Investing.com -- European military budgets are undergoing a dramatic shift as governments ramp up spending in response to geopolitical tensions and growing security concerns. With NATO members aiming to raise defense expenditure from 2% to as high as 3% of GDP, this shift represents an additional $220 billion in European defense spending, nearly half of which is expected to be allocated to ne ...
Investing.com -- Bernstein analysts believe 2025 and 2026 will be defining years for autonomous vehicles (AVs) as the sector transitions from proof of concept to a viable commercial product in the U.S. The firm believes the next two years will determine whether the AV market remains highly consolidated or becomes more competitive, which could have major implications for rideshare compani ...
Investing.com - An increase in uncertainty around President Donald Trump’s tariff plans would be needed to spark a significant outflow of foreign positions in U.S. stocks, according to analysts at Yardeni Research.Overseas buyers of U.S. equities have been a key driver of Wall Street gains relative to the rest of the world for several decades, the analysts added in a note to clients, citing ...
Investing.com -- The future of retail over the next decade will be shaped by continued e-commerce growth, rising retail media, geopolitical shifts, and evolving consumer behavior, Bernstein said in a note.E-commerce ExpansionU.S. e-commerce sales, currently at $1.2 trillion annually or 16% of total retail sales, are expected to rise further. Walmart Inc (NYSE:WMT), Target, and Costco (NASDAQ: ...