Lockheed Martin

LMT

Market cap $133B

It's been a volatile week for the defense and aerospace industry following several missives from President Trump. Some of these proposals, such as limiting defense stock buybacks and capping executive pay, are negative for the industry but seem unlikely to actually make it into law.

Lockheed Martin could gain from a proposed U.S. defense budget hike to $1.5T by 2027, boosting long-term funding for jets, missiles and other Pentagon programs.

The latest trading day saw Lockheed Martin (LMT) settling at $558.3, representing a +1.28% change from its previous close.

NVDA sits at the crossroads of AI, defense and sovereign tech spending, as geopolitical shifts push governments to lock in advanced computing power for 2026.

Hegseth Visits Lockheed Martin to Push Trump's Defense Budget.

LMT's shares jumped 13.7% in a month as a PAC-3 MSE deal, record 191 F-35 deliveries, an increase in the US defense budget and new space awards lift revenue visibility.

FORT WORTH, Texas, Jan. 12, 2026 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) welcomed Secretary of War Pete Hegseth to the Fort Worth, Texas, F-35 Lightning II production facility today. The visit was part of the secretary's Arsenal of Freedom industry tour and underscored Lockheed Martin's role in accelerating acquisition transformation and delivering critical capabilities to the warfighter.

What happened in Venezuela on January 3 may turn out to be the most consequential energy and geopolitical event of the decade.

Rocket Lab specializes in launching small satellites and is preparing to launch its first medium-lift rocket, Neutron. AST SpaceMobile develops satellites to deliver global connectivity via partnerships with major telecom operators.

Here are some of the major companies whose stocks moved on the week's news.