A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom episode artwork

EPISODE · Jan 14, 2026 · 1H

A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom

from Chit Chat Stocks

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss: (00:00) Introduction (01:59) Exploring the Defense budget increase (10:45) Leidos (Ticker: LDOS) (19:20) RTX Corp (Ticker: RTX) (25:25) CACI International (Ticker: CACI) (33:26) L3 Harris (Ticker: LHX) (36:11) BWXT Technologies (Ticker: BWXT) (42:18) Kratos Defense (Ticker: KTOS) (50:08) Black Sky Technologies (Ticker: BKSY) (54:24) Concluding thoughts on defense sector ***************************************************** Sign up for our stock research service, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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