Patrick Bet-David

The Pentagon comes out and asks for a 42% year-over-year hike in their budget with a $1.5 trillion defense budget that they're asking for 2026.

And this is a barren story.

Let me read this to you, and then...

We can go there, Rob.

So eight big winners from Trump's historic $1.5 trillion defense request.

And Tom, I'm going to come to you.

Rob, is that about this or no?

All right.

So on Friday, Trump unveiled the fiscal's 2027 budget of $1.5 trillion.

The $1.5 trillion number will be at 42%.

And it's a historic increase not seen since the Korean War when the annual defense budget jumped from $14 billion in 1950 to $33 billion in 1951, almost $48 billion in 1952.

The Navy is projected to see its ship budget more than double

65.8 billion versus 27.2, wrote vertical research partner analyst Bob Stellar, also seen a big jump in the Space Force.

Its request of 71.2 billion represents 77% year-over-year increase.

That is relatively good news for shipbuilders, general dynamics, and Huntington Ingalls Industries, and for space startups, including Rocket Lab, Firefly, Aerospace, and, of course, privately held SpaceX companies.

Huntington stock gains 2.8% on Monday.

General Dynamics stock rose 0.7%.

Rocket Lab stock went up 0.1%.

And Firefly shares went up 5.8%.

The Defense Department is also asking for 85 F-35 jets from Lockheed Martin up from 47 in fiscal year 2026.