On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Bullish BLSH, Kratos Defense and Security Solutions Inc. KTOS, Pony AI Inc. PONY, and Robinhood Markets Inc. HOOD.The Bullish Inc TradeArk Invest added 36,328 shares of Bullish across its ARK Innovation ETF ARKK and ARK Next Generation Internet ETF ARKW, a stake worth nearly $1.97 million. The stock ended the regular session at $54.35, up 5.82%.This surge followed the release of Bullish’s second-quarter earnings, which reported a ...

The Senate Armed Services Committee wants to top up the Pentagon’s defence budget with an extra $22bn. The House of Representatives would like more F-35s. Whether they will prevail is another matter https://t.co/iQiwj8QR24 ...

The UK government is touting investments totaling £150 billion from American businesses, including a deal for the first British-built US Air Force aircraft in more than 50 years https://t.co/cIqqMXzYit ...

Core Viewpoint - Kratos Defense & Security Solutions, Inc. has partnered with the National Chung-Shan Institute of Science and Technology to launch the Mighty Hornet IV Attack UAV, a significant advancement from the MQM-178 target drone, which will be showcased at the Taipei Aerospace & Defense Technology Exhibition [1][2][4] Group 1: Product Development and Features - The Mighty Hornet IV is based on the MQM-178 target drone, featuring high-speed capabilities with a speed of Mach 0.8, high G maneuvering, and a service ceiling exceeding 35,000 feet, making it suitable for global defense needs [2] - The UAV has demonstrated reliability and adaptability in recent exercises, reinforcing its role in Manned-Unmanned Teaming (MUM-T) and loitering munition scenarios [3] Group 2: Strategic Importance - This collaboration emphasizes Kratos' commitment to innovation in the defense sector and marks a significant enhancement in military capabilities for Taiwan [3] - The unveiling of the Mighty Hornet IV at TADTE 2025 highlights Taiwan's dedication to innovation and resilience in defense technology [4] Group 3: Company Overview - Kratos Defense & Security Solutions focuses on technology, products, systems, and software for defense, national security, and commercial markets, emphasizing affordability and rapid development [5][7] - The company aims to leverage proven technologies to reduce costs and risks, positioning itself as a disruptive change agent in the industry [7]

The European Commission is taking steps to ensure that regulations meant to support sustainable investing don’t clash with the bloc’s efforts to pump capital into its defense industry https://t.co/uIsby561jS ...

Boeing’s striking defense workers will vote Friday on a contract proposal drafted by union leaders that includes a 20% guaranteed wage increase and $10,000 signing bonus aimed at ending a six-week labor standoff https://t.co/YVAngfz0C1 ...

Group 1 - RTX Corporation (NYSE:RTX) is highlighted as one of Jim Cramer's stock picks, benefiting from political narratives and defense spending [1][3] - The company secured significant defense contracts, including a $760 million contract from the U.S. Air Force and a $205 million contract for the Phalanx Close-In Weapon System [2] - RTX Corporation has strong institutional backing, with 71 hedge funds holding stakes as of Q2 2025, indicating robust investor interest [3] Group 2 - RTX Corporation is a multinational aerospace and defense company formed in 2020 through the merger of Raytheon Company and United Technologies Corporation's aerospace businesses [4] - The company develops and manufactures advanced systems, including aircraft engines, avionics, missiles, and defense systems [4]

Accessibility StatementSkip Navigation Successful F-22 tests showcase AMRAAM's extended time of flight EGLIN AIR FORCE BASE, Fla., Sept. 16, 2025 /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, and the U.S. Air Force's Air Combat Command have successfully executed the longest known AMRAAM air- to-air missile shot by a fifth-generation fighter during a series of tests in Eglin Air Force Base airspace. The tests, conducted in the fall of 2024 on an F-22, demonstrated AMRAAM's extended time of flight c ...

Fonon to present the LSAD at the Defense TechConnect Innovation Summit & Expo ORLANDO, FL / ACCESS Newswire / September 16, 2025 / Laser Photonics Corporation (NASDAQ:LASE) ("LPC"), $LASE, a global leader in industrial laser systems for cleaning and material processing applications, together with its defense partner Fonon Technologies ("FTI"), a provider of state-of-the-art laser technologies for material processing and defense infrastructures today announced, the Laser Shield Anti-Drone (LSAD) system was s ...

Core Insights - Lockheed Martin Corp. (LMT) shares have increased by 7% over the past month, outperforming the Zacks Aerospace-Defense industry's growth of 1.6% and the S&P 500's return of 2.9% during the same period [1][10] - In contrast, industry peers Boeing Company (BA) and Embraer S.A. (ERJ) have seen declines of 7.1% and 0.9%, respectively [2] Recent Developments - Positive news announcements have contributed to the rise in LMT's stock, indicating strong demand and growth prospects for its products [3] - Notable contracts include a mid-August agreement with Poland to modernize its F-16 fleet, delivery of Black Hawk helicopters to the Philippines, and a $720 million contract for Joint Air-to-Ground Missiles from the U.S. Army [4][5] - LMT's order book for September includes a $900 million contract for Javelin missiles and a $9.8 billion award for 1,970 Patriot Advanced Capability – 3 Missile Segment Enhancement interceptors [6] Financial Outlook - The contracts are expected to drive revenue growth in the coming quarters, with a backlog totaling $166.5 billion as of June 29, 2025, and management anticipating recognition of approximately 38% of this backlog over the next 12 months [7][8][11] - LMT's international business accounts for 27.1% of total sales, with strong demand for tactical missiles, Black Hawk helicopters, and F-35 jets from various countries [12] Earnings Estimates - The Zacks Consensus Estimate for 2025 and 2026 sales indicates year-over-year improvements of 4.5% and 4.3%, respectively, while 2025 earnings estimates suggest a decline of 23.2% [14] - Near-term earnings estimates have decreased over the past 60 days, reflecting analysts' declining confidence in LMT's earnings potential [14] Valuation - LMT's forward 12-month price-to-earnings (P/E) ratio is 17.34X, which is lower than the peer group's average of 20.37X, indicating a potentially attractive valuation [17] - Embraer is trading at a premium with a forward P/E of 22.36X [18]