KNDS has selected an adviser for a potential initial public offering of the Franco-German tankmaker amid surging demand for defence stocks and an improving market for listings https://t.co/dWQvtsypKu ...

With the U.S. stock market hovering near all-time highs, investors may want to diversify into markets in other geographies.Whether it's the U.S. government shutdown, the broader market hitting all-time highs, or perhaps too much exuberance around artificial intelligence (AI), there's plenty of reason to question the elevated valuations of U.S. stocks. U.S. markets are the envy of the world, but every asset has an appropriate value, which is why it can be beneficial for investors to broaden their horizons an ...

Core Viewpoint - Goldman Sachs believes that concerns over a stock market bubble are premature, asserting that the current bull run for stocks and leading tech companies is not nearing an end yet [2]. Group 1: Market Behavior and Historical Context - Historical patterns indicate that bubbles are often fueled by exuberance surrounding transformative technologies, leading to rising asset prices, extreme valuations, and systemic risks due to increased leverage [3]. - There are observable behaviors among investors that resemble past bubbles, including rising valuations, high market concentration, and the rise of vendor financing [4]. Group 2: Current Market Dynamics - Concerns regarding circular financing strategies in AI deals for major tech companies have recently heightened anxiety among investors [5]. - Goldman Sachs identifies three key differences between the current market situation and previous bubbles, emphasizing that price appreciation alone does not indicate a bubble, as evidenced by strong returns in defense stocks without bubble fears [5]. Group 3: Fundamental Growth vs. Speculation - Bubbles typically form when stock prices and valuations surge to levels that exceed the future potential cash flows of the associated companies [6]. - The appreciation of leading companies is attributed to fundamental growth rather than irrational speculation, with significant profit growth observed in U.S. technology firms over the past fifteen years, contributing to the success of the U.S. equity market [6].

General Dynamics Corporation (NYSE:GD) is one of the 13 Safest Stocks to Invest in Now, supported by hedge fund interest and significant return on equity. U.S. Navy Awards General Dynamics Corporation (GD) a $698 Million Contract; Seaport Global Securities Upgrades from Neutral to Buy with PT $376 General Dynamics Corporation (NYSE:GD) was upgraded by Neutral to Buy by Seaport Global Securities on September 29. The company’s price target was raised from its previous level to $376. Budget discussions, acc ...

Radar will bring advanced capability to the German Navy , /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, has been selected by the German government to provide the Raytheon-built SPY-6(V)1 radar for installation on eight of its F127 frigates under a requested foreign military sales contract with the U.S. Navy. The contract, which would also include comprehensive support and services to adapt the radar to the ship's design, will make Germany the first international customer for SPY-6. SOURCE RTX WANT ...

Market Overview - Major U.S. indices closed lower, with the Dow Jones Industrial Average down 0.2% to 46,602.98, the S&P 500 down nearly 0.4% to 6,714.59, and the Nasdaq down about 0.7% to 22,788.36 [1] POET Technologies Inc. - POET Technologies shares increased by 23.51%, closing at $7.88, with an intraday high of $8.13 and a low of $6.47, within a 52-week range of $3.10 to $8.13 [2] - The company announced a non-brokered private placement, raising US$75 million through the sale of 13.6 million shares and accompanying warrants, marking the largest investment in its history. The funds will be used for corporate development, R&D expansion, and scaling its AI-related light source business [3] Oracle Corp - Oracle's stock fell by 2.52%, ending at $284.24, with fluctuations between $293.22 and $271, and a 52-week range from $118.86 to $345.72. The decline was attributed to financial challenges related to renting Nvidia chips, resulting in a nearly $100 million loss last quarter, with a gross profit margin from these rentals averaging around 16% over the past year [4] NUBURU Inc. - NUBURU's stock surged by 86.27%, closing at $0.48, with an intraday range of $0.50 to $0.30, and a 52-week high of $1.60 and low of $0.12. In after-hours trading, the stock spiked 24.5% to $0.59, following the announcement of its defense subsidiary's acquisition of Orbit S.r.l., enhancing its capabilities in defense software [5] Galecto Inc. - Galecto's stock skyrocketed by 383.02%, closing at $17.92, with an intraday high of $31.70 and a low of $16.40, within a 52-week range of $2.01 to $31.70. However, shares declined by 25.6% in after-hours trading to $13.33 [6] - The surge in Galecto's shares occurred despite the absence of company news, indicating speculative activity. The company reported having $10.2 million in cash at the end of June 2025 and anticipates needing additional capital for its cancer and liver disease programs [7] TMC The Metals Company - TMC The Metals Company shares rose by 20.21%, closing at $9.28, with an intraday high of $9.55 and a low of $7.96, and a 52-week range from $0.72 to $9.55. The rally was driven by investments in the metals sector by the Trump administration, increasing interest in rare earths and battery metals [8]

In a significant shift in U.S. industrial policy, the Donald Trump administration has acquired direct ownership stakes in five major publicly traded companies. This series of interventions, framed as a national security strategy, marks a new era of government involvement in key industries to secure domestic supply chains for semiconductors, critical minerals, and steel.Trump Administration’s New PortfolioThe government’s acquisitions include a 10% stake in semiconductor giant Intel Corp. (NASDAQ:INTC), a 15 ...

Japan, still officially a pacifist nation, is investing in defense-related startups. But it must still overcome a risk-averse culture that has led to little venture capital spending. https://t.co/4vIhh1RjLh ...

Core Insights - Palantir Technologies (PLTR) is gaining attention as it responds to a negative report regarding its prototype battlefield communications network, positioning itself among stocks in or near a buy zone [1] - The strength of AI stocks is evident, with nine additional components from the IBD Leaderboard climbing out of buy range, including major players like Alphabet (GOOGL) and Broadcom (AVGO) [2] Group 1 - Palantir stock is featured on the Investor's Business Daily Leaderboard, alongside other notable stocks such as DoorDash (DASH) and Emcor (EME), indicating strong market interest [1] - The Nasdaq is nearing record highs, with tech stocks, including Palantir, showing resilience and bouncing back from recent sell-offs [3] - Palantir shares are positioned to retake a buy zone in a late-stage cup with handle pattern, reflecting positive technical indicators [3] Group 2 - Emcor has entered a buy zone from a 667.64 buy point, while Vertiv has climbed out of buy range, showcasing the ongoing momentum in AI infrastructure stocks [4] - DoorDash continues to maintain a buy range between 269.06 and 282.51 after a breakout at the end of the previous month [4] - GE Vernova is in the process of a second-stage consolidation, and Howmet Aerospace is looking to reclaim its 193.26 buy point cleared in late September [5] Group 3 - The IBD Leaderboard watchlist currently includes five stocks, with Tesla (TSLA) and Robinhood (HOOD) having surpassed their ideal buy ranges [6] - Snowflake (SNOW) is working on a 249.99 buy point, while Quanta Services (PWR) is hovering around a 424.94 buy point after an initial breakout [6] - Fintech company Dave (DAVE) is attempting to regain its position above the 50-day moving average, indicating ongoing volatility in the fintech sector [7]

, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of KBR, Inc. (NYSE: KBR). Shareholders who purchased shares of KBR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose tha ...