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Pentagon Budget

Artificial Intelligence Defense Market

+11

The Pentagon Just Committed $13.4 Billion to AI Weapons. Here's Which Stocks Are Positioned to Win

Feb 18, 2026

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9 min read

The Pentagon Just Committed $13.4 Billion to AI Weapons. Here's Which Stocks Are Positioned to Win

$13.4B in FY2026 AI + autonomy spending. OpenAI, Google, Anthropic, and xAI each hold $200M Pentagon contracts.

Andrew Green
Andrew Green

RTX Stock

+10

RTX Stock Analysis: Is This Defense Giant Worth Your Money in 2026?

Jan 17, 2026

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9 min read

RTX Stock Analysis: Is This Defense Giant Worth Your Money in 2026?

Is paying 29x earnings for 54% defense exposure smarter than Lockheed's 17x multiple

Andrew Green
Andrew Green

Defense Contractors

+9

The Arsenal of Freedom: Small Defense Stocks Are About to Win Big

Jan 15, 2026

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8 min read

The Arsenal of Freedom: Small Defense Stocks Are About to Win Big

How Pentagon Reform Will Split Defense Stocks Into Winners & Losers

Andrew Green
Andrew Green

Geopolitical

+9

Trump's $1.5 Trillion Defense Budget: What It Means for Lockheed Martin

Jan 12, 2026

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9 min read

Trump's $1.5 Trillion Defense Budget: What It Means for Lockheed Martin

Record 191 F-35 deliveries, $599B in new Pentagon spending, and a policy showdown. What the numbers say about LMT's next move

Andrew Green
Andrew Green
Trader Insights Media