US President Trump says cowards and traitors would love to say the United States is low on munitions. It's not true
Newsquawk ·
China’s internet regulator is investigating DeepSeek and Moonshot AI after Anthropic alleged both companies had been routing sensitive user data to Claude models, The Information reports US President Trump says cowards and traitors would love to say the United States is low on munitions. It's not true US Secretary of State Rubio says open to Iran meeting at the UN, according to NBC; don't think anything is scheduled on Trump-Iran; Trump is open to meeting with anybody Iranian sources via Fars have declared reports from Kyodo and Reuters, that Tehran is ready to reopen the Strait of Hormuz within 7 days if US military pressure is reduced and blockade of ports is lifted, to be invalid and untrue We have more munitions than we could ever possibly think of using, and are building them up now at levels we have never seen before
AI 시장 분석
US President Donald Trump completely denied reports of US ammunition shortages, stating that the country is stockpiling weapons at an all-time high. Meanwhile, Secretary of State Marco Rubio left open the possibility of a meeting with Iran, while Iran denied reports of reopening the Strait of Hormuz, maintaining tensions. Geopolitical uncertainty and the display of military power are directly impacting related industries.
상승 영향
- Defense — President Trump's announcement of all-time high ammunition stockpiling and weapons production increases expectations for rising orders and improved earnings for defense contractors.
하락 영향
- Crude Oil — Iran's hardline stance regarding navigation in the Strait of Hormuz and ongoing Middle East geopolitical risks stimulate concerns over crude oil supply disruptions, amplifying price volatility.
DYAX 전담 분석
President Trump's remarks on large-scale ammunition stockpiling and the emphasis on military power provide direct order momentum for the defense sector, raising expectations for earnings. On the other hand, the military standoff in the Middle East and tensions surrounding the Strait of Hormuz are factors that increase downward pressure on global supply chains and the overall energy market.
Key watch points are the possibility of resuming diplomatic talks with Iran and the stability of navigation in the strait. If military tensions ease, defense stocks may face a short-term correction, but as long as the large-scale weapons production stance is maintained, downside rigidity is expected to be secured.
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