Defense spending in the European Union has definitively shifted in recent years from the margins of political and investment interest to the center of attention. A combination of persistent geopolitical threats, the armed conflict in Ukraine, growing doubts about the long-term security commitments of the United States toward NATO, and a historical investment deficit is creating an environment in which Europe has no alternative but to significantly strengthen its own defense capabilities. Which companies are likely to benefit the most?
After years of speculation, SpaceX’s stock market debut is beginning to look like a reality. Elon Musk, the company’s founder and current CEO, confirmed that reports about a planned IPO are true, with the market already factoring in a potential valuation of up to USD 1.5 trillion. If these estimates materialize, SpaceX would surpass Saudi Aramco’s 2019 IPO record and go down in history as the largest public offering ever. [1]
The memory market at the end of 2025 faces an enormous hardware challenge, as AI infrastructure creates demand that spreads through the entire chain. As a result, component costs in the under-$200 phone segment have risen by 20 to 30% since the beginning of 2025. Experts warn that smartphone prices may rise by tens of percent. Micron has already indicated that the market tension is expected to persist in 2026 as well, which is exactly why memory prices and availability are being addressed worldwide.
With its latest quarterly results for fiscal year 2025, Broadcom once again demonstrated why it rightfully ranks among the most important technology companies today. All key metrics closely watched by investors recorded growth, and more importantly, the company’s management set an equally strong outlook for the beginning of the new year. How did the stock price react to this combination of fundamental factors?
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 81.75% of retail investor accounts lose money when trading CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
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