Dossier
defense boom
Coverage of defense boom in the Nexus archive.
- Rolls-Royce jumps 4% as it sees boost from both the defense boom and AI data center buildout
Rolls-Royce's stock rose 4% due to increased demand from defense and AI data center sectors. The company reported over 50% growth in orders for its data center power business in the first half of the year.
- Europe’s defense boom faces a new test: Can it actually deliver weapons?
Europe’s defense boom is undergoing a test as investors assess whether increased budgets and backlogs can result in actual weapons, factories, and financial returns. The focus is on whether the current defense initiatives can translate into tangible outcomes.