Core Viewpoint - Nukkleus Inc. has received stockholder approval for the acquisition of Star 26 Capital Inc., a defense-focused acquisition company, which is expected to close before December 31, 2025 [1][3]. Group 1: Acquisition Details - Nukkleus will acquire 100% of Star 26 in exchange for a mixed package of cash, equity, and promissory notes, along with shares of Nukkleus common stock and associated warrants for Star 26 shareholders [2]. - The acquisition aims to provide Nukkleus with full ownership of Star 26 and its defense-related assets, enhancing the strategic value of the transaction [3]. Group 2: Market Position and Growth - The acquisition is anticipated to significantly enhance Nukkleus's position in the military UAV and UAS value chain, projected to reach approximately $23 billion by 2030 [4]. - Nukkleus's existing subsidiaries in AI, UAV systems, and GNSS-related technologies will collaborate with Star 26's companies to develop comprehensive unmanned and autonomous defense solutions [4][6]. Group 3: Strategic Benefits - Star 26 brings a portfolio of complementary defense and technology companies, including B. Rimon Agencies Ltd., which supplies critical components for advanced missile defense systems [5]. - The collaboration is expected to yield operational efficiencies through shared resources, streamlined supply chains, and cross-platform integration, while maintaining independent operations for each subsidiary [6]. Group 4: Management Perspective - The CEO of Nukkleus expressed that the acquisition is a logical step as unmanned and autonomous systems become integral to modern defense, enhancing collaboration across various technological domains [7].

Germany, France and Spain promised a decision on a troubled European fighter jet program by year’s end — but with just days left to hit that deadline, leaders might not discuss it on the sidelines of a summit this week https://t.co/EnsYWwV4rN ...

We saw evidence the Defense Ministry is thinking outside the box. Way outside the box. It's funding tests to see if these giant Madagascar hissing cockroaches can be repurposed from repulsive pests to miniature battlefield assets.>> This is a left turn and this is a right turn. Stefan Vilhelm's year old startup Swarm Biotactics in central Germany is working with the Bundes to develop technology that can steer the creepy critters autonomously and send them on reconnaissance missions. He let me take control.W ...

The drones are the future of warfare. >> We met Sven Kru in Berlin. He is co-CEO of drone manufacturer Quantum Systems.The company with factories in Germany and Ukraine just landed a€ 25 million euro contract with the Bundesphere to produce up to€ 750 intelligence, surveillance, and reconnaissance drones, ISR for short. We have now more than 1,500 at the battlefront day by day in use. >> 1,500 drones.>> Drones in use in Ukraine. Day by day, night by night. >> Drones, including quantums, have helped reshape ...

Core Insights - GreensKeeper Asset Management's Value Fund achieved a +4.0% gain in Q3 2025, with a year-to-date return of +0.2% net of fees and expenses, despite a -3.7% negative impact from the US dollar [1] - The market rally this year has been primarily driven by AI, cryptocurrency, and speculative investments [1] Company Performance - General Dynamics Corporation (NYSE:GD) reported a one-month return of -0.57% but has seen a significant 29.66% increase in value over the past 52 weeks, closing at $337.49 per share with a market capitalization of $91.163 billion on December 16, 2025 [2] - In Q3 2025, General Dynamics was the third-best performer for the Value Fund, with a return of +16.9%, benefiting from the resolution of manufacturing challenges in its Aerospace division and a strong backlog driven by demand for new business jets [3] Market Position and Outlook - General Dynamics secured several billion-dollar defense contracts in Q3 2025, reinforcing its government business strength amid elevated global geopolitical tensions [3] - Despite the potential of General Dynamics as an investment, some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk [4]

Franco-German tankmaker KNDS is preparing for an IPO amid booming defense demand and interest from rival Rheinmetall, sources say https://t.co/iDaMz594dC ...

The Trump administration is weighing an an executive order that would pressure defense contractors to spend less on stock buybacks and dividends while boosting investment in infrastructure and weapons production, a source said https://t.co/t8g13ZGzRH ...

Core Viewpoint - Morgan Stanley upgraded L3Harris Technologies to Overweight from Equalweight, raising the price target to $367 from $350 due to strong operating momentum heading into 2026 [1] Group 1: Company Positioning - L3Harris is well positioned for the future of warfare with limited disruption risk from emerging defense technology players, attributed to its platform-agnostic strategy [1] - The absence of major program disruptions at L3Harris contrasts with some peers who have faced challenges in recent quarters [1] Group 2: Financial Metrics - L3Harris is considered the most attractive among large defense primes based on projected revenue, earnings per share, and free cash flow per share growth from 2025 through 2028 [2] - Despite a positive outlook, L3Harris stock is trading at the lowest valuation in its peer group on a 2027 free-cash-flow-to-sales basis, at approximately 16x compared to a peer median of around 18x [2] Group 3: Potential Catalysts - Potential catalysts for L3Harris into 2026 include opportunities related to the Golden Dome program and improving output at Aerojet Rocketdyne [2]

Norwegian defense company Kongsberg Gruppen ASA signed an agreement to buy US missile company Zone 5 Technologies, which produces long-range strike and anti-drone missiles, for an undisclosed sum. https://t.co/i4rTEExB6r ...

Core Viewpoint - HEICO Corporation's subsidiary, Wencor Group, is acquiring EthosEnergy Accessories and Components Limited and EthosEnergy Accessories and Components, LLC, which is expected to enhance HEICO's presence in the aeroderivative gas turbine market and support global energy demand growth [1][4]. Group 1: Acquisition Details - The acquisition is subject to governmental approval and standard closing conditions, with an expected closing in the first quarter of fiscal 2026 [1]. - Financial details of the transaction were not disclosed [1]. Group 2: Impact on Earnings - Ethos A&C is anticipated to be accretive to HEICO's earnings within the year following the closing of the acquisition [2]. Group 3: Company Background - Ethos A&C has been operational since 1979 and is recognized as a leading provider of engine component and accessory repair solutions for the aeroderivative gas turbine, aerospace, and defense markets [3]. - The company employs 175 individuals across three locations in Connecticut, South Carolina, and Scotland, covering over 175,000 square feet [3]. Group 4: Strategic Importance - The acquisition will significantly increase HEICO's footprint in the aeroderivative industrial gas turbine market, aligning with the growing global energy demand driven by advancements in AI [4]. - Ethos A&C will continue to operate as a standalone entity within Wencor, enhancing service offerings and expanding the global Maintenance, Repair, and Overhaul footprint [4]. Group 5: Company Operations - HEICO Corporation specializes in the design, production, servicing, and distribution of products and services across various niche segments, including aviation, defense, space, medical, telecommunications, and electronics [5]. - The company serves a diverse customer base, including major airlines, overhaul shops, defense contractors, and military agencies worldwide [5].