Geopolitical instability in the Middle East is prompting investors to reassess the defense sector as markets distinguish between short-term price spikes and longer-term shifts. Steven Wieting says much of the conflict-driven impact may already be priced in, noting strong gains in defense hardware alongside lagging cybersecurity performance. As modern warfare evolves, Garrett Smith argues that rising defense budgets and growing demand for drones and intelligence are steering capital toward agile innovators, challenging traditional primes like Lockheed Martin (LMT), RTX (RTX), and General Dynamics (GD).

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New Warfare, New Winners in Defense Investing

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