Half-trillion-dollar defense spending surge incoming. With a 50% budget bump on the table, that $500B is going to ripple through the markets—traditional sectors will see action, but this kind of fiscal move always reshapes investment landscapes. The real question: where does all that capital actually flow? Defense-tied assets are getting attention, yet savvy traders know these macro shifts often create unexpected opportunities across different asset classes. Keep an eye on how institutional money repositions when government spending accelerates at this scale.