DOGE Targets Contractors. Their Stocks Should Be Fine. - Barron's

1. DELL, along with others, faces concerns over government budget cuts. 2. BofA identified DELL as a top federal contractor with low government revenue reliance. 3. Investor sentiments are cautious amid potential DOGE budget cuts. 4. Active fund managers remain overweight in defense stocks despite concerns. 5. A recent sell-off in related companies like Accenture might be overdone.