Iran War Aftermath: The U.S. Defense Stock Boom Isn't Coming

2026-03-04 09:00:00 ET

The war in Iran has brought aerospace and defense back into focus. At least, more in focus because aerospace and defense has been in focus ever since the start of the war in Ukraine, followed by conflict in Gaza, fights between Pakistan and India, the NATO Greenland crisis , tensions between China and neighboring countries, and President Donald Trump floating the idea of a $1.5 trillion budget which by itself does not make sense for some, but starts making a lot more sense in a multi-year war setting with a significant need for the US military to increase its capabilities....

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