SBA, Intel to Host Arizona Supplier Matchmaking Expo for Aerospace and Semiconductor Industries

The SBA announced its third Supplier Matchmaking Expo scheduled for July 29, 2026, in Scottsdale, Arizona, co-hosted by Intel. The event focuses on connecting major buyers in the space and semiconductor industries with small domestic suppliers to strengthen supply chains and boost U.S. manufacturing capacity. Previous expos in Charlotte and Detroit successfully matched hundreds of small businesses with large industrial buyers.

07/10/2026, 3:26 PM • GlobeNewswire

Soaring Defense Spending Means Great News for These 2 Defense Stocks

U.S. defense spending is projected to reach $1 trillion in 2026 and $1.5 trillion in 2027, driven by geopolitical tensions and military modernization efforts. Lockheed Martin and RTX Corporation are well-positioned to benefit from this surge, with massive backlogs ($186 billion and $271 billion respectively) and strong positions in key defense programs including the F-35 fighter jet and air defense systems.

07/09/2026, 7:15 AM • The Motley Fool

Nuclear Fusion Market to Reach $33.77 Billion, at a 13.4% CAGR by 2031 | MarketsandMarkets™

The global nuclear fusion market is projected to grow from USD 18.00 billion in 2026 to USD 33.77 billion by 2031, at a CAGR of 13.4%. Growth is driven by increasing demand for clean energy, technological breakthroughs in plasma confinement, and expanding public-private collaborations. North America is expected to be the fastest-growing region, with inertial confinement technology emerging as the fastest-growing segment.

07/07/2026, 10:00 AM • GlobeNewswire

AST SpaceMobile vs. Boeing: Which Technology Stock Is a Better Buy in 2026?

AST SpaceMobile, a satellite broadband pioneer with major telecom partnerships, is compared against Boeing, which has returned to profitability after years of losses. AST offers high growth potential but faces significant cash burn and regulatory risks, while Boeing provides diversified operations and stability but carries high debt and production challenges. The article recommends Boeing for conservative investors seeking turnaround potential, while aggressive investors may prefer AST's growth prospects.

07/01/2026, 1:32 PM • The Motley Fool

Buy AST SpaceMobile Before Aug. 1 Due to This Opportunity

AST SpaceMobile is preparing to launch three BlueBird satellites in August 2026 with larger 2,400-square-foot antennas expected to nearly double current download speeds to ~200 Mbps. The company targets 45 satellites in orbit by end of 2026 and projects revenue growth from $14.7M in Q1 to $150-200M for full year 2026, with potential $1B revenue in 2027. With $3.5B in cash and diversified launch partnerships, the upcoming launches represent a key test of the company's ability to scale its satellite network commercially.

06/28/2026, 5:30 PM • The Motley Fool

General Motors Stock Surged 65% Over the Past Year. Is Now the Time to Buy?

GM stock has surged 65% over the past year, driven by share buybacks and optimism about new energy storage and defense business opportunities. However, the author argues this enthusiasm is overblown, as GM remains primarily an automotive company facing significant headwinds including high vehicle costs, slowing sales, rising defaults on auto loans, and intense competition from Chinese automakers. The author recommends investors wait on the sidelines rather than buy at current levels.

06/25/2026, 10:15 AM • The Motley Fool

Lockheed Martin vs. RTX: Which Defense Stock Is a Better Buy in 2026?

The article compares two major defense contractors: Lockheed Martin, which relies heavily on the F-35 program and U.S. government contracts (72% of sales), and RTX, which offers more diversification through commercial and military aerospace segments. Lockheed Martin is recommended as the better buy due to lower valuation multiples (forward P/E of 17x vs. RTX's 26.7x) and guaranteed long-term revenue from the F-35 program extending into the 2040s, despite RTX showing faster expected growth and lower debt levels.

06/19/2026, 11:34 AM • The Motley Fool

Which Defense ETF Is the Better Investment: Global X's SHLD or iShares' ITA?

The article compares two defense sector ETFs: iShares U.S. Aerospace & Defense ETF (ITA) and Global X Defense Tech ETF (SHLD). ITA offers a lower expense ratio (0.38% vs 0.50%), stronger 1-year returns (32.5% vs 7.4%), and more established track record, but has concentrated positions in GE Aerospace, RTX, and Boeing. SHLD provides broader diversification with technology exposure (12% allocation) and global defense tech companies, including Palantir. The author slightly favors SHLD for its growth potential and diversification despite higher recent underperformance.

06/16/2026, 4:08 PM • The Motley Fool

Archer Aviation vs. Karman: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace companies: Archer Aviation, a high-growth eVTOL developer with minimal revenue and significant losses, versus Karman, a profitable defense contractor with strong revenue growth. While Archer offers speculative upside potential, Karman is recommended as the better 2026 buy due to its established profitability, record quarterly revenue growth of 51%, and attractive valuation following a recent stock price decline.

06/16/2026, 3:25 PM • The Motley Fool

General Motors Eyes Defense Expansion, In Talks With Lockheed Martin To Build Weapon Parts: Report

General Motors is in negotiations with Lockheed Martin to manufacture weapon components and parts, as the Pentagon seeks to expand domestic weapons production capacity amid global conflicts. GM CEO Mary Barra has engaged with Trump administration officials about expanding the automaker's defense business through its GM Defense subsidiary. Ford is also exploring military-related projects with the U.S. government.

06/16/2026, 8:25 AM • Benzinga

US And Iran Near Peace Pact As Pakistan Confirms Final Draft— JD Vance Slams 'Fake' Information On Terms: 'Iranians Are Not Receiving Any Cash...'

The US and Iran are nearing a peace agreement with Pakistan confirming a final draft. The deal would require Iran to dismantle its nuclear program, submit to inspections, and end funding of regional proxies in exchange for economic relief and sanctions easing. VP JD Vance dismissed leaked provisions as misinformation, clarifying that Iran receives no upfront cash. Trump administration officials estimate an 80-85% probability of signature within days.

06/12/2026, 10:43 PM • Benzinga

Trump Says Iran Took 'Too Long' And Will 'Pay The Price' — Markets Already Are

President Trump escalated rhetoric against Iran, declaring it a failing state and warning that stalled nuclear negotiations will carry consequences. His comments triggered market volatility, with equity futures declining and oil prices surging on geopolitical tensions. Defense stocks moved higher while broader markets declined in premarket trading.

06/10/2026, 9:15 AM • Benzinga

Iran Fires Back At US 'Self-Defense' Strikes— Hits Targets In Jordan, Kuwait And Bahrain

Iran's Islamic Revolutionary Guard Corps launched retaliatory strikes against U.S. military bases in Jordan, Kuwait, and Bahrain following American strikes on Iranian targets in response to a downed Apache helicopter. Jordan intercepted five Iranian missiles aimed at Al Azraq with no reported casualties. The Trump administration stated the strikes will not disrupt ongoing war negotiations, with Trump expressing confidence in reaching an Iran nuclear deal within days.

06/10/2026, 3:04 AM • Benzinga

U.S. Launches Retaliatory Strikes Against Iran — Defense Stocks, ETFs On Watch

The U.S. military launched retaliatory strikes against Iran on Tuesday evening in response to the downing of an American Apache helicopter. Defense stocks and ETFs surged in after-hours trading, with the iShares Defense Industrials Active ETF jumping 10.41%, while major defense contractors showed mixed but mostly positive movement.

06/09/2026, 6:12 PM • Benzinga

Western Rare Earth Supply Chains Are Finally Taking Shape

REalloys is securing exclusive control of heavy rare earth metallization capacity outside China ahead of the Pentagon's January 2027 deadline to eliminate Chinese-origin rare earth materials from defense systems. The company has invested $20.6 million in Saskatchewan Research Council's processing facility and signed a 15-year offtake agreement with Critical Metals for Greenland's Tanbreez project, establishing a Western-aligned rare earth supply chain critical for defense manufacturing.

06/04/2026, 1:00 PM • Benzinga