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 ...

Kenyans prove paternity case against UK soldiers https://t.co/xSxzOC5q72 ...

Core Insights - Cathie Wood, founder of ARK Invest, is recognized for her aggressive investment strategy in disruptive technologies, including genomics, autonomous technology, space, AI, robotics, and defense systems [1] - On September 29, Wood reduced her stakes in Kratos Defense & Security Solutions and Roblox, both considered top-tier growth plays in their respective markets [2] Company Overview: Kratos Defense & Security Solutions - Kratos is valued at $15.5 billion and specializes in advanced defense technologies, including unmanned aerial vehicles, hypersonics, satellite communications, and advanced defense electronics [4] - The company has a strong focus on U.S. government contracts, with 71% of its revenue derived from these sources [6] Financial Performance - In Q2 2025, Kratos reported total revenue of $351.5 million, surpassing estimates of $300 million to $310 million, driven by its Defense Rocket Support segment and C5ISR division [5] - The C5ISR division experienced organic revenue growth rates of 116% and 25.4% [5] - Kratos updated its full-year 2025 sales projection to between $1.29 billion and $1.31 billion, indicating an organic growth rate of 11% to 13% over 2024 [6] Investment Activity - On September 29, ARKQ sold 70,874 shares of Kratos for $5.97 million, reducing its total investment in the company to $151 million, while Kratos remains the fund's second-largest holding at 10.08% of the overall portfolio [3]

Key TakeawaysFrance's private sector activity continued its contraction in September, with the Composite PMI falling to a five-month low of 48.1, signaling persistent weakness driven by declining new orders and political uncertainty.Italy's service sector demonstrated robust growth in September, with its Services PMI rising to 52.5, marking the fastest expansion since May and contrasting sharply with a renewed contraction in its manufacturing sector.Kurdish oil exports from Iraq to Turkey have resumed after ...

Core Insights - Understanding the performance of leading European stocks reveals differences compared to American firms, with Europe excelling in fashion and having notable successes in tech and defense [4][8] - Long-term value creation is essential for sustained performance, with firms that consistently excel in customer value, autonomous networks, and adaptive mindsets outperforming others [4][8] Consistently Poor Performers - Diageo PLC: Overall score 8.2/15.0, TSR/S&P500 at 7%/243% [5] - Bayer: Overall score 8.2/15.0, TSR/S&P500 at 20%/243% [5] - Sanofi S.A.: Overall score 8.5/15.0, TSR/S&P500 at 50%/243% [5] - National Grid: Overall score 8.8/15.0, TSR/S&P500 at 67%/243% [5] - Adidas: Overall score 8.5/15.0, TSR/S&P500 at 173%/243% [5] - Anheuser-Busch InBev: Overall score 8.7/15.0, TSR/S&P500 at 50%/243% [5] Mixed Performers - Nestlé S.A.: Overall score 8.9/15.0, TSR/S&P500 at 55%/243% [6] - British American Tobacco: Overall score 8.9/15.0, TSR/S&P500 at 74%/243% [6] - Unilever PLC: Overall score 8.5/15.0, TSR/S&P500 at 94%/243% [6] - Allianz: Overall score 9.3/15.0, TSR/S&P500 at 133%/243% [6] - L'Oréal: Overall score 10.2/15.0, TSR/S&P500 at 168%/243% [6] - HSBC Holdings: Overall score 8.7/15.0, TSR/S&P500 at 203%/243% [6] Consistently Successful Firms - EssilorLuxottica: Overall score 10.5/15.0, TSR/S&P500 at 204%/243% [7] - AXA: Overall score 9.0/15.0, TSR/S&P500 at 218%/243% [7] - Novo Nordisk: Overall score 11.2/15.0, TSR/S&P500 at 103%/243% [7] - Enel: Overall score 9.0/15.0, TSR/S&P500 at 246%/243% [7] - LVMH: Overall score 10.8/15.0, TSR/S&P500 at 291%/243% [7] - Relx: Overall score 9.8/15.0, TSR/S&P500 at 296%/243% [7] - AstraZeneca: Overall score 10.0/15.0, TSR/S&P500 at 300%/243% [7] High Performers - Iberdrola: Overall score 9.2/15.0, TSR/S&P500 at 307%/243% [9] - Siemens: Overall score 10.2/15.0, TSR/S&P500 at 309%/243% [9] - Airbus: Overall score 10.2/15.0, TSR/S&P500 at 312%/243% [9] - SAP: Overall score 11.0/15.0, TSR/S&P500 at 357%/243% [9] - Zurich Insurance Group: Overall score 9.2/15.0, TSR/S&P500 at 370%/243% [9] - Münchener Rück: Overall score 9.4/15.0, TSR/S&P500 at 402%/243% [9] - Linde PLC: Overall score 10.0/15.0, TSR/S&P500 at 424%/243% [9] - ABB: Overall score 10.2/15.0, TSR/S&P500 at 444%/243% [9] - Schneider Electric: Overall score 10.5/15.0, TSR/S&P500 at 486%/243% [9] - Hermes: Overall score 11.0/15.0, TSR/S&P500 at 546%/243% [9] - Rheinmetall: Overall score 9.5/15.0, TSR/S&P500 at +1000%/243% [9] - ASML: Overall score 11.5/15.0, TSR/S&P500 at 1070%/243% [9]

Core Viewpoint - Byrna Technologies Inc. (BYRN) is expected to report a year-over-year increase in earnings and revenues for the quarter ended August 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to be released on October 9, with expectations of quarterly earnings at $0.05 per share, reflecting a +25% year-over-year change, and revenues projected at $28.2 million, up 35.3% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not reassessed their initial estimates during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive Earnings ESP indicating a likely earnings beat, particularly when combined with a strong Zacks Rank [6][9]. Current Earnings ESP and Zacks Rank - For Byrna Technologies, the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%. The stock currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat [11][12]. Historical Performance - Byrna Technologies has a history of beating consensus EPS estimates, having done so in the last four quarters, including a +100% surprise in the last reported quarter [13][14]. Conclusion - While Byrna Technologies does not appear to be a compelling earnings-beat candidate, it is essential for investors to consider other factors when making decisions regarding the stock ahead of its earnings release [17].

Peter Thiel, the billionaire investor in data, AI, defense and weapons development technology companies, wants everyone to think more about the end of the world.🔗: https://t.co/fuF4scjaNg https://t.co/8tV8kff01s ...

Core Insights - VisionWave Holdings, Inc. has successfully completed a pilot program with a U.S. tier-1 defense company, receiving payment for evaluation samples, indicating strong market interest in its technology [1][2] - The engagement focused on unmanned use cases, high-fidelity sensing, and Active Protection System (APS) solutions, following a recent live-fire campaign in the UAE [1][2] Business Highlights - The successful pilot suggests potential interest in VisionWave's capabilities, with ongoing collaboration with the customer's engineering team for system integration [2][7] - The customer’s purchase of evaluation samples is seen as a vote of confidence in VisionWave's solutions and engineering capabilities [2][7] Next Steps - VisionWave and the customer plan to evaluate targeted integration work packages, customization aligned to platform needs, and potential program pursuits, subject to definitive agreements [4][7] - Joint working sessions are in progress to define interfaces and packaging that align with the customer's solutions and architecture [7]

Key Points RTX's stock price is up almost 45% year to date on concerns about rising geopolitical tensions as well as a recent strong quarterly report. Revenue and earnings growth accelerated last quarter, with the company's contract backlog growing even faster. Steady gains, coupled with the dividend, could lead to solid, steady returns for investors over the next year. 10 stocks we like better than RTX › RTX (NYSE: RTX), best known for its defense business, also happens to be what's known as a de ...

Accessibility StatementSkip Navigation (CSE: PPB / OTC: PPBGF / FSE: 3QG) [email protected] Highlights VANCOUVER, BC, Oct. 2, 2025 /PRNewswire/ - P2P Group Ltd. (CSE: PPB) (OTC: PPBGF) (FSE: 3QG) is pleased to provide an operational update following recent momentum in its defence portfolio. This follows the Company's successful showcase of StealthWave at a key California event on September 9th, and the formal release of the North American Military Presentation and HumanRadar product line earlier this mont ...