Steel, Sensors and Speed: Powering Europe’s Deterrence

In 2025, Europe enhances defense capabilities amid the Ukraine war, with Rheinmetall launching a major shell factory and HENSOLDT advancing radar technology. RENK boosts mobility for armed fleets. The WisdomTree Europe Defense Fund targets investments in these key firms, reflecting Europe’s commitment to defense readiness and strategic resilience against contemporary threats.

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Meta Sacrifices Near-Term Cash Flow to Outspend Rivals on AI Build-Out

Meta Platforms is down nearly 10% pre-market despite a revenue beat, as it commits to a significant increase in capital expenditures for AI infrastructure, spending $70-72 billion in 2025. The company believes this investment will drive long-term growth, but market skepticism remains regarding returns from such expenditures. The outcome hinges on effective monetization of new AI systems.

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