Geopolitics Alpha

3 China AI Export Stocks Retail Investors Are Watching In Data Center Hardware

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3 China AI Export Stocks Retail Investors Are Watching In Data Center Hardware Yahoo Finance

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

3 China AI Export Stocks Retail Investors Are Watching In Data Center Hardware Yahoo Finance

Source: Yahoo Finance

How solid the defense case looks

12 out of 100

“3 China AI Export Stocks Retail Investors Are Watching In Data Center Hardware” scores 12 out of 100. The score uses 1 sources.