These stocks could be the future winners — and losers — of a massive shift in IT spending
Published . Updated .
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.
Directly affected
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.
- SGLY SINGULARITY FUTURE TECHNOLOGY
GA selected SGLY as a RELATED security because its canonical security name directly matches this event's themes: technology, future. 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| WNRS | — | — | — | — | — | — | — |
| CRM | — | — | — | — | — | — | — |
| ADBE | — | — | — | — | — | — | — |
| LMT | — | — | — | — | — | — | — |
| RTX | — | — | — | — | — | — | — |
| NOC | — | — | — | — | — | — | — |
| GD | +0.12% | -1.46% | — | +1.14% | +0.35% | +0.99% | +1.70% |
| 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% |
| XAR | — | — | — | — | — | — | — |
| SGLY | — | — | — | — | — | — | — |
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.
Source: MarketWatch
IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market
Since the first closing price after “These stocks could be the future winners — and losers — of a massive shift in IT spending,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.74%. The S&P 500 fund (SPY) is -1.47% over the same days, a +3.21% difference versus the market. industrial stocks (XLI) is -1.14%, a +2.89% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | -0.50% | final price |
| BA | the next day | -2.05% | final price |
| BA | two days later | -3.08% | final price |
| BA | three days later | -0.90% | final price |
| BA | three days earlier | -1.13% | final price |
| BA | five days earlier | +1.20% | final price |
| GD | that day | +1.14% | final price |
| GD | the next day | +0.35% | final price |
| GD | two days later | +0.99% | final price |
| GD | three days later | +1.70% | final price |
| GD | three days earlier | -1.46% | final price |
| GD | five days earlier | +0.12% | final price |
| HII | that day | -0.20% | final price |
| HII | the next day | -2.61% | final price |
| HII | two days later | -0.05% | final price |
| HII | three days later | +1.02% | final price |
| HII | three days earlier | -1.48% | final price |
| HII | five days earlier | +0.73% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | -0.28% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | -1.26% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | two days later | -1.17% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | +0.09% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -1.47% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +0.06% | final price |
| LHX | that day | +0.50% | final price |
| LHX | the next day | -0.97% | final price |
| LHX | two days later | +0.23% | final price |
| LHX | three days later | +1.50% | final price |
| LHX | three days earlier | -1.37% | final price |
| LHX | five days earlier | +0.02% | final price |
Filings that name IShares U.S. Aerospace & Defense ETF (ITA) around 12 Oct 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 45 days before publication, inside 60 days. The filing is listed beside the story “These stocks could be the future winners — and losers — of a massive shift in IT spending.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 49 days before publication, inside 60 days. The filing is listed beside the story “These stocks could be the future winners — and losers — of a massive shift in IT spending.”
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).
Who collects and who pays in defense
Companies tied to this story
- ITA IShares U.S. Aerospace & Defense ETF
For “These stocks could be the future winners — and losers — of a massive shift in IT spending,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
- XAR Spdr Series Trust
In “These stocks could be the future winners — and losers — of a massive shift in IT spending,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
- SGLY Singularity Future Technology
In “These stocks could be the future winners — and losers — of a massive shift in IT spending,” Singularity Future Technology (SGLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected SGLY as a RELATED security because its canonical security name directly matches this event's themes: technology, future. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- SUPX SuperX AI Technology
In “These stocks could be the future winners — and losers — of a massive shift in IT spending,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MEDS DataMeds AI
In “These stocks could be the future winners — and losers — of a massive shift in IT spending,” DataMeds AI (MEDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stocks, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
In “These stocks could be the future winners — and losers — of a massive shift in IT spending,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
Aecom (ACM) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “These stocks could be the future winners — and losers — of a massive shift in IT spending.” Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AI C3.ai
For “These stocks could be the future winners — and losers — of a massive shift in IT spending,” C3.ai (AI) is linked, with no stored direction, medium confidence. Reason on file: GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)
IShares U.S. Aerospace & Defense ETF (ITA) is the company in “These stocks could be the future winners — and losers — of a massive shift in IT spending,” the 12 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
Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)
ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. SGLY traded between 0.49 and 1.18 across 20 sessions. The latest close on file is 0.49. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.
A simple score for IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“These stocks could be the future winners — and losers — of a massive shift in IT spending” scores 46 out of 100. The score uses 1 sources, and 11 linked companies.