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Defense technology valuations are decoupling from current revenue streams, reflecting investor bets on AI-driven autonomous systems and software-defined warfare.

Impact: Startups must prioritize government procurement milestones and serial production pathways to justify premium valuations.

— from Market Rotation, Geopolitical Risk, and Defense Tech Valuations · Alles auf Aktien – Die täglichen Finanzen-News· Jul 14, 2026