Scored claims per month over the life of the story — the shape of the escalation, not a snapshot of it.
2025-05: 3 claims, mean impact +0.27
2025-06: 16 claims, mean impact +0.31
2025-07: 27 claims, mean impact +0.25
2025-08: 31 claims, mean impact -0.38
2025-09: 36 claims, mean impact +0.07
2025-10: 30 claims, mean impact +0.29
2025-11: 19 claims, mean impact +0.04
The developments that moved this
The highest-impact scored claims across the whole story, newest wording kept when a development was reported many times. Each is dated — an old number is not a current one.
+1.00
The FY27 defense budget nearly doubles Research & Procurement spend, with F-35 up 62%, PAC-3/MSE up 8x, and THAAD up 9x.
Coverage and impact disagree: LMT draws the most claims (283) at +0.20, while HII scores highest at +0.46 on just 26. Being talked about most is not the same as being moved most.
2025-12: 17 claims, mean impact +0.21
2026-01: 41 claims, mean impact +0.06
2026-02: 12 claims, mean impact +0.35
2026-03: 47 claims, mean impact +0.31
2026-04: 52 claims, mean impact +0.44
2026-05: 41 claims, mean impact +0.33
2026-06: 48 claims, mean impact +0.37
2026-07: 70 claims, mean impact +0.36
2026-08: 22 claims, mean impact +0.42
2026-09: 2 claims, mean impact +0.50
May
Aug
Nov
Feb
May
Aug
Coverage peaked in Jul 2026 at 70 scored claims. Column height is claim volume; colour is the mean scored impact of that month — green where the month read positive for these names, red where it read negative. A tall red column is a busy month that went against them.
Iran's new supreme leader declared the Strait of Hormuz should remain closed as a tool to pressure the enemy and warned all U.S. military bases in the Middle East will be attacked.
GE Aerospace secured a $5 billion contract from the U.S. Air Force to supply F110 engines, parts, and support services under a Foreign Military Sales program.
Exyn Technologies is accelerating its expansion into defense and national security markets, citing growing deployments across U.S. and allied government programs.
