President Trump gave Saudi Crown Prince Mohammed bin Salman a tour of the White House grounds Tuesday before their meeting in the Oval Office.The two will sign deals covering defense, security, nuclear energy and the purchase of US-made F-35 fighter jets https://t.co/kGHiFRHwHC https://t.co/s9UFDDZ13A ...

President Donald Trump participates in a bilateral meeting with Saudi Arabia’s Crown Prince Mohammed bin Salman at the White House on Tuesday. The leaders expected to discuss the deepening of defense, trade and technology ties as well as cooperation in the fields of artificial intelligence, security and nuclear energy. The trip follows Trump’s visit to Saudi Arabia in May in which the kingdom made a $600 billion trade and investment commitment to the U.S. Analysts say Trump will be looking to cement those p ...

The European Union is racing against the clock to overcome Belgium’s objections to a plan to fund Ukraine’s defense using Russian money https://t.co/urVUf7ZtC6 ...

Core Viewpoint - Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is highlighted as a promising investment opportunity, particularly due to its processing division, which is a spin-off from Honeywell and has a strong order book [1] Company Overview - Solstice Advanced Materials, Inc. is a specialty materials company that provides solutions for various applications, including refrigerants, semiconductor manufacturing, data center cooling, alternative energy, protective fibers, and healthcare packaging [1] - The company is noted for its focus on attractive end markets that are experiencing strong secular trends, such as advanced computing, the evolving energy landscape, healthcare, personal safety, and defense [1] Market Position - The spin-off of Solstice from Honeywell is described as one of the most unheralded breakups, with significant optimism surrounding its future prospects [1] - The company is positioned to benefit from ongoing growth in several key sectors, which are expected to drive demand for its products [1]

US-Israel Defense Partnership Act (HR1229 & S554) Implications - The bill mandates US taxpayers to allocate an additional $355 million per year to Israel, potentially enabling Israel to leverage US technology [1] - The Act aims to foster defense collaboration with Israel in emerging technologies, including AI, cybersecurity, robotics, quantum computing, and automation [1] Financial Allocations - $50 million per year is allocated to establish a Defense Innovation Unit office in Israel [2] - $150 million per year is allocated to the United States-Israel Program on Countering Unmanned Systems [5] - $80 million per year is allocated to extend and modify United States-Israel anti-tunnel cooperation [5] - $75 million per year is allocated for unspecified purposes [7] Strategic and Technological Cooperation - The US Department of Defense is directed to discuss Israel's potential inclusion into the national technology and industrial base [3] - The Act includes an assessment of integrated air and missile defense cooperation among the US, Israel, and other regional partners [4] - Focus on lessons learned from countering Iranian airstrikes against Israel on April 13, 2024, and October 1, 2024 [5]

Australia and Indonesia have “substantively concluded” talks on a new bilateral treaty that will significantly expand their security and defense cooperation, Prime Minister Anthony Albanese says https://t.co/io2RfIDvTg ...

Isaiah, good to have you on the program. Congratulations on the race. When we talk about small modular reactors, you're not alone.Nano nuclear Oslo, Nuscale Just a handful of the companies working on this technology. What makes values different. Yeah.Tim, it's a huge pleasure to be on with you today and it's a really exciting day for valor. It's a great question. There are a lot of people tackling this very, very difficult problem of how do we make all of the energy needs that America has in the future.You ...

Core Insights - BWX Technologies (BWXT) stock is positioned well to leverage current momentum due to strong margins, a low-debt capital structure, and significant demand for nuclear solutions [3][4]. Financial Performance - The company has a record backlog of $7.4 billion, reflecting a 119% year-over-year increase, driven by multi-year projects in defense and specialized materials [3]. - Recent Q3 2025 earnings report showed a revenue increase of 29% to $866.3 million, with EPS guidance for 2025 revised upward to $3.75-$3.80 [3]. - Over the last twelve months, BWX Technologies experienced a revenue growth of 14.0% and an average growth of 11.6% over the past three years [7]. Profitability and Margins - The company maintains an operating cash flow margin of approximately 14.7% and an average operating margin of 12.5% over the past three years [7]. - BWXT is currently ranked in the top 10 percentile of stocks based on a proprietary metric of "trend strength," indicating strong momentum [7]. Market Position and Strategy - BWX Technologies supplies nuclear components, reactors, fuel, steam generators, materials processing, and environmental restoration services for the naval propulsion and nuclear power industries globally [5]. - The company is strategically positioning itself for long-term growth in clean energy and defense markets, highlighted by its Innovation Campus and a C$1 billion SMR contract [3]. Stock Valuation - Despite the current momentum, BWXT stock trades 7.9% below its 52-week peak, suggesting potential for further growth [7].

Dick Cheney knew what his job as vice-president was: to do whatever it took, whatever the cost, to defend America. And that cost, said his critics, was high https://t.co/W1r9PBhPGM ...

Palantir revenue hits another record as defense work booms https://t.co/R5ZBRR2spZ ...