Cowen cites Jimmy Carter's cancellation of the B-1 bomber program in 1977 as an example of the potential risk for defense companies.
Trump's slam of Boeing's Air Force One replacement aircraft costs could bring some changes to the roughly $4 billion program and impact jobs.
Jim Cramer changes his tune on defense stocks based on recent tweets from the President-elect.
John Blank, Zacks Investment Research, and Carter Leake, Zenith Aviation CFO, weigh in on Donald Trump's impact on defense stocks.
President-elect Donald Trump wants a U.S. military with more ships, troops and planes but getting it won't be easy even with a GOP Congress.
Jim Cramer discussed how Trump and China could converge on Apple.
One clue is that the number of positive sectors in the S&P 500 has broadened from two to six since the election, with financials surging.
King Lip, CIO at Baker Avenue AM, talks about why Pfizer, Northrop Grumman, Vulcan Materials and JP Morgan stocks look attractive.
The shocking Donald Trump victory has put a rocket under defense stocks all over the world.
Jim Cramer discovered the one topic that the presidential candidates agree on, despite appearances.
Jim Cramer unveils a bizarre pattern that is driving the stocks that rally this earnings season.
General Dynamics' Gulfstream business is seeing more turbulence even as the company's top exec painted a brighter outlook ahead.
Mario Gabelli, chairman and CEO of GAMCO Investors, joined CNBC's "Halftime Report" on Wednesday to share his thoughts on his top stock picks.
Mario Gabelli, GAMCO Investors Chairman and CEO, shares his top stock picks, including Harris Corp., Aerojet Rocketdyne and more.
The defense sector is one group that doesn't appear to care whether a Republican or Democrat wins the white house.
Some of the names on the move ahead of the open.
A daily look at the morning's key financial stories.
Two traders give their takes on what to buy and sell ahead of Monday night's presidential debate.
Here's what traders are watching as we get closer to the first presidential debate on Monday.
CNBC's Bob Pisani looks ahead at what's moving in early morning trading, including steel stocks, industrials and more.