Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom
1 hour Posted Jan 14, 2026 at 9:00 am.
) Introduction
) Exploring the Defense budget increase
) Leidos (Ticker: LDOS)
) RTX Corp (Ticker: RTX)
) CACI International (Ticker: CACI)
) L3 Harris (Ticker: LHX)
) BWXT Technologies (Ticker: BWXT)
) Kratos Defense (Ticker: KTOS)
) Black Sky Technologies (Ticker: BKSY)
) Concluding thoughts on defense sector
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Show notes
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:
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