sector-analysis News
Defense Sector Gains as UK Pledges Rise in Military Spending
The UK's commitment to boost its defense market to over $72 billion by 2033 signals a broader NATO rearmament trend, benefiting major contractors.
Gambling Stocks Tumble as BofA Warns of 'Relentless Headwinds'
DraftKings and Flutter Entertainment slide after downgrades cite rising competition, tax risks, and volatile betting margins ahead of earnings.
Michael Burry Bets Against AI, Citing 'Dot-Com Bubble' Echoes
Scion Asset Management's latest filing reveals significant bearish put options against high-flying sector leaders Nvidia and Palantir.
US Retail Giants Watch China Closely as CEO Optimism Meets Cautious Consumer
After a prolonged slump, executive sentiment is improving, but recent holiday spending data reveals a complex, value-conscious landscape.
US Accelerates 'Mine-to-Magnet' Push to Counter China's Grip
Washington has deployed billions in funding to build a domestic rare earths supply chain by 2027, signaling a strategic shift for the critical minerals sector.
Canada Commits $4.6B to Fast-Track Critical Minerals Projects
The investment aims to build a secure North American supply chain for minerals vital to the EV and defense sectors, countering foreign market dominance.
AI's Energy Thirst Creates New Headwind for Data Center Boom
Surging electricity costs in key infrastructure hubs are threatening to compress margins for data center operators and hyperscalers, creating a critical challenge for the AI revolution.
AI's Insatiable Energy Demand Sparks a Gold Rush for Utility Sector
Once viewed as slow-growth investments, power companies are racing to meet a projected thirtyfold surge in data center electricity needs by 2035.