Defense stocks swing sharply as US President Donald Trump pivots from threatening dividends to floating a staggering US$1.5 trillion military budget.
Hosted by Michelle Martin, this episode unpacks why names like Lockheed Martin, L3Harris Technologies and AeroVironment surged - and what it says about policy-driven markets.
We also look to Europe, where defense stocks extend a four-day rally as geopolitical tensions reshape spending priorities.
In Asia, Hong Kong gets a boost as China-backed tech champions debut, led by AI firm Zhipu AI alongside chip and robotics players.
UP or DOWN tackles movers including CrowdStrike and Fast Retailing, while Singapore stocks pause near record highs.
And finally, from AI fridges to strange CES gadgets, we ask whether tech innovation is getting smarter - or just louder.
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