The Navy raised the estimated price tag for the first of its next-generation nuclear-missile submarines by $1.7 billion, another black eye for a program that’s the centerpiece of the service’s modernization plans https://t.co/e8PnlddjpD ...

Anduril alums raise $24M Series A to bring military logistics out of the Excel spreadsheet era | TechCrunch https://t.co/oHcCkLwHJQ ...

US aerospace stocks have been soaring recently, but analysts see opportunities in a lagging cohort they’re often clumped with: defense contractors https://t.co/7KUQIj0eAc ...

Investment Strategy - Booz Allen Ventures is increasing its investment in venture capital [1] - This move aligns with Silicon Valley's growing involvement in defense technology [1]

One of your investors says that the the product is the factory. Just explain that. So we view our job as to industrialise the country and from the seventies to the 2020s, we really like offshored everything we possibly could.And it's this whole system of both our software powered by Opus, as well as this new American workforce that creates this factory system. And that is the real output to our customers is like, what are we producing. How accurate is how on time it is.And this full stack factory autonomy a ...

Core Insights - All three major U.S. stock indices rose on July 17, 2025, driven by positive retail sales data and a decline in unemployment claims [1][2][11] - Better-than-expected earnings from major tech companies like Netflix contributed to investor confidence [2] - The current market environment suggests a favorable outlook for investing in U.S. stocks, particularly in low-leverage companies [3] Economic Indicators - U.S. retail sales increased by 0.6% in June 2025, following a 0.9% decline in May, exceeding market expectations [1][11] - Labor data indicated a decline in unemployment claims, further supporting market optimism [1] Investment Recommendations - Recommended stocks include Novartis (NVS), ResMed Inc. (RMD), Wabtec (WAB), Elbit Systems (ESLT), and Ingredion Inc. (INGR), all of which are characterized by low leverage and strong earnings growth [3][11] - Each of these stocks holds a Zacks Rank 2, indicating a favorable investment outlook [11] Stock Analysis - Novartis reported a 12% year-over-year increase in net sales and a 29% improvement in earnings per share for Q2 2025 [15][16] - ResMed anticipates an 8.1% year-over-year increase in fiscal fourth-quarter sales, with a long-term earnings growth rate of 15.3% [17][18] - Wabtec's sales are expected to grow by 5.3% year-over-year, supported by a long-term earnings growth rate of 16% [19][20] - Elbit Systems forecasts a 13.8% increase in 2025 sales, with a four-quarter average earnings surprise of 21.12% [21] - Ingredion expects a 1% improvement in 2025 sales, with a long-term earnings growth rate of 11% [22][23]

All right, turn it back to the markets. We're tracking ETF flows that are now over $623 billion year to date. We're also tracking the moves above and below the 30-day moving averages for the popular index funds, the spy and the triple Q's on Wednesday.You can see here we saw a spike of buying of the big tech heavy ETFs after Nvidia was given permission by the Trump administration to resume sales of its H20 chips in China. Take a look at the top inflows this week. the IBIT Bitcoin ETF uh that was the top saw ...

Company Overview - Helsing 是一家成立 4 年的人工智能国防初创公司 [1] - 该公司已悄然成为欧洲发展最快的公司之一 [1] - Helsing 是一个时代的象征，代表着欧洲大陆正在紧急地重新设计其国防 [1]

Business Development - Saab aims to finalize orders for its Gripen fighter jets this year [1] - Saab aims to finalize orders for its Globaleye early-warning aircraft this year [1]

Hadrian raises $260M to build out automated factories for space and defense parts | TechCrunch https://t.co/CeUBldIiiU ...