Geopolitics Alpha

PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march

Published . Updated .

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Directly affected

  • PPLI People

    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

  • XAR SPDR SERIES TRUST

    Material security escalation can alter defense demand expectations and risk premia.

  • FMAR FT VEST US EQUITY BUFFER ETF - MARCH

    GA selected FMAR as a RELATED security because its canonical security name directly matches this event's themes: march. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PPLI———————
LMT———————
RTX———————
NOC———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ITA———————
BA+1.20%-1.13%—-0.50%-2.05%-3.08%-0.90%
LHX———————
HII———————
XAR———————
FMAR-0.31%-0.31%—+0.00%+0.15%-0.30%-0.30%

How far IShares U.S. Aerospace & Defense ETF (ITA) has moved since 10 Oct 2026

Since the first closing price after “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march,” IShares U.S. Aerospace & Defense ETF (ITA) is +0.73%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.20% difference versus the market. industrial stocks (XLI) is -1.43%, a +2.15% 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
Ft Vest Us Equity Buffer Etf - March (FMAR)that day0.00%final price
Ft Vest Us Equity Buffer Etf - March (FMAR)the next day+0.15%final price
Ft Vest Us Equity Buffer Etf - March (FMAR)two days later-0.30%final price
Ft Vest Us Equity Buffer Etf - March (FMAR)three days later-0.30%final price
Ft Vest Us Equity Buffer Etf - March (FMAR)three days earlier-0.31%final price
Ft Vest Us Equity Buffer Etf - March (FMAR)five days earlier-0.31%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
Spdr Gold Trust (GLD)that day-0.63%final price
Spdr Gold Trust (GLD)the next day-0.76%final price
Spdr Gold Trust (GLD)two days later-2.24%final price
Spdr Gold Trust (GLD)three days later-0.50%final price
Spdr Gold Trust (GLD)three days earlier-2.27%final price
Spdr Gold Trust (GLD)five days earlier-1.32%final price
Ft Vest U.S. Equity Moderate Buffer Etf - March (GMAR)that day-0.15%final price
Ft Vest U.S. Equity Moderate Buffer Etf - March (GMAR)the next day-0.15%final price
Ft Vest U.S. Equity Moderate Buffer Etf - March (GMAR)two days later-0.15%final price
Ft Vest U.S. Equity Moderate Buffer Etf - March (GMAR)three days later-0.22%final price
Ft Vest U.S. Equity Moderate Buffer Etf - March (GMAR)three days earlier-0.29%final price
Ft Vest U.S. Equity Moderate Buffer Etf - March (GMAR)five days earlier-0.35%final price
ITA
SPY
XLI

Who collects and who pays in defense

Companies mentioned with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march.” Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • XAR Spdr Series Trust

    Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march.” Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • FMAR Ft Vest Us Equity Buffer Etf - March

    Ft Vest Us Equity Buffer Etf - March (FMAR) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march.” Reason on file: GA selected FMAR as a RELATED security because its canonical security name directly matches this event's themes: march. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GMAR Ft Vest U.S. Equity Moderate Buffer Etf - March

    Ft Vest U.S. Equity Moderate Buffer Etf - March (GMAR) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march.” Reason on file: GA selected GMAR as a RELATED security because its canonical security name directly matches this event's themes: march. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PPA Invesco Aerospace & Defense Etf

    Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march.” Reason on file: GA selected PPA 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

  • QMAR Ft Vest Nasdaq-100 Buffer Etf - March

    Ft Vest Nasdaq-100 Buffer Etf - March (QMAR) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march.” Reason on file: GA selected QMAR as a RELATED security because its canonical security name directly matches this event's themes: march. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SBIL Simplify Exchange Traded Fds Govt Money Mkt Etf

    Simplify Exchange Traded Fds Govt Money Mkt Etf (SBIL) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march.” Reason on file: GA selected SBIL as a RELATED security because its canonical security name directly matches this event's themes: govt. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GLD Spdr Gold Trust

    For “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march,” Spdr Gold Trust (GLD) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

IShares U.S. Aerospace & Defense ETF (ITA) and the defense link

IShares U.S. Aerospace & Defense ETF (ITA) is the company in “PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march,” the 10 Oct 2026 Defense story.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because Material security escalation can alter defense demand expectations and risk premia

Spdr Series Trust (XAR) is here too. Its reason reads: Material security escalation can alter defense demand expectations and risk premia

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

FMAR traded between 53.57 and 54.03 across 15 sessions. The latest close on file is 53.88. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.

How solid the defense case looks

46 out of 100

“PM is scared : CJP Abhijeet Dipke alleges Govt waging war on its people ahead of protest march” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.