Labor Relations - A union representing workers at Boeing's St Louis-area defense factories is urging US lawmakers from Missouri to intervene [1] - The union aims to nudge Boeing to reach a deal [1]

Defense manufacturer Czechoslovak Group AS has selected banks to lead its potential initial public offering that could take place as soon as next year, according to people familiar with the matter https://t.co/9S4uT0p43Q ...

MCDONALD, Tenn., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Amaero Ltd (ASX:3DA) (OTCQB: AMROF) ("Amaero" or the "Company"), a leading U.S. domestic producer of high-value C103, refractory alloy, and titanium powders for additive and advanced manufacturing of components utilized by the defense, space, and aviation industries, today provides a financial and commercial update for the Q1 FY2026 period. As stated in June 2025 Quarterly Activities Report on July 21, Amaero began the fiscal year with contracted revenue fr ...

Investment Focus - Porsche and Volkswagen's owners are establishing a fund for defense-industry investments [1] - The fund aims to capitalize on the anticipated increase in European military spending [1]

The Czech Defense Ministry approved a plan to buy an initial 44 tanks Leopard 2A8 from Germany for 32.8 billion koruna ($1.6 billion) https://t.co/GMx47Lhx2p ...

Group 1: Company Developments - RTX Corp.'s BBN Technologies has secured a DARPA contract for the Intelligent Generation of Tools for Security program, aimed at enhancing cybersecurity through automation [1][9] - The project will reduce reliance on manual methods, enhancing defenses across various sectors, including military, and expanding RTX's footprint in the cybersecurity market [2][9] - RTX's defense backlog reached $92 billion as of June 30, 2025, driven by substantial orders from the Pentagon and international allies [7][9] Group 2: Stock Performance - RTX shares have gained 23% in the past six months, outperforming the Zacks Aerospace-Defense industry's increase of 20.3% and the S&P 500's return of 4.4% [4][9] - The consensus estimate for RTX's long-term earnings growth rate is 9.1%, indicating positive growth prospects [10] Group 3: Financial Estimates - The Zacks Consensus Estimate for second-quarter 2025 revenues suggests a 6.5% improvement year-over-year, while earnings are expected to decline by 2.8% [14] - RTX's sales estimates for 2025 and 2026 indicate growth, with current year sales estimated at $85.69 billion and next year at $90.41 billion [15] Group 4: Market Dynamics - The commercial aerospace market is benefiting from rising global air travel, with RTX's Collins Aerospace Unit reporting an 8.9% year-over-year revenue increase and Pratt & Whitney growing by 12.2% [12] - Geopolitical tensions are driving demand for defense products, positively impacting RTX's performance and that of other defense contractors like Boeing and General Dynamics [11]

British soldiers using sex workers in Kenya despite ban, inquiry finds https://t.co/A4UEPjHvlH ...

Core Viewpoint - Nvidia and AMD have agreed to pay 15% of their revenues from chip sales to China, which is expected to generate approximately $3 billion in additional revenue for the U.S. government, marking a novel approach to revenue collection that resembles an export tax [2][5][9]. Group 1: Company Overview - Nvidia and AMD rank 31st and 167th on the Fortune 500 list, respectively, and are among the largest manufacturers of computer chips, which are increasingly valuable in various devices, including computers, smartphones, vehicles, and appliances [3]. - The proprietary technology developed by Nvidia and AMD has become a strategic asset, particularly in the context of the artificial intelligence boom that relies heavily on advanced processing chips [4]. Group 2: Export Trade Deal Details - The agreement allows Nvidia and AMD to sell their H20 and MI308 chips to China in exchange for specific export licenses, following a previous ban that cost Nvidia billions in lost revenue [5][9]. - This new revenue collection method is not classified as a traditional tax but functions similarly, potentially opening avenues for the U.S. government to collect revenue from other companies in the future [2][8]. Group 3: Market Implications - Following the announcement of the deal, stock prices for Nvidia and AMD faced challenges, partly due to the high 15% revenue collection rate, which may lead to increased costs for Chinese customers [9]. - The deal sets a precedent for the Trump administration to tax specific goods produced by U.S. companies, which could extend to other sectors, including electronics and defense manufacturing [10][11]. Group 4: Legal and Political Considerations - The legality of the export tax arrangement is under scrutiny, with bipartisan concerns regarding its implementation, indicating potential legal challenges ahead [11].

Core Insights - Kratos Defense & Security Solutions, Inc. has launched a redesigned corporate website to reflect its mission of delivering affordable and disruptive defense technologies rapidly [1][4] - The new brand tagline "Readiness Delivered" emphasizes the company's commitment to enabling U.S. and allied defense forces to effectively respond to threats in a dynamic global security landscape [2][3] - The website features updated content on Kratos' core capabilities, including hypersonics, unmanned systems, propulsion, and microwave solutions, along with improved navigation and a focus on career opportunities [3][4] Company Overview - Kratos is a technology company focused on defense, national security, and commercial markets, known for its internally funded research and development aimed at producing cost-effective solutions [5] - The company specializes in a range of products and systems, including unmanned aerial drone systems, propulsion systems, and virtual training systems for military applications [5] - Kratos positions itself as an innovative change agent in the defense industry, emphasizing affordability and rapid delivery of technologies to meet mission-critical needs [5]

companies founded by Glenn Curtiss, the father of naval aviation, and the Wright brothers, who so famously made the first flight. Joining us now on set exclusively is Curtiss-Wright chair and CEO Lynn Bamford. This is her first broadcast interview in the role, and it's so good to have you here.Welcome. >> Thank you very much for having me here. It's my pleasure to get to talk a little bit more about Curtiss-Wright and share it with your audience.>> So I just mentioned it's almost century old company, but yo ...