U.S. Defense Stocks Recover, European Ones Soar. How Trump Changed the Outlook. - Barron's
1. Defense stocks face challenges amid promises of reduced military spending. 2. Lockheed Martin has declined over 10% in the past month. 3. European defense firms are outpacing U.S. companies due to increasing regional tensions. 4. U.S. military spending traditionally exceeds that of NATO allies. 5. NATO targets for defense spending might increase, potentially affecting U.S. contractors.