Which Companies Will Benefit Most From Modernization Of The U.S. Nuclear Arsenal? (From Forbes)

The U.S. government is modernizing every facet of its strategic nuclear force, the first comprehensive update to its strategic nuclear arsenal since the Cold War ended three decades ago. The fundamental goal of all such activity is to minimize the likelihood of nuclear war. Lacking effective defenses against large-scale nuclear attack, the U.S. has sought to deter adversaries from aggression by threatening intolerable damage in response to an attack. Hundreds of companies will ultimately reap revenues from the process, but four companies will be the biggest beneficiaries: Northrop Grumman, General Dynamics, Lockheed Martin and RTX. I have written a commentary for Forbes here.