Ukraine - Russia war latest : Zelensky says Trump should talk about Putin the way he talks about me
Published . Updated .
Ukrainian leader said that Putin was ‘taking advantage’ of a slowdown in support from partners
Directly affected
- No company is named in this report.
Indirectly affected
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+2.8%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+4.9%
Energy prices move when Russian supply is at risk
- GD General Dynamics-3.4%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-5.8%
A fund of aerospace and defense companies
- USO United States Oil Fund+0.9%
This fund moves with oil prices
- WEAT Teucrium Wheat-4.3%
Wheat prices rise when Black Sea grain is disrupted
- MOS Mosaic-29.4%
Fertilizer makers move with Russian supply
- CF CF Industries-13.9%
Fertilizer makers move with Russian supply
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 | after close | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | after close | after close | after close | after close |
| NOC | -5.86% | -3.30% | base | after close | after close | after close | after close |
| XLE | +0.97% | +0.55% | base | after close | after close | after close | after close |
| GD | -1.89% | -1.84% | base | after close | after close | after close | after close |
| ITA | +2.30% | +0.79% | base | after close | after close | after close | after close |
| USO | -0.46% | -1.11% | base | after close | after close | after close | after close |
| WEAT | +5.05% | +3.06% | base | after close | after close | after close | after close |
| MOS | +9.01% | +3.45% | base | after close | after close | after close | after close |
| CF | +1.97% | -0.51% | 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.
Source: independent.co.uk
Defense
| Company | When | Move | Status |
|---|---|---|---|
| CF | three days earlier | -0.51% | final price |
| CF | five days earlier | +1.97% | final price |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| ITA | three days earlier | +0.79% | final price |
| ITA | five days earlier | +2.30% | final price |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| MOS | three days earlier | +3.45% | final price |
| MOS | five days earlier | +9.01% | final price |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| WEAT | three days earlier | +3.06% | final price |
| WEAT | five days earlier | +5.05% | final price |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
Defense
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 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 29 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 35 days before publication. Filed 13 Oct 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
12 out of 100
“Ukraine - Russia war latest : Zelensky says Trump should talk about Putin the way he talks about me” scores 12 out of 100. The score uses 1 sources.