Golden Dome Unleashes U.S. Hemispheric Defense Theme - And Goldman Finds One Firm Stands Out

President Trump's multibillion-dollar missile defense project, called the "Golden Dome for America," aims to shield the U.S. as the world splinters into a volatile bipolar state. Part of a broader "hemispheric defense" strategy for the 2030s, the multilayered defense system has drawn the attention of Goldman Sachs analysts, who have identified a clear investment opportunity tied to deploying next-generation technologies to shield the Homeland from hypersonic missile threats. 

On Wednesday, Goldman analysts Noah Poponak, Anthony Valentini, and Connor Dessert hosted an investor meeting with L3Harris Technologies CFO Ken Bedingfield and VP of Investor Relations & Corporate Development Daniel Gittsovich to discuss the "substantial opportunity" tied to the $175 billion Golden Dome missile defense project.