[vonmoltke]

> I have also noticed that e.g. Lockheed Martin (maker of the F35) is not doing very well on the stock market.

There's no "e.g." here. It's only Lockmart, and it's because they recently lost the Next Generation Air Defense contract to Boeing. The rest of the US defense sector is fine (for now).

These statements from the US are more about keeping Europe dependent on the US (and thus the US keeping some geopolitical leverage) than about bolstering the US defense sector.

[lysace]

https://markets.businessinsider.com/news/stocks/melius-downg...

> Melius Research downgraded Lockheed Martin (LMT) to Hold from Buy with a price target of $483, down from $603. Boeing (BA) had a win over Lockheed on the Air Force’s sixth generation fighter program, the analyst tells investors in a research note. Following the news, Melius upgraded Boeing and downgraded Lockheed. The firm cites competitive losses and growing concerns over Europe’s efforts to reduce reliance on U.S. defense contractors for the downgrade of Lockheed. Europe’s moves may limit the company’s export opportunities, contends Melius.