We are up to the challenge. We very much embrace the concepts that are outlined in acquisition reform. We have been working to create projects that are focused specifically on taking a concept getting it through a diva design and development phase into production and speed and affordability are our key premises along with technical capability.And it's that kind of focus within our company that is directly responsive to the objectives of acquisition reform. >> So what are some examples of that. We just this ...

Core Insights - Boeing Company benefits from a diversified business model that includes commercial airplanes, defense systems, space technology, and global services, which helps mitigate financial risks [1][5] - The company's various segments provide stability during economic downturns, particularly through long-term government contracts in defense and space [2][5] - Boeing's extensive product line and shared resources across divisions enhance operational efficiency and cost management [3] Business Segment Contributions - For the nine months ended September 30, 2025, Boeing's revenue breakdown was approximately 46% from Commercial Airplanes, 30% from Defense, Space & Security, and 24% from Global Services, indicating a balanced revenue stream [4] - This diversification allows Boeing to maintain financial stability across different market conditions [5] Earnings Estimates and Stock Performance - The Zacks Consensus Estimate indicates a year-over-year improvement in EPS of 53.24% for 2025 and 110.15% for 2026, reflecting strong growth potential [8][9] - Boeing's shares have increased by 22.1% over the past year, outperforming the industry average growth of 15.8% [9][13] Valuation Metrics - Boeing's forward 12-month price-to-sales (P/S) ratio is 1.61X, which is below the industry average of 2.44X, suggesting the stock is trading at a discount [11]

Germany will buy up to 500 RCH 155 self-propelled howitzers as part of a historic effort to push through €52 billion ($60.5 billion) in defense orders before Christmas https://t.co/aEmddLLV4K ...

Core Insights - Parsons Corporation has been awarded an $88 million contract to support the U.S. Air Forces in Europe - Air Forces Africa at Ramstein Air Base, bringing the total value under the Air Base Air Defense contract to $192 million in 2025 [1][2] Group 1: Contract Details - The awarded contract is a single-award Task Order contract over three years [1] - The total value of Parsons' work under the Air Base Air Defense contract has reached $192 million in 2025 [1] Group 2: Company Commitment and Capabilities - Parsons emphasizes its commitment to delivering advanced technology solutions and expert support for air base security [2] - The scope of work includes advanced equipment procurement, systems integration, operator training, technical support, and maintenance to ensure mission readiness and operational excellence [2] Group 3: Historical Context - In 2021, Parsons received a 10-year Indefinite Delivery Indefinite Quantity contract valued at $953 million, highlighting its leadership in national security operations [3] - This new contract reinforces Parsons' ongoing commitment to safeguarding military operations and enhancing air defense systems across Europe and Africa [3] Group 4: Company Overview - Parsons is recognized as a leading disruptive technology provider in national security and global infrastructure markets, with capabilities in various sectors including cyber warfare, space defense, and critical infrastructure protection [4]

Investment Opportunities - The Trump administration is expected to alter approximately $7 trillion in government spending, creating new investment opportunities [2] - The U.S. government is committed to investing heavily in artificial intelligence (AI), as indicated by the document "Winning the Race: America's AI Action Plan" [3] - Singh identifies AI-related asset classes, including data centers, semiconductors, and infrastructure, as key areas for investment [4] Recommended ETFs - First Trust Cloud Computing ETF (SKYY) is recommended for exposure to cloud computing infrastructure [4] - Global X's Data Center and Digital Infrastructure ETF (DTCR) is suggested for those interested in U.S. data centers [4] - iShares Semiconductor ETF (SOXX) provides broad access to semiconductor investments [4] - Additional AI application ETFs include Global X's Robotics and Artificial Intelligence ETF (BOTZ) and Roundhill's Generative AI and Technology ETF (CHAT) [5] Rare Earths Investment - The U.S. government is showing significant interest in rare earths due to China's export restrictions [6] - Recommended ETFs for rare earth investments include VanEck Rare Earth and Strategic Metal ETF (REMX) and iShares MSCI Global Metals & Mining Producers ETF (PICK) [6] - Specific companies highlighted for investment in rare earths are Lynas Rare Earths Limited (LYSDY) and MP Materials Corp. (MP) [7] American Industry and Defense - Investment picks in American industry include SPDR's Industrial Select Sector SPDR FUND (XLI), which focuses on aerospace and defense [8] - Global X U.S. Infrastructure Development ETF (PAVE) specializes in infrastructure and development companies [8] - Vanguard Energy ETF (VDE) is noted as a conservative investment option in the energy sector [8]

The US Navy is turning to Palantir as part of its years-long effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose supply-chain problems https://t.co/EM0ymfnltO ...

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 ...

来源：环球时报 正如国际非营利组织"工业转型加速器"的负责人福斯汀·德拉萨尔所说："中国的（发展）加速度是我们 在世界其他地方未曾见过的。"中国过去曾努力追赶西方，特别是美国。后来，它追上来了。如今，西 方正试图追赶中国，但很可能赶不上。 除了上月在深圳展示的成果外，中国还有诸多工程奇迹，以下是我近期所见的部分案例（随机选择）。 贵州一座覆盖着太阳能电池板的山体光伏项目，在数学奥林匹克竞赛中达到金牌水平的开源人工智能模 型，专为酒店客房及卫生间设计的清洁机器人，总里程达4.8万公里的高速铁路网络，最高运营时速350 公里的高铁，世界最高桥梁花江峡谷大桥通车。 中国政府投入大量资金推动全国性产业政策，用于包括5G网络、智慧城市和工业数字化转型等新型基 础设施建设。学者诺亚·史密斯认为，本质上，中国摒弃了传统的创新模式——在该模式下，政府、学 术界、企业和金融机构各自为战，追逐自身目标——转而采用一种全新模式，即政府全程协调各方互 动，朝着一个统一的总体目标推进。也就是说，政府首先确定一个技术目标，然后分析达成该目标所需 的各项技术突破。随后，政府为相关基础研究和应用研究提供资金支持以实现这些突破，推动技术成果 ...

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 ...

That said, Palantir's valuation stock is largely tied to it being an "AI-first" software company with fast-growing enterprise market sales. What's clear is that the trade in artificial stocks has lost some momentum. In the words of economist Ed Yardeni, "while the AI bubble isn't bursting, it is losing some air." Some technical ratings for Palantir stock have weakened. PLTR stock has retreated 19% from its record high of 207.52 set on Nov. 3. Many artificial intelligence stocks have pulled back from 52-week ...