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20.06.26 - 03:54
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"Only The Beginning": How To Profit From The Asymmetric Warfare Boom (ZeroHedge)
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"Only The Beginning": How To Profit From The Asymmetric Warfare Boom
Low-cost kamikaze drones are fundamentally reshaping the modern battlefield and forcing militaries to rethink procurement strategies built around expensive, high-end weapons systems.
In the Middle East, US Special Forces learned the hard way that cheap Iranian Shahed-style drones can eliminate multi-million-dollar (if not billion-dollar) communications, radar, and command-and-control nodes.
The result of this Iranian offensive with cheap drones, which exposed a missing air-defense layer over high-value U.S. military communications systems across the Gulf region, will trigger a defense procurement reset. The U.S. military is now racing to source, order, and stockpile low-cost one-way attack drones, interceptors, and counter-UAS systems before the next conflict erupts - or US-Iran ceasefire blows up.
Piper Sandler analyst Clarke Jeffries is now arriving at the same conclusion we have been highlighting:
We anticipate ...
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20.06.26 - 02:42
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Accenture outlook cut sparks fresh fears over IT recovery (Times of India)
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Global tech spending concerns have intensified as Accenture lowered its FY26 revenue growth forecast to 3-4%. This outlook, despite a resilient third quarter, signals potential prolonged weak demand for Indian IT services firms, possibly extending into FY27. Analysts suggest this weakness at a leading IT player negatively impacts demand prospects for India's top IT companies, hinting at a slower start to the next fiscal year....
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19.06.26 - 17:54
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EU-Haushalt: Merz: „Die Zahlen müssen runter“ (FAZ)
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Friedrich Merz fordert auf dem EU-Gipfel einen neuen Vorschlag für das EU-Budget bis 2034. Ziel bleibt eine Einigung bis zum Jahresende. Der Kanzler nennt die derzeitige Vorlage „unbezahlbar und unausgewogen“....
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