Hong Kong former media mogul Jimmy Lai was found guilty of endangering national security in a landmark trial, a verdict that could fuel tensions between China and the US https://t.co/5IpYrdXPO5 ...

Few believe the tycoon will be acquitted: national-security trials have a conviction rate of over 95% in Hong Kong (including defendants who pleaded guilty) https://t.co/nHFvTjOxlZ ...

Todd, what does all of this mean for America's national security. >> Um, it's very troubling. I think that um you know if uh and Kush's report is right, I think what we have is an example of national security lawyers trying to pick and choose the facts to satisfy a strain legal analysis to get to where their client wants to get instead of objectively looking at the facts and advising uh on the correct course of action.And uh I'm I'm really um concerned about the effect this is going to have uh especially on ...

This past month, we were invited by the Bundesphere, the German military, to observe basic training as a squad of recruits ran punishing drills, honing the skills they would need to defend against an enemy assault. >> Everything we are training here for could be one day real. We don't hope that.Um, but we're preparing exactly for that >> because of the war in Ukraine. >> Yes, of course. ...

Our next guest argues that allowing China access to advanced chips puts national security and the American AI industry at risk. Joining us right now is chip war author Chris Miller. He's an associate professor at TU's Fletcher School.And and Chris, you've got some pretty strong feelings about this. Do you think that national security is taking a backseat to profitability. Well, I think that's the concern in the administration's decision to allow more AI chips to flow to China.You know, right now the US has ...

'National Security' At Risk If MSCI Excludes Crypto Treasuries, Warns Bitcoin Giant Strategy► https://t.co/Dx7sQJtI9q https://t.co/Dx7sQJtI9q ...

Core Viewpoint - The letter from Strategy to MSCI argues that excluding crypto-buying firms from indices could negatively impact national security and innovation in the digital asset space [1][2][3]. Group 1: MSCI's Proposal and Its Implications - Strategy contends that MSCI's proposal to exclude companies with over 50% digital assets is misguided and could have harmful consequences for innovation and economic development [2][3]. - The letter emphasizes that crypto-buying firms are legitimate companies, not ineligible investment funds, and criticizes the 50% threshold as arbitrary and discriminatory [2][3]. - JPMorgan has warned that if MSCI proceeds with its proposal, outflows from Strategy could reach $2.8 billion, indicating significant financial implications for the firm [2]. Group 2: National Security Concerns - The letter raises national security concerns, highlighting that the Trump administration has supported pro-innovation policies and digital assets, making it an inappropriate time to undermine this technology [3]. - Strategy warns that MSCI risks losing its perceived neutrality as an index provider if it discriminates against digital assets in its index criteria [4]. Group 3: Market Performance - Strategy's stock price was reported at over $184, down more than 2% on the day, and has seen a nearly 53% decline over the past six months as interest in crypto-buying firms wanes [5].

Core Insights - JPMorgan Chase has made a significant external hire by bringing in Todd Combs from Berkshire Hathaway, which is expected to enhance its efforts in the national security sector [1] - The company is focusing on a substantial investment of $1.5 trillion aimed at expanding its presence in national security [1] Company Strategy - The recruitment of Todd Combs is seen as a strategic move to accelerate JPMorgan Chase's initiatives in national security [1] - This investment aligns with the growing demand for financial services in the national security space, indicating a proactive approach by the company [1]

Core Insights - BAE Systems Inc. (BAESY) has secured a modification contract valued at $198.4 million for procuring 240 Armored Multi-Purpose Vehicles (AMPVs), with completion projected by May 31, 2028 [1][9] - The demand for modern defense equipment, particularly armored combat vehicles like AMPVs, is increasing as countries focus on strengthening national security [2] - BAE Systems is a prominent designer and manufacturer of tracked and amphibious combat vehicles, producing key platforms such as the Bradley Fighting Vehicle and M109 self-propelled howitzer [3] - The AMPV is designed to replace the older M113 Family of Vehicles and has seen strong demand, evidenced by a previous $754 million award for AMPVs in March 2024 [4][9] Industry Growth Prospects - The armored vehicle market is expanding, benefiting companies like Textron Inc. (TXT), which designs next-generation armored combat vehicles [5] - Textron has a long-term earnings growth rate of 10% and a Zacks Consensus Estimate for 2025 sales of $14.80 billion, indicating an 8.1% increase [6] - RTX Corporation (RTX) is also positioned to benefit, with its Raytheon unit working on the next-generation XM30 combat vehicle, boasting a long-term earnings growth rate of 10.3% and a 2025 sales estimate of $87.04 billion, reflecting a 7.8% increase [7] - General Dynamics Corp. (GD) leads in military vehicle design and production, with a long-term earnings growth rate of 12.8% and a 2025 sales estimate of $51.97 billion, indicating an 8.9% rise [8][10] Stock Performance - BAE Systems shares have increased by 53.8% over the past year, outperforming the industry growth of 23.7% [11]

you have so much rich data as to perhaps some of the nuances when it comes to Europe versus US. Why Jaime Diamond cares about defense right now is because it's geopolitically important. It's economically important and he's putting $1.5% trillion initiative for the next 10 years.Roger, what was it that you took away from the event in terms of money coming towards defense defense tech in particular. >> Well, really we're seeing this renewed dynamism in the national defense community. I mean, we started the Re ...