(https://www.cnbc.com/2026/07/06/defense-tech-stocks-drones-electronic-warfare-valuation.html) — that's not just a headline, it's a repricing event. NATO allies are boosting defense budgets under Trump pressure, but (https://www.cnbc.com/2026/07/06/nato-trump-defense-spending-whitaker.html) is flowing toward unmanned systems, anti-drone tech, and deep strike capabilities instead of legacy platform refresh cycles. RTX's diversified portfol

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