Defense Tech Scaling New Heights With Incoming Administration

Published on January 7, 2025

The recent run up in the stock market—especially for tech stocks—signals a stimulative business climate during the second Trump Administration which should fuel a continued rise for defense tech—the incorporation of new technologies such as AI, cyber, autonomy and space for military applications. The first Trump Administration saw an S&P 500 increase of 50%, a much larger tech stock increase of 138%, and 380% for the Magnificent 7 stocks. Looking forward, the combination of extended rate reductions in the Tax Cuts and Jobs Act (2017), a lighter regulatory environment, and likely lower interest rates with easing inflation all create a positive economic outlook.

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