HomeIndustriesDefense'Upbeat' Defense Sector Shows More Tailwinds Than Headwinds

'Upbeat' Defense Sector Shows More Tailwinds Than Headwinds

Today's 360 panel maintains bullishness on the defense and aerospace industries. Danielle Shay believes post-earnings selling action in companies like RTX Corp. (RTX) are an "overreaction." She notes a potential headwind in U.S. defense spending cuts. David Dietze doesn't see that happening, pointing to ongoing geopolitical tensions as signals for the sector's longevity.

Trading 360

22 Apr 2025

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