Defense stocks <a href="https://seekingalpha.com/news/4537565-defense-stocks-rebound-after-hours-as-trump-proposes-15t-dream-military-budget-plan?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">rebound</a> after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get <a href="https://seekingalpha.com/news/4537566-ford-to-get-eyes-off-driving-tech-starting-with-30000-ev-in-2028?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">eyes-off driving tech</a>, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is <a href="https://seekingalpha.com/news/4537583-alphabet-is-now-worth-more-than-apple?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">worth more</a> than Apple (AAPL) for the first time since 2019. (02:16)<br /><br />Episode transcripts <a href="http://seekingalpha.com/wsb%20%20?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>.<br /><br />Show links: <br /><a href="https://seekingalpha.com/news/4537592-biggest-stock-movers-thursday-defense-stocks-and-more?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">Biggest stock movers Thursday: Defense stocks, and more</a><br /><a href="https://seekingalpha.com/news/4537582-nvidia-seeks-full-upfront-payment-for-h200-ai-chips-in-china---report?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">Nvidia seeks full upfront payment for H200 AI chips in China - report</a><br /><a href="https://seekingalpha.com/news/4537579-samsung-projects-threefold-increase-in-profit-on-ai-boom?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">Samsung projects threefold increase in profit on AI boom</a><br /><a href="https://seekingalpha.com/news/4537555-elon-musks-lawsuit-against-openai-will-head-to-trial-us-judge-says?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says</a><br /><br />Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:selloff_to_surge_in_defense" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.