Investment strategist picks 10 growth stocks to benefit from Middle East crisis

Finance

Investment strategist picks 10 growth stocks to benefit from Middle East crisis

Amid rising tensions in the Middle East, investment strategist Shay Boloor has selected 10 growth stocks he believes are well-positioned to gain from the unfolding conflict.

In a June 22 post on X, Boloor highlighted a mix of tech and defense-focused companies likely to draw increased investor attention as geopolitical instability deepens.

His picks followed news that the U.S. had joined Israel in striking Iran‘s nuclear facilities, escalating fears of a broader regional war. The strikes came just days after Israel launched ’Operation Rising Lion on June 13, triggering Iranian retaliation.

Palantir Technologies (NASDAQ: PLTR)

Wartime often prompts governments to ramp up spending on surveillance and data-driven intelligence, which is Palantirs (NASDAQ: PLTR) specialty. Its AI-powered platforms are already integrated across U.S. and allied military systems. The stock has surged 82% year-to-date, trading at $137.30.

Axon Enterprise (NASDAQ: AXON)

Known for body cameras and Tasers, Axon (NASDAQ: AXON) also offers cloud-based evidence systems, making it relevant as nations bolster internal security. AXON is up 30% in 2025, recently closing at $777.32.

Cloudflare (NYSE: NET)

In today‘s conflicts, cyberattacks are as critical as physical strikes. Cloudflare’s (NYSE: NET) DDoS protection and secure infrastructure make it highly demanded by governments and enterprises. NET is up 60% YTD, trading at $179.

CrowdStrike (NASDAQ: CRWD)

If Iranian-backed hackers intensify attacks, CrowdStrikes (NASDAQ: CRWD) Falcon platform is a key line of defense. Already widely deployed across sensitive sectors, CRWD has gained 37% this year to $476.

Archer Aviation (NYSE: ACHR)

If conflict blocks traditional routes, Archers (NYSE: ACHR) electric aircraft could aid logistics, medevac, and urban mobility. ACHR is up nearly 5% in 2025, trading at $10.04.

Rocket Lab (NASDAQ: RKLB)

Rocket Labs (NASDAQ: RKLB) rapid satellite launches support real-time surveillance and secure communications, which are vital in wartime scenarios. RKLB has risen over 20% YTD, recently hitting $30.04.

AST SpaceMobile (NASDAQ: ASTS)

With infrastructure at risk, ASTs (NASDAQ: ASTS) satellite-to-smartphone service can keep communications running even when towers fail. ASTS has jumped 112% this year and is trading at $45.94.

Eos Energy Enterprises (NASDAQ: EOSE)

As infrastructure threats mount, Eoss (NASDAQ: EOSE) long-duration zinc batteries offer reliable off-grid power for military and emergency use. However, EOSE is down 18% in 2025, trading at $4.49.

Rubrik (NYSE: RBRK)

Rubrik (NYSE: RBRK) provides backup and recovery solutions to counter ransomware and data sabotage. Since going public in April, RBRK has rallied 125% to $85.51.

Enovix Corporation (NASDAQ: ENVX)

Enovix (NASDAQ: ENVX) makes compact, safe lithium-ion batteries, essential for powering drones and field equipment. Despite its strategic relevance, ENVX is down over 30% in 2025, trading at $8.23.