A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom

A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss: (00:00) Introduction (01:59) Exploring the Defense budget increase (10:45) Leidos (Ticker: LDOS) (19:20) RTX Corp (Ticker: RTX) (25:25) CACI International (Ticker: CACI) (33:26) L3 Harris (Ticker: LHX) (36:11) BWXT Technologies (Ticker: BWXT) (42:18) Kratos Defense (Ticker: KTOS) (50:08) Black Sky Technologies (Ticker: BKSY) (54:24) Concluding thoughts on defense sector ***************************************************** Sign up for our stock research service, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(800)

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:23) Google's Earnings (16...

24 Heinä 0s

6 Hidden AI Winners

6 Hidden AI Winners

On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today. ***************************************************** Subscribe...

22 Heinä 0s

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:55) ASML's Earnings (04:5...

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A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss: (00:00) I...

15 Heinä 1h 12min

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:02) Terry Smith's letter ...

10 Heinä 1h 4min

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss: (00:00) Introduction (05:52) Understanding Copart's Business Model (14:32) Competition in the ...

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Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB

Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:30) Meta's Cloud Business ...

3 Heinä 1h 2min

Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More)

Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More)

On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss: (00:00) Introduction (01:21) Accenture (10:43) Netfl...

1 Heinä 1h 7min

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