LOS ANGELES — An armed man was arrested near President Donald Trump's Los Angeles golf club, authorities said. The individual had reportedly been monitoring security preparations ahead of the president's scheduled visit.

The arrest came as U.S. equities posted broad gains. The Nasdaq rose 2.6 percent to 26,585, the S&P 500 climbed 1.8 percent to 7,737 and the Dow Jones Industrial Average added 1.7 percent to 54,086. The market's composure signals investors do not view the incident as a systemic threat — but the episode reinforces demand for security infrastructure at high-profile sites.

Companies specializing in access control, perimeter defense and real-time monitoring stand to benefit. That demand is not confined to presidential visits; it extends to corporate campuses, critical national infrastructure and large public venues worldwide.

Axon Enterprise, known for its law enforcement technology and body cameras, and Motorola Solutions, a leader in public safety communications and video security systems, are the two most direct plays in the sector. Both carry long-term revenue streams tied to government and private security spending — the kind of recurring contracts that tend to expand after high-profile security failures.