Why Defense Stocks Keep Hitting Records in 2026: A $2.9 Trillion, 5%-of-GDP Tailwind
Defense stocks are hitting fresh records in 2026, and it isn't one headline driving it — it's three tailwinds stacking. World military spending hit a record ~$2.9 trillion in 2025 (per SIPRI), NATO committed to lifting defense budgets to 5% of GDP by 2035, and — for