Browsing Tag
Europe
123 posts
US push for NATO air and naval forces signals a harder burden shift to Europe and Canada
NATO’s burden shift is no longer theoretical. Washington wants Europe and Canada to replace real aircraft, drones and ships.
Why Russia’s air war escalation is putting Ukraine’s defenses under new pressure
Russia’s ground gains are slowing, but its air attacks are rising. Ukraine’s defense gap is becoming the next test for NATO support.
UK condemns Russian drone hit in Romania as NATO airspace risk sharpens Europe’s security crisis
A Russian drone hit Romania, injuring civilians. NATO airspace is now part of Europe’s Ukraine war risk calculation.
Cyient (NSE: CYIENT) bets on TAO Digital acquisition to strengthen AI, data and product engineering
Cyient’s $218m TAO Digital deal targets AI engineering scale, but valuation, integration and growth discipline now matter most.
Global rate cuts still outnumber hikes, but BofA warns the easing cycle is losing momentum
BofA says global rate cuts still lead hikes, but the easing cycle is fading as the Fed, ECB and BoC pivot on Iran war inflation. The clean easing trade is breaking.
Tata Consultancy Services joins Mistral Forge push as enterprise AI battle shifts to custom models
TCS has partnered with Mistral Forge to build custom enterprise AI models. Find out why this could reshape regulated AI adoption.
Argentum AI, Boosteroid and DL Invest Group bet $2.5bn on Europe’s AI compute crunch
AI demand is outrunning Europe’s compute capacity. Argentum AI’s $2.5B deal tests whether independent GPU infrastructure can scale.
ACROBiosystems just removed a quiet bottleneck in drug discovery. Will biopharma buyers notice?
Biopharma wants faster R&D, but compliance still slows labs. ACROBiosystems is turning HEK293 licensing into a workflow advantage.
What FY27 guidance means for Infosys (NSE: INFY) investors now
INFY has profit and AI ambition, but guidance is cautious. FY27 will test whether Infosys can turn stability into a recovery trade.
A 5GW AI power play: Is IREN Limited building Europe’s next data center platform?
IREN Limited expands into Europe with a Spain AI infrastructure acquisition that boosts its power portfolio to 5GW. Find out what it means.