Geopolitics Alpha

Jacob Trouba shares how he hopes to impact defense in first Sharks season

Published . Updated .

Jacob Trouba shares how he hopes to impact defense in first Sharks season NBC Sports Bay Area & California

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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • 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+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ZIM———————
MATX———————
ITA+0.06%-1.47%—-0.28%-1.26%-1.17%+0.09%
BA+1.20%-1.13%—-0.50%-2.05%-3.08%-0.90%
LHX+0.02%-1.37%—+0.50%-0.97%+0.23%+1.50%
HII+0.73%-1.48%—-0.20%-2.61%-0.05%+1.02%

Jacob Trouba shares how he hopes to impact defense in first Sharks season NBC Sports Bay Area & California

Source: NBC Sports Bay Area & California

The price since 11 Oct 2026: Sonicshares Global Shipping Etf (BOAT) versus the S&P 500

Since the first closing price after “Jacob Trouba shares how he hopes to impact defense in first Sharks season,” Sonicshares Global Shipping Etf (BOAT) is -5.02%. The S&P 500 fund (SPY) is -1.47% over the same days, a -3.55% difference versus the market. industrial stocks (XLI) is -1.43%, a -3.60% difference versus that group of stocks.

CompanyWhenMoveStatus
BAthat day-0.50%final price
BAthe next day-2.05%final price
BAtwo days later-3.08%final price
BAthree days later-0.90%final price
BAthree days earlier-1.13%final price
BAfive days earlier+1.20%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
HIIthat day-0.20%final price
HIIthe next day-2.61%final price
HIItwo days later-0.05%final price
HIIthree days later+1.02%final price
HIIthree days earlier-1.48%final price
HIIfive days earlier+0.73%final price
ITAthat day-0.28%final price
ITAthe next day-1.26%final price
ITAtwo days later-1.17%final price
ITAthree days later+0.09%final price
ITAthree days earlier-1.47%final price
ITAfive days earlier+0.06%final price
LHXthat day+0.50%final price
LHXthe next day-0.97%final price
LHXtwo days later+0.23%final price
LHXthree days later+1.50%final price
LHXthree days earlier-1.37%final price
LHXfive days earlier+0.02%final price
BOAT
SPY
XLI

Who collects and who pays in shipping

Companies carried with this story

  • BOAT Sonicshares Global Shipping Etf

    In “Jacob Trouba shares how he hopes to impact defense in first Sharks season,” Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence. Reason on file: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations

  • ASC Ardmore Shipping

    Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Jacob Trouba shares how he hopes to impact defense in first Sharks season.” Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DSX Diana Shipping

    For “Jacob Trouba shares how he hopes to impact defense in first Sharks season,” Diana Shipping (DSX) is linked, with no stored direction, medium confidence. Reason on file: GA selected DSX as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ILPT Industrial Logistics Properties Trust

    For “Jacob Trouba shares how he hopes to impact defense in first Sharks season,” Industrial Logistics Properties Trust (ILPT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ILPT as a RELATED security because its canonical security name directly matches this event's themes: logistics. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ODFL Old Dominion Freight Line

    In “Jacob Trouba shares how he hopes to impact defense in first Sharks season,” Old Dominion Freight Line (ODFL) is linked, with no stored direction, medium confidence. Reason on file: GA selected ODFL as a RELATED security because its canonical security name directly matches this event's themes: freight. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ONEW OneWater Marine

    In “Jacob Trouba shares how he hopes to impact defense in first Sharks season,” OneWater Marine (ONEW) is linked, with no stored direction, medium confidence. Reason on file: GA selected ONEW as a RELATED security because its canonical security name directly matches this event's themes: marine. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ZIM ZIM Integrated Shipping Services

    ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Jacob Trouba shares how he hopes to impact defense in first Sharks season.” Reason on file: GA selected ZIM as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How shipping news reaches Sonicshares Global Shipping Etf (BOAT)

“Jacob Trouba shares how he hopes to impact defense in first Sharks season” (11 Oct 2026) reaches Sonicshares Global Shipping Etf (BOAT) through Shipping.

The link for Sonicshares Global Shipping Etf (BOAT) is this: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations

Ardmore Shipping (ASC) is here too. Its reason reads: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Sonicshares Global Shipping Etf (BOAT) price range

ASC traded between 17.21 and 20.50 across 20 sessions. The latest close on file is 18.50. BOAT traded between 50.36 and 55.24 across 20 sessions. The latest close on file is 51.63. DSX traded between 2.47 and 2.96 across 20 sessions. The latest close on file is 2.52.

How solid the shipping case looks

54 out of 100

“Jacob Trouba shares how he hopes to impact defense in first Sharks season” scores 54 out of 100. The score uses 2 sources, and 7 linked companies.