"Upbeat" Defense Sector Shows More Tailwinds Than Headwinds
Schwab Network · Schwab Network
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Show Notes
Today's 360 panel maintains bullishness on the defense and aerospace industries. Danielle Shay believes post-earnings selling action in companies like RTX Corp. (RTX) are an "overreaction." She notes a potential headwind in U.S. defense spending cuts. David Dietze doesn't see that happening, pointing to ongoing geopolitical tensions as signals for the sector's longevity.
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