About this episode

The episode discusses the potential of defense tech stocks as a new growth sector for investors in 2026 amidst rising NATO spending and geopolitical risks.

Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk still elevated, the defense tech theme may be one of the most compelling macro investment stories of 2026. Today's Stocks & Topics: Day Trading, Market Wrap, Constellation Software Inc. (CNSWF), Karooooo Ltd. (KARO), Dividend Stocks, Alphabet Inc. (GOOG), Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?, VanEck Gold Miners ETF (GDX), Dividend Investing. Our Sponsors: * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

• Defense Tech Stocks
• Investment Strategies
• Market Analysis
• Geopolitical Risks
• Dividend Investing
• Day Trading

Keywords

• defense technology
• investment
• geopolitical risk
• NATO spending
• market analysis
• dividend stocks
• day trading

Sponsors

Chilipad, Plaud AI, Quince, TruDiagnostic

Mentioned in this episode

Organizations: NATO, Alphabet Inc., Constellation Software Inc., Karooooo Ltd., VanEck Gold Miners ETF

Products: Chilipad, Plaud AI, Quince, TruDiagnostic

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