>> LIVE FROM WASHINGTON, D. C. , THIS IS "BALANCE OF POWER" WITH JOE MATHIEU.JOE: WASHINGTON WAITS FOR WORD ON INTEREST RATES AND U.S. MILITARY INVOLVEMENT IN IRAN. WELCOME TO THE WEDNESDAY EDITION OF "BALANCE OF POWER." WE ARE LIVE FROM THE NATION’S CAPITAL WITH A LOT OF QUESTIONS TO ANSWER TODAY. WALL STREET IS WATCHING AS WELL.WE WILL BE JOINED BY REPUBLICAN CONGRESSMAN MIKE LAWLER OF NEW YORK, WHO IS TRYING HOLD THE LINE ON SALT IN THE PRESIDENT’S BIG, BEAUTIFUL BILL. WE HAVE A LOT TO TALK ABOUT WITH AN ...

Key Takeaways HWM's defense aerospace revenues jumped 19% in Q1 2025, fueled by strong demand for engine spares. Defense sales rose 36% in Engineered Structures, lifting the segment's revenues by 8% year over year. The $852.2B U.S. defense budget for FY25 marks a 3.3% increase, supporting HWM's contract opportunities.Howmet Aerospace Inc. (HWM) is benefiting from the expanding defense budget, which remains a key growth catalyst for it. In the first quarter of 2025, revenues from the defense aerospace mark ...

The Israeli military says more than 50 jet fighters targeted two centrifuge production facilities and several weapons manufacturing sites in Iran. #Israel #Iran #WSJ ...

President Trump reportedly considering direct strikes against nuclear facilities in Iran. Aean Javvers joins us right here on set to talk about what is happening in Washington and what he's hearing. Aean, uh, good morning. Good to see you. Yeah, good morning. Good to see you, Becky. I mean, we don't know. We're kind of in waiting and holding mode right now as we wait for President Trump to make his decision. We do know uh that there was this meeting in the situation room yesterday. We don't know what option ...

What is your uh assessment of the likelihood for the US to be actively participating militarily in this campaign against Iran uh in the coming days. I think President Trump is likely to view uh an opportunity really to carry on or to benefit from the success of the Israeli campaign or Israeli strikes against uh Iran's leadership, nuclear program, military facilities and infrastructure. So he is riding the wave here.Uh he's seen very little in terms of a response that is effective from the Iranian leadership ...

Every time we're on the verge of victory, somebody in the military-industrial complex invents some escalation of something so that we can just go to war. The answer always seems to be let's go to war or let's support a war or let's enable a war. And the bull work to that has been the president.If we go to war, this totally screws everything up. You could see oil double double. What happens to the economy of the world of world GDP of everything of inflation if you have oil at 100 bucks a barrel 112 bucks a b ...

Right. Joining us now for the latest in the Israel Iranian conflict is Megan O Sullivan. She is the director of Harvard's Belelfer Center for Science and International Affairs.She's a veteran of both Republican and Democratic administrations and served as na deputy national security adviser in President George W. Bush's administration. And Megan, I've got a lot of questions about what's happening between Israel and Iran right now.There are two different camps out there. One camp will tell you that hey Iran ...

I just laid out a laundry list of potential catalysts and factors at play. Can you tell us why the markets are not reacting more forcefully to everything going on domestically and abroad. I it's really quite a moment when you look at the constellation of of geopolitical risks.But one thing that I can say with the perspective of covering geopolitics and markets for 25 years is that the perceived importance of Middle East conflict and its relationship to the oil price has um declined over time. But I think in ...

Core Viewpoint - KBR has secured a subcontract with Strategic Resources Inc to provide health and resilience services to the U.S. Army, emphasizing the importance of mental and physical readiness for soldiers and their families [1][4][9] Contract Details - The Master Resilience Training/Training Center Support contract is valued at $161 million, covering one base year and four option years, with operations across the U.S., Korea, Japan, and Germany [2] - KBR will work with SRI to deliver Master Resilience Trainers at Army Ready and Resilience Centers, focusing on enhancing the well-being and performance of soldiers and related personnel [3] Strategic Importance - This contract is seen as a significant advancement in KBR's commitment to military well-being, building on previous Department of Defense healthcare contracts and existing prime contracts for NASA and U.S. Special Operations Forces [4]

Investment Rating - The report assigns an "Overweight" rating to Tesla Inc, with a price target of $410.00, indicating a strong belief in the company's growth potential in the automotive and shared mobility sector [4]. Core Insights - The report emphasizes that China is leading in the development of Physical AI technologies, including autonomous vehicles (AVs), drones, and humanoid robots, which could significantly impact the global robotics landscape [3][4]. - The report outlines ten key factors contributing to China's dominance in the robotics sector, highlighting the strategic advantages and government support that facilitate rapid innovation and development [7][9][10]. Summary by Sections Industry Investment Rating - Tesla Inc is rated as a "Top Pick" in the automotive sector, with a market capitalization of approximately $1,149.36 billion and a recent stock price of $326.43 [4]. Key Factors for China's Robotics Leadership 1. **Rare Earths Control**: China holds a significant share (65% in mining and 88% in refining) of the global rare earths market, crucial for manufacturing mobile machines [7]. 2. **Foreign Technology Transfer**: Historical joint ventures have allowed China to adopt and refine advanced manufacturing techniques, enhancing its automotive industry's capabilities [7]. 3. **Creative Destruction**: Government Guidance Funds in China promote innovation and competition, driving advancements in critical technologies [9]. 4. **Military-Civil Fusion**: The dual-use doctrine in China supports the development of technologies applicable in both military and civilian sectors, exemplified by the dominance of DJI in the drone market [9]. 5. **Demographic Incentives**: China's demographic challenges create a strong need for advancements in physical AI, fostering a cycle of innovation [9]. 6. **Public Enthusiasm**: High-profile public events in China generate excitement and interest in robotics, contributing to its development [9]. 7. **Education and Workforce Development**: China has a vast number of vocational students (35 million) compared to the US (923,000), supporting a skilled workforce for the robotics industry [9]. 8. **Subsidies and Incentives**: The Chinese government provides substantial R&D subsidies, allowing companies to compete globally in high-tech manufacturing [9]. 9. **Infrastructure Investment**: China invests 4.8% of its GDP in infrastructure, the highest globally, which supports efficient manufacturing and transportation networks [10]. 10. **Long-term Strategic Thinking**: China's historical approach to strategy emphasizes patience and long-term planning, contrasting with the more immediate focus often seen in the US [10]. Relevance to Tesla - The report suggests that Tesla's capabilities in physical AI, including data, robotics, and energy storage, position it well for growth opportunities that surpass traditional EV business models [15].