Name: The Outlook for Defense Stocks
Uploaded: 2025-05-27T21:16:33.971-05:00
Duration: 5 min 6 s
Description: Jordan Blashek walks through the outlook for defense stocks. He thinks that “large, inefficient” government contracts will get cut, which opens opportunities for other, upstart contractors. Giants like Lockheed Martin (LMT) or RTX (RTX) could get cut. In the meantime, though, defense budget spending is rising around the world as U.S. allies are pushed to become militarily independent.

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Jordan Blashek walks through the outlook for defense stocks. He thinks that “large, inefficient” government contracts will get cut, which opens opportunities for other, upstart contractors. Giants like Lockheed Martin (LMT) or RTX (RTX) could get cut. In the meantime, though, defense budget spending is rising around the world as U.S. allies are pushed to become militarily independent.

The Outlook for Defense Stocks

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