Geopolitics Alpha

Hackers stole millions of US military personnel records during months-long data breach

Published . Updated .

The Department of Defense notified millions of current and former U.S. military personnel that their personal information had been stolen in a months-long breach.

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
LMT———————
RTX———————
AMD———————
AMAT———————
LRCX———————
SMH———————

The Department of Defense notified millions of current and former U.S. military personnel that their personal information had been stolen in a months-long breach.

Source: TechCrunch

The price since 30 Sep 2026: Applied Aerospace & Defense (AADX) versus the S&P 500

Since the first closing price after “Hackers stole millions of US military personnel records during months-long data breach,” Applied Aerospace & Defense (AADX) is -7.44%. The S&P 500 fund (SPY) is +0.33% over the same days, a -7.77% difference versus the market. technology stocks (XLK) is +1.58%, a -9.02% difference versus that group of stocks.

AADX
SPY
XLK

Disclosure records for Applied Aerospace & Defense (AADX) within two months of 30 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Companies in semiconductors around Applied Aerospace & Defense (AADX)

Companies mentioned with this story

  • AADX Applied Aerospace & Defense

    In “Hackers stole millions of US military personnel records during months-long data breach,” Applied Aerospace & Defense (AADX) is linked, with no stored direction, medium confidence. Reason on file: GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CIBR First Tr Exchange-Traded Fd

    In “Hackers stole millions of US military personnel records during months-long data breach,” First Tr Exchange-Traded Fd (CIBR) is linked, with no stored direction, medium confidence. Reason on file: Material cyber incidents can change cybersecurity spending and risk expectations

  • HACK Amplify Cybersecurity Etf

    Amplify Cybersecurity Etf (HACK) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Hackers stole millions of US military personnel records during months-long data breach.” Reason on file: Material cyber incidents can change cybersecurity spending and risk expectations

  • CDP Copt Defense Properties

    Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Hackers stole millions of US military personnel records during months-long data breach.” Reason on file: GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CGNT Cognyte Software

    Cognyte Software (CGNT) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Hackers stole millions of US military personnel records during months-long data breach.” Reason on file: GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FLY Firefly Aerospace

    For “Hackers stole millions of US military personnel records during months-long data breach,” Firefly Aerospace (FLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected FLY as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GE General Electric

    In “Hackers stole millions of US military personnel records during months-long data breach,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GA selected GE as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GWRE Guidewire Software

    Guidewire Software (GWRE) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Hackers stole millions of US military personnel records during months-long data breach.” Reason on file: GA selected GWRE as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Applied Aerospace & Defense (AADX) and the semiconductors link

“Hackers stole millions of US military personnel records during months-long data breach” (30 Sep 2026) reaches Applied Aerospace & Defense (AADX) through Semiconductors.

What ties Applied Aerospace & Defense (AADX) to the headline is this: GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, First Tr Exchange-Traded Fd (CIBR): Material cyber incidents can change cybersecurity spending and risk expectations

Price levels for Applied Aerospace & Defense (AADX)

AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. CIBR traded between 98.09 and 110.59 across 20 sessions. The latest close on file is 99.91. HACK traded between 115.90 and 131.37 across 20 sessions. The latest close on file is 118.03.

What the saved facts support for Applied Aerospace & Defense (AADX)

46 out of 100

“Hackers stole millions of US military personnel records during months-long data breach” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.