Short answer
Defense stocks rise on geopolitical tension, increased NATO spending, or new large contract awards.
Defense stocks rise on geopolitical tension, increased NATO spending, or new large contract awards.
Lockheed Martin, RTX, Northrop Grumman and General Dynamics all climbed.
Wars, rearmament programs in Europe, and rising US defense budgets translate into multi-year revenue visibility.
Defense is a classic 'geopolitical hedge' with steady government cash flows.
If you hold a defense or aerospace ETF, your balance benefits.
That's a personal choice — many ESG funds exclude them.
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