SAN FRANCISCO & WASHINGTON--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 AI CRM, today announced that the U.S. Army has awarded the company a $5.6 billion, 10-year* Indefinite Delivery Indefinite Quantity (IDIQ) contract. The landmark agreement is executed through Computable Insights LLC.**, a wholly owned subsidiary dedicated to Salesforce's national security operations. Through Missionforce National Security, Salesforce will bring the best of private sector innovation to support th. ...

Group 1: Market Overview - Defense stocks have recently outperformed the broader market due to geopolitical uncertainty and changing policy expectations in Washington, with sustained demand for military equipment and technology upgrades [1][5] - Rising global security concerns are expected to keep defense spending a priority for major governments, supporting long-term defense programs [1] Group 2: Policy Influence - President Trump's emphasis on a stronger U.S. military and increased defense spending has revived expectations for higher budget allocations in missile defense and next-generation military technologies, positively impacting sector sentiment [2] - Trump's tougher stance on defense contractors has created volatility but is viewed as reinforcing the strategic importance of defense capabilities, leading to increased interest in companies with strong order backlogs [3] Group 3: Investment Appeal - Defense stocks are considered relatively defensive investments due to long-term government contracts providing revenue visibility, making them attractive amid economic growth concerns and market volatility [4] - Companies like Kratos Defense & Security Solutions (KTOS), Huntington Ingalls Industries (HII), and Teledyne Technologies (TDY) are highlighted for their strong earnings growth expectations and Zacks Rank of 2 [7][8][9] Group 4: Future Outlook - Market participants will monitor U.S. budget negotiations and congressional responses to proposed defense increases, with global security developments and Trump's influence on defense policy being central drivers for future gains [5]

China has put its largest and most sophisticated aircraft carrier into active service, boosting Beijing’s quest to create a formidable oceangoing navy https://t.co/0QcwOzWkj4 ...

Core Insights - V2X, Inc. will showcase its capabilities at the 2025 AUSA Annual Meeting, emphasizing its mission-focused solutions for enhancing U.S. Army readiness and supporting national security priorities [1][2] Featured Solutions - **Tempest**: A rugged, COTS-based Mobile Fires Platform designed for rapid, low-exposure missions, equipped with dual weapon launchers and advanced Counter-UAS capabilities to detect and defeat Class 2–3 UAS in adverse weather [4] - **Gateway Mission Router (GMR)**: A cyber-hardened, open-architecture solution that enhances air-to-ground operations, providing a comprehensive common operating picture and supporting the Department of Defense's Combined Joint All-Domain Command and Control initiative [5] - **Flight School Next**: Collaboration with Bell Helicopter to support the U.S. Army's training program for future aviators, leveraging V2X's extensive experience in aircraft maintenance and sustainment [6] - **Warfighter Training Readiness Solutions**: Enterprise-wide support for the U.S. Army's TADSS network, offering scalable solutions to enhance warfighter readiness across all operational domains [7] Event Details - V2X will demonstrate its key solutions at Booth 1405 in Exhibit Hall B during the three-day event, showcasing innovations that address the evolving needs of the U.S. Army and its mission partners [3]

Industry Trend - A wide variety of companies and universities are assisting China's military modernization with advanced technology [1]

- [Newscaster] New weapons unveiled like this intercontinental ballistic missile over 100 aircraft and more than 10,000 troops. The huge parade in the heart of Beijing marked president Xi Jinping's ambition to transform China from one of the world's biggest arms buyers into a maker of all the weapons it needs for itself and an increasingly formidable exporter on target to hit $3.2% billion across dozens of countries. Analysts believe China's motivation for this huge expansion goes beyond the financial, here ...

Exclusive: A wide variety of companies and universities is helping China's military modernize with cutting-edge technology, new data shows https://t.co/iLpw1Tm805 ...

[CC may contain inaccuracies] Chinese President Xi Jinping hosting a military parade today, joined by world leaders, including Russia's Vladimir Putin and North Korea's Kim Jong Un. As Beijing marks 80 years since Japan's defeat in World War Two. Bloomberg chief North Asia correspondent Stephen Engle joins us from Beijing.Steve, the mood on the ground, what are you seeing. Yeah, well, there was a big parade. The largest China's ever held for a lot of people is finally clearing out a little bit, gets a littl ...

Military & Geopolitical Strategy - China aims to become a global naval superpower [3] - China has two active aircraft carriers, the Liaoning and Shandong, with a third, the Fujian, undergoing sea trials [1] - A fourth aircraft carrier is in development, potentially with nuclear propulsion [2] - The Shandong and Liaoning conducted exercises beyond the second island chain in the western Pacific [3] - These maneuvers signal a new phase of operational readiness for the Chinese navy [4] - Analysts suggest China could use this tactic to deter US forces in a potential military operation regarding Taiwan [4] Technological Advancement - China is evolving its aircraft carrier technology, progressing from retrofitted Soviet technology to domestically designed and enhanced vessels [2] - The Fujian showcases enhancements in design and capability [2]