Trump’s proposed $1.5 trillion defense budget would push U.S. military spending to roughly 5% of GDP, up from the current 3.8%, marking one of the largest jumps in modern history. That anticipated surge in funding has sparked investor interest in agile, next-generation contractors like AeroVironment, Kratos, and Karman, which are already outperforming traditional defense giants. The story highlights how the market is shifting toward companies specializing in drones, space systems, and autonomous technologies as the Pentagon signals a pivot toward rapid-development, high-tech capabilities.
[https://www.investors.com/news/aerovironment-defense-charge-outpace-legacy-contractors-kratos-karman-mercury-trump-defense-budget/?src=A00220](https://www.investors.com/news/aerovironment-defense-charge-outpace-legacy-contractors-kratos-karman-mercury-trump-defense-budget/?src=A00220)