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US arms exports hit record in 2024 on Ukraine-related demand

U.S. military equipment sales to foreign governments reached a record $318.7 billion in 2024, driven by global demand following conflicts, particularly in Ukraine.

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• RTX

China adds 28 US entities to export control list

China has added 28 U.S. companies to its export control list, banning dual-use item exports to them for national security reasons.

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Palantir, Anduril join forces with tech groups to bid for Pentagon contracts, FT reports

Palantir and Anduril are forming a consortium with tech giants for U.S. government contracts, emphasizing AI and advanced defense technologies amidst military efficiency initiatives.

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RBC adjusts ratings on Aerospace & Defense stocks

RBC Capital Markets updated ratings for Aerospace & Defense firms, upgrading RTX and Hexcel, while downgrading General Dynamics and V2X, citing mixed market trends and challenges.

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Navy shipbuilding gets $5.7B boost for labor costs, positive for General Dynamics and Huntington Ingalls - TD Cowen

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Trump's Musk-led efficiency drive may spur defense-tech partnerships

Trump's efficiency drive may boost smaller defense tech firms like Musk's by loosening existing contracts of major contractors, facilitating innovation in defense projects like AI drones and submarines.

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As Trump returns analysts see defence stocks rising

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US approves $385 million arms sale to Taiwan

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Analysis-Headwinds hit Trump-fueled rally in US stocks

The article discusses the decline of U.S. stock markets following Trump's election due to inflation fears and policy uncertainty, despite overall positive performance in 2023.

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US defense shares, government contractors fall after Trump efficiency picks

Defense and government contractors' shares decline amid uncertainty over Trump's proposed efficiency department and cabinet appointments, including Musk and Ramaswamy, raising concerns about potential budget cuts.