Geopolitics Alpha

US military says strike on alleged drug vessel in eastern Pacific kills five people

Published . Updated .

DEFENSEUS military says strike on allegeddrug vessel in eastern Pacifickills five peopleGEOPOLITICS ALPHA

US military says it carried out an airstrike on an alleged drug-trafficking boat in latest attack in region The US ⁠military ⁠ said on ​Tuesday ⁠it killed ⁠five ​people ‌after ‌an airstrike on a ‌suspected drug-trafficking vessel in ​the ⁠eastern Pacific. Tuesday’s strike was among more than 70 such attacks since the beginning of Donald Trump’s second presidency, according to media tallies. Collectively, they have killed more than 240 people. Continue reading...

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-7.5% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • BWET Breakwave Tanker Shipping ETF+70.4% 19d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “vessel” (container shipping) in this story.

  • XLV Health Care Select Sector SPDR

    Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “drug” (pharma and health) in this story.

  • LMT Lockheed Martin+19.1% 30d

    Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.

  • RTX Rtx+1.1% 7d

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.

  • NOC Northrop Grumman+7.8% 30d

    Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.

  • GD General Dynamics-0.4% 30d

    General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-0.49%-1.27%base-0.25%after closeafter closeafter close
XARNo price data for this ticker———————
BWETNo price data for this ticker———————
XLVNo price data for this ticker———————
LMT-13.64%-7.12%base-1.39%after closeafter closeafter close
RTX-2.10%-1.45%base-1.09%after closeafter closeafter close
NOC-5.58%-2.36%base-2.28%after closeafter closeafter close
GD-3.56%-1.75%base-0.42%after closeafter closeafter 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

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US military says it carried out an airstrike on an alleged drug-trafficking boat in latest attack in region The US ⁠military ⁠ said on ​Tuesday ⁠it killed ⁠five ​people ‌after ‌an airstrike on a ‌suspected drug-trafficking vessel in ​the ⁠…

Source: The Guardian

Defense

CompanyWhenMoveStatus
GDthat day-0.42%still updating
GDthree days earlier-1.75%final price
GDfive days earlier-3.56%final price
ITAthat day-0.25%still updating
ITAthree days earlier-1.27%final price
ITAfive days earlier-0.49%final price
LMTthat day-1.39%still updating
LMTthree days earlier-7.12%final price
LMTfive days earlier-13.64%final price
NOCthat day-2.28%still updating
NOCthree days earlier-2.36%final price
NOCfive days earlier-5.58%final price
RTXthat day-1.09%still updating
RTXthree days earlier-1.45%final price
RTXfive days earlier-2.10%final price

Trades by members of Congress and officials in the stocks in this story

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 100Price not final

“US military says strike on alleged drug vessel in eastern Pacific kills five people” scores 12 out of 100. The score uses 1 sources. The price is not final yet.