Lockheed Martin Corp.’s F-35 and the Russian United Aircraft Corp.’s Su-57E stealth fighter competed for Mideast defense budgets Monday in a rare flying display at the Dubai Airshow https://t.co/XYm3c5Snzi ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 totaled $0.3 million, up from $0.1 million in Q3 2024, indicating a significant increase [10] - Gross profit for Q3 2025 was negative $0.2 million, an improvement from negative $0.3 million in the same period last year [10] - Operating loss for Q3 2025 was $11.5 million, compared to a loss of $12.4 million in Q3 2024, showing a reduction in losses [11] - Net loss in Q3 2025 was $11 million, down from a net loss of $12.6 million in Q3 2024 [11] - As of September 30, 2025, the company held $52.6 million in cash and cash equivalents [12] Business Line Data and Key Metrics Changes - The company is focused on securing design wins with OEMs for its radar technology, which is crucial for ADAS and autonomous driving programs [4][5] - A top Japanese OEM has ordered radar kits for level 4 development activities, indicating strong demand for Arbe's technology [5] Market Data and Key Metrics Changes - Global economic shifts are causing some OEMs to postpone new model launches, but Arbe's market position continues to strengthen [6][12] - The company is seeing increasing demand in the defense sector and has expanded into the maritime domain [7][8] Company Strategy and Development Direction - Arbe aims to secure four design wins with OEMs in the next three quarters, focusing on premium models initially, with plans to expand to non-premium models over time [6][17] - The company expects initial revenues from its radar technology to begin in 2027, with a ramp-up in 2028 as chipsets are used in high-volume production [7] Management's Comments on Operating Environment and Future Outlook - Management noted that dialogues with OEMs are progressing well, with a clearer path to decision-making emerging [26] - The company anticipates that most revenues in 2026 will come from non-automotive sectors, with a ramp-up in revenues from China expected [29][30] Other Important Information - Arbe won two prestigious automotive technology industry awards in Q3 2025, highlighting its technological advantages [8] - The company welcomed a new board member with extensive experience in the automotive industry, which may enhance its strategic direction [9] Q&A Session Summary Question: Is the guidance for four design wins referring to four separate OEMs? - Yes, it refers to four different OEMs, with decisions expected from at least five OEMs in the next three quarters [17] Question: What factors could swing the revenue guidance for Q4 from low to high? - The timing of customer decisions on NRE programs will significantly impact revenue recognition in Q4 [20] Question: Can you provide insights into the conversations with OEMs and reasons for decision delays? - Dialogues are positive, but earlier delays were due to uncertainty regarding tariffs; now, a clearer path to decisions is expected [26] Question: How should one model revenue and expenses for 2026 and 2027? - Most revenues in 2026 are expected from non-automotive sectors, with stable operating expenses anticipated [30]

Core Viewpoint - Maris-Tech Ltd. has launched Garnet, an integrated video and AI payload designed for miniature drones, enhancing capabilities in the defense sector [1][2][5]. Product Overview - Garnet combines thermal and day imaging with onboard AI, adaptive communication, and a radio frequency datalink, providing a compact and low-power solution for unmanned aerial systems [1][3]. - The system supports full mission functionality, including low-latency video streaming, onboard recording, AI models, and connectivity to drone autopilot systems [3][4]. Market Position - The launch of Garnet represents Maris-Tech's strategic shift towards offering turnkey solutions specifically for the rapidly growing miniature drone market [5]. - A leading defense industry customer has already placed orders for samples of Garnet, indicating strong initial interest [2]. Technological Advantages - Garnet's unified payload approach allows drone manufacturers to shorten development cycles and improve mission reliability while leveraging AI-enhanced situational awareness [4]. - The system is designed for high-performance Intelligence, Surveillance, and Reconnaissance (ISR) in size, weight, and power-constrained environments [4]. Company Background - Maris-Tech is recognized as a global leader in video and AI-based edge computing technology, focusing on intelligent video transmission solutions for various industries, including defense and aerospace [5].

Market Overview - A-shares experienced a slight decline with a notable tug-of-war between bulls and bears, indicating a mixed market sentiment [1][10] - The trading volume continued to decrease, remaining below 2 trillion yuan, with a daily turnover of 1.93 trillion yuan [3][12] Sector Performance - The computer and military sectors showed strong performance, while innovative drugs and power equipment sectors led the decline [1][5] - The computer sector led the gains with a 1.67% increase, and 13 stocks in this sector hit the daily limit up [6][7] - The military sector also performed well, with a 1.59% increase, and several stocks reaching the daily limit up [6][7] - Conversely, the innovative drug sector fell by 1.73%, and the power equipment sector declined by 0.69% [8][9] Stock Highlights - Notable stocks that hit the daily limit up include Changcheng Military (601606), Jianglong Shipbuilding (300589), and several computer-related stocks such as Zhongfu Information (300659) and Haixia Innovation (300300) [5][7] - Ningde Times (300750) saw a significant trading volume of 185 billion yuan but closed down 3.3% [9] Investor Sentiment - Investor sentiment remains cautious, with a tendency to shift funds towards undervalued sectors, reflecting a lack of consensus in the market [11][12] - The market is currently in a phase where policy support and pressure from trapped positions are interacting, leading to a consolidation phase [1][12] Future Outlook - The market is expected to maintain a volatile and oscillating trend, with a focus on controlling overall positions to mitigate potential risks [1][12] - Analysts suggest a balanced approach in portfolio management, emphasizing the importance of macroeconomic trends and sector performance [11][13]

Core Insights - Elbit Systems has signed an international contract valued at approximately $2.3 billion, which will be executed over eight years [1][2]. Company Overview - Elbit Systems is a leading global defense technology company that develops, manufactures, integrates, and sustains advanced solutions across multiple domains [2]. - The company employs around 20,000 people across five continents and reported revenues of $1,973 million for the three months ending June 30, 2025 [3]. Financial Performance - As of June 30, 2025, Elbit Systems had an order backlog of $23.8 billion, indicating strong future revenue potential [3].

Geopolitical and Technological Shifts - The world is moving away from American unipolarity, with China emerging as a near-peer or potentially stronger adversary [1] - A revolution in artificial intelligence (AI) technology is underway, poised to transform all aspects of life, especially defense and military, within 5 to 10 years [2][3] - The integration of AI in defense raises policy questions about maintaining human oversight, particularly as adversaries may not prioritize it [4][5] Palantir's Strategy and Growth - Palantir aims to secure future contracts by leveraging its presence and investments in the UK [6] - The UK is considered a prime location outside the US and China for engineering talent needed to develop Palantir's software [6] - Palantir views the UK as a potential epicenter for defense and military technology development [6] - Palantir has 1 thousand people in London, its second-largest office globally, and plans to significantly expand its UK presence over the next 5 years [7] - The UK is seen as a key military power in Europe, a pillar of NATO, and a potential bridge to the rest of the continent, acting as a security guarantor [7][8]

I'm here at Shield AI getting an exclusive first look at the XBAT. It's an autonomous fighter jet that is powered by an AI system called Hivemine. Shield AI is a CNBC disruptor 50 company which is our list of the most innovative private companies that represent this new generation of AI.The company says this aircraft is a gamecher for a few reasons. The first is of course the AI. There is no pilot so it is putting less lives at risk in dangerous operations.The second is cost. Shield says this is going to be ...

UK Navy crew member missing off Donegal coast https://t.co/8KNjuDzK3F ...

Geopolitical and Technological Shifts - The world is moving away from American unipolarity, with China emerging as a near-peer or potentially stronger adversary [1] - A revolution in artificial intelligence (AI) technology is underway, poised to transform all aspects of life, including defense and military, within 5-10 years [2][3] Palantir's Role and Technology - Palantir provides a software layer for deploying AI models securely, auditably, and transparently, maximizing their value [4] - Palantir's software aims to replace daily tasks involving human cognition, enhancing productivity and efficiency for allies [5][6] - Palantir emphasizes the importance of keeping humans in the loop in automated defense systems, while acknowledging the technological trend towards increased automation [7][8] - Palantir's software acts as a "harness" for AI models, enabling transparent, secure, and auditable decision-making processes [9] AI in Military Context and Ukraine - Ukraine has become a real-world R&D lab for AI in a military context, experiencing rapid advancements in military technology [11][12] - Military technology in Ukraine is experiencing major leaps every 6-8 weeks, necessitating frequent changes in tactics and procedures [14] UK Investment and Expansion - The UK is considered a prime location outside the US and China for engineering talent needed to build Palantir's software [16] - Palantir aims to significantly grow its presence in the UK, building upon its existing 1,000-person office in London, which is its second-largest globally [17] - The UK is viewed as a key military power in Europe, a pillar of NATO, and a potential bridge to the rest of the continent [17][18]

President Donald Trump is expected to reach an agreement with Saudi Crown Prince Mohammed bin Salman that would allow the kingdom to purchase F-35 stealth planes, according to an administration official https://t.co/mVUrGXYmMo ...