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EPISODE · Jul 24, 2026 · 11 MIN

'Strongest environment in a generation' for defence stocks

from the daily moo · host Moomoo Australia & New Zealand

Defence stocks are surging as the sector faces what analysts are calling the strongest macro environment in a generation. With ongoing conflict in the Middle East, NATO nations ramping up military spending, and governments around the world committing to long-term defence budgets, major contractors are reporting strong earnings beats and record order backlogs. Watchlist: Lockheed Martin, NextEra Energy, Newmont Check out these stocks: www.moomoo.com/quote

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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'Strongest environment in a generation' for defence stocks

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