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“NATO's new benchmark of spending 5 percent of gross domestic product on defense and related investments”
@TylerDurden
NATO's new 5% GDP spending mandate and US pressure forces European allies to ramp defense budgets, directly benefiting RTX's European missile and air-defense business.
RTXLONG@ $188.35
$213.14+13.16%
since call Jun 19
peak +19.0%
“U.S. President Donald Trump had committed to defense budgets exceeding $1 trillion in 2026 and $1.5 trillion in 2027”
@TylerDurden
US defense budgets of $1T in 2026 and $1.5T in 2027 represent the largest peacetime spending ramp in history, and LMT as the top US contractor captures the biggest share.
LMTLONG@ $517.32
$578.27+11.78%
since call Jun 19
peak +15.7%
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