Defense

搜索文档
What the Nvidia/OpenAI Deal Really Means
Investor Place· 2025-09-23 21:40
The $100 billion market warning… more calls that this is like 1998… how to ride a melt-up… take a look at this massive AI winner… small-caps have joined the partyVIEW IN BROWSER$100 billion.That’s the value of the entire annual economic output of a handful of countries such as Kenya, Ukraine, Belarus, and Indonesia.It’s also what Nvidia just pledged to invest in OpenAI to build AI datacenters.Yesterday, Nvidia CEO Jensen Huang called it “the biggest AI infrastructure project in history.”Let’s go to our tech ...
Smart Money Is Betting Big In AVAV Options - AeroVironment (NASDAQ:AVAV)
Benzinga· 2025-09-23 20:01
Investors with a lot of money to spend have taken a bullish stance on AeroVironment AVAV.And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AVAV, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 13 ...
Why BigBear.ai Stock Is Ripping Higher Today
Yahoo Finance· 2025-09-23 17:01
Key Points BigBear.ai announced that it will participate in the U.S. Navy's maritime exercises. Investors are turning to BigBear.ai as a viable opportunity despite the rampant interest in Palantir Technologies. Those looking to reduce their risk may be more interested in a defense ETF. 10 stocks we like better than BigBear.ai › Poised to post its 10th consecutive day of closing higher than the day before, BigBear.ai (NYSE: BBAI) stock roared out of the gate this morning. Investors with an eye for ...
BAE Systems Secures a Contract to Support E-2D Hawkeye Jets
ZACKS· 2025-09-23 16:20
Key Takeaways BAE Systems won a $62.5M contract to support the U.S. Navy's E-2D Advanced Hawkeye program.The deal covers design, development and fabrication of IFF systems and related equipment.Work will be performed in Green Lawn, NY, with completion expected by September 2030.BAE Systems (BAESY) recently secured a contract valued at $62.5 million to provide engineering and technical services for the E-2D Advanced Hawkeye program. The work encompasses the design, development and fabrication of Identificati ...
Buy These 5 Low-Leverage Stocks to Navigate Short-Term Market Upside
ZACKS· 2025-09-23 13:26
Key Takeaways Zacks highlights five low-leverage stocks as safer options during potential market volatility. THG, AA, PNR, ESLT, and DRS show solid growth prospects with improving 2025 revenue estimates. All five stocks currently carry a Zacks Rank #2, signaling strong buy potential in the near term.Major U.S. benchmarks rose less than 1% at the start of this week, primarily backed by big tech corporations’ gains following Nvidia’s $100 billion worth investment-partnership announcement with OpenAI. While t ...
Kratos Promotes Brian Shepard to Chief Information Officer
Globenewswire· 2025-09-22 20:00
SAN DIEGO, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets, announced today that Brian Shepard has been appointed as Chief Information Officer of the Company. In his capacity as CIO, Mr. Shepard will be responsible for all information technology of the Company, including information security, information compliance and data communications. Eric DeMarco, President and CEO of Kratos, said, “ ...
Kratos Defense & Security Solutions to Join S&P MidCap 400 Index
Globenewswire· 2025-09-22 12:00
SAN DIEGO, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets, announced today that it will be added to the S&P MidCap 400 Index, transitioning from the S&P SmallCap 600 Index. The move reflects Kratos’ continued growth, performance, and market recognition as the company scales its leadership in unmanned systems, hypersonics, space, propulsion, and other national security solutions. Placement ...
V2X Completes Acquisition of QinetiQ U.S. Intelligence Business, Expanding National Security Capabilities
Prnewswire· 2025-09-22 11:30
"This acquisition enhances our position in the Intelligence Community and strengthens our ability to deliver data-enabled mission solutions across all domains," said Jeremy C. Wensinger, President and Chief Executive Officer of V2X. "We are pleased to welcome this talented team and look forward to delivering greater value to our customers and shareholders." Accessibility StatementSkip Navigation RESTON, Va., Sept 22, 2025 /PRNewswire/ -- V2X, Inc. (NYSE: VVX) today announced the successful completion of its ...
Global Markets Navigate Mixed Signals from US-China Talks, Rising JGB Yields, and Forex Volatility; Ukraine Advances Robotic Warfare
Stock Market News· 2025-09-22 05:38
Key TakeawaysAPAC markets displayed a mixed performance following a phone call between US President Donald Trump and Chinese President Xi Jinping that yielded no concrete progress on trade or the TikTok deal.Japan's 30-year government bond yield climbed to 3.18%, increasing by 3 basis points, reflecting persistent investor concerns over fiscal policy and the Bank of Japan's evolving stance.The EUR/USD currency pair dropped below 1.1750, trading around 1.1730, as the US Dollar strengthened amidst the Federal ...
中国 A 股策略 -“三江汇流,水涨船高”China A-share strategy_ Three rivers, one rising tide
2025-09-22 01:00
[Table_Stock] China A-share strategy [Table_Industry] Equity Strategy Three rivers, one rising tide We track three liquidity flows poised to drive the market's rally further as a key macro indicator flashes green [TABLE_SUMMARY] A key macro indicator (M2-TSF growth spread) is flashing green for equities We view M2 growth as a proxy for money supply and total social financing (TSF) growth as a proxy for the real economy's demand for capital. A widening positive spread between the two (M2 growing faster than ...