Defense Stocks Are a ‘Mega Force.’ NATO, New Tech Make the Case. - Barron's
1. U.S. military spending is poised for significant long-term growth. 2. NATO members may increase defense budgets to 5% of GDP. 3. Lockheed Martin's stock remains attractive despite current valuation dips. 4. Defense industry growth driven by geopolitical tensions and AI competition. 5. A $113 billion increase in Pentagon budget expected for the coming year.