Published Oct 25, 2026, 4:00 PM ET · Updated 19 days ago · 1 source
For Defense Firms, Too Much Demand Is The New Problem (TKMS, EMBJ, LMT, DEZ)
bloomberg
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Original Report
INFERY
The boom in military spending is forcing executives to make choices about capacity expansion, investments and dealmaking. Plus, Texas Capital’s Matt Scurlock on leaving Nasdaq.