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Defense stocks are still a funding story, not a crowded trade
Opinion

Defense stocks are still a funding story, not a crowded trade

Defense has rerated since 2022, but the case for the group is getting stronger, not thinner, because spending pressure is broadening into formal multi-year commitments across the U.S. and allied governments. That matters now because this week’s headlines are less about a one-day fear bid and more about procurement visibility that can keep backlog, guidance, and earnings support intact.

Jun 5, 20265 MIN
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