Everything on Sector Convergence

European defense contractors are pivoting from civilian space programs to sovereign military satellite infrastructure, driven by geopolitical realignment.

Impact: Capital allocation should shift toward pure-play defense-space firms benefiting from sustained government funding and strategic autonomy mandates.

— from Market Shifts: AI Valuations, Space IPOs, and Defense Convergence · Alles auf Aktien – Die täglichen Finanzen-News· May 21, 2026