RT Bloomberg Live (@BloombergLive)"I'm worried about countries that don't significantly increase the defense spend right now...it makes it very hard to introduce new technologies because it's so hard to cut legacy programs." @HelsingAI's @torstenreil #BloombergTech @TomMackenzieTV https://t.co/rVn4cLjzhQ ...

Defense Spending - Defense industry is witnessing continued procurement of tanks and artillery systems [1] - Current level of defense procurement is acceptable up to a certain threshold [1] - The threshold is defined by the point where it significantly impacts new defense spending [1]

Welcome back to Money Movers. Something has changed in Europe. According to our next guest, forecasting European indices to see a 12 to 16% gain in 2026.Joining us to break down this bull case is Deutsche Bank Research head of European equity strategy and head of cross asset strategy, Max Suier. It's good to see you. Welcome back.What's changed in Europe. >> I think plenty of things have changed actually. So, very short term maybe.Let's start with that, right. Sure. >> Earning season we think is going to be ...

Spain seeks to downplay US President Donald Trump’s threat to impose punishment over its refusal to increase defense spending https://t.co/MauigvEP1m ...

European industrial firms are expected to outperform all other sectors this earnings season as growing AI and defense spending brightens the outlook https://t.co/Db8Ls7YzMK ...

Geopolitical & Trade Relations - US President Donald Trump suggested Spain "be punished" for resisting increased defense spending [1] - The US considered imposing tariffs on Spanish products [1]

Geopolitical Landscape & Defense Strategy - Europe is rethinking its defense strategy due to the Russia-Ukraine war and airspace breaches, focusing on smaller systems and smarter technology [1] - Unidentified aerial incursions are viewed as a coherent campaign to unsettle citizens, test resolve, divide the union, and weaken support for Ukraine, described as hybrid warfare [4] - Leaders are considering measures like drone walls to shield eastern borders [4] Technological Innovation & Military Modernization - A €12 billion AI startup in Munich, Housing, is compared to Andril Industries (valued at ~$30 billion), both changing military spending and building [1] - Innovations include AI-powered fighter jets, autonomous systems, and insect-sized surveillance tools equipped with cameras and stimulators for remote control [2] - Heling's CA1 Europa is an autonomous combat aerial vehicle designed to redefine air dominance [3] Funding & Scaling Challenges - Venture-backed tech is significantly funding drone technology and insect-sized technology [9] - Risks exist with venture funding, as smaller companies may innovate quickly but struggle to scale production to meet army requirements [10][11] European Defense Buildup & US Influence - European nations have realized they lagged in technology and defenses due to Russian actions [6] - American presidents since the 1990s have urged European nations to increase defense spending [8] - The US administration's pressure has made European nations more nervous about their defense commitments [9] Future Outlook - Ukraine could potentially become the arsenal of Europe if it overcomes corruption issues, having built a significant defense industry during the war [12]

The EU should pool its resources on defense spending and consider a common budget financed by jointly-issued debt, according to ECB Governing Council member Martins Kazaks https://t.co/gw4HYs25ah ...

US President Donald Trump floated the idea that Spain could be removed from NATO as he met with Finnish President Alexander Stubb, in his latest swipe against a chronic under-spender on defense https://t.co/qJfGP9VQtf ...

Defense Spending & Strategy - Many European governments historically underinvested in defense, relying on US security [1] - A significant number of European nations possess armed forces ill-suited for current needs, focusing on expeditionary forces and peacekeeping rather than homeland defense [1] - European countries now face the imperative to develop robust homeland defense capabilities [1]