CNBC's 'Final Trades': Alphabet, Lockheed Martin, Valero Energy, and More

Lockheed Martin, Alphabet, Valero Energy, and iShares Global Comm Services ETF were highlighted as standout stocks by experts on CNBC's "Halftime Report Final Trades." Lockheed Martin is expected to announce more news from its Golden Dome project, while Alphabet hit a new all-time high due to positive developments in AI and cloud computing divisions. Valero Energy reported strong Q2 earnings, beating analyst estimates.

Lockheed Martin: Golden Dome Project and THAAD Milestone

Lockheed Martin, a key player in aerospace and defense, continues to make strides in its Golden Dome project. The company's Terminal High Altitude Area Defense (THAAD) system has recently reached a significant milestone with BAE Systems delivering its 1,000th infrared seeker [1]. This delivery underscores the collaboration between Lockheed Martin and BAE Systems in enhancing precision-strike capabilities against ballistic missile threats. The THAAD system, designed to defend against short-, medium-, and intermediate-range ballistic missiles, is a critical component of the U.S. and its allies' defense strategies.

Alphabet: AI and Cloud Computing Breakthroughs

Alphabet (GOOGL) has been making waves in the tech sector, particularly in the AI and cloud computing domains. The company recently secured a $10 billion cloud deal with Meta, which is expected to accelerate Google Cloud's growth by 25-30% annually through 2027 [2]. This strategic move not only positions Alphabet as a leader in AI infrastructure but also aligns with its broader sustainability goals. Additionally, Alphabet's partnership with Kairos Power to deploy 500 MW of nuclear energy by 2035 is a significant step towards addressing the energy demands of AI workloads in a carbon-free manner.

Valero Energy: Strong Q2 Earnings and Dividend

Valero Energy Corporation (VLO) reported strong Q2 earnings, exceeding analyst expectations by delivering $2.28 per share, compared to the expected $1.66 [3]. The company also declared a quarterly dividend of $1.13 per share, reflecting an annual yield of 3.2%. Several large investors, including 1832 Asset Management L.P., have increased their stakes in Valero Energy, indicating confidence in the company's performance and growth prospects.

iShares Global Comm Services ETF: Diversified Portfolio

The iShares Global Comm Services ETF (IXC) provides exposure to a diversified portfolio of global communication services companies. This ETF includes a mix of telecommunications, media, and internet companies, offering investors a broad-based exposure to the sector. The ETF's performance is influenced by various factors, including market conditions, regulatory changes, and technological advancements.

Conclusion

The stocks highlighted by CNBC experts—Lockheed Martin, Alphabet, Valero Energy, and iShares Global Comm Services ETF—represent a mix of innovative technologies, strong earnings, and strategic partnerships. As investors navigate the complex financial landscape, these companies offer compelling opportunities for growth and diversification.

References

[1] https://defence-industry.eu/bae-systems-delivers-1000th-thaad-seeker-to-lockheed-martin-in-key-ballistic-missile-defence-milestone/
[2] https://www.ainvest.com/news/googl-poised-reclaim-ai-leadership-strategic-cloud-energy-breakthroughs-2508/
[3] https://www.marketbeat.com/instant-alerts/filing-1832-asset-management-lp-increases-position-in-valero-energy-corporation-vlo-2025-08-22/