Raytheon
Two market commentators flagged unusual weakness in U.S. defense names, explicitly including Raytheon, despite a wartime backdrop. David Nikoski, on David Lin’s show, said charts of Raytheon, Lockheed Martin, and General Dynamics are breaking down as market breadth deteriorates and rotation favors tech over industrials. Lance Roberts tied defense stock pressure to U.S. midterm-election risk, arguing investors fear potential constraints on defense spending if Democrats gain congressional power, but he would likely buy defense into year‑end after elections.
From the window to Sep 24, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- John Feneck 1 mention
- David Lin 1 mention
- Michael Every 1 mention
See what your own voices say about Raytheon, every morning.
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