A select few stocks are poised to benefit as national security becomes a top concern for President Donald Trump's administration, according to Morgan Stanley traders. After China tightened export controls on rare earths and related technologies, Trump took to his Truth Social platform on Friday to express his dissatisfaction, writing that China was "becoming very hostile." Stocks sold off across the board after the president said that the United States would impose new tariffs of 100% on imports from China. As worldwide trade tensions escalate, the theme of deglobalization has also accelerated. On Monday, JPMorgan said that it would invest up to $10 billion in companies that it considers critical to U.S. national security and interests. "It has become painfully clear that the United States

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