Name: Blashek: A.I. & Energy Lead Defense Sector Bull Run, TSLA, META, AVAV Poised Winners
Uploaded: 2025-07-15T20:46:26.405-05:00
Duration: 6 min 6 s

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Jordan Blashek says the defense sector is on the cusp of a decade-long bull run, driven by a "revolution in military affairs." He cites the rise of small, autonomous systems and the increasing importance of A.I. and energy as key trends. Blashek highlights companies like AeroVironment (AVAV), Tesla (TSLA) and Meta Platforms (META) as potential winners in this space, and notes that the government's $70 billion investment in A.I. and energy is a major signal of the sector's criticality to U.S. national security.

Blashek: A.I. & Energy Lead Defense Sector Bull Run, TSLA, META, AVAV Poised Winners

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.