Editorial companion

What stands out

Schwab Network's segment highlights a strange little market quirk: Lockheed Martin, Northrop Grumman and RTX are not behaving like classic geopolitical winners even as U.S.-Iran tensions flicker. The clip pairs price action with trader behavior, including an options idea on RTX, and forces the sensible question investors rarely enjoy, are you trading headlines or owning a business? For readers who think defense equals automatic upside, this episode is a corrective, showing how timing, earnings and technical pressure can mute a sector even amid real-world risk.