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EXPLAINED: Defense spending | Vintage Vibes

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

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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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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…

Latin Times

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

The Independent UK

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.

Fortune

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.

MarketBeat

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.

Roll Call

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.

Fortune

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.

MarketBeat

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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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Euronews

Germany presented its newly developed Leopard 2A8 tank

Germany unveiled its new Leopard 2A8 tank as the EU announced fresh defense spending, with the first units set for testing in 2026 and several European countries already placing orders.

Tom’s Hardware

Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it 'impossible to get a new iPhone for three years'

An expert from the Taiwan NSTC Hsinchu Science Park Bureau estimates that a single missile strike could disrupt iPhone production for three years, with another suggesting that such an event could result in a 6% to 10% contraction of the global GDP.

The Independent UK

South Korean president calls for aggressive AI spending in budget speech

South Korean President Lee Jae Myung called for tripling government spending artificial intelligence infrastructure and technology in a budget speech to the legislature

Reason

America's $30 Trillion Publicly Held Debt Is 42 Times Larger Than It Was in 1980

Democrats defend every entitlement and dream up new benefits. Republicans demand more defense spending and still more tax cuts.

The Independent UK

Hegseth welcomes Japan's arms spending increase, says US-Japan alliance key to deter China

U.S. Defense Secretary Pete Hegseth has welcomed Japan's commitment to accelerate its military buildup and defense spending

The Independent UK

South Korea's president calls for more self-reliant military as questions arise about US commitment

South Korea’s president has vowed to sharply increase defense spending to introduce a variety of high-tech weapons as part of efforts to build a more self-reliant military

Fortune

Markets cashed in on the war in Ukraine but may like peace with Russia even more, top analysts say

Russia has broken 190 different “deals” over Ukraine since 1994, so it is unlikely that Europe will stop preparing for future action from Moscow.

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