Investors are piling into defense stocks:
Aerospace & Defense ETF inflows hit $8.2 billion in the first three quarters of 2025.
That’s a +573% surge compared to 2024.
Monthly inflows peaked at $1.6 billion in June, before easing to $634 million in September.
The boom has spurred 17 new Aerospace & Defense ETFs launched in 2025—up from just 2 last year.
Investor appetite for defense exposure is stronger than ever.





Thirty OpenAI customers have each processed over 1 trillion tokens, showcasing how deeply AI is embedded across industries in 2025. The list includes leaders like CEOs, CTOs, and VPs from both startups and major enterprises.
1. Broad Industry Adoption from companies like Duolingo, Canva, Uber, T-Mobile, Shopify, and WHOOP are integrating AI into products
2. Established legacy firms such as Salesforce, Zendesk, and Datadog drive the largest token use, applying AI to revenue-critical systems, while startups like Perplexity and Cognition push innovation.
3. Over half the listed contacts are top executives, showing company-wide commitment. OpenAI even awards plaques for the 1T-token milestone, marking AI as central to product-market fit.
Both assets are now valued at approximately $123,000. It took human civilization 5,000 years to reach that price for gold. Bitcoin did it in 16 years.
