you have so much rich data as to perhaps some of the nuances when it comes to Europe versus US. Why Jaime Diamond cares about defense right now is because it's geopolitically important. It's economically important and he's putting $1.5% trillion initiative for the next 10 years.Roger, what was it that you took away from the event in terms of money coming towards defense defense tech in particular. >> Well, really we're seeing this renewed dynamism in the national defense community. I mean, we started the Re ...

Core Viewpoint - China continues to dominate in various global technology and engineering sectors, showcasing its advancements in multiple fields, including artificial intelligence, advanced materials, defense, space, robotics, transportation, energy, environment, biotechnology, and vaccines [1]. Group 1: Technological Leadership - China leads in 7 out of 8 categories of artificial intelligence, all 13 categories of advanced materials and manufacturing technologies, all 7 categories of defense, space, robotics, and transportation, 9 out of 10 categories in energy and environment, and 5 out of 9 categories in biotechnology, genetics, and vaccines [1]. - The recent China International High-tech Achievements Fair in Shenzhen highlighted China's technological prowess, featuring a vast exhibition area of 400,000 square meters, showcasing humanoid robots and flying cars [1]. Group 2: Infrastructure and Policy - China has made significant investments in national industrial policies, focusing on new infrastructure projects such as 5G networks, smart cities, and industrial digital transformation [2]. - The country has shifted from a traditional innovation model to a new approach where the government coordinates interactions among academia, enterprises, and financial institutions towards unified technological goals [2]. - The government identifies technological objectives, analyzes necessary breakthroughs, and provides funding for both basic and applied research to facilitate technology transfer to enterprises, aiding in product development and commercialization [2].

You have so much rich data as to perhaps some of the nuances when it comes to Europe versus U.S.. Why Jamie Dimon cares about defense right now is because it's geopolitically important, is economically important. And he's putting $1.5% trillion initiative for the next ten years.Roger, what was it that you took away from the event in terms of money coming towards defense, Defense tech in particular. Well, really, we're seeing this renewed dynamism in the national defense community. I mean, we started the Rea ...

Core Insights - Diodon Drone, a subsidiary of Tonner Drones, is on a confirmed growth trajectory, projecting over 60% revenue growth by 2025 and aiming for 100% growth by 2026, driven by larger contracts and a strong order book [2][3] - Tonner Drones is in a stronger financial position and is considering increasing its stake in Diodon Drone due to its robust performance and positive future expectations [3][4] - The company has made strategic investments, including approximately €2.3 million and €1.1 million in two French industrial companies focused on the drone and defense sectors [6] Company Developments - Diodon Drone was founded in 2017 and specializes in waterproof aerial drones for reconnaissance, surveillance, and inspection in maritime and coastal environments, initially catering to French special forces [1] - Tonner Drones has completed restructuring and refinancing efforts, allowing it to focus on strategic investments in the growing drone sector [4] - The company is also investing in MyHotelMatch, aiming to support its turnaround and explore opportunities in real estate, the drone sector, and cryptocurrency [5] Financial Performance - Tonner Drones achieved a positive financial result in H1 2025 as a result of its investment and treasury strategy [6] - Diodon Drone is expected to reach profitability in 2026 if it meets its revenue growth targets [2] Strategic Focus - Collaborating in the drone sector is now a key priority for Tonner Drones, which aims to capitalize on the positive dynamics and expansion within this industry [4][7] - Tonner Drones' strategy includes active asset management to increase the value of its stakes in promising French drone manufacturers [8]

Northrop reported a successful test-fire of its new solid rocket motor that was built in less than a year, reflecting the industry’s urgency to meet the Trump administration’s demand for homegrown next-gen defense systems https://t.co/qjafLEf9OY ...

Three-year-old Castelion is worth $2.8 billion after raising $350 million to fund its ambition to supply thousands of weapons to the U.S. government.Read more:https://t.co/sG0JcTyvUV (Photo: Castelion) https://t.co/CWAraE2IJD ...

U.S. Stock Market Performance - U.S. stocks traded higher, with the Nasdaq Composite gaining around 0.2% on Friday [1] - The Dow increased by 0.17% to 47,933.71, while the NASDAQ rose 0.16% to 23,543.03, and the S&P 500 gained 0.15% to 6,867.40 [1] - Communication services shares jumped by 0.9%, while utilities stocks fell by 0.6% [1] Economic Indicators - The U.S. PCE price index increased by 0.3% month-over-month in September, consistent with the previous month and market estimates [2][11] - U.S. personal income rose by 0.4% month-over-month to $26.397 trillion in September [8] Commodity Market - Oil traded up 0.7% to $60.08, gold increased by 0.1% to $4,245.70, silver rose by 2.7% to $59.035, and copper gained 1.2% to $5.4385 [5] Company-Specific Movements - Praxis Precision Medicines Inc shares surged 31% to $248.00 after announcing completion of its pre-NDA meeting with the FDA [9] - DigitalBridge Group Inc shares increased by 32% to $12.86 following reports of SoftBank's interest in acquiring the company [9] - Rubrik Inc shares rose 23% to $86.80 after reporting better-than-expected third-quarter results and raising FY26 guidance [9] - Parsons Corp shares dropped 25% to $62.97 after losing a joint bid with IBM for a new air traffic control system [9] - Sportsman's Warehouse Holdings Inc shares fell 30% to $1.70 after reporting third-quarter results [9] - Domo Inc shares decreased by 23% to $8.87 after reporting third-quarter results and issuing lower-than-expected fourth-quarter sales guidance [9]

Market Overview - U.S. equities are showing mixed to positive sentiment as investors assess economic data and anticipate a Federal Reserve meeting next week [1] - Major U.S. stock indexes exhibit varied movements, with the S&P 500 and Nasdaq showing upward trends, while the Dow Jones hovers around flat [2] - S&P 500 futures are up 0.3%, Dow futures increase 0.1%, and Nasdaq futures rise 0.4%, indicating cautious optimism in global markets [3] Federal Reserve and Economic Data - The Federal Reserve's final FOMC meeting of 2025 is scheduled for December 9th and 10th, with an 87% probability of a 25-basis-point interest rate cut anticipated [4] - The release of the Personal Consumption Expenditures (PCE) price index for September 2025 is expected to provide insights into inflation and its impact on the Fed's decision [5] - Upcoming economic releases include the Job Openings and Labor Turnover Survey (JOLTS) on December 9th and the Consumer Price Index (CPI) around December 12th [6] Corporate News and Stock Movements - Netflix is acquiring Warner Bros. Discovery for $82.7 billion, impacting its stock performance [7] - Ulta Beauty's stock surged by 7% after reporting stronger-than-expected earnings and raising its sales outlook [7] - HP Enterprise's stock dropped following disappointing quarterly results and a subdued outlook [7] - Dollar General shares rose over 14% after boosting its full-year comparable sales forecast [12] - Meta Platforms' stock increased by over 3% after announcing plans to cut the metaverse group's budget by up to 30% [12] - Hormel Foods reported stronger-than-expected fourth-quarter earnings, leading to a stock rise of over 3% [12] - Science Applications International's stock closed up over 16% after reporting strong Q3 adjusted EPS and raising its full-year adjusted EPS estimate [12] Labor Market Insights - Initial jobless claims fell to 191,000 for the week ending November 29th, a decrease of 27,000, indicating a resilient employment situation [8]

Three-year-old Castelion is worth $2.8 billion after raising $350 million to fund its ambition to supply thousands of weapons to the U.S. government.Read more:https://t.co/sG0JcTyvUV (Photo: Castelion) https://t.co/RauF67BAkT ...

Rheinmetall CEO Armin Papperger said that although he wishes for peace in Ukraine, it will have “absolutely zero impact” on the company’s business https://t.co/vVtc0cGftF ...