Seeking Alpha·2026-01-08 11:45Group 1: Defense Sector - Defense stocks have rebounded sharply following President Trump's proposal of a historic $1.5 trillion defense budget for fiscal year 2027, a significant increase from the previously discussed $1 trillion figure [3][4] - Lockheed Martin (LMT) shares rose by 7% in premarket trading after a previous decline of 4.8%, while General Dynamics (GD) increased nearly 5% after a 4.1% drop [5] Group 2: Automotive Sector - Ford (F) plans to introduce its first Level 3 "eyes-off" driver-assistance system in 2028, allowing drivers to remove their hands and eyes from the road on certain highways, with the debut vehicle expected to be a midsize electric truck priced around $30,000 [5] Group 3: Technology Sector - Alphabet (GOOG) (GOOGL) has surpassed Apple (AAPL) in market capitalization for the first time since 2019, with Alphabet's market cap reaching $3.89 trillion after a 2% increase, while Apple's market cap stands at $3.86 trillion following a 0.8% drop [6] - Analysts note that Alphabet's Gemini is rapidly closing the gap with OpenAI's ChatGPT, the leading AI model, and the company is also aiming to challenge Nvidia's dominance in the AI computing market with its custom tensor processing units [7][8]