Defense stocks surge after Trump calls for $1.5 trillion military budget in 2027

    https://www.cnbc.com/2026/01/08/defense-stocks-trump-military-spending-europe-us.html

    Posted by Doug24

    22 Comments

    1. SimilarTap1419 on

      Palantir will have an NVDA moment in 2026 exploding 300% plus higher. Rule of 40 will hit an unprecedented 250.

    2. Any-Morning4303 on

      Global Military Spending (2024 estimates)
      • Total world military expenditure: ~$2.7 trillion USD. 

      🇺🇸 United States
      • U.S. military budget in 2024: about $997 billion. 
      • Share of total global spending: ~37 % of all military spending in the world. 
      • U.S. spending is the largest by far—more than 3 times larger than China’s. 

      🌐 Rest of World (2024)
      • China: roughly $314 billion (about 11–12 % of global total). 
      • Russia: ~$149 billion (about 5–6 %). 
      • Germany: ~$88.5 billion (~3.3 %). 
      • India: ~$86.1 billion (~3.2 %). 
      • Other countries combined: tens of billions each (UK, Saudi Arabia, France, Japan, etc.).

      Thank god that we’ve finally woken up and have taken military profits seriously.

    3. The market manipulation is so blatant. Trump tanks the stocks with a few threats and then a couple hours later makes an announcement to send them right back up.

    4. 2milliondollartrny on

      The US is going to be in a recession by 2028 or full blown revolution, or both. Hopefully just the second one, the government overreach is too much.

    5. Secret-Temperature71 on

      Won’t this surge in defense stocks draw investment capital the expanding industrial base he is trying to foster?

    6. Market manipulation in full view – tank defense stock with one statement, pump with another.

    7. I’m so far left leaning that democrats are disgust me with how far they are too my right. But with that said; as someone who is into history, geopolitics, and grand strategy, our military defense budget needs to go up significantly if we’re to maintain our position as the World Police. Obviously I don’t trust this administration to wield that power rightfully, but in theory, I have no issue with our defense budget pushing as high as 3-4% of GDP.

      Our issue is that it is extremely expensive to be on the cutting edge of science with all of our assets. Ships, submarines, missiles, defense systems. Etc. But it’s relatively cheap for another country to find one single weakness in our assets and exploit it. They might be able to sink a $20B cruiser with a $1M missile if we aren’t consistently maintaining our fleet with the absolute top of the line systems. It’s an all or nothing thing.

    8. I really don’t understand how this country can continue to function much longer.

      40T debt will be here soon and we just can’t sustain those levels long term even with low rates.

      Finally it obviously always goes up hence the can’t sustain part and God forbid the next crisis that brings on 10T in spending or whatever.

      It’s going to be very interesting to see how people react when the next big wave of inflation hits. Right now a lot of people are holding on with their fingernails.

    9. “Some 30 million to 50 million barrels of sanctioned Venezuelan oil will be turned over to the U.S., per Trump, which will be sold at market prices. The profit will be controlled by him and be used “to ensure it is used to benefit the people of Venezuela and the United States.””

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