The UK-Japan-Italy Global Combat Air Programme has just secured a major contract described as a "major step forward." For non-American defense investors, this signals that the program is politically irreversible—and industrially open to partnerships.
21 h ago 7 9
AVAV soars after record results. The market validates the thesis: tactical drones have become a permanent budget line for Western armies.
Jul 2, 2026 at 10:17 8 8
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 9
Washington continues to accelerate its aerial modernization: $1.55 billion to relaunch the Boeing E-7 Wedgetail, aerial complement to the THAAD ×4 contract signed with Lockheed Martin.
Jun 26, 2026 at 15:55 14 14
Washington urges Japan, South Korea, and the Philippines to double their defense budgets—a demand that generates as many industrial opportunities as it does regional geopolitical tensions.
Jun 25, 2026 at 22:34 11 10
$35 billion to quadruple THAAD production, $1.55 billion to revive the E-7 Wedgetail: Washington approves an industrial remilitarization unseen since the Cold War.
Jun 25, 2026 at 22:34 13 10
After years of costly R&D and mixed test results, Lockheed Martin unveils a hypersonic glide body designed for mass production. A strong signal for defense budgets and the US-China-Russia hypersonic race.
Jun 24, 2026 at 18:35 14 10
Rocket Lab completes end-to-end VICTUS HAZE mission and sets new Tactically Responsive Space (TacRS) record. Against a backdrop of rising defense budgets, this operational demonstration shifts market perceptions of tactical space capability responsiveness.
Jun 24, 2026 at 10:00 9 8
A series of Ukrainian successes-drones over Moscow, diplomatic breakthroughs, consolidated Western support-is reshaping the cost balance of the conflict. Each deep Ukrainian strike is a financial variable: Russia’s war budget, European defense contracts, commodity prices.
Jun 24, 2026 at 10:00 9 6
The VICTUS HAZE mission by Rocket Lab sets a new TacRS record - operational validation of the tactical responsive launch concept for US defense, with direct implications for DoD budgets and the space race.
Jun 23, 2026 at 21:44 6 4
On June 22, 2026, Rocket Lab successfully completed the end-to-end VICTUS HAZE mission, breaking its own TacRS responsiveness record. This is no longer a one-time feat-it's a reproducible operational capability that repositions the company in the eyes of the DoD.
Jun 23, 2026 at 12:41 7 5
Rocket Lab has just completed end-to-end the VICTUS HAZE mission, setting a new record for tactical space responsiveness (TacRS). A game-changing demonstration for the resilience of U.S. military constellations.
Jun 23, 2026 at 04:28 7 5
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)
