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X @TechCrunch
TechCrunch· 2025-10-06 10:53
Firefly Aerospace has agreed to buy defense analytics firm SciTec for about $855 million in cash and stock as the company tries to push deeper into the national security market. https://t.co/cvN6uRtcbh ...
Canadian investors bet on defense, construction stocks as Carney targets nation-building projects
Reuters· 2025-10-06 10:05
Core Viewpoint - Canadian defense, construction, and metal mining sectors are expected to benefit from increased military spending and accelerated infrastructure projects by the Canadian government [1] Group 1: Defense Sector - Ottawa's commitment to increased military spending is likely to enhance the performance of defense-related companies [1] Group 2: Construction Sector - The acceleration of major infrastructure projects is anticipated to provide a boost to construction companies, contributing positively to the economy [1] Group 3: Metal Mining Sector - Metal mining shares are positioned to gain from the government's focus on infrastructure and defense, which may lead to increased demand for raw materials [1]
How Focusing On Meeting Deadlines Can Cost More Than Missing Them
Forbes· 2025-10-06 07:00
Core Insights - Treating deadlines as sacred can lead to significant opportunity costs, as it may suppress curiosity and discourage raising concerns, ultimately resulting in greater costs than delays [1][13] - A culture that prioritizes speed over safety can lead to catastrophic outcomes, as seen in various industries including aviation, oil, and automotive [2][3][5] Boeing Case Study - Boeing's rush to compete with Airbus led to the quick certification of the 737 MAX despite engineers' warnings about safety issues, resulting in two crashes and over $20 billion in costs [2] BP Case Study - The Deepwater Horizon oil spill exemplifies a project management failure where pressure to meet deadlines led to ignoring safety warnings, costing BP over $60 billion [3] Volkswagen Case Study - Volkswagen's emissions scandal arose from an unrealistic deadline, leading to the creation of software to cheat emissions tests, resulting in over $30 billion in fines and lost opportunities [5] Samsung Case Study - Samsung's Galaxy Note 7 was rushed to market, leading to recalls and losses estimated at $17 billion due to overheating issues that were not adequately addressed [6] HS2 Project Case Study - The UK's HS2 high-speed rail project saw costs escalate from £30 billion to over £80 billion due to ignoring internal warnings about unrealistic budgets, resulting in wasted resources [7] Berlin Airport Case Study - The Berlin Brandenburg Airport project faced delays and cost overruns from €2.8 billion to over €6.5 billion due to a rush to meet deadlines, highlighting the importance of addressing concerns early [8] Lockheed Case Study - Lockheed's F-35 program suffered from a strategy that prioritized speed, leading to hundreds of billions in costs due to retrofitting aircraft built before testing was complete [9] Sydney Opera House Case Study - The Sydney Opera House project experienced significant cost overruns from A$7 million to over A$100 million due to rushed decisions and scope changes, emphasizing the need for careful planning [10] Positive Examples of Delaying Deadlines - Companies like Apple, Toyota, and Johnson & Johnson have demonstrated that delaying launches to address issues can protect reputation and save money, showcasing the value of prioritizing quality over speed [12]
Curtiss-Wright Stock Still A Buy After A 40% Rally? My Updated Price Target (NYSE:CW)
Seeking Alpha· 2025-10-06 05:08
Core Insights - Curtiss-Wright Corporation (NYSE: CW) is well-positioned in the aerospace & defense and nuclear energy markets, which are experiencing strong secular tailwinds [1] Group 1: Company Overview - Curtiss-Wright Corporation continues to demonstrate strength in its market positioning [1] - The company operates in sectors with significant growth prospects, particularly aerospace & defense and nuclear energy [1] Group 2: Analyst Insights - The analysis is provided by an expert with a background in aerospace engineering, focusing on investment opportunities within the aerospace, defense, and airline industries [1] - The investing group aims to discover investment opportunities and offers data-informed analysis to contextualize industry developments [1]
Is Curtiss-Wright Stock Still A Buy After A 40% Rally? I Share My Updated Price Target
Seeking Alpha· 2025-10-06 05:08
Group 1 - Curtiss-Wright Corporation (NYSE: CW) is well-positioned in the aerospace & defense and nuclear energy markets, which are experiencing strong secular tailwinds [1] - The company has shown resilience and growth potential in sectors that are expected to expand significantly [1] - The analysis provided by The Aerospace Forum focuses on identifying investment opportunities within the aerospace, defense, and airline industries, leveraging data analytics for informed decision-making [1]
X @Bloomberg
Bloomberg· 2025-10-06 04:18
The world’s largest producer of uncrewed mine-clearing vehicles, Dok-Ing d.o.o., is in talks with Rheinmetall over expanding its technology and secure investment from the German defense giant https://t.co/meLOL6Bp8V ...
LIVE: Trump delivers remarks at Navy's 250th anniversary event | NBC News
NBC News· 2025-10-05 16:35
Watch live coverage as President Donald Trump delivers remarks at an event marking the Navy's 250th anniversary in Norfolk, Va. For more context and news coverage of the most important stories of our day, click here: https://www.nbcnews.com » Subscribe to NBC News: http://nbcnews.to/SubscribeToNBC » Watch more NBC video: http://bit.ly/MoreNBCNews NBC News Digital is a collection of innovative and powerful news brands that deliver compelling, diverse and engaging news stories. NBC News Digital features NBCNe ...
Palantir, Anduril Fire Back On Report Army Communications Network Flawed
Investors· 2025-10-05 13:13
Core Viewpoint - Palantir Technologies' shares declined due to reported security issues in a prototype battlefield communications network developed in collaboration with Anduril Industries, despite a significant stock gain of over 135% in 2025 [1][2]. Group 1: Security Concerns - An internal Army memo indicated that the prototype battlefield communications network has "fundamental security" problems and vulnerabilities, categorizing it as a "very high risk" [2]. - The stock market reaction saw Palantir's shares drop by 4.4%, reaching a price of 178.87 during morning trading [2]. Group 2: Contracts and Collaborations - In July, the Army awarded Anduril a $99.6 million contract to develop the next phase of the Army's Next-Generation Command and Control (NGC2) platform prototype, with Palantir as a partner [3]. - Other partners in the project include Striveworks, Govini, Instant Connect Enterprise, Research Innovations, and Microsoft [3]. - Lockheed Martin also received a $26 million contract for developing a NGC2 prototype architecture [3]. Group 3: Future Prospects - The NGC2 platform could potentially serve as a foundational element for a larger integrated Space Dome data network, with the "Golden Dome" air and missile defense shield projected to cost $175 billion or more [4]. - Anduril is emerging as a new competitor in the defense industry, developing pilotless fighter jets and other autonomous systems [5]. Group 4: Stock Performance - Palantir's stock has increased approximately 136% in 2025, although it has retreated from an all-time high of 190 on August 12 [6]. - The stock's rise is attributed to expectations of winning more U.S. government contracts and retail investor enthusiasm for generative artificial intelligence, despite slow growth in commercial-related revenue [6]. - Palantir holds a Composite Rating of 99, indicating strong growth potential, and an Accumulation/Distribution Rating of B, suggesting moderate institutional buying [7][8].
X @Bloomberg
Bloomberg· 2025-10-05 12:30
Germany is eyeing tankmaker KNDS and Thyssenkrupp Marine Systems, Defense Minister Boris Pistorius told Handelsblatt as he called for greater state participation in the defense industry https://t.co/Ny6bjIy8rf ...
X @Bloomberg
Bloomberg· 2025-10-03 16:03
RT Bloomberg Live (@BloombergLive)The latest edition to the #BloombergTech program is @HelsingAI's @torstenreil where he will be discussing what the future of defense technology looks like.https://t.co/JIIHtvWqfD https://t.co/K5GVKRsC4E ...