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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.
Dec 18, 2025 • By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.
Nov 10, 2025 • By
Tejas Dessai
Rare earth elements are in focus as geopolitics and innovation create dual pressures on global supply chains.
Nov 03, 2025 • By
Ido Caspi
The global defense sector is entering a new era, driven by intensifying geopolitical pressures and a structural shift toward tech-led military capabilities.