Germany's first F-35 lands as NATO Europe ramps defense spending

Germany just took delivery of the first of nearly three dozen F-35 stealth jets it ordered from Lockheed Martin (LMT), the maker of the aircraft. The handover lands as European NATO members push to spend 5% of GDP on defense by 2035, a wave of orders that feeds straight into the kind of contractor the AI Defense & National Security tracker leans on, with LMT already at 13.4% of its book.