Policy and Budgets - Defense Stocks

News

Ukraine's Six-Month Window: How the Drone War Turning Point Is Reshaping Defense Spending

Something has shifted on the battlefield in Ukraine. After more than four years of grinding attrition, the Institute for the Study of War assessed in late May 2026 that Russia's daily rate of advance has fallen sharply, while Ukraine has - for the first time since its failed 2023

Policy and Budgets

The $1.2 Trillion Question: What the Golden Dome Cost Gap Means for Defense Investors

There is a number that has been quietly reshaping the calculus of every major defense contractor in America: $1.2 trillion. That is the Congressional Budget Office's independent estimate for what it would cost to build and operate the Golden Dome for America missile defense system over the

Policy and Budgets

Europe Goes Bilateral and Congress Goes to $1.1 Trillion: The Week That Redrew the Defense Budget Map

The UK and Poland signed the Northolt Treaty on May 27. The House Armed Services Committee released its FY27 defense bill on May 29. Together, these two events tell the same story: the global defense budget architecture is being rebuilt from scratch.

Drones

Pentagon Bets on Drone Startups: Inside the $210 Billion Push to Close America's Drone Gap

The Trump administration is negotiating equity stakes in American drone startups. Here is what the Pentagon's $210 billion push to close the U.S. drone manufacturing gap means for investors and the defense sector.