NATO Defense Spending

Business

Algoma Steel's $250M Defense Deal: A Watershed Moment or Distant Prospect for Investors?

Algoma Steel Group's binding agreement with Hanwha Ocean for Canada's submarine project could funnel up to $250 million into a new beam mill, bolstering national defense capacity. While promising, analysts urge investors to weigh this long-term potential against the company's immediate financial and operational challenges.

Jan 30, 2026

Business

Nvidia's AI Bet: A Bargain Amidst Soaring Industry Spending?

Despite a flat start to 2026, Nvidia's valuation appears compelling as new forecasts project global AI spending to surge past $3.3 trillion by 2027, suggesting the chipmaker's growth story is far from over.

Jan 30, 2026

US

Lankford's 'Federal Fumbles' Report Targets Millions in NIH Grants for Transgender Animal Studies, Fetal Tissue Research

Senator James Lankford's annual oversight report details what he calls wasteful federal spending, including controversial NIH-funded projects on transgender-related animal testing and aborted fetal tissue research, reigniting debates on scientific priorities and fiscal responsibility.

Feb 2, 2026

Business

Textron's Defense Surge: Record Revenue and Ukraine Vehicle Contract Fuel Growth, But Questions on Sustainability Linger

Textron secures a major $163.4 million military contract while posting record annual revenue, driven by strength in Aviation and Bell. As its stock shows robust long-term gains, analysts debate whether this momentum is built to last.

Jan 30, 2026

US

Pennsylvania Unites in Defense of Punxsutawney Phil as PETA's Hologram Proposal Meets Bipartisan Backlash

In a rare show of unity, Pennsylvania's political leaders from both parties are rallying behind the state's famed weather-predicting groundhog, pushing back against an animal rights group's call to replace the living animal with a digital projection.

Feb 2, 2026

Business

Meta's AI Ambitions Fuel Record Capital Spending, With $135 Billion Forecast for 2026

Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.

Feb 2, 2026

Business

Microsoft's AI Bet Sends Spending Soaring, Cloud Growth Cools; Shares Tumble

Microsoft's aggressive investment in AI infrastructure led to a sharp rise in capital expenditures, while its flagship Azure cloud service showed signs of moderating growth. The mixed results triggered a significant after-hours sell-off, raising questions about the near-term profitability of its AI ambitions.

Feb 2, 2026

World

UK Moves to Arm Forces with New Powers as Rogue Drone Incidents Near Military Sites Double

The British government is proposing legislative changes to allow troops to intercept and destroy threatening drones near defense sites, following a sharp increase in reported incidents amid heightened European security tensions.

Feb 2, 2026

Business

Visa Posts Strong Q1 2026 Results, Fueled by Robust Consumer Spending and Cross-Border Growth

The global payments giant reported a 15% surge in net revenue and processed a record 69.4 billion transactions in its fiscal first quarter, signaling resilient consumer confidence and a rebound from previous quarters.

Feb 2, 2026

Business

Analysts Bullish on Applied Materials as Chip Spending Surge Lifts Equipment Giant

Driven by a global wave of semiconductor investment, Applied Materials (AMAT) has received a series of analyst upgrades. Mizuho and Deutsche Bank are among those highlighting the company's strategic position to benefit from expansive fab construction in the U.S., Taiwan, and Japan, and its key role in next-generation chip technologies.

Feb 2, 2026

Business

Analysts Bullish on Applied Materials as AI Spending Fuels Semiconductor Equipment Demand

A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.

Jan 31, 2026

Business

Market Movers: Defense, Tech, and Healthcare Stocks See Volatile Week

A week of significant stock swings saw Lockheed Martin and Texas Instruments surge on strong outlooks, while Humana plunged on regulatory headwinds. Here’s what drove the action and what analysts are saying.

Jan 30, 2026

Business

Three Consumer Stocks Facing Headwinds as Economic Uncertainty Weighs on Discretionary Spending

Amid a volatile economic backdrop, consumer discretionary stocks are lagging the broader market. We examine three companies—Columbia Sportswear, Movado, and iHeartMedia—whose business models and valuations make them vulnerable in the current climate.

Jan 30, 2026

Business

Tractor Supply's Q4 Earnings Fall Short as Mild Weather, Cautious Spending Dampen Sales

Tractor Supply Company reported fourth-quarter revenue and profit below analyst forecasts, citing a lack of severe winter weather and softer consumer demand for discretionary goods. The rural lifestyle retailer remains focused on long-term strategic investments amid an uncertain economic backdrop.

Jan 30, 2026

Business

Strategic Shift: Australian Laser Weapons Pioneer EOS Poised for European Relocation Amid Defence Spending Surge

Electro Optic Systems (EOS), the Australian firm behind a landmark high-energy laser contract, is planning a strategic move of its headquarters and listing to Europe within the year, its CEO reveals, aiming to embed itself at the heart of the continent's urgent defence modernisation drive.

Jan 30, 2026

Business

Meta's $135 Billion AI Gamble: Zuckerberg's 'Superintelligence' Vision Fuels Record Infrastructure Spending

Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.

Jan 30, 2026

Business

Rheinmetall Secures Multi-Year Hand Grenade Contract with Dutch Military, Expanding European Ammunition Partnership

German defense giant Rheinmetall has inked a significant, multi-year framework agreement to supply the Dutch armed forces with a range of hand grenades, deepening a strategic partnership that now spans artillery shells to infantry ordnance amid heightened European security concerns.

Jan 30, 2026

Business

Microsoft's AI Ambitions Fuel Record Cloud Revenue, But Heavy Spending Weighs on Shares

Microsoft posts record cloud and AI-driven revenue for Q2, fueled by new partnerships and its custom AI chip. However, a significant surge in capital expenditures for AI infrastructure and a slight deceleration in Azure growth triggered the stock's worst single-day drop since 2020, testing investor resolve on the long-term payoff.

Jan 30, 2026

Business

Visa Posts Strong Q1 Results as Consumer Spending Holds Steady, Digital Services Fuel Growth

Visa's fiscal first-quarter earnings surpassed expectations, driven by robust cross-border transactions and a surge in high-margin digital services. The payments giant signals confidence in sustained consumer resilience despite some moderation in U.S. debit volumes.

Jan 30, 2026

Business

Microsoft's AI Spending Spree Sends Shockwaves Through Markets, Dragging Tech Sector Into Bear Territory

A sharp sell-off in Microsoft shares following its earnings report has ignited fresh fears over the profitability of massive AI investments, pulling major indexes lower and pushing the software sector into a bear market.

Jan 30, 2026