00:00It's Benzinga bringing Wall Street to Main Street.
00:02Trump proposed a $1.5 trillion U.S. defense budget for fiscal 2027 that aims to rebuild
00:08munitions stockpiles depleted by the Iran conflict and Operation Epic Fury while funding a larger
00:13navy and modernized deterrent. UBS said the size of the request should lift sentiment after defense
00:19stocks lagged, according to Benzinga. UBS identified missiles and shipbuilding as key
00:24beneficiaries. RTX could gain from restocking demand and new missile funding that supports
00:28backlog and margins. General Dynamics and Huntington Ingalls could benefit from higher demand for
00:33submarines, carriers, and amphibious ships. UBS said Northrop Grumman faces pressure after the
00:39proposal trims B-21 bomber procurement, which could weigh on sentiment. For all things money, visit
00:44Benzinga.com.
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