Dick Cheney knew what his job as vice-president was: to do whatever it took, whatever the cost, to defend America. And that cost, said his critics, was high https://t.co/W1r9PBhPGM ...

Palantir revenue hits another record as defense work booms https://t.co/R5ZBRR2spZ ...

solana for offense, zcash for defense ...

Core Insights - Japan's Nikkei index has reached an all-time high, crossing the 51,000-mark on October 30, 2025, with a 14% increase in the past month [1] - The Bank of Japan (BoJ) has maintained its policy rate at 0.5% and is not in a hurry to tighten monetary policy despite inflation expectations [2][3] - Prime Minister Sanae Takaichi supports "Abenomics" and aims to enhance investment in strategic sectors, which may lead to a weaker yen [4][5] Monetary Policy - The BoJ is expected to keep its monetary policy loose, with inflation projected at 2.7% for fiscal 2025, 1.8% for fiscal 2026, and 2.0% for fiscal 2027 [2] - Two board members advocated for a 25 basis points rate hike, but the majority preferred to wait for further assessment [2] Economic Environment - Japan's exports have faced a weakening environment, having dropped for four consecutive months before a slight increase in September [3] - A weaker yen could enhance the profitability of export-oriented sectors, benefiting from repatriated income [5] Investment Opportunities - The rally in Japanese equities is expected to increase demand for Japan-focused large-cap ETFs, such as WisdomTree Japan Hedged Equity Fund (DXJ) and iShares Currency Hedged MSCI Japan ETF (HEWJ) [6][7] - ProShares UltraShort Yen (YCS) is anticipated to benefit from a declining yen, with the Invesco CurrencyShares Japanese Yen Trust (FXY) losing 3.2% over the past month [5][8]

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Business Overview - Planet Labs 通过最大的地球成像卫星群，每日记录地球陆地上每个地点过去八年的变化 [3] - Planet Labs 利用人工智能分析这些变化，帮助政府和大型公司基于数据和分析做出决策 [3] - Planet Labs 的客户包括美国政府以及国际客户，例如日本和德国 [9][10] - Planet Labs 的商业客户包括农业公司、保险公司和能源公司 [11] Technological Innovation - Planet Labs 专注于机器对图像的理解，而非传统的人工判读 [7] - Planet Labs 的卫星可以捕捉 400 个光谱带，用于检测伪装、甲烷数据、地表温度和土壤湿度等 [8] - Planet Labs 通过硅谷创新，将卫星制造成本大幅降低，单颗卫星的生产和发射成本仅为 30 万美元 [13] - Planet Labs 已经发射了 600 多颗卫星，总成本远低于传统行业单颗卫星的成本 [14] Financial Performance - Planet Labs 采用“一对多”的商业模式，将同一数据出售给多个客户，从而获得高毛利率 [15][16] - Planet Labs 通过创新的卫星服务模式，在今年上半年实现了超过 5000 万美元的自由现金流 [16] Market Focus - Planet Labs 通过 Lunob 合同获得 NGA 项目奖项，该项目旨在追踪船只，识别虚假信号和非法运输活动 [4] - Planet Labs 为国际客户提供情报能力，以应对不断变化的地缘政治局势 [10][11]

Russia’s aggression and Trump’s re-election have prompted Europe’s startup scene to tackle defense, drawing U.S. investors https://t.co/hncLGxh1r7 ...

Core Insights - Thematic ETFs are designed to capture long-term investment themes that are not fully represented by traditional market or sector approaches, utilizing quantifiable measures like revenue and market share to identify key players [1] - Thematic investing remains popular as investors seek exposure to emerging trends, with global flows into thematic ETFs exceeding $21 billion year-to-date, marking the strongest inflows since 2021 [2] Thematic Categories Defense - The Select STOXX Europe Aerospace & Defense ETF (EUAD) leads the U.S. defense category with a year-to-date return of 84.8%, followed closely by the Global X Defense Tech ETF (SHLD) at 82.5% [4] - Notable ETFs in the defense sector include: - EUAD: Total Assets $1.24 billion, YTD Return 84.82%, Expense Ratio 0.50% [5] - SHLD: Total Assets $5.33 billion, YTD Return 82.46%, Expense Ratio 0.50% [5] - NATO: Total Assets $62.78 million, YTD Return 51.59%, Expense Ratio 0.35% [5] Artificial Intelligence - The Roundhill Generative AI & Technology ETF (CHAT) is the top performer in the AI-themed ETFs with a YTD return of 53.6%, nearing $1 billion in assets [6] - Other significant AI ETFs include: - CHAT: Total Assets $959.31 million, YTD Return 53.61%, Expense Ratio 0.75% [7] - AIS: Total Assets $74.82 million, YTD Return 52.29%, Expense Ratio 0.75% [7] Infrastructure - The iShares Emerging Markets Infrastructure ETF (EMIF) leads the infrastructure category with a YTD return of 23.6% [8] - Key infrastructure ETFs include: - EMIF: Total Assets $7.61 million, YTD Return 23.63%, Expense Ratio 0.60% [8] - INFR: Total Assets $10.75 million, YTD Return 21.36%, Expense Ratio 0.59% [8] Fund Flows and Investment Sentiment - Positive fund flows indicate favorable sentiment towards specific investment categories, with defense, AI, and infrastructure ETFs benefiting from significant inflows this year [9] - A study suggests that real-time flow data can enhance investment returns, emphasizing the importance of due diligence in ETF selection [10]

Core Insights - TTM Technologies, Inc. is leveraging opportunities in the defense and AI sectors while still being considered a bargain despite a recent price increase since April [1] Company Strategy - The company has made strategic investments in its growth path over the past few years, positioning itself favorably within its industry [1] Research Approach - Avalon Capital Research emphasizes the importance of delivering independent and actionable research on U.S.-listed companies, aiming to provide clarity on earnings events, corporate strategy shifts, and sector trends [1] - The research firm combines institutional rigor with modern digital publishing to make high-quality analysis accessible to both professional and retail investors [1]

If we don't have the use of tariffs, we have no national security. This country will have no financial security, will not have national security. And the people that brought the lawsuit are people that are aligned with foreign nations that are now being treated fairly as opposed to just ripping us off and ripping us aunder.So, but if we don't if we are not allowed to use what other people use against us, there's no defense. It'll be a disaster for America. That's why I think I'm going to go to the Supreme C ...