Private equity deal activity in aerospace and defense sectors plunged 32% year-over-year in Q2 2025, attributed to tariffs and geopolitical uncertainty despite record defense budgets. In contrast, technology firms such as Canva have seen substantial growth, with recent employee share sales valuing the company at $42 billion and creating new millionaires. The U.S. government secured a 10% stake in Intel through a deal linked to federal grants aimed at revitalizing domestic chip manufacturing. These developments reflect a complex interplay of market forces, policy influence, and sector-specific dynamics shaping investment landscapes.