Particularly interesting due to the current military action

Deep Dive per Stock
These stocks are particularly interesting due to the current military action in Iran and the resulting geopolitical escalation.

Lockheed Martin $LMT
AI Scores: Scores extremely high on the Ensemble Score (9.5) due to its massive $179 billion order backlog.
Update: Analysts raised their price targets this weekend to $700+ due to the escalation.
SST-Score: 9.2 (Maximum positive sentiment in the defense sector).
TA- AI: Already issued a “Buy” signal after Friday’s close for Monday’s opening.

RTX Corporation $RTX – formerly Raytheon)
LSTM Score: 8.8 (Predicts a strong upward trend driven by repeat purchases of defense systems).
Strategic Positioning: RTX has doubled production of Patriot missiles using AI-optimized manufacturing facilities.
Top Ranks: Ranked #1 globally in the Aerospace & Defense sector for March 2026.

Exxon Mobil $XOM
Signal: Direct “Buy” based on the expected rise in Brent oil prices toward $110 (worst-case scenario in the event of a Strait of Hormuz blockade).
Target Increase: Goldman Sachs released a bullish report yesterday on energy stocks as a hedge against geopolitical risks.

AeroVironment $AVAV
Special Note: Considered the “AI pure play” within defense. Their drones utilize edge AI for target recognition.
Earnings: No immediate earnings release Monday, but sentiment SST-Score 8.7) remains very high due to deployment of their systems in recent operations.
Sectors to AVOID (Low AI Scores)
Airlines: Delta Air Lines (DAL), United Airlines (UAL)
Negative scores due to rising fuel costs and canceled flights to the region.

IT Services: Globant (GLOB)
Danelfin scores below 4/10; capital is flowing out of “riskier” tech into safe-haven sectors.
My View
For Monday, the best strategy is to focus on LMT and RTX. At the moment, these stocks function not only as investments but also as a form of “insurance” within a portfolio.
The upgrade of LMT to $700 by multiple banks this weekend is the key trigger behind the high overall conviction score.