U.S. Defense Spending to Reach $1 Trillion, Boosting Stocks Amid Ongoing Appropriations Process

Saturday, Jan 17, 2026 5:07 pm ET1min read
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The US government plans significant increases in defense spending for 2026, with $150 billion already appropriated. Defense stocks have already repriced, but more upside is likely as funding becomes more certain. Key initiatives still in line for funding include hypersonic weapons, F-47 fighter jets, and increased space force funding. Lockheed Martin and Northrop Grumman are stocks to watch due to their involvement in missile and space projects.

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