GE, RTX & Bullish Case for Defense Stocks in 2026

Defense stocks will be some of the key names to move the stock market higher, says Kevin Mahn. He points to the Trump administration's push for a $1.5 trillion defense budget and lasting geopolitical uncertainty as the sticky points backing his bullish thesis. Kevin highlights GE Aerospace (GE) and RTX Corp. (RTX) as two of the biggest companies to benefit. Tom White offers an example options trade for GE Aerospace.

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