A group of seven Italian civil society groups has filed a lawsuit against state-controlled defence group Leonardo and Italy's government, seeking to annul any contract for the sale and supply of arms ... ...

On the surface, recent news that the Trump administration has been collaborating with Russia to devise a new peace plan for Ukraine potentially offers hope. Steve Witkoff, serving as Trump’s envoy, is spearheading the drafting of the agreement and has held extensive talks with Russian envoy Kirill Dmitriev, according to an Axios report.Based on available information, the proposal involves following the principles that Trump and Russian President Vladimir Putin agreed to during their August meeting in Alaska ...

US approves $93m arms sale to India as trade tensions ease https://t.co/CYVSaX0Ohk ...

Germany to resume arms exports to Israel after ceasefire https://t.co/wpUPrC6lOI ...

Two years on, Israel’s war in Gaza might be finally drawing to a close. The conflict built an unprecedented arms pipeline from the U.S. to Israel that continues to flow, generating substantial business for big U.S. companies.Read more: https://t.co/eo2I2zWZVM https://t.co/X0wdQKZ3bl ...

Geopolitical Developments and European Diplomacy - Russia's RIA news agency reported the interception of 184 Ukrainian drones, highlighting ongoing geopolitical tensions [2] - The European Union plans to restrict travel for Russian diplomats amid rising suspicions of espionage activities, indicating a tougher stance against perceived Russian aggression [2] Energy Markets and Strategic Alliances - Kazakhstan's national oil and gas company, KazMunayGas, aims to increase oil exports to Germany to 130,000 tons per month by 2026, building on 1.5 million tons supplied from January to September 2025 [3] - This agreement reflects Germany's strategy to diversify energy sources and Kazakhstan's emerging role as a key supplier [3] Tech Industry Under Scrutiny and AI Investment Boom - AppLovin (APP) is under investigation by the U.S. SEC regarding its data-collection practices, which may have significant implications for data privacy regulations [4] - The artificial intelligence sector is experiencing a massive investment surge, with OpenAI's computing deals projected to exceed $1 trillion, indicating a competitive race in AI development [4] - An IBM executive suggested that consultancies need to evolve into software groups to stay competitive in the rapidly changing tech landscape [4] Economic Outlook and Corporate News - The Irish government is preparing to unveil its most stringent budget in years to protect the economy from declining investment [5] - HMRC in the UK reported a £4.6 billion increase in tax revenue, attributed to effective use of 'Big Data' analytics [5] Corporate Restructuring - French retailer Casino Guichard-Perrachon (CO) is facing a second restructuring within two years, as creditors prepare for the process [6] - Restructuring firm AlixPartners has decided to shelve plans to sell a stake in its business [6] - In the defense sector, a rival has raised concerns over a 'direct award' to German arms group Rheinmetall (RHM), questioning procurement processes [6] Bond Market Movements - Japanese bond markets saw the 10-year bond yield rise by 0.5 basis points to 1.675% following an auction, while the 20-year bond yield also increased by 0.5 basis points to 2.695% [7]

Industry Trend - Rheinmetall taps into Bulgaria's thriving arms empire [1]

Geopolitical & Security Implications - A helium production site vital for Russia's arms and aerospace sectors seems mostly undamaged after a Ukrainian drone strike [1] Infrastructure Assessment - Satellite imagery indicates the helium production site remains largely intact [1]

RT BBC Breaking News (@BBCBreaking)Germany to stop arms exports to Israel that could be used in Gaza after takeover plan approvedFollow live: https://t.co/1YA7pJn6Hb ...

Industry Trend - Silicon Valley is experiencing a military boom, attracting new players [1] Business Development - An arms dealer is entering Silicon Valley, indicating a shift in the industry landscape [1]