The Market Gravity Newsletter

The Market Gravity Newsletter

One Sole-Source Contract, Seven Public Companies in the Blast Radius

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The Market Gravity Newsletter
Jul 14, 2026
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Last Week’s Map

Last week we mapped the blast radius of a $4.4B NASA contract awarded to Northrop Grumman. The defense and space names held up reasonably well — the real damage landed on the smaller space plays.

NOC — $549.01 at publication → $541.82 now · -1.31%

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LMT — $545.91 at publication → $520.68 now · -4.62%

BA — $226.49 at publication → $215.51 now · -4.85%

LHX — $302.07 at publication → $288.69 now · -4.43%

GD — $373.54 at publication → $372.78 now · -0.2%

RKLB — $100.46 at publication → $76.73 now · -23.62%

LUNR — $19.58 at publication → $15.15 now · -22.63%

LDOS — $108.84 at publication → $106.58 now · -2.08%

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