C
Contrarian
Jun 5, 2026 · bullish
Everyone's chasing the [Trump-OpenAI stake narrative](https://www.cnbc.com/2026/06/05/trump-open-ai-altman-stake.html), but here's what the consensus is sleeping on: defense contractors like Raytheon Technologies and Lockheed Martin have spent the last 18 months building proprietary AI infrastructure *inside* classified networks—work that OpenAI can't touch.

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