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X @Nick Szabo
Nick Szabo· 2026-03-18 22:17
RT Fenix Ammunition (@FenixAmmunition)To give everyone a glimpse into the scale of the problem when it comes to munition production:Raytheon manufactures approximately 90-100 Tomahawk missiles per year.The Tomahawk was invented in 1991, so given the above, we can estimate they've produced between 3100 and 3400 missiles in the last 34 years.We fired 375 Tomahawks in the first 36 HOURS of our current military operation in Iran.Assuming we had a full capacity when we started (which we obviously didn't), that's ...
Parsons Operationally Fields First Phased Array Antenna for Satellite Command and Control
Globenewswire· 2026-03-18 20:05
Core Insights - Parsons Corporation has successfully integrated and operationally accepted the first Raven Defense S-Band Phased Array Receive and Transmit Antenna Node (SPARTAN) into its OrbitXchange™ global antenna network [1] Group 1: SPARTAN System Overview - The SPARTAN system is the first phased-array-fed parabolic antenna deployed in an operational environment for satellite commanding, telemetry, and mission data collection [2] - The 6-meter full-motion parabolic dish features a phased-array feed that allows for eight electronically steerable downlink beams and a dedicated uplink beam, enabling simultaneous support for multiple spacecraft [2] Group 2: Operational Capabilities - The SPARTAN system represents a significant capability enhancement for OrbitXchange, providing greater operational capabilities with a single, cost-effective antenna [3] - It offers the performance of traditional parabolic antennas while allowing for the commanding and controlling of multiple satellites simultaneously, a feature not available on standard ground antennas [3] - The design is flexible, allowing for retrofitting of legacy antennas, scaling to larger apertures for cislunar missions, or chaining multiple units for continuous coverage across the geosynchronous belt [3] Group 3: National Security and Customization - The initial SPARTAN installation enhances Parsons' OrbitXchange, providing the largest Unified S-Band and Space Ground Link System (SGLS) commercial capability for U.S. government customers [3] - The system can be tailored to additional frequency bands to meet emerging mission needs and is equipped with the Parsons Mission Link Modem (MLM) for flexible signal processing [3] Group 4: Future Partnerships and Expansion - Parsons aims to expand its partnership with Raven Defense to deploy additional SPARTAN systems to meet the growing needs of government and commercial customers [4] Group 5: Company Expertise - Parsons leverages decades of expertise in national security and space engineering to deliver integrated, mission-ready technologies that enhance satellite operations and support evolving mission requirements [5]
Gaxos' Portfolio Company, America First Defense, Secures Acceptance into Anduril's Lattice Program, Accelerating its Position in the Counter-Drone Defense Market
Globenewswire· 2026-03-18 19:02
Core Insights - America First Defense (AFD) has been accepted into Anduril's Lattice Program, enhancing its position in the counter-drone defense market [1][2][3] - The acceptance signifies a strategic milestone for AFD, aligning it with advanced defense technologies and supporting its growth trajectory [2][4] - AFD is focused on developing solutions to address aerial threats in defense, homeland security, and critical infrastructure environments, reflecting the increasing global demand for counter-unmanned aircraft systems (counter-UAS) [3][4] Company Overview - America First Defense specializes in advanced defense systems, including airborne counter-drone technology and biomimetic soft robotics platforms [6] - Gaxos.ai Inc. is a technology company that develops AI applications across various sectors, including defense, aiming to make advanced technology more practical and accessible [7]
Oil Shock, Rising Rates, High Inflation: 3 Sectors Poised to Benefit
ZACKS· 2026-03-18 19:00
Geopolitical Impact on Oil and Energy Sector - Approximately one-fifth of globally traded oil passes through the Strait of Hormuz, with current geopolitical tensions affecting multiple key Middle East shipping lanes, including the Bab el-Mandeb Strait, amplifying supply-side risks [1] - The energy sector is experiencing a significant surge in oil prices, with an estimated 20 million barrels per day at risk due to constraints related to Hormuz, leading to increased revenue and cash flow for energy companies [7] - Liquefied Natural Gas (LNG) markets are tightening, particularly in Asia, due to supply disruptions and rerouting of shipments, further straining availability [9] Inflation and Market Dynamics - The surge in crude prices is contributing to inflationary pressures, even as major central banks maintain a "higher-for-longer" policy stance, tightening financial conditions and putting downward pressure on equity valuations [2] - Global financial markets are navigating complex macro regimes marked by cross-asset volatility, with safe-haven demand driving gold to record highs amid heightened uncertainty [3] Sectoral Performance and Investment Trends - Investors are rotating towards commodities and real assets as hedges against inflation and currency volatility, with energy, defense, and resource-linked industries emerging as key beneficiaries of the evolving geopolitical landscape [4] - Gold's price surge reflects geopolitical hedging and monetary uncertainty, with demand supported by structural drivers such as increased safe-haven buying and de-dollarization trends [10] - The defense and security sector is benefiting from rising geopolitical tensions, with increased military spending and focus on protecting energy infrastructure and shipping routes [12] Company-Specific Insights - Companies like Exxon Mobil (XOM) and Cheniere Energy (LNG) are under investors' radar due to their potential benefits from tighter supply and rising prices in the energy sector [9] - Franco-Nevada (FNV) is well positioned to benefit from higher realized gold prices, supporting earnings growth and margin expansion [11] - Defense contractors like Lockheed Martin (LMT) and RTX Corporation (RTX) are expected to gain from long-duration government contracts and stable cash flows amid ongoing macro volatility [13]
Missiles cost millions. Laser shots cost just a few dollars #shorts
60 Minutes· 2026-03-18 15:49
This is Iranian propaganda footage of its arsenal of drones that have been menacing the Gulf States, blasting apartment buildings, airports. >> Oh my god, >> oil refineries. These Shahed drones are getting faster, stronger.They can move in swarms and there are tons of them. Perhaps their greatest advantage, how cheap they are, often made of flimsy plastics. One cost as low as $20,000.To shoot them down, the US is using anti-missile interceptors that cost millions. A possible solution, lasers. It changes the ...
L3Harris Technologies (LHX) Hits Milestone in AI-Driven Defense Solutions As It Realigns Its Business
Yahoo Finance· 2026-03-18 13:43
L3Harris Technologies, Inc. (NYSE:LHX) is among the best 3D printing stocks to buy according to hedge funds. On March 11, defense contractor L3Harris Technologies, Inc. (NYSE:LHX) announced a breakthrough achievement in autonomous electronic warfare technology. It achieved this milestone in partnership with Shield AI, a defense tech company that builds AI-power systems. According to L3Harris, they were able to demonstrate how “unmanned systems can detect, analyze and respond to electromagnetic threats in r ...
Northrop Grumman Is Up 29% in 2026 With a $95.7 Billion Backlog and One Big Program Still in Limbo
247Wallst· 2026-03-18 13:04
Northrop Grumman Is Up 29% in 2026 With a $95.7 Billion Backlog and One Big Program Still in Limbo - 24/7 Wall St. S&P 5006,695.40 -0.51% Dow Jones46,753.50 -0.58% Nasdaq 10024,705.20 -0.52% Russell 20002,494.47 -1.04% FTSE 10010,330.20 -0.42% Nikkei 22554,205.50 -0.67% Investing Northrop Grumman Is Up 29% in 2026 With a $95.7 Billion Backlog and One Big Program Still in Limbo One of the world's foremost defense and aerospace names, Northrop Grumman (NYSE:NOC) has been one of the strongest-performing large- ...
Why Europe may be the best place to bet on defense stocks
MarketWatch· 2026-03-18 11:44
Core Viewpoint - The escalation of conflict in the Middle East and increased military budgets in European countries have led to a significant rise in demand for weaponry [1] Group 1: Industry Impact - The ongoing conflict in the Middle East is driving a boom in the arms industry, as countries seek to bolster their military capabilities [1] - European nations are responding to geopolitical tensions by increasing their defense budgets, further fueling demand for military equipment [1]
X @Bloomberg
Bloomberg· 2026-03-18 10:52
Israel’s defense giant Elbit is in the very advanced stages of developing a high-energy laser system that will potentially provide a cost-effective way to counter aerial threats https://t.co/OiO8AZMXHX ...
This sector is 'not expensive by any stretch,' investing expert reveals
Youtube· 2026-03-18 05:00
partner and chief investment strategist at Crescent Capital. Jack, traders overwhelmingly believe there will be no move tomorrow, so that wouldn't be a surprise. So, but why must investors pay such close attention to what happens and what Chairman Powell says tomorrow during the show during his news conference.>> Yeah, you're right. Um, it's all about the outlook. It's all about the language, uh, the nuance.Uh right now we started the year with uh investors anticipating two rate cuts this year. That has now ...