On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss investor sentiment that nudged Wall Street toward its all-time high; the defense trade impact of the Trump administration’s new National Security Strategy that is more critical of Europe than Russia or China and Washington’s demand that NATO take the lead in conventional warfighting by 2027; Northrop Grumman’s new Project Talon autonomous wingman aircraft; the outlook for the French-German-Spanish-Belgian SCAF next-generation combat air program as French President Emmanuel Macron and German Chancellor Friederich Merz prepare to meet; a challenging week for Airbus as the plane maker identifies flawed metal fuselage panels on some 300 planes; French prosecutors reopen whether Air France and Airbus are responsible for manslaughter in the 2009 crash of an A330 jetliner over the Atlantic between Rio de Janeiro and Paris that killed all 228 aboard; and takeaways from Bank of America’s inaugural Defense Tech Forum in LA.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street ended a short trading week up on expectations of another interest rate cut by the Federal Reserve and strong Black Friday growth; Trump administration’s push to pressure Ukraine to accept a peace deal that would be good for US and Russian companies; Europe seeks ways to defend itself and its interest without Washington’s help; the race to return the flight control software on 6,000 or half the global Airbus A320 jetliner fleet to an earlier version that’s less susceptible interference from solar flares; Poland’s decision to pick Saab’s A26 submarine over five competing European and Korean designs as its next submarine under a 2.5 billion euro program for three boats that fall under the EU’s 50 billion euro SAFE loan program for new weapons; whether Canada will pick ThyssenKrupp or Hanwha for its patrol submarine project for up to 12 conventional attack boats; the British Army’s decision to again halt use of its Ajax family of vehicles by General Dynamics after crews complained about being sickened by severe noise and vibration; and whether the Trump administration’s operations in the Caribbean will be a boon for defense startups as both the Wall Street Journal and Reuters detail the challenges faces by Silicon Valley startup Anduril.