Sectors
Defense and aerospace
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 31
- Share
- 3.1%
- Shows
- 30
- Net sentiment
- +0.63
Down from 3.5% of episodes in the weeks before; net sentiment was +0.43.
Bullish 20Mixed 4Neutral 4Bearish 3
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 20
- Lockheed's F-16 Block 70 backlog and Taiwan's $8 billion order point to continued demand for fighter programs.Taiwan’s First New F-16s Land After a Month Stuck in Hawaii · The Afterburn Podcast · Oct 9
- Strong demand for mass-produced drones and interceptors is driving growth opportunities for PowerUS and U.S. defense manufacturing.How Mass-Produced Drones Are Changing the Economics of Air Defense · Aerospace & Defense Technology · Oct 9
- Massive government-backed investment in submarine production and autonomous weapons signals strong defense demand and growth.Will Robots Fight America’s Next War? · Morning Wire · Oct 10
- GPS-3F production awards and modernization expand demand for military space navigation systems.GPS Update: What Does the Future Hold? — Ep. 311 · The Aerospace Advantage · Oct 10
- EOS sees strong international demand for counter-drone systems and expects continued growth in defence orders.EOS showcases new interceptor and layered drone defence at Land Forces 2026, with Lee Kormany · Defence & Security Podcast Network · Oct 8
- Heavy focus on drones, munitions volume, cheap strike systems and defense procurement shifts, favorable to defense firms.Brian Schimpf: Drone warfare is changing everything · Make It Make Sense · Oct 6
Show 14 moreShow fewer
- A new drone command and a sharp rise in autonomous warfare spending signal major growth for defense suppliers.The Pentagon Wants $54 Billion for Drones, Up From $226 Million. Does It Need a Four-Star for Robots? · Hardpoints · Oct 6
- Surging defense demand and munitions ramp-ups are driving a coming boom for defense manufacturers and suppliers.The Defense Supply Chain Has Zero Capacity for What's Coming | Patrick Malcor, Ajax Defense · The Future of GovCon · Oct 5
- Asymmetric, cheaper weapons are winning government procurement and driving strong growth for defense startups.E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company · How I Invest with David Weisburd · Oct 7
- EOS secured a large counter-drone contract, with strong demand for drone defence and an early head start.the call: Friday 9 October · The Call from ausbiz · Oct 9
- Interceptor replenishment contract and new carbine fielding point to sustained defense spending.Report: US Preparing for Intensive Strikes on Iran + US Army M8 Carbine Fielding Starts in December + US Army Activates 4th Multi-domain Task Force · I - On Defense Podcast · Oct 10
- Defense startups like Anduril and Saronic are seen as well positioned to close the gap with China.The $hadow Warrior: Joe Lonsdale On Funding Futuristic Defense · Everyone Talks To Liz Claman · Oct 10
- Titanium and yttrium demand from jet engines, airframes and fighter jets supports offtake prospects.Sovereign Metals (ASX:SVM) - US-Aligned Strategy Reshapes $750M Kasiya Funding Plan · Company Interviews · Oct 10
- Government spending is strong and stays steady even in downturns, making government a valuable channel via prime contractors."Category education is a long game with uncontrollable accelerants" | Ayal Yogev · BUILDERS · Oct 9
- Record defense budget, submarine investment and strong demand for defense tech and manufacturing.AI, crypto and market breadth drive the trading day 10/7/26 · Morning Call · Oct 7
- European rearmament and fiscal spending create investment cycles benefiting industrials and defense.Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility · The Markets · Oct 9
- Praise for the F-47 fighter program and Boeing's contract as America's sixth-generation superweapon.News On The Flipside In Your World Do You Feel Your Media Is Telling You The Truth _ Midterm poles · United Public Radio · Oct 11
- Antares received a large NASA award for space reactors, supporting space and military nuclear demand.#27: September Roundtable | Week of the Uprates w/ Andrew Meehan · Nuclear Investing Podcast · Oct 10
- Sequoia has ramped defense tech investing, and SpaceX is seen as strategically consequential.11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · Squawk on the Street · Oct 7
- A $6.6B shipyard investment with Anduril and the Navy promises jobs and autonomous submarine production.NTD Evening News Full Broadcast (Oct 06) · NTD Evening News · Oct 7
Bearish 3
- New defense tech firms have not proven faster, cheaper or more innovative, and many drone efforts failed.Sharon Weinberger — Valley of Death: How Big Tech Is Fueling the Future of War - with Dustin Volz · Politics and Prose Presents · Oct 8
- Defense startups overstate capabilities, rely on consulting-like services and are valued far above their revenue.How Big Tech Is Fueling The Future Of War · Commonwealth Club of California Podcast · Oct 7
- Hosts question the Pentagon's reorganization, new commands and base vulnerabilities, seeing strategic risk and bureaucratic confusion.Hegseth’s Grand Plan for the Military Raises Major Red Flags · Bulwark Takes · Oct 7
Mixed 4
- Speakers see promise in defense autonomy but criticize the proposed command's structure and procurement authority.WarTalk: AutoWarCom + Project Meridian · ChinaTalk · Oct 5
- Mixed week for defense stocks, with large US contracts offset by European mid-cap weakness and funding uncertainty.Defense & Aerospace Report Podcast [Oct 11, ’26 Business Report] · Defense & Aerospace Report · Oct 11
- Denial capabilities and long-range missile stockpiles are strained by recent conflicts, though US power projection advantages remain.How to deter China over Taiwan without poking Beijing in the eye | Zack Cooper · Defense Disrupted · Oct 8
- Defense stocks fell seven straight weeks, but a large Anduril Navy contract adds new opportunity.Closing Bell Overtime 10/6/26 · Closing Bell · Oct 6
Neutral 4
- Interception rates and funding are reported as claims with no clear investment lean.Air-Dropped Ground Robots & Geran-4 Teardown | Oct 09, 2026 · The AI War Brief · Oct 9
- Discussion centered on military AI programs, Project Maven and acquisition of defense capabilities.Data is the Hard Part | Building AI Tools for the Military · ChinaTalk · Oct 6
- Boeing 737 MAX survival of extreme dive reported with praise for engineering.How a Boeing jet survived a nosedive at extreme speed · Apple News Today · Oct 5
- Covers drone light shows, fixed-wing first-responder drones and eVTOL aircraft programs without a clear investment lean.11,000-Drone Spectacular, DoorDash Delivery Drones & Skydio's New Fixed-Wing Aircraft · UAV News Talk – Drone News, eVTOLs, UAS Policy & Air Mobility · Oct 11
Around it
Companies named
Shows that covered it most
- ChinaTalk2
- Apple News Today1
- The Future of GovCon1
- Closing Bell1
- Hardpoints1
- Make It Make Sense1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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