Trump Targets Defense Stocks! Who Will Be the Next Intel?

In keeping with Intel, the US government will denounce or reverse the law in the area of domestic industry.

U.S. Commerce Secretary Lutnick was asked if the Trump administration would invest in stocks in the future during an interview with CNBC on the 26th. $Lockheed Martin(LMT.US)$、 $Boeing(BA.US)$ or a data analysis company $Palantir(PLTR.US)$ Related Companies with Government-Owned Business.

Lutnik quoted Defense Department officials' response that they have had a lot of discussion on equity in the defense industry and referred to $Lockheed Martin(LMT.US)$ Most of the revenue comes from the US government and is not fundamentally different from government departments.

This news has led to market speculation that will be the next Intel? What Are Institutions Looking After the Market? Here's an analysis.

Will you be the next Intel?

The bull side combed some defense stocks in the US equity market, for investors to refer to:

This includes AI+ military $Palantir(PLTR.US)$ , American Airlines aviation and national anti-aircraft carriers $RTX Corp(RTX.US)$ 、

Boeing, the manufacturer of American Airlines $Boeing(BA.US)$ 、Military giants $Lockheed Martin(LMT.US)$ 、 $General Dynamics(GD.US)$ 、

North American Airlines giant $Northrop Grumman(NOC.US)$ 、Big Brother, American commercial and military aerospace parts manufacturer $TransDigm(TDG.US)$ 、

American Airlines $Howmet Aerospace(HWM.US)$ 、Electric shock gun manufacturer $Axon Enterprise(AXON.US)$ 、

U.S. Defense Contractors $L3Harris Technologies(LHX.US)$ , U.S. Aerospace, Defense, and Electronic Products Supplier $Heico(HEI.US)$ 、

Industrial Sensor Giants $Teledyne Technologies(TDY.US)$ , Aerospace defense and nuclear equipment manufacturers $Curtiss-Wright(CW.US)$ 、

United States military industry$Leidos(LDOS.US)$ 、$Elbit Systems(ESLT.US)$ 、 $Jacobs Engineering(J.US)$ 、 $BWX Technologies(BWXT.US)$ 、 $Textron(TXT.US)$ 、 $Booz Allen Hamilton Holding Corp(BAH.US)$ 、 $AeroVironment(AVAV.US)$ 、 $Kratos Defense & Security Solutions(KTOS.US)$ 、 $Leonardo DRS, Inc.(DRS.US)$ 、 $Huntington Ingalls Industries(HII.US)$ 、 $CACI International(CACI.US)$ 。

Specifically, the most likely thing at the moment is $Lockheed Martin(LMT.US)$ Lutnick called the company “basically an extension of the U.S. government.”

According to DefenseNews 2024 list, Lockheed is the highest grossing defense company in the world. Other top U.S. contractors include $RTX Corp(RTX.US)$ ， $Northrop Grumman(NOC.US)$ 、 $General Dynamics(GD.US)$ und $Boeing(BA.US)$ 。

Previously, there were reports that the Trump administration would $Palantir(PLTR.US)$ The Business expanded to various parts of the Federal Government. Unlike Boeing, Lockheed Martin's traditional military enterprise, Palantir's core competition is non-hardware manufacturing, rather than integrating software capabilities into the core.

Palantir continues to achieve high value partnerships with Homeland Security and Federal Institutions, including as much as $10 billion in U.S. Navy contracts, and Space Force and Maven Smart System projects.

What Do Institutions See?

Industry analyst Analyst warns that the government's immediate entry into share-protection contractors could raise serious profit concerns, as this is legal. Other issues include: The government, which owns shares in state-owned enterprises, will affect rival brands or owners of five-cornered buildings valued at USD 10, and the government can alleviate profit concerns through ownership of multi-family companies.

Becca Wasser, head of Pembo Economic Research's Office of National Security, pointed out that this was a step in the forefront of the potential for trade counterfeiting — due to the country's anti-production laws, owning a US$0.4 billion stake in MP Materials, a leading supplier of the United States.

However, it is unclear why the Trump government sought to bring in Lockheed Martin's shares, citing the conduct as a possible further increase in the competitiveness of the industry — which has been prepared for decades to come under scrutiny.

Sheila Kahyaoglu, analyst at Jefuri, said: “Equity investments can generate the ultimate profit. It is not unthinkable that a major contractor jointly licensed by the Government will be the first to make counterproposals without the participation of a rival party with a non-government shareholding.