Defense Stocks Shine: Trump Year One Safe Haven?

As Donald Trump marks one year back in office, persistent geopolitical tension has turned defense stocks into a rare safe haven amid broad market weakness. On Tuesday, Red Cat Holdings surged nearly 11% intraday, outperforming as investors rotated toward military and security themes. There are lots of drones, rare earths or others, Trump concept stocks. In a weak market, can defense stocks continue to outperform as a geopolitical hedge? Does RCAT’s surge signal broader upside for drone and defense-tech names? For 2026 positioning, would you add defense exposure?