Frank Talk: The AI defense supercycle has already begun [Yahoo! Finance]
U.S. Global Investors, Inc. - Class A (GROW)
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Source: Yahoo! Finance
Frank Talk: The AI defense supercycle has already begun Proactive uses images sourced from Shutterstock Artificial intelligence is no longer just a buzzword. It's fueling a defense-driven spending boom that investors can't ignore. In his latest op-ed, Frank Holmes, CEO of U.S. Global Investors (NASDAQ:GROW) , argues that the AI-in-defense supercycle has already begun . From the Pentagon's recent push for access to Anthropic's chatbot technology to surging corporate AI investment, Holmes lays out why cybersecurity, semiconductors, and data center infrastructure are poised for explosive growth, and why savvy investors should be paying attention now. Last week I was at the MoneyShow in Las Vegas, where I had the pleasure of presenting and joining a panel on artificial intelligence (AI) and data centers. It's always energizing to see familiar faces and meet with investors, but what really struck me was the sheer unanimity of the conversation surrounding AI. Every speaker, every pan
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GROW
Sec Filings
- 3/2/26 - Form 4
- 3/2/26 - Form 4
- 2/20/26 - Form 8-K
- GROW's page on the SEC website