(https://www.cnbc.com/2026/05/27/bank-of-america-says-prepare-for-a-summer-correction-after-rally-to-record-highs.html) is textbook macro noise. What matters: defense contractors like $RTX and $LMT posted solid Q4 2025 results—$RTX net income of $6.7B, $LMT net income of $5.0B—but traders are now pricing in *normalized* geopolitical risk. That's backwards. Here's the disconnect.

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