national security

Global copper faces 150,000-tonne deficit in 2026 amid AI, electrification demand. Mining M&A jumps 45% as US backs critical minerals with $30B.

Pentagon rare earth ban by 2027 forces U.S. supply chain overhaul as China dominates critical processing capabilities essential for defense systems.

China controls critical mineral processing with $120B invested since 2023, commanding 90% rare earth refining and raising Western supply chain vulnerabilities.

Iran conflict threatens global rare-earth supplies, positioning U.S. domestic producers like MP Materials and Energy Fuels to benefit from military supply chain priorities.

Three companies—Solvay, Perpetua Resources, and The Metals Company—are positioned across rare earth supply chains as U.S. prioritizes critical mineral independence from China.

Rank One Computing rings Nasdaq closing bell after public listing, positioning itself as a leader in sovereign biometric and video analytics for defense and national security applications.

Broadcom and Marvell exceed expectations amid chip earnings season. Trump administration denies Anthropic talks, restricts AI use while tech giants boost infrastructure investments.

Intel forecasts 20%+ server processor growth amid AI boom, but manufacturing capacity constraints threaten to cap revenue gains as competitors vie for market share.

Investors sue Trump administration over TikTok spinoff approval, claiming it violates 2024 law requiring complete ByteDance divestment and allows improper control.

ZenaTech advances drone platforms to meet U.S. defense standards, pursuing Blue UAS certification and Arizona manufacturing as it targets federal procurement opportunities.

Rocket Lab successfully completed its second hypersonic test flight for the Pentagon within three months, advancing next-generation aerospace technology development and demonstrating reliable commercial testing capabilities.

Genenta rebrands to Saentra Forge, shifting focus toward defense and aerospace acquisitions while maintaining biotech research programs with glioblastoma trial results accepted for publication.

Kratos Defense raises $1.17B through equity offering to fund growth initiatives, capital expenditures, and strategic acquisitions of Nomad and Orbit.

Rocket Lab acquires optical manufacturer Optical Support, Inc., bolstering defense payload capabilities and supply chain resilience for critical government space programs.

Blackboxstocks and REalloys complete merger, begin Nasdaq trading as ALOY. Combined company operates rare earth mining and processing to reduce U.S. dependence on Chinese sources.

Pentagon listed Alibaba, BYD, and Baidu as military-linked Chinese firms, then withdrew the filing hours later ahead of Trump-Xi summit talks.