioning heavy rare earth separation at its Mountain Pass facility as part of the partnership. The initiative is tied to removing Chinese origin rare earths from U.S. defense supply chains by 2027. MP Materials, trading at $53.45, sits at the center of a...

Dell Stock Is No Longer Just Riding the AI Wave. It Is Leading the Charge.

A major five-year $9.7 billion Pentagon contract under the Microsoft Department of Defense Enterprise Software Agreement II provides Microsoft 365 and cloud services across the U.S. military.

Did Pentagon Drone Dominance Pick Just Rewire Northrop Grumman’s (NOC) Defense Tech Investment Narrative?

Northrop Grumman was recently selected as one of five preferred payload providers for the U.S. Department of Defense’s Drone Dominance Program, positioning its Common UAS Payload at the core of a multi‑year effort to field over 200,000 unmanned aerial systems. This decision reinforces Northrop Grumman’s role in modular, platform‑agnostic drone lethality systems, potentially broadening its access to long-duration defense technology budgets. We’ll now assess how Northrop Grumman’s preferred...

Alphabet’s Defense AI Work Tests Employee Relations And Long Term Risk

Alphabet has reportedly signed a classified AI contract with the U.S. Department of Defense, enabling Gemini models to be used in sensitive military contexts. The contract has sparked internal protests, with hundreds of employees petitioning leadership to avoid military projects. UK based Google DeepMind staff have launched a unionization vote, citing concerns about the ethical implications of defense related AI work. For investors following NasdaqGS:GOOGL, this development arrives at a...