Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk still elevated, the defense tech theme may be one of the most compelling macro investment stories of 2026. Today&#x27;s Stocks &amp; Topics: Day Trading, Market Wrap, Constellation Software Inc. (CNSWF), Karooooo Ltd. (KARO), Dividend Stocks, Alphabet Inc. (GOOG), Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?, VanEck Gold Miners ETF (GDX), Dividend Investing. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Justin Klein. Good afternoon, fellow investors, and welcome back to InvestTalk. This is our Wednesday, July 8th, 2026 edition of InvestTalk.

I hope everyone had a wonderful 4th of July holiday weekend. Luke did the show the last couple days, so this is the first time I'm speaking to you. So it's been a new half of the year. A lot of fireworks, shall we say, pun intended, I guess. So we're going to look at what is going on in markets, how that relates potentially to your portfolio,

and what lessons you can glean from the first half of the year, as well as the current market trends. Markets are adjusting, they're shifting as we head into the back half. So what does that mean for your portfolio and how can you become a better investor? That's what this hour is about. I'm Justin Klein, and that is our mission each and every weekday,

is helping you become a better investor by giving you actionable data and perspective, as well as answering your finance and investment questions. Another way that we help is through our wealth webinars. In case you missed our latest wealth webinar, Beyond the Yield, How to Invest for Your Income Needs, is now posted over on our YouTube channel, so it's free to watch. So make sure you head over there. Now in just a bit, we'll talk about today's Mark performance and run down the show topics. But as usual, we'll tackle this first caller question now.

Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.