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Zacks News
Top Thematic Investing Opportunities for 2026
by Neena Mishra
We discuss the thematic outlook for 2026 and the key themes investors should keep on their radar.
A $5B Tailwind: How Ukraine's Allies Are Poised to Boost Defense ETFs
by Aparajita Dutta
NATO members' expected $5B weapon purchases by 2025-end should fuel momentum in defense ETFs like SHLD and ITA.
US Approves $93M Weapon Sale to India: A Boost for Defense ETFs
by Aparajita Dutta
A $93 million US weapon sale to India puts the spotlight on defense stocks like LMT and, by extension, fuels momentum for defense ETFs like SHLD.
Trump Signs F-35 Deal With Saudis: Defense ETFs to Gain, Beyond Lockheed
by Aparajita Dutta
Trump's F-35 deal with Saudi Arabia spotlights LMT's gains, but broader defense ETFs like SHLD can capture rising sector-wide demand better.
Aerospace & Defense ETFs in Focus This Earnings Season
by Yashwardhan Jain
Strong Q3 earnings from Northrop Grumman, RTX and Lockheed Martin underscore the Aerospace & Defense sector's surge amid global tensions.
The Zacks Analyst Blog Highlights Lockheed Martin, Boeing, RTX, SHLD, ITA and PPA
by Zacks Equity Research
As the Gaza ceasefire falters, defense stocks like Lockheed Martin, Boeing, and RTX surge, putting ETFs ITA, PPA, and SHLD in focus.
Fragile Gaza Ceasefire Puts Defense ETFs in the Spotlight
by Aparajita Dutta
A fragile Gaza ceasefire and renewed violence are fueling investor demand for defense ETFs like ITA, SHLD and PPA.
ETFs Set to Benefit From JPMorgan's $1.5T U.S. Security Push
by Yashwardhan Jain
JPMorgan launches $1.5T decade-long initiative to boost U.S. security, energy and tech ahead of Q3 earnings report.
Time to Tap Market-Beating Defense ETFs Ahead of Q3 Earnings?
by Aparajita Dutta
Defense ETFs surge ahead of Q3 earnings, fueled by record military spending and global demand for advanced defense tech.
4 Top-Performing ETF Areas of First Nine Months of 2025
by Sanghamitra Saha
In 2025, the best-performing ETF themes include gold and silver mining (SLVP, RING), bitcoin miners (WGMI), uranium (URA) and defense (EUAD, SHLD).