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Domestic Defense Recapitalization Drives Valuation Floors via the Sovereign Shield

Newswire.ca - Tue Jan 20, 8:20AM CST

Issued on behalf of VisionWave Holdings, Inc.

USA News Group News Commentary

VANCOUVER, BC, Jan. 20, 2026 /CNW/ -- The Pentagon recently awarded over 2,400 firms access to a $151 billion contract ceiling[1] to mobilize the U.S. industrial base for the Golden Dome missile defense architecture. This generational recapitalization of homeland security follows the fiscal year 2026 National Defense Authorization Act[2], which prioritizes domestic manufacturing resilience over legacy procurement models. This structural shift positions VisionWave Holdings Inc. (NASDAQ: VWAV), AST SpaceMobile (NASDAQ: ASTS), Kratos Defense & Security Solutions (NASDAQ: KTOS), Mercury Systems (NASDAQ: MRCY), and Rocket Lab (NASDAQ: RKLB).

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