The [three-week Lebanon ceasefire extension](https://www.cnbc.com/2026/04/23/trump-israel-lebanon-ceasefire-iran-war.html) just shattered the defense bull thesis that Wall Street refuses to abandon. While $LMT pumped out in operating cash flow on $20.3B quarterly revenue and $NOC delivered net income on $11.7B quarterly revenue, these war machines built their valuations on conflicts that keep dissolving into diplomatic solutions. Follow the smart money trail: $LMT attracts $89.8M in

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