President-elect Donald Trump confronts a number of geopolitical challenges as he returns to the White House, including managing the US-China relationship, a potential escalation in the Middle East, and the ongoing Russia-Ukraine war.
“I think the reality is we are probably in one of the biggest periods of geopolitical uncertainty and instability we have seen in our lifetimes,” Brian Schimpf, co-founder and CEO of defense tech company Anduril Industries, said at the Yahoo Finance Invest conference.
“For a Trump administration, the most important thing is to recognize the degree to which American leadership on this still really matters,” Schimpf added, “and a lot of that is going to come from the fact that we have the strongest and best military.”
One issue for investors to consider is how the American defense technology industry could evolve under a new administration.
There are two kinds of companies producing America’s defense technology today. There are the “primes” — well-established defense giants like Boeing (BA), Lockheed Martin (LMT), General Dynamics (GD), RTX (RTX), and Northrop Grumman (NOC) — and there are the high-profile and fast-moving startups such as Anduril, which boasts 4,000 employees and a valuation of $14 billion only seven years after…
