Absolutely. This isn’t just about the F16 and F35 either. It effectively ends or drastically changes the upcoming NGAD before they even get started. Any previous sales projections are irrelevant in a world where the USA has essentially remotely disabled an ally’s fighter jets without cause. I wouldn’t be surprised if they have to redesign major components of the NGAD in light of a budget that looks drastically different than it did a month ago.
Doubt it. The final decision hasn't been made yet but it appears the NGAD will be going ahead as planned despite the enormous cost. Like the F-22 Raptor, this will probably be an entirely US program with no exports allowed. The design is still in the early technology demonstrator stage, so all of the major components were going to be redesigned anyway.