According to @StockMKTNewz, Lockheed Martin (LMT) received a reported $10.3 billion contract modification from the U.S. Navy for the CH-53K program, which traders view as a potential backlog and revenue visibility catalyst, source: @StockMKTNewz on X, Sep 27, 2025. If confirmed on the U.S. Department of Defense daily Contracts announcement, a multi‑billion award would expand funded backlog and support multi‑year sales recognition under long‑term performance obligations, source: U.S. Department of Defense Contracts daily releases; Lockheed Martin 2023 Form 10‑K (Backlog and Revenue Recognition). The CH-53K is the U.S. Marine Corps’ heavy‑lift helicopter and is powered by GE’s T408 engines, flagging secondary exposure for GE Aerospace alongside LMT, source: Naval Air Systems Command CH‑53K program overview; GE Aerospace T408 engine program page. For cross‑asset positioning, equity risk tone can spill over to crypto, with BTC and ETH exhibiting rising correlation with stocks during risk-on/off regimes, so traders may monitor crypto alongside LMT on headlines, source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks (2022).

According to @KobeissiLetter, the Trump Administration is seeking a 10% stake in Lithium Americas (LAC) today, four weeks after President Trump acquired 10% of Intel (INTC) for $8.9 billion. The same source says the Administration negotiated a golden share in U.S. Steel in June 2025 with veto and consent rights, floated the idea of an equity stake in defense contractors such as Lockheed Martin (LMT), and saw reports six weeks ago of a 15% revenue-sharing agreement on China sales between Nvidia (NVDA) and AMD and the Administration. The same source characterizes this as a new era for financial markets and notes investors are now focused on identifying the next potential acquisition.

According to @StockMKTNewz, the US Air Force has awarded multiple contracts totaling over $10 billion to defense giants Lockheed Martin (LMT) and RTX (RTX). This major investment is expected to boost the stock prices of both companies and signal renewed government spending in the defense sector. For crypto traders, large-scale defense spending can indicate increased market liquidity and possible shifts in risk sentiment, potentially impacting digital asset flows as investors adjust their portfolios based on macroeconomic defense trends (source: @StockMKTNewz).

According to @PelosiTracker_, Israel has declared a state of emergency following a preemptive strike on Tehran, Iran's capital, triggering immediate stock market gains for major defense companies: Raytheon Technologies ($RTX) is up 12%, Lockheed Martin ($LMT) up 7%, and Northrop Grumman ($NOC) up 7%. This geopolitical escalation is prompting traders to anticipate increased volatility in traditional markets and a potential shift of capital to safe haven assets, including Bitcoin (BTC) and gold. Historically, conflict-driven uncertainty can drive demand for cryptocurrencies as alternative stores of value, suggesting traders should monitor BTC and ETH price actions closely for breakout opportunities. (Source: @PelosiTracker_ on Twitter)