Nike’s problem is demand, not tariffs: what Moody’s warning really signals

Published 16 Oct 2026, 01:35 UTC. Updated 16 Oct 2026, 05:35 UTC.

Nike’s problem is demand, not tariffs: what Moody’s warning really signals investingLive

Directly 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
AAPL Apple
Sales and supply chains are exposed to a new tariff
NKE Nike
Sales and supply chains are exposed to a new tariff
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

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	—	—	—	—	—	—	—
RTX	—	—	—	—	—	—	—
NOC	—	—	—	—	—	—	—
GD	—	—	—	—	—	—	—
AAPL	—	—	—	—	—	—	—
NKE	—	—	—	—	—	—	—
ITA	—	—	—	—	—	—	—
BA	—	—	—	—	—	—	—
LHX	—	—	—	—	—	—	—
HII	—	—	—	—	—	—	—

Nike’s problem is demand, not tariffs: what Moody’s warning really signals investingLive

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“Nike’s problem is demand, not tariffs: what Moody’s warning really signals” scores 12 out of 100. The score uses 1 sources.