Weekly Stock Bullfinder - Week of 6/30

Stocks I'm Watching - Week of 6/30

Shifting Defense Spending Budget Priorities- Slowly, Then All of a Sudden

US, EU, and NATO countries appear to be quickly pivoting defense spending budget investments to unmanned systems resulting in emerging new investment opportunities in companies who benefit from the spending pivot now underway. Making news this past week was the Pentagon’s fiscal 2026 spending priorities which for the the first time called out a separate line item for unmanned systems with a $13.4B budget request.