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Jun 15, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in AI, Data Centers, U.S. Electrification, Defense Tech, U.S. Infrastructure, and Cybersecurity.
May 15, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, Cybersecurity, U.S. Infrastructure, Hydrogen, Semiconductors, and E-commerce.
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.
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.