Global Threat Surge Leads to $2.7T Defense Spending Boom and Institutional Rush

Equity Insider News Commentary

Issued on behalf of VisionWave Holdings, Inc.

VANCOUVER, BC, Sept. 26, 2025 /PRNewswire/ -- Global military spending hit a record $2.7 trillion in 2024, marking a 9.4% surge that represents the steepest year-over-year increase in at least three decades as nations respond to "intensifying wars and rising geopolitical tensions worldwide," according to UN report^[1]. NATO's updated defense expenditure data released in August confirms all 32 allies are expected to meet the 2% GDP spending target this year, while the alliance's commitment to reach 5% of GDP by 2035 creates unprecedented demand for advanced military technologies and platforms^[2]. This defense spending revolution is creating opportunities for platform developers potentially positioned to benefit from government and allied investment: VisionWave Holdings, Inc. (NASDAQ: VWAV), Lockheed Martin Corporation (NYSE: LMT), L3Harris Technologies (NYSE: LHX), MDA Space Ltd. (TSX: MDA) (OTCPK: MDALF), and General Dynamics Corporation (NYSE: GD).

 

 

Defense sector stocks have surged 57.8% since September 2024, driven by escalating geopolitical conflicts and the passage of the "One Big Beautiful Bill Act" that injects approximately $150 billion in additional defense funding available through 2029^[3]. The shift represents a shift from post-Cold War military reduction to sustained rearmament, with over 100 countries boosting military spending in 2024 alone^[4] as governments increasingly prioritize military security, positioning defense contractors for growth as nations modernize their capabilities to address threats from Russia, China, and global instability.

VisionWave Holdings, Inc. (NASDAQ: VWAV) just demonstrated what defense technology analysts call "precision at speed" during a five-day live-fire trial at Tawazun Industrial Park in Abu Dhabi. The California-based company's 4D super-resolution radar, powered by its proprietary Evolved Intelligence edge engine, achieved millisecond track initiation and low false-positive rates against aerial and ballistic threats in operationally representative conditions.

The trial results position VisionWave at the center of what could be a potentially significant moment in defense technology. The system demonstrated real-time detection, classification, and tracking capabilities across diverse threat profiles from small-arms ammunition to hypersonic-class targets. According to CEO Noam Kenig, the technology combines "accurate, multi-threat sensing, a wide field of view, high frame rates, and latency in the tens of milliseconds, along with very high resolution that differentiates it from conventional radars."