Boeing (BA) is gaining momentum as production stabilizes and strong defense demand improves its credit outlook. Ben Tsocanos says commercial deliveries and deep defense backlogs are helping offset balance‑sheet concerns. Luke Lloyd adds that following government spending favors names like AeroVironment (AVAV), Palantir (PLTR), and Intel (INTC), pointing to a broader tailwind for defense, industrials, and national‑security‑aligned tech.