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Sep 01, 2026 • By
Tejas Dessai
Depleted stockpiles are accelerating procurement, adding to defense tech earnings tailwinds from broader defense modernization.
Aug 13, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, Semiconductors, Defense Tech, U.S. Infrastructure, AI and Autonomous Driving.
Jul 16, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in Space Tech, Data Centers, U.S. Infrastructure, U.S. Electrification, Health Tech and Climate Tech.
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.