A proposed $1.5 trillion U.S. defense budget is putting defense contractors back in the spotlight and investors are already positioning around it. The scale of this proposal signals a potential surge in military spending across advanced weapons systems, cybersecurity, aerospace, and next-generation defense tech. Historically, when budgets expand at this level, companies tied directly to government contracts tend to see increased revenue visibility and long-term growth tailwinds. Names like Northrop Grumman are drawing attention due to their exposure to high-priority programs such as missile defense, stealth aircraft, and autonomous systems. Other major defense players could also benefit as capital flows into modernization efforts and global security initiatives. But not every stock in the space is equally positioned. Some companies may face margin pressure, execution risks, or weaker alignment with the areas expected to receive the largest funding increases. That is why analysts are no...