# 3 Defense Stocks Built for the Next War (Institutions Are Missing This)

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Text version: https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/3-defense-stocks-built-for-the-next-war-institutions-are-missing-this.md
Podcast: [MarketBeat | Stock Market News & Analysis](https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436)
Published: 2026-04-17T22:44:22+00:00
Episode link: https://2bae4538-0225-4a5e-855d-e74388245c45.libsyn.com/3-defense-stocks-built-for-the-next-war-institutions-are-missing-this
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Duration seconds: 918

## Resource

MasterClass Executive is designed to help professionals build real skills, demonstrate their thinking, and develop work that shows what they're capable of. Sign up today for free at https://masterclass.yt.link/hOpHDBW The defense sector has barely budged during this week's historic market rally — and that might be exactly where the opportunity is. MarketBeat analyst Chris Markoch joins us with three defense stocks that are built for the next generation of warfare, and that institutions are still largely ignoring right now. Chris breaks down why the future of military spending looks nothing like the past, which companies are positioned to lead that shift, and why the recent pullback in some of these names may actually be creating a better entry point for investors who missed last year's run. If you want to know where defense dollars are flowing before the big money catches on — this is the video to watch. Video Chapters: 00:00 Introduction 00:50 Why Defense Stocks Are Lagging the Rally 02:54 The Case for Next Generation Defense 04:14 Stock 1 07:41 Stock 2 12:28 Stock 3 View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed.…

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