U.S.-Iran attacks are putting a spotlight on drone technology. How to invest
Investors suspect widening geopolitical conflict will boost demand for drone systems, putting attention on a sector that’s trading at an attractive valuation, analysts say. Unmanned systems have been a key driver of the growing defense market, given their heavy use in the Ukraine-Russia war that began in 2022. Artificial intelligence has accelerated the Pentagon’s push […]
‘Old economy’ stocks look expensive, software screams cheap. How to proceed
Monday’s batch of Wall Street research made one thing clear: More people are starting to throw in the towel on software. While the sentiment makes sense — analysts aren’t blind to the price action and know their posture is out of step ahead of some key earnings reports — one has to wonder whether it […]