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Cohort PLC (LSE: CHRT) is a UK-based defence and security group supplying technology-led solutions to governments and industry. Operating through a portfolio of specialist subsidiaries, Cohort delivers communications systems, electronic warfare technologies, and cybersecurity services. With strong exposure to defence spending trends, the group combines operational agility with deep sector expertise.
The Q1 2025 earnings season for the Magnificent Seven—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta Platforms, and Tesla—revealed a shared strategic emphasis on artificial intelligence, infrastructure investment, supply chain resilience, and capital discipline.
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