Defense stocks occupy a rare position in today’s market, where geopolitical anxiety, fiscal generosity, and multi-year revenue visibility converge simultaneously. The Department of War’s Fiscal Year 2027 investment request totals $756.8 billion, with President Trump declaring the military budget “should not be $1 Trillion Dollars, but rather $1.5 Trillion Dollars.” Goldman Sachs has framed economic security as a prominent theme in 2026, with NAT…
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