Is 2025 the year of defense companies?

- 2024 could be called the year of AI technologies and everything related to them. Not only did the shares of companies that make hardware skyrocket, but also those that develop the product itself.Microsoft, whose stock price

Of course, this cannot last forever. Either the company will find a way to monetize this sector soon, or it could eventually break down investor confidence, prompting a stock valuation revision.: billions of dollars were spent with little to show for it, leading to significant cutbacks in the initiative.

Instead, the focus could shift back to defense companies. Even if Trump makes good on his promise to resolve theThis is because Trump believes that NATO countries should increase defense spending to 5% of GDP, which could easily translate into billions of dollars in new contracts for Thales, Lockheed Martin, Boeing, etc.

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