TEORAM

Keyword: national security

ASML's 2026 Outlook: China Sales Impact

ASML anticipates a decline in sales to China by 2026 due to geopolitical factors and export restrictions. Despite this, overall growth is projected to continue, driven by demand from other markets and technological adva…

Palantir (PLTR): A 5-Year Investment Analysis

This analysis examines Palantir's potential as a long-term investment, considering its business model, market position, and financial performance over a hypothetical 5-year period. The assessment focuses on key growth d…

Belgium Receives First F-35: Defense Modernization

Belgium has received its first F-35 fighter jet, marking a significant step in modernizing its national defense capabilities. The acquisition is expected to enhance Belgium's air power and interoperability with allied f…

Nexperia: Dutch Intervention & Semiconductor Security

The Dutch government's recent intervention in Nexperia, a Dutch chipmaker owned by a Chinese entity, highlights increasing anxieties surrounding semiconductor supply chain security. This move reflects a broader trend of…

Analysis: IT Act Implementation Requires Clarity

The IT Act's implementation necessitates clear guidelines and a measured approach to avoid stifling innovation and free expression. A balance between security and individual rights is crucial for effective enforcement.

Analyzing the US-China TikTok Deal: Key Takeaways

The proposed US-China TikTok deal aims to address US national security concerns by restructuring TikTok's ownership and data handling. Oracle and potentially other US investors will gain significant stakes, while ByteDa…