DEFENSE INNOVATION
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 32% in 1 year
In the long run, it is the bulls who always win. There is ample evidence to back this assertion. But, for the bulls to be successful in the short term, a number of factors need to get aligned – from growth numbers to liquidity. We are currently in a phase where global risk (tariff as well as real wars) is high, and that is a factor you need to keep in mind. But if you are a long-term investor, you need not bother about short-term disturbance, geopolitical or otherwise. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
How Israel's Operation Rising Lion breached Iran: Mossad built drone bases and smuggled commandos into Tehran's heart
In a daring operation dubbed "Rising Lion," Israel launched a coordinated strike against Iran's nuclear and missile capabilities. The multi-pronged assault involved on-ground infiltration, domestic sabotage, and aerial precision, targeting key military infrastructure. Iran retaliated with drones, while Israel declared a state of emergency, raising fears of a dangerous escalation in the region.
NFO Insight: Baroda BNP Paribas Health and Wellness Fund opens. Is it the right prescription for your portfolio?
Baroda BNP Paribas Mutual Fund has launched the Baroda BNP Paribas Health and Wellness Fund, an open-ended equity scheme open for subscription until June 23. The fund targets companies in the growing healthcare and wellness space, aiming to capitalise on long-term structural trends. CEO Suresh Soni sees this sector as a multi-decadal investment opportunity driven by rising life expectancy and healthcare demand.
Oklo stock soars 10% after securing U.S. Air Force deal to deliver clean energy to Alaska’s Eielson Base
Oklo's stock surged 10% today after the company received a Notice of Intent to Award (NOITA) from the U.S. Defense Logistics Agency Energy, on behalf of the Air Force, to supply clean nuclear energy to Eielson Air Force Base in Alaska. This potential deal marks a big moment for Oklo and the growing push for small modular reactors in remote areas. If finalized, it could change how the military powers its bases. Investors quickly reacted to the news, pushing shares up sharply. With licensing still ahead, the project could set a key example for future clean energy deployments across the country.
India’s new warfare: Drones, data, and the defence race that can't wait
India’s battlefield is evolving from boots on the ground to code in the cloud. As drone swarms, cyber weapons, and AI take centre stage, New Delhi is rewriting its defence playbook. Through cutting-edge homegrown innovation, resilient startups, and a push from “Make in India” to “Create in India,” India is preparing for wars that are silent, swift, and sky-bound. This deep dive explores how India is building its future security one drone, one algorithm, and one idea at a time.
AI- The Immortal Warrior: How AI Has Enhanced Strategic Planning and Decision Making During Warfare.
AI is rapidly transforming modern warfare, evident in conflicts like Ukraine-Russia and Israel-Palestine, where AI systems enhance decision-making and target identification. Nations like the US and China are leveraging AI for threat detection and war-gaming. India is also integrating AI into its defense systems, but ethical concerns and risks of algorithmic bias remain critical challenges.
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Bofors fully transferred tech to India in 80s, I even proposed made-in-India guns to Cong govt, but...: Baba Kalyani's explosive reveal
Bharat Forge Chairman Baba Kalyani revealed India's failure to utilize the Bofors technology transfer from the 1980s, lamenting the exclusion of the private sector in defense manufacturing. He cited a cold response from the then government despite offering cost-effective, indigenous howitzer guns.
Elon Musk is the $350 billion rocket man who fell to earth
Elon Musk’s feud with Donald Trump highlights the risks of a $630 billion space economy dominated by SpaceX. As egos clash and public funds fuel private empires, governments reassess their codependence. The fallout may reshape global space policy, favoring competition, state control, and less tolerance for billionaire brinkmanship.
ETMarkets Smart Talk | India’s Next Big Themes: AI, Semiconductors & Defense to lead wealth creation says Manish Jain
Manish Jain from Mirae Asset Capital Markets highlights AI, defense, digital economy, semiconductors, and renewables as key sectors for long-term wealth creation in India. He suggests that tariff war fears are not the main volatility driver, but geopolitics and earnings shocks could be.
WWDC 2025 Design Awards And Full List: few Americans among Apple’s global winners, Trump-targeted counties in the list
The 2025 Apple Design Awards recognized top apps and games from developers worldwide at WWDC. Winners showcased innovation, inclusivity, and technical excellence across categories like Delight & Fun, Social Impact, and Visuals & Graphics. Discover the standout apps and games from China, India, Austria, and beyond
Nato learns as Ukraine's 'creativity' changes battlefield
Ukraine's drone attacks inside Russia offer valuable lessons for Western militaries. Nato is adapting its defense capabilities against potential Russian aggression. Western intelligence warns Russia could be ready to attack in four years. Nato aims to increase defense spending. The alliance is integrating new technologies like AI and robotics. This military transformation will cost billions.
Apple under pressure to shine after AI stumble
Industry insiders will be watching to see whether Apple addresses the AI stumble or focuses on less splashy announcements, including a rumored overhaul of its operating systems for its line of devices. "The bottom line is Apple seemed to underestimate the AI shift, then over-promised features, and is now racing to catch up," Gene Munster and Brian Baker of Deepwater Asset Management wrote in a WWDC preview note.
Palantir CEO Alex Karp predicts U.S.-China AI race will have one winner as GOP slams Trump's data deal
Palantir Technologies CEO Alex Karp has warned that the US-China AI race will likely have only one winner, urging Western countries to act fast to stay competitive. In a recent interview with CNBC, Karp highlighted the serious risks and benefits of AI, stressing that innovation and national security go hand-in-hand. He also addressed political criticism about Palantir’s federal contracts and denied surveillance allegations. Despite recent stock dips, Palantir’s value surged 435% over the past year. With billions at stake and global power dynamics shifting, Karp’s message is clear—the AI race is on, and the West must lead.
Is parametric insurance the next big thing in insurance?
As climate, technology, and disaster risks intensify, parametric insurance offers a fast, data-driven alternative to traditional models. From agriculture to travel, SMEs to energy, its predefined triggers ensure swift pay-outs and financial stability. This evolving model enhances resilience, making risk management smarter, faster, and more future-ready.
US Senators introduce bill to boost Quad space cooperation
US Senators Kevin Cramer and Michael Bennet introduced the Quad Space Act of 2025 to bolster space cooperation among the Quad nations (US, India, Australia, and Japan). The bill directs the US Secretary of Defense to initiate discussions on space practices, situational awareness, and industrial policy.
Elevating pricing through value engineering: A CEO priority
By quantifying improvements in key performance indicators, pricing becomes an extension of the business case, fostering stronger relationships and driving revenue.
Building resilient AI strategies for Indian enterprises
The EU's AI Act of 2024 can inspire AI regulation. India's AI market is set for substantial growth. The IndiaAI Mission is funding privacy and security solutions.
Phoenix Suns hire Jordan Ott as head coach ahead of key offseason moves
The Phoenix Suns have hired Cleveland Cavaliers assistant Jordan Ott as their new head coach. Ott replaces Mike Budenholzer after a 36-46 season. With a background in player development and game strategy, Ott becomes the team’s fourth coach in four seasons. Devin Booker reportedly endorsed the decision during the final stages
NFO Alert: DSP Mutual Fund launches index funds on IT and Healthcare sectors
DSP’s new Nifty IT and Healthcare Index Funds target resilient, globally diversified sectors. Open until June 16, the NFOs offer focused exposure to top Indian IT and healthcare firms. These sectors, which have historically delivered lower drawdowns and faster recoveries during market stress, are positioned as effective tools for portfolio diversification and long-term
Russian missiles, Western worries: India’s arms map is changing
India is sharply reducing its dependence on Russian defence imports, a significant shift driven by quality concerns, delays, and the Ukraine war’s impact on Russian military capacity. This pivot opens new opportunities for Western defence firms, as India strengthens ties with the US and France, signing billion-dollar deals and partnering on advanced technology. While Russia remains important for spares and nuclear capabilities, India’s growing Western defence partnerships mark a historic realignment, benefiting both India’s military modernisation and Western defence manufacturers seeking a major market.
Drones are the new weapon of modern warfare — here's how Ukraine mastered their production and can now make 10 million a year
Ukraine has rapidly scaled up its drone production, now capable of manufacturing up to 10 million drones annually. These battle-tested UAVs, which are more cost-effective than other combat drones, are leading 80% of battlefield attacks. Ukraine is also seeking international collaboration to further enhance its defense industry and drone technology.
Operation Spider's Web: How Ukraine targeted Russian airfield over 4000 km away with armed drones, destroy nuclear bombers
Ukraine attacks Russian airbases: On June 1, 2025, Ukraine executed Operation Spider's Web, a covert drone offensive targeting four Russian airbases. Utilizing drones concealed within modified trucks, the operation destroyed over 40 aircraft, including strategic bombers, marking a significant escalation in Ukraine's military capabilities and impacting Russia's aerial strength
The Ukrainian truck trick: How Kyiv smuggled drones 6,000 km into Russia to strike bases housing nuclear-capable aircraft
Ukraine executed a daring drone operation, dubbed "Web," striking deep inside Russia, targeting air bases and destroying or damaging over 40 aircraft. Drones were smuggled in trucks, concealed as mobile wooden houses, showcasing Kyiv's evolving covert capabilities. Russia retaliated with a massive drone and missile barrage, escalating the conflict ahead of scheduled peace talks in Istanbul.
CDS General Anil Chauhan interacts with British counterpart, reinforces defence ties
General Anil Chauhan met Admiral Sir Tony Radakin to boost defence cooperation. They discussed capacity building after Operation Sindoor. Chauhan will attend the Shangri-La Dialogue in Singapore. He will meet defence leaders from various nations. He will speak on future wars and defence innovation. Chauhan also reviewed Operation Sindoor's progress during visits to Northern and Western Commands.
Mark Zuckerberg finally found a use for his Metaverse — War
Meta is crossing a former hard red line in Silicon Valley to develop tech for military uses. Anduril, founded by Palmer Luckey, is partnering with Meta to develop XR products for military use, offering a potential lifeline for Meta's Reality Labs, which has faced significant financial losses. The deal also highlights a reversal in technological innovation, with consumer tech now finding applications on the battlefield.
Character of warfare changed rapidly, lines between war and peace increasingly blurred: Navy Chief
Admiral Dinesh K Tripathi highlighted the evolving nature of warfare, noting the blurring lines between war and peace and the rise of non-traditional threats. He emphasized the importance of technological absorption, innovation, and industry involvement in national defense.
Students or spies? How China infiltrated US universities
The United States will revoke visas of Chinese students linked to the Chinese Communist Party or studying sensitive subjects. This action follows concerns about intellectual property theft and espionage. Earlier, the Trump administration had also cited Harvard University's ties to China. Many Chinese students and researchers were found stealing technology for China.
Lockheed to Boeing: How India’s Operation Sindoor may loosen the grip of US defence giants
India’s recent military advances and cost-effective innovations expose critical weaknesses in the US defence system. As Washington clings to outdated Cold War models and monopolistic defence contractors, it risks falling behind rivals like India and China. Experts call for urgent reforms to speed up acquisition, break up monopolies, and build scalable, adaptable systems. Without change, the US could lose its military edge in future conflicts. The time for reform is now—and the clock is ticking.
CDS Gen Anil Chauhan to engage with global military leadership at Shangri-La Dialogue 2025
General Anil Chauhan, the Chief of Defence Staff, is set to visit Singapore for the Shangri-La Dialogue, a key Asian security summit. He will engage in bilateral meetings with defence leaders from numerous countries, including Australia, France, and the United States.
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