Pentagon issues guidance on AI procurements to support White House’s ‘truth-seeking’ and ‘ideological neutrality’ directives
Published . Updated .
The memo to acquisition leaders came from the principal director for Defense Pricing, Contracting, and Acquisition Policy.
Directly affected
- No company is named in this report.
Indirectly affected
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- RTX RTX-0.4%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.3%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-1.7%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- BA Boeing-10.9%
Defense and aerospace orders move with conflict spending
- LHX L3Harris+2.1%
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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LMT | -6.43% | -7.02% | base | +2.01% | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | -1.18% | after close | after close | after close |
| NOC | -5.86% | -3.30% | base | -0.10% | after close | after close | after close |
| GD | -1.89% | -1.84% | base | -0.24% | after close | after close | after close |
| ITA | +2.30% | +0.79% | base | -0.93% | after close | after close | after close |
| BA | +1.35% | +1.49% | base | +0.25% | after close | after close | after close |
| LHX | -2.26% | -2.14% | base | -1.05% | after close | after close | after close |
| HII | -2.62% | -2.41% | base | -2.44% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Pentagon issues guidance on AI procurements to support White House’s ‘truth-seeking’ and ‘ideological neutrality’ directives DefenseScoop
Source: DefenseScoop
This story
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | +0.25% | still updating |
| BA | three days earlier | +1.49% | final price |
| BA | five days earlier | +1.35% | final price |
| GD | that day | -0.24% | still updating |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| HII | that day | -2.44% | still updating |
| HII | three days earlier | -2.41% | final price |
| HII | five days earlier | -2.62% | final price |
| ITA | that day | -0.93% | still updating |
| ITA | three days earlier | +0.79% | final price |
| ITA | five days earlier | +2.30% | final price |
| LHX | that day | -1.05% | still updating |
| LHX | three days earlier | -2.14% | final price |
| LHX | five days earlier | -2.26% | final price |
| LMT | that day | +2.01% | still updating |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NOC | that day | -0.10% | still updating |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | that day | -1.18% | still updating |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
Congressional trades in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 36 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 71 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $15,001 - $50,000 on 13 Aug 2026. That is 71 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Richard Dean McCormick sold L3Harris Technologies (LHX), worth $1,001 - $15,000 on 30 Jul 2026. That is 85 days before publication. Filed 14 Aug 2026. View the filing.
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).
This story
12 out of 100Price not final
“Pentagon issues guidance on AI procurements to support White House’s ‘truth-seeking’ and ‘ideological neutrality’ directives” scores 12 out of 100. The score uses 1 sources. The price is not final yet.