According to The Kobeissi Letter, the Trump Administration has officially stopped financing new weapons sales to Ukraine and is considering freezing weapons shipments from US stockpiles. This decision could affect defense stocks and related sectors, as the halt may lead to decreased revenues for companies involved in arms manufacturing. The move follows a verbal altercation between Trump and Zelensky, potentially signaling geopolitical instability, which could impact investor confidence and influence trading strategies in related markets.