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The Latest Breaking News from Defense Spending

At White House, NATO'S Rutte tries to ease tensions with Trump over Iran

NATO chief Mark Rutte met with President Trump at the White House to ease tensions over the Iran war and U.S. troop withdrawal threats. Rutte presented data on increased defense spending by allies, calling concerns about support "isolated cases." While Trump praised Rutte's efforts, he remained largely unconvinced about European…

The Economic Times

Asia’s defense boom is rewiring the global arms supply chain

Asia, once an arms importer, is now emerging as a hardware manufacturer and arms exporter, driving the global defense industry in a more multipolar world.

Fortune

Reconciliation 3.0 hurdles

House Republicans are scrambling to produce a third reconciliation bill this Congress focused on defense spending and combating fraud, but they face numerous obstacles. CQ Roll Call’s Aidan Quigley and Paul M. Krawzak join host David Lerman to assess the bill’s prospects and all the complications that lie ahead. Show…

Roll Call

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Pakistan's finance minister presents the country's next budget that hikes defense spending

Pakistan's finance minister has presented the new budget to lawmakers, a draft that hikes defense spending by 18% while trimming funding for development programs and offering modest tax reliefs for salaried workers

AAP

UK defense secretary resigns, saying the government isn't willing to spend enough on the military

U.K. Defense Secretary John Healey has resigned, saying the government is not willing to spend enough on the military at a time of rising threats

AAP

UK defense secretary resigns, saying the government is not willing to spend enough on the military

U.K. Defense Secretary John Healey has resigned, saying the government is not willing to spend enough on the military at a time of rising threats

AAP

Fiscal 2027 NDAA approved by House Armed Services Committee

The House Armed Services Committee approved its fiscal 2027 National Defense Authorization Act late Thursday after a series of politically charged debates about the Iran war, Pentagon acquisition rules, defense spending and vestiges of the Confederacy in the military. After contending with about 900 amendments over the course of 14…

Roll Call

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Europe's Defense Spending Surge Is Fueling a 50% Price Spike on Military Gear — and the Problem Is Getting Worse

European nations face military gear price increases of more than 50% in two years as NATO allies race to rearm, Estonian Defense Minister Hanno Pevkur warned Saturday at the Lennart Meri Conference in Tallinn. The surge is exposing a painful paradox: the more Europe tries to defend itself, the more…

International Business Times

The national debt fix would cost $827 billion—roughly what America spends on its entire military, economists warn

A Cato Institute report lays out the scale of America's fiscal reckoning as the tools that once tamed the debt are no longer available.

Fortune

3 Stocks Poised to Grow on European Rearmament Spending

EU defense spending increases may mean big wins for some U.S. defense names, although investors should keep in mind that local spending will be prioritized.

MarketBeat

Defense Budget Expansion: 3 Mid-Cap Names in a Sweet Spot

Rising defense spending is creating new opportunities in mid-cap aerospace and defense stocks that are positioned for next-generation warfare.

MarketBeat

IMF Warns Rising War Costs Are Forcing Governments Into Tough Budget Trade-offs

Budgets around the world are under renewed strain as defense needs climb faster than revenues in several major economies, IMF data shows.

International Business Times

House appropriators delay Defense markup plans amid uncertainty

House appropriators have pushed back plans to mark up a fiscal 2027 Defense spending bill by about a month because of uncertainty over how to finance a massive surge in Pentagon funding sought by the Trump administration, according to sources familiar with the planning. A tentative schedule last month called…

Roll Call

US defense spending would rise $445bn under Trump budget plan, with steep cuts elsewhere

Democrats rebuke White House’s ‘bleak and unacceptable’ view of priorities after 10% cuts proposed to other programs

The Guardian - US

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Latin Times

Trump Seeks $1.5 Trillion Pentagon Budget After Saying the States Should Raise Taxes to Finance Day Care or Medicare

In the same week that Donald Trump said the federal government could not afford to "take care of day care" or programs such as Medicare and Medicaid because "we're fighting wars," the President asked Congress for a record $1.5 trillion Pentagon budget, a proposal that would increase defense spending by…

The Independent UK

Trump budget includes $1.5 trillion in defense spending and cuts to domestic programs

The president's budget arrives as the House and Senate remain tangled over current-year spending

Fortune

Trump wants to add nearly $7 trillion to the $39 trillion national debt with his new military budget, watchdog warns

Trump's proposal would be "by far the largest year-over-year increase in defense spending in the post-WWII era," the CRFB said.

MarketBeat

Keysight: The Quiet Winner in the AI and Defense Spending Boom

Keysight Technologies is an AI and defense winner that many investors are likely unaware of, and its latest earnings report is turning heads.

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Roll Call

Iran war triggers talk of supplemental defense funding

Top lawmakers began weighing the potential need for an emergency defense spending package for the U.S. military offensive in Iran.

Fortune

France's Thales 'extensively' ramps up production to meet a global boom in defense spending, says international CEO Pascale Sourisse

Defense spending is “growing everywhere," Sourisse said, noting that Thales has quadrupled production of radars to meet new demand for aerial surveillance.

MarketBeat

Defense Spending Is Rising—Here Are 3 Stocks Built for Turbulent Times

With geopolitcal tensions rising and world governments increasing defense spending, aerospace stocks are poised to benefit. We like these 3 large caps best.

Barchart

1 ‘Strong Buy’ Defense Stock to Load Up on in January 2026

As defense spending heats up, this buy-rated defense name might be worth paying attention to this month.

The Independent UK

Asian shares rise and US futures are flat after modest Wall Street moves

Asian shares have mostly advanced after mixed moves on Wall Street, where President Donald Trump's talk of raising defense spending spurred a rally in military-related shares

Roll Call

Defense spending uptick - Roll Call

A new compromise defense authorization bill calls for a higher level of defense spending than President Donald Trump requested for the current fiscal year. CQ Roll Call’s John M. Donnelly, Aidan Quigley and David Lerman assess the new bill and what it means for the defense appropriations process. Show Notes:

The Independent UK

Taiwan announces special budget of $40 billion for arms purchases to bolster defense

Taiwan’s President Lai Ching-te says he will put forth a special $40 billion budget for arms purchases, including to build a Taiwan Dome, an air defense system with high-level detection and interception capabilities, in the face of U.S. pressure for the island to increase its defense spending

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