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flag U.S. defense and space stocks rose in early 2026 amid rising budgets, major contracts, and global space investments.

flag In early 2026, U.S. defense and space stocks including Lockheed Martin, L3Harris, and Iridium Communications gained investor attention amid projections of increased defense spending, with the FY2027 budget potentially reaching $1.5 trillion. flag Key developments include the Pentagon’s “Golden Dome” space-based defense initiative, major contracts awarded to Lockheed Martin and L3Harris, and strong financial results from Iridium. flag Global activity surged as Germany pledged €35 billion for space capabilities, Luxembourg’s SES launched new satellite demos, and the U.S. Space Force activated a new northern command. flag Commercial and defense sectors saw growth, with companies like Intuitive Machines and Ovzon reporting funding and revenue gains.

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