Group 1: Pentagon and Anthropic - The U.S. Department of Defense is close to severing ties with Anthropic, considering designating the company as a "supply chain risk" which would bar military contractors from using its technology [2][10] - The dispute arises from Anthropic's refusal to allow its AI model, Claude, to be used in military operations, while the Pentagon seeks access for "all lawful purposes" [3][10] Group 2: Germany's Economic Sentiment - Investor confidence in Germany is expected to rise, driven by a €83 billion defense budget for 2026, marking a 32% increase from the previous year [4][10] - The German government has bypassed its constitutional "debt brake" to fund military modernization, which is projected to boost GDP growth by 0.5 percentage points in 2026 [5][10] Group 3: Spain's Bond Auction - The Spanish Treasury has set a maximum target of €5.5 billion for its upcoming bond auction on February 19, which will include various maturities [6][10] - Market demand for Spanish debt remains strong, supported by a positive economic outlook and a narrowing risk premium compared to German benchmarks [7][10]