Trump's geopolitical moves are reshaping markets in real time.

Trump's geopolitical moves are reshaping markets in real time. The S&P 500 fell 1.4% Friday as investors priced in escalating Middle East tensions and defense spending announcements. Defense contractors surged on massive procurement orders, with HII up 4.2% and GD gaining 3.1% after Trump's "Shield of the Americas" summit. The administration plans to quadruple defense production, benefiting LMT and other major contractors. However, broader market uncertainty persists as geopolitical risks mount. Truth Social has become the primary channel for market-moving announcements, replacing traditional financial media. Investors face a volatile landscape where policy shifts and military developments directly impact equity valuations and sector performance.