Defense tech investment boom sparks bubble warning as private equity pours in

Private equity invested $4 billion in defense technology companies during the first nine months of 2026, compared to $500 million across the same period in 2024. The data reflects an increase in capital flowing to the sector. No specific bubble assessment or warning was attributed to a named analyst or institution in the provided text.

• CNBC — Defense tech investment boom sparks bubble warning as private equity pours in

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