by Nikhil Kumar | Jul 13, 2025 | Investment Analysis
The Pentagon’s Golden Dome Boost Sends NYSE Defense Giants Flying The U.S. “One Big Beautiful Bill” (OBBB) has delivered a historic $150 billion funding surge to the defense sector—focusing heavily on advanced missile systems, cyberwarfare capabilities, and AI‑enabled...
by Nikhil Kumar | Jul 13, 2025 | Uncategorized
Why KKR & Apollo Just Got a Multi-Billion Dollar Tailwind In a stunning yet under-reported outcome of the “One Big Beautiful Bill” (OBBB), U.S. lawmakers have preserved the controversial carried interest loophole, delivering a windfall to private equity giants....
by Alexandre Deballe | Jul 11, 2025 | Investment Analysis
Why Eutelsat Matters Now: The Birth of a Sovereign Giant To begin, it is essential to understand one thing: Eutelsat is no longer the television satellite operator that many used to know. The company recently completed a radical transformation that now places it at...
by Vishesha Dungarwal | Jul 10, 2025 | Investment Analysis
Wi-Fi at 35,000 Feet: Gogo’s Sky-High Bet Imagine boarding your next flight, plugging in your laptop, and seamlessly continuing your work, binge-watching Netflix, or even trading stocks mid-air. In 2025, this isn’t just a luxury—it’s fast becoming an expectation. At...
by Alexandre Deballe | Jul 10, 2025 | Investment Analysis
Introduction: The Return of the Crypto King? To understand the current excitement in the financial markets, one must turn to the king of crypto-assets: Bitcoin. While its history is made up of spectacular cycles, the one we are experiencing in 2025 feels different and...
