Companies To Watch: Why RTX is at the centre of a defense market tug of war

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

RTX has been one of the most volatile defense stocks to start 2026, caught between political pressure on dividends and buybacks and renewed optimism around higher U.S. defense spending. On Companies to Watch, Dan Koh and Ryan Huang break down why RTX shares sold off and rebounded in quick succession, how the company has been performing operationally, and what investors should watch next as policy, geopolitics and earnings expectations collide.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jan 12, 2026

Embed this episode

Attribution link and audio player

Ready to play

Companies To Watch: Why RTX is at the centre of a defense market tug of war

0:00 12:02

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek?

This episode is 12 minutes long.

When was this Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek episode published?

This episode was published on January 12, 2026.

Can I download this Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!