A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom

Chit Chat Stocks · Jan 14, 2026 · 1h

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:

(00:00) Introduction

(01:59) Exploring the Defense budget increase

(10:45) Leidos (Ticker: LDOS)

(19:20) RTX Corp (Ticker: RTX)

(25:25) CACI International (Ticker: CACI)

(33:26) L3 Harris (Ticker: LHX)

(36:11) BWXT Technologies (Ticker: BWXT)

(42:18) Kratos Defense (Ticker: KTOS)

(50:08) Black Sky Technologies (Ticker: BKSY)

(54:24) Concluding thoughts on defense…