ROKT is trading 6.9% up today as investors rotate out of stretched tech sectors into industrials, defense, and value stocks.
- Trump’s push for increased missile and air-defense interceptor production is providing a significant tailwind for defense manufacturers.
- Strong labor data and steady inflation are supporting sustained demand for capital goods and infrastructure.
- Analysts highlight a broader 2026 trend where industrials outperform the market as AI-related infrastructure and defense spending ramp up.