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October 21, 2026 · By Bill Whelan

Defense Spending Surge Creates Opportunity in RTX, LMT & GD

Bill Whelan says defense stocks offer an attractive opportunity as global military spending rises despite recent sector weakness. He favors RTX Corp. (RTX), Lockheed Martin (LMT) and General Dynamics (GD), with missile replenishment and production growth driving demand, though execution remains key.

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Defense Spending Surge Creates Opportunity in RTX, LMT & GD

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