Author: thaobh.leo@gmail.com

Oxbow Advisors LLC bought a new stake in GE Aerospace (NYSE:GE – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 914 shares of the company’s stock, valued at approximately $235,000. A number of other hedge fu

The global defense technology landscape has entered a period of accelerated transformation, shaped by intensifying geopolitical threats, battlefield-driven innovation, and increasing fiscal complexity. The ongoing war in Ukraine remains a crucible for next-generation conflict, where attritable unmanned systems, electronic warfare, and counter-drone capabilities are no longer experimental but essential. This real-world testing ground is rapidly influencing global procurement priorities, with nations across Europe and the Indo-Pacific launching large-scale modernization programs and sovereign capability roadmaps. Amid this volatile environment, the defense sector is bifurcating into two dominant arenas: one centered on software-defined, high-volume technologies like counter-UAS and AI-enabled command systems; the…