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Two partnerships. Two industries. One company quietly expanding its reach in ways investors should notice.

Investing.com -- U.S. officials have linked high-resolution satellite imagery supplied to Iran by Chinese entities to a July missile strike on a U.S. base in Jordan that killed three American troops, the Wall Street Journal reported exclusively on Friday.

Rocket Lab (RKLB) stock fell 39% between mid-June and September 10, while the S&P 500 gained 2.4%. The stock fell 39%—about twice as far as L3Harris Technologies, down 18.9%, and far more than Lockheed Martin, down 1.3%, and Northrop Grumman, down 5.3%—suggesting company-specific headwinds compounded broader sector softness. Yet the company just posted record revenue, and the CEO counts more than $1 billion of new contracts since Q2 2026 began. None of that changed the Neutron rocket's calendar.

NOC's European expansion spans IBCS, weapons and surveillance as NATO allies boost defense investment and local industrial capacity.

International Business Machines is expanding its quantum footprint with a new ETH Zurich hub, bringing advanced computing to Swiss researchers and businesses.

KTOS' $175 million Project Anaconda deal is likely to expand its U.S. Navy radar sustainment role and position it for additional work in later phases.

Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.

Lockheed Martin and IBM are using Switzerland's F-35 defense offset obligations to fund a quantum computing hub at ETH Zurich, pairing IBM's Nighthawk r2 processor with the Alps supercomputer.

The defense industry is changing, creating pressure on traditional ways of working.

AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.

The Navy will soon announce whether Boeing or Northrop Grumman will build the sixth-generation fighter jet.

Intuitive Machines has surged 75.4% in a year as contract wins and a record backlog fuel growth, but losses and rich valuation cloud near-term upside.

LDOS is expanding its hypersonics role as Army and Navy programs move toward production, boosting revenue visibility and supporting long-term growth.

Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.

The Navy will soon announce whether Boeing or Northrop Grumman will build the sixth-generation fighter jet.

International Business Machines and Lockheed Martin might seem like an unlikely pairing, but the storied tech giant and defense titan share common ground: quantum computing. The companies are taking their existing partnership a step further with the formation of a quantum innovation hub in Switzerland, IBM and Lockheed announced Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country.

International Business Machines and Lockheed Martin may seem like an unlikely pairing, but the storied tech giant and defense titan share common ground: quantum computing. The companies are taking their existing partnership a step further with the formation of a quantum innovation hub in Switzerland, IBM and Lockheed announced Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country.

AeroVironment (AVAV) shares rose early Thursday after its fiscal first-quarter earnings and revenue

International Business Machines and Lockheed Martin are strengthening their existing relationship by creating a quantum innovation hub in Switzerland, the partners announced early Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country. The IBM system will be deployed at the Swiss National Supercomputing Center, which is affiliated with ETH Zurich, a prominent public research university.

Covenant says its factories will be capable of producing 1,000 missiles each next year, with the goal of scaling up to 5,000 missiles a year.

The bank’s upgrade points to a demand trend it says isn’t going away anytime soon.

LHX expands its missile-defense role with a $4.7 billion PAC-3 award, supporting propulsion production and manufacturing capacity expansion.

Lockheed Martin has been benefiting from missile demand as Western countries look to refill their missile stockpiles and build their arsenals.

For GE Aerospace the acquisition represents a critical chance to it expand its own production capacity amid booming demand.

Lockheed Martin (LMT) reached $536.15 at the closing of the latest trading day, reflecting a +2.07% change compared to its last close.

UBS projects 150% revenue growth in missiles and fire control through 2030

FEATURE Defense stocks have been surprisingly lousy lately. That could change as the midterm elections approach. Wall Street has some new ideas for investors to consider. Coming into Tuesday trading, the exchange-traded fund was down 7% since the start of the Iran war in late February, underperforming the by almost 20 percentage points.

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

At just 19x earnings and less than 14x FCF, with a 2.6% dividend yield, Lockheed Martin stock is a buy.

At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. The bullish case here centers on cash generation instead. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.