Geopolitics Alpha

Larry Fink Warns Data Center Slowdown Could Push US Into ‘Recession’ as Trump Orders Facilities to Genera

Published . Updated .

Larry Fink Warns Data Center Slowdown Could Push US Into ‘Recession’ as Trump Orders Facilities to Genera Benzinga

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———————

Larry Fink Warns Data Center Slowdown Could Push US Into ‘Recession’ as Trump Orders Facilities to Genera Benzinga

Source: Benzinga

How solid the defense case looks

25 out of 100

“Larry Fink Warns Data Center Slowdown Could Push US Into ‘Recession’ as Trump Orders Facilities to Genera” scores 25 out of 100. The score uses 2 sources.