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Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
Mar 04, 2026
Iranian Revelation: Strategic Tops Tactical
Feb 18, 2026
The Next Big Theme: February 2026
Dec 04, 2025
2026 Outlook
Iranian Revelation: Strategic Tops Tactical
The Next Big Theme: February 2026
2026 Outlook
Defense Tech
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Articles
Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: April 2026
Apr 20, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Defense Tech, AI, Data Centers, U.S. Infrastructure, Space Tech, and Robotics.
The Next Big Theme: March 2026
Mar 23, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, HealthTech, U.S. Electrification, AI Semiconductors, and Autonomous Vehicles.
Defense Tech: Inventory Burn Becomes a Catalyst
Mar 10, 2026 •
By
Tejas Dessai
The conflict in Iran is adding pressure to already tight defense stockpiles, which could accelerate procurement cycles and boost fundamentals.
The Next Big Theme: February 2026
Feb 18, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.
The Next Big Theme: January 2026
Jan 21, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.
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