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67/100 Bullish 31.07.2026 · 04:02 Finrend AI ⏱ 1 dk 👁 5 TR

US-Iran Tensions Escalate: Patriot Orders Surge

Following President Donald Trump's threat of retaliation, US forces have launched a new wave of strikes on military targets in Iran. According to a statement from US Central Command (CENTCOM), the strikes targeted command centers, missile and drone facilities, and coastal defense systems belonging to Iran's Revolutionary Guard. Explosions were reported on the strategically important islands of Abu Musa and Kish, and three Revolutionary Guard members were reported killed. Iran, for its part, continues its retaliatory actions against US targets in the Gulf region. The Revolutionary Guard claimed that F-35 aircraft were destroyed in an attack on a US air base in Jordan and that a base in Kuwait was also targeted. Additionally, it was alleged that a kamikaze drone attack was carried out on Sheikh Isa Air Base in Bahrain. Iran announced that it controls the Strait of Hormuz and that the strait will remain closed as long as US threats continue. Within the US administration, there are reported disagreements over war strategy. According to NBC News, President Trump is frustrated that his advisors have been unable to reach a consensus on targets in Iran. Sources indicated that Trump did not expect it to be so difficult to persuade Iran to reach an agreement and that his team lacks a clear strategy. As reported by the Wall Street Journal, CENTCOM Commander Brad Cooper presented President Trump with a plan for a 10-14 day intensive air campaign aimed at neutralizing Iran's missile capabilities. This plan goes beyond small-scale retaliations, aiming to sharply escalate the conflict and constrain Iran's offensive capabilities. The rising tensions have also impacted the defense industry. The US Department of Defense increased its Patriot missile order from Lockheed Martin to $58.6 billion to meet the demand for air defense systems. Additionally, it was announced that framework agreements were signed with Boeing and Lockheed Martin to increase production capacity for critical missile components. This is not investment advice.

📊 BA — Piyasa Yorumu

▲ up · 65%

The news indicates that the increase in defense spending will positively impact defense companies such as BA. Technical indicators also support this view: RSI at 58.8 is strong but not overbought, MACD is above the signal line and positive. The price is trading above SMA20 and SMA50, having risen 4.1% in the last 24 hours. The likelihood of continued upward movement in the short term is high, but geopolitical risks may already be partially priced in, so caution is advised.

RSI 14
58.8
MACD
1.80
24h Δ
4.08%

📊 LMT — Piyasa Yorumu

▲ up · 60%

The headline points to increasing geopolitical risks in the defense sector, strengthening order expectations for defense companies such as LMT. Technically, the RSI stands at 55.6, in neutral territory, while the price is above both the SMA20 and SMA50, indicating a medium-term upward trend. The MACD is in negative territory but close to its signal line, suggesting weak short-term momentum, although the news flow could provide a positive push. The recent 1.8% decline at the last close may be partially offset by the impact of the news. In the short term, the likelihood of an upward move is moderate, but excessive optimism should be avoided.

RSI 14
55.6
MACD
-0.68
24h Δ
-1.81%

📊 BRENT — Piyasa Yorumu

▲ up · 60%

Rising geopolitical tensions could support Brent prices by increasing the perceived risk to oil supply. However, technical indicators show a weak outlook; RSI is in the sell zone at 37 and MACD is negative. In the short term, news flow may push prices higher, but the upside is expected to remain limited due to the current downtrend. A sustained move above the SMA20 and SMA50 would confirm strengthening momentum.

RSI 14
37.8
MACD
-0.32
24h Δ
-1.94%

📊 WTI — Piyasa Yorumu

▲ up · 55%

Rising geopolitical tensions could support WTI prices in the short term by increasing the perceived risk to oil supply. However, technical indicators present a weak outlook; RSI is below 40 and MACD is below its signal line, indicating that the current downtrend persists. The price is trading below the 20-day and 50-day moving averages, suggesting strong resistance levels. While the news flow may trigger a short-term buying reaction, technical resistances need to be overcome for this move to be sustainable. Therefore, although the direction is upward, the confidence level is maintained at a moderate level.

RSI 14
39.9
MACD
-0.09
24h Δ
-1.10%
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