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DEFENSE SPENDING BOOM
India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...05 Sep, 2026, 12.58 PM IST- Canada is bolstering its defense industry as US relations fray. A boom is on for local contractorsCanada is strengthening its economic self-sufficiency by reducing reliance on American military suppliers. New defense funding is driving i...27 Aug, 2026, 11.09 AM IST
- Long-term investing: One reason is good enough, and a must, to own a business. 8 stocks with an upside potential of up to 36%In today’s world, investors cannot assume that correlations that worked in the past will work in exactly the same manner now. We are in a p...22 Aug, 2026, 10.18 PM IST
- Bonds face a bigger threat than the Fed as global rates climbAs central banks worldwide, notably in Japan, Canada, and the euro zone, signal plans for sharper interest rate increases than the US, glob...17 Aug, 2026, 05.38 AM IST
- Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloatInvestors focus on corporate earnings to offset economic risks and rate concerns. Strong results, particularly from AI infrastructure spend...15 Aug, 2026, 09.20 AM IST
- Eric Trump-backed defence technology company Space-Eyes to go public in $638 million SPAC dealSpace-Eyes, a leader in defense technology, has announced its merger with McKinley Acquisition Corp. In a move to enhance strategic oversig...31 Jul, 2026, 08.37 PM IST
- Eric Trump-backed defense technology company Space-Eyes to go public in $638 million SPAC deal, sources sayDefense technology company Space-Eyes will merge with McKinley Acquisition Corp. This deal values the combined business at six hundred thir...31 Jul, 2026, 04.56 PM IST
- Microsoft to fund Mistral's European AI expansion in multibillion-dollar dealAs part of the agreement, Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microso...21 Jul, 2026, 06.05 PM IST
- Wall Street banks see AI 'super cycle' set to boost deals, financingInvestment banks have reaped strong fees from AI-related deals, including SK Hynix's $26.5 billion ADR offering and SpaceX's record $86 bil...14 Jul, 2026, 11.33 PM IST
- US core capital goods orders blow past expectations in MarchNon-defense capital goods orders excluding aircraft, a closely watched proxy for business spending, jumped 3.3% last month after an upwardl...30 Apr, 2026, 12.31 AM IST
- A $1.7 trillion rally pushes Korea’s market cap above Germany’sSouth Korea has overtaken Germany in stock market capitalisation, fuelled by a powerful rally in technology stocks tied to the global AI an...28 Jan, 2026, 12.36 PM IST
- Ukraine now has a new weapon that can change the war: Here's all about Flamingo missileUkraine has unveiled the Flamingo cruise missile. This missile is developed by Fire Point. It can strike targets 3,000 kilometers away. The...22 Aug, 2025, 09.01 AM IST
- The next big venture: What is the Golden Dome that reports say Elon Musk is building for Donald Trump? Here's how much it will cost and what the Tesla CEO is sayingGolden Dome Missile Defense: Elon Musk’s Role in Trump’s $2.5 Trillion Project: The Golden Dome missile defense project, led by Donald Trum...22 Apr, 2025, 09.46 PM IST
- Palantir, Anduril sign partnership for AI training in defenseThe partnership will leverage Palantir's AI platform to structure, label and prepare defense data for training to deploy those models onto ...07 Dec, 2024, 08.53 AM IST
- Market will touch new highs before election; where to park money? Sunil Subramaniam answersSunil Subramaniam says he has a 40% allocation in defensives, including FMCG, IT, pharma and a 60% allocation in cyclicals, “where I put in...07 Aug, 2023, 11.52 AM IST
- NATO will boost defense spending to help back Ukraine but the math is tricky. Just ask LuxembourgWhen it comes to criticizing the NATO members who fail to spend enough on defense, tiny Luxembourg is an easy target. One of NATO's richest...10 Jul, 2023, 12.00 PM IST
- Investors seeking a 2018 roadmap should look back to 1994Today, there is a growing consensus that economy will get a big boost from recent tax cuts.03 Apr, 2018, 07.56 AM IST
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