US Defense Stocks in Focus: The Winners of the Trump Era 2025 - new Defense Priorities are Changing the Industry!
Reading Time: 3 minutes
Since the reelection of Donald Trump in November 2024, the landscape for US defense companies has changed significantly. While budget cuts and new import tariffs on products from China, Mexico, and Canada pose challenges, selected companies benefit from a clear realignment of American defense politics. Despite cost pressures, a defense budget of $886 billion is expected for 2025, supplemented by a planned supplemental package of $150 billion. The sector winners at a glance Huntington Ingalls Industries (HII) is experiencing a remarkable upswing....
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