Geopolitics Alpha

To Avoid Criticizing Trump's Tariffs and War, Vivek Ramaswamy Takes on Data Centers

Published . Updated .

To Avoid Criticizing Trump's Tariffs and War, Vivek Ramaswamy Takes on Data Centers Reason Magazine

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

  • 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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
AAPL———————
NKE———————
ITA———————
BA———————
LHX———————
HII———————

To Avoid Criticizing Trump's Tariffs and War, Vivek Ramaswamy Takes on Data Centers Yahoo

Source: Yahoo

Defense

SPY
XLI

How solid the defense case looks

25 out of 100

“To Avoid Criticizing Trump's Tariffs and War, Vivek Ramaswamy Takes on Data Centers” scores 25 out of 100. The score uses 2 sources.