Grab your coffee: Microsoft just scored a $170M Air Force cloud deal, but the real money’s in the companies building the jets, bombers, and missiles. Northrop Grumman’s stealth bombers and Lockheed’s F-35s are the big winners, locking in years of steady cash as the Pentagon modernizes. Boeing’s still a fixer-upper, but if they get it together, it could be a wild ride. If you want to invest in defense, think steel and wings, not just software. #Business #Industry #investing