Charles Sizemore, chief investment officer at Sizemore Capital Management, said Europe is distancing itself from the U.S., as their Cold War era alignment fades. Recognizing their isolation, European NATO nations are planning to boost defense spending, aiming for up to 5 percent of GDP – a target Sizemore says is ambitious. As Europe invests heavily in its military, it is turning to domestic defense contractors rather than American ones, a shift that could redefine transatlantic relations and global power dynamics.