Trump Wants a Record $1 Trillion for Defense. The Stocks That Could Win—and Lose.
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President Donald Trump’s trillion-dollar request for defense in his fiscal 2026 budget request tells investors something: Trump’s peace through strength positioning isn’t bad for the industry. Included was a 13% boost in defense spending to $1.01 trillion. “At about a 15% discount to industrials, we estimate current defense valuations are about in line with periods of zero budget growth,” wrote Wells Fargo analyst Matthew Akers in a report Friday.
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