European defense stocks are cooling off after the military spending boom. Here's what's next

Analysts see 2026 as a period of consolidation for the sector, as excitement over Europe's increased defense budget is replaced by company-specific drivers.

Defense officials want Trump to be ‘very careful’ about use of AI in military

The Trump administration is pushing to unleash the power of artificial intelligence for the U.S. military while facing calls to put up guardrails around the rapidly developing technology.

House rolls out $1.14 trillion defense bill

The legislation would authorize a huge rise in defense spending but also check the Pentagon’s cuts to its troop levels in Europe.
Defense News on MSN

US arms sales pause would push Taiwan toward asymmetric-defense tech: analysts

The idea of Trump using arms sales as a negotiating chip with China has sparked concerns that Washington might decline procurement deals with Taiwan.

Ukraine and U.S. move toward landmark drone defense deal as Iran war highlights capabilities, and necessities

A deal is taking shape for the U.S. and Ukraine to jointly develop and build weapons that have been at the forefront of the wars in both Ukraine and Iran.
AOL

Which Is the Better Aerospace and Defense ETF, Invesco's PPA or State Street's XAR?

The State Street SPDR S&P Aerospace & Defense ETF (NYSEMKT:XAR) offers a lower cost and higher recent growth, while the Invesco Aerospace & Defense ETF (NYSEMKT:PPA) provides lower volatility and a more diversified portfolio. Both funds target the domestic ...

Best quotes from the 2026 IISS Shangri-La Dialogue: Defense spending, multilateralism and the future of the Asia-Pacific

Here are some of the most interesting quotes that CNBC has heard over the three days of the summit.