The largest defense budget in U.S. history, these 10 companies are most likely to benefit

The Pentagon has just proposed the largest defense budget in U.S. history, totaling $1.5 trillion:

• $658 billion (warships and support ships)

• $546 billion (autonomous combat)

• $61 billion (next-generation B-21 bomber)

• 85 F-35 fighter jets

• 18 combatant vessels

• 16 non-combatant vessels

• Golden Dome missile defense

• Restocking of 12 key munitions

• Investment in critical mineral supply chains

And the 10 U.S. stocks most likely to benefit

1. $Palantir Tech(PLTR.US) | Palantir (Military AI data analysis)

2. $Rocket Lab(RKLB.US) | Rocket Lab (Military satellite launches)

3. $Ondas(ONDS.US) | Ondas (Drone communication networks)

4. $AST SpaceMobile(ASTS.US) | AST SpaceMobile (Satellite mobile communication)

5. $Aerovironment(AVAV.US) | AeroVironment (Military drone systems)

6. $Kratos Defense & Security(KTOS.US) | Kratos (Autonomous combat drones)

7. $Planet Labs(PL.US) | Planet Labs (Satellite Earth observation)

8. $One Stop(OSS.US) | One Stop Systems (Defense AI computing hardware)

9. $Huntingon Ingalls Industries(HII.US) | Huntington Ingalls (Naval warship construction)

10. $MP Materials(MP.US) | MP Materials (Critical mineral supply chain)