Core Viewpoint - CACI International Inc has appointed Adm. Michael Gilday and David Keffer to its Board of Directors, effective January 1, 2026, to enhance its leadership and address national security challenges [1][2]. Group 1: Board Appointments - Adm. Michael Gilday, a retired U.S. Navy Admiral with over 30 years of experience, will join the board following the death of Michael A. Daniels and the resignation of William L. Jews [1][2]. - David Keffer, former CFO of Northrop Grumman, will also join the board, bringing extensive financial leadership experience [3]. Group 2: Leadership Experience - Adm. Gilday has held significant roles in the Navy, including leadership positions on the Joint Staff, NATO, and U.S. Cyber Command, and has received multiple military honors [2]. - Keffer has a strong financial background, having served as CFO at CSRA, Inc. and SRA International, and played a key role in CSRA's multibillion-dollar sale to General Dynamics in 2018 [3]. Group 3: Company Overview - CACI is a national security company with 25,000 employees, focused on delivering technology and expertise to enhance national security [4]. - The company is recognized as a Fortune World's Most Admired Company and is part of the Fortune 500, Russell 1000 Index, and S&P MidCap 400 Index [4].

Core Insights - A significant trend is emerging where approximately 80% of US companies are expected to bring manufacturing back to the US, indicating a shift towards reshoring and nearshoring practices [1][3] - The concept of "Made in America" is evolving into "Made to Win," suggesting that companies that do not rebuild domestic manufacturing capacity may lose market share [2][3] Manufacturing Outlook - 29% of CEOs have already brought back work to the US, with a larger percentage planning to do so, highlighting a competitive advantage for those who reshore [3] - The return of manufacturing is not solely dependent on Federal Reserve rate cuts; factors such as AI advancements and national security concerns are also driving this trend [5][7] AI and Automation - By 2026, AI is expected to reshape the manufacturing workforce, transitioning from pilot projects to integral operations, which will enhance productivity and favor localized manufacturing [6] - The integration of AI in manufacturing is anticipated to create more automation, further supporting the trend of bringing work back to the US [6] National Security Concerns - Manufacturing is increasingly viewed as a national security issue, with bipartisan support for ensuring domestic capabilities in critical industries [7] - This perspective is consistent across different administrations, emphasizing the importance of self-sufficiency in manufacturing [7] Supply Chain Strategies - Companies are diversifying their global supply chains, moving away from reliance on a single country to ensure resilience against various risks [10][12] - The focus is on establishing operations in multiple locations to maintain supply chain integrity regardless of political or economic changes [10][12] Workforce Dynamics - The narrative around blue-collar jobs is shifting, with high-tech manufacturing roles becoming more attractive to younger generations, particularly in the context of AI integration [13][14] - These high-paying, high-demand jobs are critical for national security and are expected to draw interest from Gen Z workers [14]

Core Insights - Kratos Defense & Security Solutions, Inc. has secured approximately $30 million in contracts for military-grade custom hardware production related to Air Defense and C5ISR systems, highlighting its leadership in the defense sector [1][2] Company Overview - Kratos is recognized for its expertise in developing, engineering, designing, and producing military-grade hardware and integrated systems for various applications including missile, radar, counter-UAS, hypersonic, and satellite communication [1][3] - The company emphasizes affordability and aims to utilize proven technologies to reduce costs, schedules, and risks, positioning itself as a competitive differentiator in the defense industry [3] Leadership Statements - Tom Mills, President of Kratos' C5ISR Division, expressed pride in the company's ability to collaborate with customers during the design phase to deliver mission-critical systems efficiently [2] - Eric DeMarco, President and CEO, highlighted Kratos' capability to deliver military-grade hardware consistently on time, which sets the company apart from competitors [2] Production Capabilities - Kratos is currently engaged in high-volume production across multiple systems, including hypersonic and counter-UAS technologies, reinforcing its status as an industry leader in military specifications [2][3]

President Trump uh is continuing his pressure campaign uh on Venezuelan President Nicholas Maduro's government. Heritage Foundation National Security and Foreign Policy Vice President Victoria Coats uh is with us this morning. She served in the first Trump administration as deputy national security adviser. And welcome Victoria. It's good good to see you. I saw the president talking yesterday and I I just thought it was funny, not funny, but interesting the way he said, "Look, a lot of a lot of past preside ...

TikTok Deal & Algorithm Control - The core issue revolves around whether Bytedance, TikTok's parent company, will retain control over TikTok's algorithm [3] - Beijing has consistently refused to relinquish control of the algorithm to U S investors [4] - The potential deal may allow Bytedance to maintain control over the algorithm, raising concerns about influence over American discourse [4] - Skepticism exists regarding the possibility of rebuilding or retraining the algorithm independently of Bytedance [5] - Beijing imposed export controls on the algorithm back in 2020, which remain in effect [7] National Security Concerns - Concerns persist that allowing an adversary-controlled company to maintain control of the algorithm poses a risk to U S national security [6] - The situation is likened to allowing a foreign power to control major U S media outlets [8] - The proposed TikTok deal seemingly contradicts the Trump administration's national security strategy, which identifies foreign interference in U S media as a problem [9] US-China Relations & Trade - The situation is influenced by ongoing trade issues between the U S and China, particularly concerning chips [1] - Domestic supply chain resiliency in China is a significant focus [1] - The TikTok situation is described as a saga, with the U S side continually lowering expectations in negotiations with Beijing [4][7]

US-China Trade & Technology - The industry is closely monitoring Nvidia's access to China, potential TikTok deal outcomes, and ongoing US-China trade relations [1] - China's focus on domestic supply chain resilience, particularly in the chip sector, is a significant trend [1] - The H200 chip is expected to benefit Chinese AI companies [1] TikTok Deal Analysis - Investors are scrutinizing the structure of the potential TikTok deal [3] - ByteDance, TikTok's parent company, is likely to retain control over TikTok's algorithm, which is considered the app's core asset [3][4] - Beijing has consistently refused to relinquish control of the algorithm [4][6] - The US administration is seemingly lowering its expectations regarding control over the algorithm in the TikTok deal [4] National Security Concerns - Concerns persist regarding national security if ByteDance maintains control over TikTok's algorithm [6][7] - The US Congress initially opposed the deal due to national security risks associated with an adversary-controlled company managing the algorithm [6] - Beijing imposed export controls on the algorithm, which remain in effect [6][7] - The US National Security Strategy highlights foreign interference in US media as a problem, raising questions about the TikTok deal [8]

Core Insights - The ongoing negotiations regarding TikTok's future in the U.S. involve significant complexities, particularly concerning the control of its algorithm by ByteDance, which is critical to the app's functionality and user engagement [3][4][6]. Group 1: TikTok Deal and Algorithm Control - The deal involving TikTok is not yet finalized, and investors are closely analyzing its structure, particularly the control of the algorithm by ByteDance [3][4]. - Beijing has consistently refused to relinquish control of TikTok's algorithm to U.S. investors, which is a central issue in the negotiations [4][6]. - The Trump administration has been lowering expectations regarding the deal, indicating a potential settlement where ByteDance retains control over the algorithm, raising concerns about U.S. national security [4][6][7]. Group 2: National Security Concerns - There are significant national security implications if ByteDance maintains control over TikTok's algorithm, drawing parallels to historical concerns during the Cold War regarding foreign influence in U.S. media [6][7]. - The U.S. Congress passed laws to address national security risks associated with foreign-controlled companies like ByteDance, which underscores the ongoing tension in these negotiations [6][7][8]. - The Trump administration's national security strategy highlights the issue of foreign interference in U.S. media, which contradicts the potential deal with TikTok [8].

Policy & Regulation - The Trump administration suspended all large offshore wind farms under construction, citing unspecified national security risks [1]

Trump administration suspends all large offshore wind farms under construction, citing unspecified national security risks https://t.co/ztSa3VtlYv ...

Washington, DC, Dec. 20, 2025 (GLOBE NEWSWIRE) -- Link to ThinkCareBelieve's Article:  https://thinkcarebelieve.blog/2025/12/20/week-48-of-trump-administration-americas-rise-and-shine/ America's Weekly Golden Chronicle:  https://thinkcarebelieve.blog/2025/12/01/americas-weekly-golden-chronicle-list/ National Security Strategy: https://thinkcarebelieve.blog/2025/12/06/the-2025-national-security-strategy-2/ ThinkCareBelieve Publishes Article on Week 48 of the Trump Administration: America's Rise and Shine.  ...