Defense Selloff Creates Opportunity in GE, RTX, and Industry Leaders

Bob Lang and Tyler Herriage say the selloff across defense stocks may be creating a buying opportunity in legacy industrial names. Despite strong earnings and long backlogs, GE (GE) and RTX (RTX) remain under pressure, while Northrop Grumman (NOC), General Dynamics (GD), and L3Harris (LHX) stand to benefit from rising defense spending. The panel also looks at Boeing (BA) and the long‑term impact of innovation as the industry prepares for a massive jump in defense budgets.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about