Traditional defense stocks have lagged even as defense-tech startups command lofty valuations. Vertical Research says six ...

Europe’s rearmament push is moving from spending pledges to execution. Investors are questioning whether defense valuations have outrun production capacity. NATO leaders are due to review progress and ...

Global military spending surged by almost 3% in 2025, fueled largely by ballooning defense expenditures in Europe and Asia, according to a report released Monday by a respected arms watchdog group.

Europe’s defense spending surge appears set to endure, but uneven national priorities and coordination challenges will slow ...

In this video, I share my analysis and opinion on President Trump's latest comments about NATO spending and burden sharing. I examine the spending chart he posted on Truth Social, discuss the official ...

War is again defining the global landscape. After decades of relative calm following the Cold War, the number of active conflicts has surged in recent years to levels not seen since the end of the ...