Aerospace and Defense Sector Soars Amid New Budget Proposals

Unlimited CEO Bob Elliott and The Kobeissi Letter Editor-In-Chief Adam Kobeissi break down the market week, focusing on how tech and macro crosscurrents are shaping sentiment. Melius Research’s Ben Reitzes on Apple, Nvidia, and if cracks forming in the AI trade. Apollo’s Torsten Slok lays out the macro setup heading into the next jobs report and Fed decisions. Defense also gets a spotlight with Aerovironment CEO Wahid Nawabi on the impact of a major budget deal. GoDaddy CEO Aman Bhutani on the company’s latest results and why the stock is falling. Mercer’s Olaolu Aganga offers a CIO-level view of market dynamics—and three worries her clients are flagging.