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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.
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.
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.
Jan 21, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.
Jan 05, 2026 • By
Tejas Dessai
The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.