Trump invokes Operation Sindoor at US midterm rally, claims 250% tariffs stopped India-Pakistan war
Published . Updated .
This report is about Defense and China tariffs. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
- RTX Rtx-2.2%
Named in this report.
Indirectly affected
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-2.1%
Defense contractors get more work when conflict spending rises
- AAPL Apple+4.4%
Sales and supply chains are exposed to a new tariff
- NKE Nike+0.7%
Sales and supply chains are exposed to a new tariff
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- BA Boeing-10.5%
Defense and aerospace orders move with conflict spending
- LHX L3Harris+2.0%
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 |
|---|---|---|---|---|---|---|---|
| RTX | +0.57% | +0.33% | base | after close | after close | after close | after close |
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| NOC | -7.45% | -2.17% | base | after close | after close | after close | after close |
| GD | -2.30% | -1.30% | base | after close | after close | after close | after close |
| AAPL | -1.35% | -1.08% | base | after close | after close | after close | after close |
| NKE | -0.24% | +0.55% | base | after close | after close | after close | after close |
| ITA | +2.64% | +1.68% | base | after close | after close | after close | after close |
| BA | +1.64% | +2.12% | base | after close | after close | after close | after close |
| LHX | -3.97% | -2.45% | base | after close | after close | after close | after close |
| HII | -1.72% | -0.04% | base | after close | 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
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Trump invokes Operation Sindoor at US midterm rally, claims 250% tariffs stopped India-Pakistan war WION
Source: WION
Defense
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | three days earlier | -1.08% | final price |
| AAPL | five days earlier | -1.35% | final price |
| BA | three days earlier | +2.12% | final price |
| BA | five days earlier | +1.64% | final price |
| GD | three days earlier | -1.30% | final price |
| GD | five days earlier | -2.30% | final price |
| HII | three days earlier | -0.04% | final price |
| HII | five days earlier | -1.72% | final price |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| LHX | three days earlier | -2.45% | final price |
| LHX | five days earlier | -3.97% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| NKE | three days earlier | +0.55% | final price |
| NKE | five days earlier | -0.24% | final price |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
Trades by members of Congress and officials 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 31 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 31 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 37 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 32 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Apple (AAPL) (held by a dependent child), worth $1,001 - $15,000 on 8 Sep 2026. That is 46 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 46 days before publication. Filed 1 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 57 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 58 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nike (NKE), worth $1,001 - $15,000 on 13 Aug 2026. That is 72 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 30 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $15,001 - $50,000 on 13 Aug 2026. That is 72 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 72 days before publication. Filed 1 Sep 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).
How solid the defense case looks
25 out of 100
“Trump invokes Operation Sindoor at US midterm rally, claims 250% tariffs stopped India-Pakistan war” scores 25 out of 100. The score uses 2 sources.