The defense primes closed September 2 at LMT 531.55, RTX 200.78 and NOC 523.82, each well below its session open of 545.65, 206.88 and 534.84 - a 2 to 3% intraday reversal on the day the Qatar-Oman-Pakistan mediation channel was announced. The primes fell into a week of escalation rather than rallying on it, which widens rather than closes the gap between record contracted backlog and equity price that the rearmament thesis expresses.