Bloomberg Intelligence

Polish space startup Eycore is expanding as demand grows for satellite intelligence, with Bloomberg reporting that the end of the post-Cold War 'peace dividend' is driving governments and industry to invest more heavily in space-based surveillance and earth observation. The company is positioned to benefit from rising European defence and security spending, particularly among NATO members near the eastern flank.

Bloomberg Intelligence analysts argue Chinese technology stocks are trading well below global peers and need a fresh catalyst around artificial intelligence to narrow the valuation gap. Renewed optimism about China's AI capabilities and its tech sector's prospects has drawn investor attention to whether the market can re-rate.