Global Defense Spending and Renewable Energy Themes
Global defense spending reached $2.9 trillion and registered its 11th consecutive annual increase representing about 2.5% of global GDP. The United Sβ¦
Independent market research, trades, and weekly market notes.
Global defense spending reached $2.9 trillion and registered its 11th consecutive annual increase representing about 2.5% of global GDP. The United Sβ¦
The Federal Reserve held rates for a third consecutive meeting while Chair Powell said inflation remains elevated largely from energy costs. Market pβ¦
Seasonal caution remains relevant as capital shifts from overextended growth and speculative names into dormant, cash-rich stocks. Fed policy path anβ¦
Demand for necessities is rising as gasoline and inflation squeeze budgets, making consumer staples more defensive. With capital likely rotating fromβ¦
Geopolitical tensions are accelerating investment into renewables, creating a macro tailwind for solar. TAN supplies diversified exposure to leaders β¦
Apple leads North America mobile with a dominant market share and an entrenched device ecosystem that supports services. New silicon designed on a 2nβ¦
Reddit surpassed Facebook and Amazon to become the second most visited website in the U.S. in early 2026. The company reported 62% revenue growth in β¦
Visa and Mastercard together control more than 75% of the U.S. credit card market. Visa is accepted at over 150 million merchant locations worldwide.β¦
SoFi has shifted from a consumer fintech to an owner of financial infrastructure through acquisitions of Galileo and Technisys. Galileo supports 128.β¦
Microsoft faces large capital spending on Agentic AI and custom hardware including Agent 365 Copilot and a supercomputer while revenue growth is stroβ¦
Feed