Trump won $3B in defense deals at the NATO summit, with Lockheed Martin, RTX, Boeing, and Anduril expanding missile production across Europe. The contract mix implies near-to-medium term demand support for major defense primes and suppliers through increased European manufacturing capacity.
Trump won $3B in defense deals at the NATO summit, with Lockheed Martin, RTX, Boeing, and Anduril expanding missile production across Europe. The contract mix implies near-to-medium term demand support for major defense primes and suppliers through increased European manufacturing capacity.
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mildly positive
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0.20
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