Some news has broken since we've been on the air and we have the three most perfect people to talk to about it. Let me read a little bit from the story just drawn by The Wall Street Journal. Quote, Wall Street Journal, Russia is sharing satellite imagery and drone technology with Iran.Moscow has expanded intelligence sharing and military cooperation to help keep Tehran in the fight against the United States and Israeli military might. I'll read a little bit of this and then ask you all to help us make sense ...

Breaking: Russia is secretly providing satellite imagery and sharing drone technology to help Iran target U.S. forces in the region https://t.co/49KKQexC4c ...

Russia is currently providing Iran with intelligence including satellite imagery and drone targeting tactics, according to people familiar with US and Western https://t.co/lzaR3cDFLy ...

Grubhub will test drone delivery of takeout orders for the first time, starting with a three-month trial program in New Jersey https://t.co/Qj9gi8Tftu ...

Last week, we told you about how the Israeli tech sector has fared in the wake of the war in Gaza. This week, we focus on the defense tech industry specifically, and how it's been affected by over 150 countries around the world speaking out against Israel for the way it has prosecuted the war, with some imposing sanctions. [Alarms blaring] [Gunshots] Westin: It was a war born out of the worst terrorist attack in Israel's history, and the ensuing conflict left tens of thousands dead with much of Gaza in ruin ...

Core Viewpoint - Kratos Defense & Security Solutions' stock experienced a 12% decline this week due to geopolitical tensions related to the Greenland dispute between the United States and Europe, despite being up 234% over the past year, indicating strong overall performance [1][4][9]. Group 1: Stock Performance - The stock of Kratos Defense & Security Solutions fell 12% this week, influenced by geopolitical events [1][4]. - Despite the recent downturn, the stock has increased by 234% over the past year, making it one of the best performers in that timeframe [1][6]. Group 2: Geopolitical Impact - The dispute over Greenland, a strategic area for missile defense, has led to concerns that European leaders might retaliate by halting purchases of U.S. defense equipment [3][4]. - Although the dispute has been resolved for now, the stock did not fully recover from the initial negative impact [4]. Group 3: Analyst Ratings - Piper Sandler set a price target of $99 for Kratos, initiating a neutral rating, which was perceived as a downgrade by the investment community [4][7]. - The current trading price of Kratos is around $115, which is significantly above the analyst's target [4]. Group 4: Valuation Metrics - Kratos has a market capitalization of $19 billion and a price-to-sales ratio (P/S) of over 14, which is much higher than its long-term average and the average for defense stocks [6][7]. - The company reported a 24% organic revenue growth last quarter, indicating faster growth compared to typical defense companies, but the current valuation is considered expensive [7].

Core Insights - The space, drone, and missile industries are currently experiencing significant growth, which positively impacts the shares of Karman, a company that provides technologies for all three sectors [1] Industry Summary - The space industry is booming, contributing to increased demand for related technologies [1] - The drone market is also expanding rapidly, creating opportunities for technology suppliers [1] - The missile business is thriving, further enhancing the market for companies like Karman that supply relevant technologies [1] Company Summary - Karman is positioned favorably due to its involvement in the growing sectors of space, drones, and missiles [1] - The company's share performance is benefiting from the overall growth in these industries [1]

Core Insights - First Tellurium Corp.'s subsidiary, PyroDelta Energy Inc., is participating in the DARPA Lift Challenge, a competition with a prize pool of US$6.5 million aimed at developing innovative drone designs that can carry payloads heavier than their own weight [2][3] Company Overview - First Tellurium Corp. focuses on generating revenue through mineral discovery, project development, and the advancement of tellurium-based technologies [6] Competition Details - The DARPA Lift Challenge aims to transform the use of drones across various sectors, including defense, agriculture, construction, and logistics, while providing competitors with significant national exposure [3] - The competition is scheduled for summer 2026, with specific dates and locations to be announced later [4] Technological Advancements - PyroDelta's Head Engineer, Michael Abdelmaseh, expressed confidence in meeting the competition's requirements by leveraging their thermoelectric technology and innovative design [4] - The company believes it can achieve a superior payload-to-weight ratio, positioning itself as a strong contender in the drone industry [4][5]

Stay behind. >> These soldiers are training for a new era of warfare. One fought with drones of all shapes and sizes.But some of these drones aren't like the others. They weren't shipped in from the mainland. They were designed, manufactured, and tested right here in Hawaii.This is Lightning Labs at Scoffield Barracks on the Hawaiian island of Wahoo. This is the US Army's test site for 3D printing on demand. Soldiers here are designing, building, and tweaking drones from digital files, turning raw plastic i ...

China conducted the maiden flight of what is considered to be the world’s largest drone mothership, underscoring its advances in unmanned aerial vehicles capable of unleashing weaponized swarms https://t.co/VwHedV2nXA ...