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Stock impact report

Why Smart Money Is Chasing This Defense Tech Shift [Globe and Mail, The (Toronto, Canada)]

VisionWave Holdings, Inc. (VWAV) 
Sovereign security isn't just about hardware anymore; it relies entirely on the AI systems running the show. This shift is funneling massive capital into a specific sector sweet spot. U.S. Defense tech spending is projected to hit $384 billion in fiscal 2026, a massive 71% jump from 2020 levels as funds rush toward advanced digital platforms [1] . This creates a high-conviction setup for the software backbone: Electronic Design Automation (EDA). This market is expected to reach $33.5 billion by 2033, driven by the AI workflows that cut design cycles from months to weeks [2] . This intersection creates asymmetric upside for the physical technology stack, including VisionWave Holdings, Inc. (NASDAQ: VWAV), Leidos (NYSE: LDOS), Moog (NYSE: MOG.A, MOG.B), GE Aerospace (NYSE: GE), and Tenable (NASDAQ: TENB). Read more at newswire.ca This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the conten Show less Read more
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