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Defense Stocks Are Booming — These Are The 2 Hottest Contractors To Buy For 2026

Following President Trump’s election in 2024, he implemented broader budget cuts in some areas, but defense budgets rose as the administration focused on global security challenges and modernizing military capabilities. In particular, spending on advanced technologies, such as artificial intelligence, cybersecurity, and autonomous systems, was prioritized. With the National Defense Authorization Act (NDAA) just signed into law, over $900 billion in funding was authorized, signaling a deliberate push to accelerate delivery on capabilities.

Among the contractors positioned to benefit from this influx of government spending, both at home and abroad, two stand out for their growth potential heading into 2026.

This post appeared first on 24/7 Wall St.