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.
For this year, Leonardo continues to expect new orders worth about 25 billion euros.
Aevex and rivals are benefiting as the U.S. military ramps up spending to compete with battle-tested drone technology emerging from Ukraine.
Twelve defense companies have been picked for initial work on space-based interceptors for the US' Golden Dome. These interceptors are the costliest and most complex parts of Golden Dome.
Leveraged exchange-traded funds deliver a daily multiple of an underlying index's return, using swaps and futures to reset exposure every session.
Aerospace and defense stocks were market leaders last year and that momentum carried over into the early stages of 2026. The group has delivered upside in January and February.
Aerospace and defense stocks have been displaying leadership for awhile now. They derive significant benefit from global governments pledging to allocate more capital to national security.
Direxion Daily Aerospace & Defense Bull 3X Shares ETF offers 3x daily exposure to the Dow Jones U.S. Select Aerospace & Defense Index. Rising global defense budgets and improving aerospace production, notably Boeing's 737 ramp-up, support a bullish near-term outlook for the sector. DFEN's leveraged structure is best suited for daily trading; holding longer introduces compounding effects, volatility risks, and potential value decay.
Global geopolitical risks continue to place an onus on nations to bolster spending to enhance their defensive capabilities. In turn, this continues to feed into strength for the aerospace and defense (A&D) sector, which creates plenty of opportunities for traders.
Direxion Daily Aerospace & Defense Bull 3X Shares is rated a strong buy due to robust defense spending trends and geopolitical momentum. DFEN benefits from surging European demand for US armaments, NATO's 5% defense spending target, and multi-year contracts favoring US defense companies. Recent geopolitical tensions and shifting rhetoric between the US and Russia further fuel short-term momentum for DFEN.
In this risk-on market, levered themes have gathered inflows along with some outsized YTD returns. Many of today's levered ETFs are single-stock ETFs focused on high-flying companies such as Palantir.
URAA, FNGU, USD, LMBO and DFEN soared more than 60% in Q2 as AI-driven tech, a dovish Fed and momentum buying lifted leveraged ETF returns.