Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)
Shares of major U.S. defense contractors fell in premarket trading Wednesday after reports the Trump administration is preparing an executive order to restrict dividends, buybacks, and executive pay for firms with over-budget or delayed programs. Meanwhile, the Senate moved closer to passing a $901 billion defense bill, including a 3.8% troop pay raise, signaling continued high defense spending into 2026.