Sectors
Defense and aerospace
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 41
- Share
- 4.0%
- Shows
- 37
- Net sentiment
- +0.79
Up from 3.4% of episodes in the weeks before; net sentiment was +0.49.
Bullish 27Mixed 7Neutral 7Bearish 0
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 27
- Navy submarine production contracts and new shipyard investment expand defense manufacturing capacity and jobs in Baltimore.Episode 80 - Anchor Alert ! - Anduril Industries Arsenal-2 Announcement · Two Guys Talking Ship Podcast · Oct 13
- Massive defense budget growth and private capital flowing into defense tech signal strong sector upside.Inside AUSA with Kevin Baron. Anduril and Palantir mobbed. Code Pink crashes Hegseth. · Independent Americans with Paul Rieckhoff · Oct 16
- Host argues aerospace demand is booming with backlogs and supply shortages, creating opportunity for shops.What AeroOne and IMTS 2026 Revealed About the State of Manufacturing · The All-Axis Podcast · Oct 15
- Defense demand is strong, and the shop doubled sales last year with more growth expected this year.138. From a Dining Room Drill Press to 276-Inch Wing Spars: The Volumatic Story · Machine Shop Mastery · Oct 14
- Undersea autonomy and asymmetric naval systems present a large, under-tapped defense market with strong contract growth.E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War · How I Invest with David Weisburd · Oct 14
- Growing NATO demand for space capabilities and offensive systems opens opportunities for defense and space industry contractors.You Can't Deter With Just a Shield: NATO's Space Gap, with MG (Ret.) Devin Pepper · The Future of GovCon · Oct 13
Show 21 moreShow fewer
- Lockheed's missile production expansion and French and US next-generation weapons programs point to growing defense demand.Report: US Planning Use of MOAB on Iranian Infrastructure if Fighting Resumes + Houthi Missile & Drone Attack Targets Yemen Presidential Palace in Aden + France to Continue Next Gen Combat Aircraft Program Solo · I - On Defense Podcast · Oct 16
- Pentagon missile framework deals and rising munitions demand support defense contractors' bookings, though funding remains uncertain.Defense & Aerospace Daily Podcast [Oct 12, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 12
- Arms purchases, howitzer competitions and interceptor production ramps point to strong defense demand.Houthi Attack on Saudi Arabia's King Khalid International Airport Kills 12; Wounds Over 300 + Yemeni Forces Advance Near Bab el-Mandeb Strait · I - On Defense Podcast · Oct 12
- Rising military spending and US rearmament drive structural tungsten demand for defense manufacturing.Have We Missed The Tungsten Rally? Elmet Group & Blue Moon Metals · Catt Calls: No Fear Finance · Oct 12
- Rising defense budgets and NATO spending targets support sustained demand for defense suppliers and new technology.275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets · The Bid - An Investing Podcast from BlackRock · Oct 16
- Army emphasis on low-cost, scalable, US-made autonomy creates a growing defense market.How Lantronix Is Closing the Compute Gap for Autonomous Drones and Robots · Aerospace & Defense Technology · Oct 16
- A supplier tie-up with a prime contractor improves order visibility and supports future revenue.$BTC — Defense Deal, Drone Scrutiny and Crypto Licensing Lead a Mixed Market Day — Litigation Notices and AI Momentum Add Texture · Alpha Casts - AI Market Intelligence · Oct 15
- Defense industrial base in Europe supporting Ukraine is being targeted, highlighting its importance and demand.Is Europe Ready for a Hybrid War With Russia? · Carnegie Politika Podcast · Oct 15
- Drone mission test results and the defense market are cited as early, higher-value targets for the NES material.Gelion CEO: Top-five automaker backs NES cathode in first co-funded EV evaluation · Proactive - Interviews for investors · Oct 14
- Expanded arms sales and drone procurement imply growing defense spending and demand for defense systems.Alexander Yui Tah-ray, Taiwan’s representative to US: We’re prepared for China to invade · The Interview · Oct 13
- European defense stocks rallied sharply as sovereignty concerns drive demand for European suppliers.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
- Hegseth seeks nearly $1.5 trillion defense budget and faster drone and autonomous weapons production.Hegseth Pushes Military Buildup Amid China Rivalry · NTD+ · Oct 16
- Canadian and NATO defense spending and aerospace replacement cycles create strong demand for suppliers.Canada Is Finally Waking Up. These Stocks Could Soar · In the Money with Amber Kanwar · Oct 15
- Surging munitions demand and new shipyard investment support Anduril's growth and private valuation.11AM HOUR: Squawk on the Street 10/15/26 · Squawk on the Street · Oct 15
- EOS reports record revenue, a growing order book and strong expected growth from anti-drone demand.the call: Thursday 15 October · The Call from ausbiz · Oct 15
- US Navy contracts for mine countermeasures and undersea work show growing defense demand for the technology.The company building underwater drones for $50,000 · Cheeky Pint · Oct 15
- Munitions demand is described as permanent, with long-term government contracts expanding backlogs.Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · Halftime Report · Oct 14
- Defense has been a long-term investment focus, though budget growth may stall under gridlock; be selective.Episode 94: Insights through Investing in the World · Global in the Granite State · Oct 13
- EOS reports strong growth, record order book and anti-drone demand from active conflicts.the call: Monday 12 October · The Call from ausbiz · Oct 12
- Host highlights new US shipbuilding and naval investment, including Anduril's Sparrows Point shipyard and navy spending.Wake Up & Smell the Diesel · This Week in Geopolitics · Oct 12
- Mention of EMI coatings moving into defense adds demand upside for its products.Zentek Files Technical Report Confirming US$3.85 Billion NPV for Albany Graphite Project · Proactive - Interviews for investors · Oct 12
Mixed 7
- Hosts split on whether drone and defense spending strengthens security or merely stimulates an industry without benefiting citizens.Anduril Just Hit $90 BILLION: Is This The Future of War? · Valuetainment · Oct 17
- Host sees strong defense startups like Anduril but argues US weapons production and procurement are too slow and concentrated.S15 EP185: Hour 2 - Why Ukraine Builds 5 Million Drones and America Cannot · The Erick Erickson Show · Oct 14
- Munitions shortages and rising demand create opportunity, but hard hardware development is slow and costly.How Anduril Became a $61 Billion AI Weapons Company | Term Sheet · Term Sheet · Oct 12
- Air taxi and eVTOL viability is debated, weighing strong funding against regulatory and safety risks.Tesla’s Flying Roadster: What It Means for Pilots · Aviation Mentors · Oct 16
- Budget pressure favors cheap unmanned systems over legacy manned platforms, though the shift is contested internally.Drone Dominance | Travis Metz - DIU Acting Director · ChinaTalk · Oct 17
- Submarine production shortfalls and Anduril's possible role are weighed against slow government procurement.Ep 306 Hour 2 26.10.15 · China Now · Oct 15
Neutral 7
- Covers military hardware quality and tiering with no investing angle discussed.The Australian Army Equipment Tier List Part 2! · Talking Tactics with Mel Pikos · Oct 13
- Covers aviation history, flying boats and aircraft development without any investing angle.Juan Trippe: The Legacy of Pan American Airways · BioGraphics - True Biographies & History's Most Fascinating People · Oct 14
- Discussion centers on public safety aviation operations and equipment rather than defense business.Supporting Law Enforcement Beyond the Sale: Dallas Avionics part 2 | Ep 394 · The Hangar Z Podcast · Oct 15
- Discusses conventional force posture, aircraft dispersal and European defense equipment purchases factually.288 - Dr. Hunter Hustus: Deterrence on NATO’s Front Line · NucleCast · Oct 13
- NATO deterrence strategy and readiness described, with no investment implication discussed.NATO warns Russia amid escalating hybrid attacks from Moscow · Europe Today · Oct 13
- Israeli military response, drone and aircraft detection discussed factually.Unidentified Intruder: UFO Incident in Israeli Airspace | MHP 10.12.26. · The Micah Hanks Program · Oct 12
Around it
Companies named
- Lockheed Martin 8
- Anduril 7
- Boeing 4
- Raytheon 3
- Electro-Optic Systems2
- Elmet Group1
Shows that covered it most
- Defense & Aerospace Report2
- I - On Defense Podcast2
- Proactive - Interviews for investors2
- The Call from ausbiz2
- Catt Calls: No Fear Finance1
- Term Sheet1
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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