Defense stocks are currently under scrutiny due to potential spending cuts, prompting investors to consider their options. Despite challenges, 10 defense contractors have been identified as resilient against possible reductions touted by political figures such as Trump and Hegseth. Concerns have also weighed on Palantir and major players like Lockheed and Northrop, although some investors are advised to hold their positions amidst the uncertainty. Interestingly, despite falling stock prices, bonds issued by defense contractors are being actively acquired. On a more positive note, stocks like Lockheed Martin and General Dynamics are seeing increases, influenced by ongoing peace talks with Russia, which have shifted the outlook for U.S. and European defense stocks.