Um the president is talking about tariffs on foreign electronics based on the number of chips according to Reuters. So on a day where we're talking about potential tariffs on here, there and everywhere. Um why your Taiwan semi >> is among the biggest non- US chip makers as people know, >> right.>> You've taken your position down a bit. >> I have. >> But you do have considerable exposure there.>> It's still my largest position. It just gotten too big. I I bought it early, owned it for a number of years.But t ...

Core Insights - Butler National – Tempe, a subsidiary of Butler National Corporation, has been awarded the Northrop Grumman Silver Award for its exceptional performance as a supplier during the April–June 2025 period [1][2]. Group 1: Award Recognition - The Silver Award from Northrop Grumman recognizes Butler National – Tempe as a top-performing supplier based on its outstanding quarterly results [1]. - The evaluation process for the award includes a Supplier Assessment Management System (SAMS) Scorecard, which assesses suppliers on various categories such as Management, Technical, Schedule, Cost, Proposal, Mission Assurance/Quality, Supply Chain Management, and Customer Satisfaction [2]. Group 2: Company Performance - Chris Reedy, CEO of Butler National, highlighted the team's consistent production of high-quality products and their ability to increase deliveries to meet customer demands [3]. - Butler National – Tempe specializes in designing, fabricating, and supplying commercial and defense electronics products, including control equipment, gun simulators, custom test equipment, and aircraft fuel tank safety solutions [3].

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about GE Aerospace (GE) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.GE currently has an average brokerage recommendation (ABR) of ...

Core Viewpoint - Nukkleus Inc. has strengthened its balance sheet through a recent private placement and a $250 million line of equity, positioning the company for continued growth and compliance with Nasdaq standards [1][2][3]. Financial Position - The recent $10 million PIPE and $250 million equity line significantly enhance the company's market capitalization and financial flexibility, allowing for strategic acquisitions in the Aerospace and Defense sector [1][4]. - Nukkleus has regained full compliance with Nasdaq's minimum market capitalization requirement, which is expected to improve its visibility and credibility in the investment community [2][3]. Strategic Growth - The private placement is anticipated to accelerate Nukkleus' strategic acquisition program and support its expansion plans in Europe, enabling the identification and scaling of high-potential businesses [4][5]. - The company aims to build a diversified, innovation-driven A&D platform that generates sustainable growth and measurable returns for shareholders [4][6]. Market Positioning - Nukkleus' inclusion in the Russell Microcap Index is expected to attract enhanced analyst coverage, providing greater market transparency and research support for investors [2][3]. - The company focuses on acquiring and scaling mission-critical suppliers in the defense, aerospace, and advanced manufacturing sectors, targeting Tier 2 and Tier 3 companies [6][7].

Core Insights - The AGIX index aims to capture the beta and alphas of the AGI era, which is expected to be a significant technological paradigm shift over the next 20 years, similar to the impact of the internet [2] - The article emphasizes the importance of learning from legendary investors like Warren Buffett and Ray Dalio to navigate the AGI revolution [2] Market Performance Summary - AGIX experienced a weekly decline of 3.62%, with a year-to-date return of 27.70% and an impressive return of 86.70% since 2024 [5] - In comparison, the S&P 500 decreased by 0.75% this week, with a year-to-date return of 12.96% and a return of 39.29% since 2024 [5] Sector Performance - The semiconductor and hardware sector saw a weekly decline of 1.03%, with an index weight of 23.67% [6] - The infrastructure sector declined by 1.74%, holding an index weight of 39.99% [6] - The application sector experienced a smaller decline of 0.86%, with an index weight of 31.27% [6] AI Developments - The article discusses the limitations of large language models (LLMs) in learning and adapting, suggesting that true learning involves experience and intuition, similar to human learning processes [10] - It highlights the potential of large video models (VLMs) to predict physical and causal relationships, which could enhance robotic learning and decision-making capabilities [12] - The emergence of a new scaling law related to experiential learning in AI suggests that opportunities in AI are expanding beyond digital tasks to interactive learning agents [13] Hedge Fund Activity - North American markets saw a significant momentum reversal, prompting hedge funds to reduce directional risks, leading to net selling in global equities [13] - The net leverage of U.S. long-short funds decreased from 59% to 53% following the sell-off, indicating a cautious approach among fund managers [14] - In Asia, particularly China, there was a notable reduction in long positions and an increase in short positions, especially in the technology sector [14] Corporate News - Oracle, Silver Lake, and Abu Dhabi's MGX are set to become major investors in TikTok's U.S. operations, controlling approximately 45% of its equity [15][16] - Meta's CEO announced that Instagram's monthly active users have reached 3 billion, significantly contributing to Meta's advertising revenue [16] - OpenAI, Oracle, and SoftBank plan to invest $500 billion in building five AI data centers as part of the Stargate project, aimed at enhancing AI infrastructure [17][18] - Boeing is collaborating with Palantir to implement AI solutions in its defense and aerospace sectors, focusing on data analysis standardization [19] ETF Insights - The article explains the concept of tracking error in ETFs, emphasizing its importance in evaluating the stability and reliability of an ETF's performance relative to its benchmark index [22] - It distinguishes between tracking difference and tracking error, highlighting that tracking error reflects the volatility of the return differences over time [22][23] - Factors influencing tracking error include fees, trading costs, and sampling errors, which can vary significantly across different markets and asset classes [24][25]

WASHINGTON, Sept. 29, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of James Needham as a Senior Managing Director in the Export Controls, Sanctions & Trade practice within the firm’s Forensic and Litigation Consulting segment. Mr. Needham, who is based in Washington, D.C., is a compliance expert with extensive experience designing, implementing and leading compliance programs. His expertise spans export controls, sanctions, anti-corruption and third-party risk. H ...

Core Viewpoint - Omni-Lite Industries Canada Inc. has nominated Alexandre Ryzhikov for election to its Board of Directors, highlighting his capital markets experience as beneficial for the company's growth strategy in aerospace and defense components [1][2]. Company Overview - Omni-Lite Industries Canada Inc. specializes in developing and manufacturing precision components that are critical for Fortune 100 companies in the aerospace and defense sectors [4]. Board Nomination Details - The nomination of Alex Ryzhikov is aimed at enhancing the Board's capabilities as the company pursues disciplined growth and strategic acquisitions in niche defense and aerospace assets [2][3]. - David Robbins, the CEO, expressed confidence in Ryzhikov's contributions due to his experience and perspective as a large shareholder [2]. Background of Alexandre Ryzhikov - Ryzhikov is a Partner and Portfolio Manager at LionGuard Capital Management, where he leads the Engaged Ownership Strategy [3]. - He has served as a Director for McCoy Global Inc. and previously for Apteryx Imaging, where he chaired the Special Committee [3].

Core Points - Boeing reached a $50,000 settlement with the mother of John Barnett, a deceased whistleblower, resolving wrongful death claims in U.S. District Court in South Carolina [1] - Barnett died by suicide during depositions for his whistleblower retaliation case against Boeing, raising questions about the circumstances of his death [2] - Barnett had raised concerns about production practices at Boeing that he believed could endanger passengers before leaving the company in 2017 [3] - Boeing stated that it took corrective actions years ago to address Barnett's concerns [4] - The legal resolution ends both wrongful death and retaliation claims pursued by Barnett's mother [5] Stock Performance - Boeing's stock has gained 45.53% over the past year but has dropped 6.31% in the last month [6] - The stock price has ranged between $128.88 and $242.69, with a market capitalization of $167.31 billion and an average trading volume of 6.98 million shares [6] - Current analysis indicates that Boeing is experiencing short and long-term consolidation along with long-term upward movement [6]

Group 1: Karman Holdings - Karman Holdings (KRMN) is an aerospace and defense company that designs, tests, manufactures, and sells mission-critical systems for missile defense, space launch, and hypersonic technologies [2][3] - The company went public in February and has seen its stock price increase by 204% from its IPO price of $22 [2] - In Q2, Karman's revenue grew by 35% year over year to $115.1 million, with adjusted EBITDA rising by 29% to $35.3 million, and earnings per share reaching $0.10, more than triple the prior year's level [3] - Karman has a funded backlog of $719 million, indicating strong long-term visibility, with revenue growth across all segments: 22% for hypersonics and strategic missile defense, 39% for space and launch, and 46% for tactical missiles and IDS [3] - CEO Anthony Koblinski highlighted the company's positive trajectory, with index inclusions and new contracts enhancing Karman's position in the defense and space industries [4] - Wall Street rates Karman as a "Strong Buy," with four out of six analysts recommending it as such, and an average target price of $68.75, suggesting a potential upside of 47% based on the Street-high estimate of $100 [5] Group 2: Alphabet - Alphabet (GOOG), the parent company of Google, is a global technology leader primarily generating revenue from digital advertising [6] - The company is also heavily investing in cloud computing, artificial intelligence (AI), and other breakthrough technologies that could significantly impact the future [6]

Sikorsky, a subsidiary of Lockheed Martin , secured a nearly $11 billion contract from the U.S. Navy to build up to 99 CH-53K King Stallion helicopters, the company said on Friday. ...