Key Points President Trump called for a $1.5 trillion defense budget yesterday. Separately, NASA awarded Voyager a HUNCH contract today. 10 stocks we like better than Voyager Technologies › Voyager Technologies (NYSE: VOYG) stock rocketed 8.1% through 11:15 a.m. ET Thursday on a double dose of good news. The biggest: President Trump announced Wednesday he wants to spend $1.5 trillion on defense. "For the Good of our Country ... our Military Budget for the year 2027 should not be $1 Trillion Dollar ...

Last month, Barron’s pointed out that the U.S. economy is “K-shaped.” In other words, wealthier Americans, powered by the stock market’s strength, are in good shape financially, while poorer consumers who don’t own equities are struggling because the labor market is weak and inflation remains elevated, partly due to tariffs. Since consumer spending accounts for about 70% of U.S. GDP, lower outlays by the working class and the middle class could cause economic growth to decelerate sharply in 2026. Additio ...

Core Viewpoint - Edge Total Intelligence Inc. has successfully completed the acquisition of technology assets from Austal Limited, enhancing its capabilities in aviation and marine applications [1][2]. Group 1: Acquisition Details - The acquisition includes a 100% interest in various software products, including a planning software for aviation, a branched LUSI solution, and an enterprise asset management software suite focused on marine applications [1]. - The company issued 6,075,459 subordinate voting shares to Austal as part of the transaction, representing 9.9% of the issued and outstanding shares at a deemed price of C$1.00 per share [2]. Group 2: Rights and Obligations - Austal has been granted a right of first refusal to partner with the company in utilizing the acquired assets in specific global markets, including Australia, the United States, and several other countries [3]. - Austal has the right to nominate one individual for election to the company's board of directors, which will remain until Austal's shareholding falls below 5% for more than 20 consecutive days [3]. Group 3: Transition and Conditions - Key personnel from Austal will transition to the company to ensure continuity of service for Austal's programs and customers [4]. - If the company does not complete an uplisting transaction to NASDAQ or NYSE within 12 months, or if certain conditions are not met, all rights to the acquired assets will revert back to Austal [4]. Group 4: Company Background - Austal is recognized as a global leader in shipbuilding and defense contracting, having built over 300 vessels for more than 100 operators in 54 countries [6]. - Edge Total Intelligence Inc. specializes in real-time digital operations and decision intelligence solutions, aiming to provide clarity and agility in business operations [7].

Core Viewpoint - CACI International is set to acquire ARKA Group for $2.6 billion, enhancing its capabilities in the defense and space technology sectors [1] Group 1: Acquisition Details - The acquisition price for ARKA Group is $2.6 billion, which will be funded by resources managed by Blackstone Tactical Opportunities [1] - This acquisition is part of CACI's strategy to expand its footprint in the national security and space technology markets [1] Group 2: Strategic Implications - By acquiring ARKA Group, CACI aims to strengthen its position in the defense sector, particularly in space technology [1] - The deal reflects a growing trend of consolidation in the defense industry, as companies seek to enhance their technological capabilities [1]

Core Insights - The Trump administration is preparing an executive order aimed at restricting dividends, stock buybacks, and executive compensation for defense contractors that exceed budget and experience delays [1] Group 1: Executive Order Implications - The proposed executive order targets defense contractors that are over-budget and delayed, indicating a shift in accountability measures within the defense industry [1] - The order is expected to impose limitations on financial practices such as dividends and buybacks, which could impact the financial strategies of affected companies [1] - Executive pay will also be scrutinized, suggesting a potential change in how compensation is structured for top executives in the defense sector [1]

Core Insights - Parsons Corporation has been awarded the Cooperative Threat Reduction Integration Contract (CTRIC) IV by the Defense Threat Reduction Agency (DTRA), highlighting its leadership in global threat reduction and security [1][3] - The contract has a ceiling value of $3.5 billion and includes a five-year base period with one five-year option period [1][2] Contract Details - Under the CTRIC IV contract, Parsons will compete for task orders aimed at reducing threats from weapons of mass destruction (WMD), including chemical, biological, radiological, and nuclear threats [2] - The efforts will involve eliminating, securing, or consolidating WMD and related materials, as well as assisting partner nations in enhancing their operational capabilities to prevent and detect illicit trafficking of WMD-related materials and technology [2] Company Positioning - Parsons has a long-standing partnership with DTRA and is committed to leveraging its national security solutions experience to support initiatives that counter WMD and emerging threats globally [3] - The CTRIC IV contract positions Parsons to continue its critical work with DTRA, further supporting the Cooperative Threat Reduction Directorate in addressing WMD-related threats [3] Company Overview - Parsons is recognized as a leading disruptive technology provider in national security and global infrastructure markets, with capabilities spanning cyber and electronic warfare, space and missile defense, and critical infrastructure protection [5]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against KBR, Inc. related to alleged violations of federal securities laws, with a deadline for investors to seek lead plaintiff status in a class action lawsuit set for November 18, 2025 [1][3]. Group 1: Allegations Against KBR - The complaint alleges that KBR and its executives made false or misleading statements regarding the HomeSafe's ability to fulfill the Global Household Goods Contract, despite knowing about the U.S. Department of Defense's concerns [3]. - The lawsuit claims that KBR's statements about its business operations and prospects were materially false and misleading, leading to investor damages when the truth was revealed [3]. Group 2: Stock Price Impact - Following the announcement of the termination of the Global Household Goods Contract by HomeSafe, KBR's stock price fell by $3.85 per share, or 7.29%, closing at $48.93 on June 20, 2025 [4]. - On the next trading day, KBR's stock experienced an additional decline of $1.30, or 2.65%, closing at $47.63 on June 23, 2025 [4]. Group 3: Legal Proceedings - The lead plaintiff in the class action will be the investor with the largest financial interest who is also typical of the class members, overseeing the litigation on behalf of the class [5]. - Any member of the class can move to serve as lead plaintiff or choose to remain an absent class member without affecting their ability to share in any recovery [5].

Core Viewpoint - A class action lawsuit has been filed against KBR, Inc. for allegedly making false and misleading statements regarding its partnership with HomeSafe, which led to a significant drop in KBR's stock price after the termination of a contract by the U.S. Department of Defense's TRANSCOM [1][3][4]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired KBR shares between May 6, 2025, and June 19, 2025 [1][2]. - Investors have until November 18, 2025, to seek appointment as lead plaintiff representatives [2]. - The allegations include KBR's failure to disclose concerns from TRANSCOM about HomeSafe's ability to fulfill its obligations under the Global Household Goods Contract [3]. Group 2: Impact on Stock Price - Following the announcement of the contract termination by HomeSafe on June 19, 2025, KBR's shares fell by $3.85, or 7%, closing at $48.93 on June 20, 2025 [4]. Group 3: Company Background - KBR, Inc. is headquartered in Houston, Texas, and provides engineering, logistics, defense contracting, and mission-critical government services [2].

Group 1 - Firefly Aerospace's stock price dropped by 12.5% following the announcement of a successful acquisition, despite the news being perceived as positive [1][4] - The company completed the acquisition of defense contractor SciTec for $855 million, primarily using Firefly stock, which is expected to enhance its defense capabilities [3][4] - The effective price for the acquisition is closer to $520 million, yielding a price-to-sales ratio of approximately 3.2 times, which is considered fair [5][6] Group 2 - The acquisition of SciTec is aimed at advancing Firefly's defense capabilities for critical national security programs [4] - Despite the positive developments, investors are selling Firefly stock, raising questions about market sentiment [1][4] - Firefly Aerospace was not included in a list of top stock recommendations by The Motley Fool Stock Advisor, which identified 10 better investment opportunities [7][8]

Core Viewpoint - The stock of Leos has reached a record high following a strong earnings report, with both top and bottom line beats, and an increase in full-year guidance [1][4]. Company Performance - Leos reported earnings of $35 per share, a 7% increase compared to the estimated $2.68, and an increase from last year's earnings of $2.93 [4]. - Sales rose by 7.1% to $4.5 billion, up from $4.41 billion [4]. - The company raised its dividend from $0.40 to $0.43, indicating confidence in future progress [5]. Market Context - There is a notable influx of capital into the defense sector, particularly benefiting companies like Leos that focus on software and cybersecurity [1][2]. - Approximately 87% of Leos' sales are derived from the Department of Defense, NASA, and AFAA, highlighting its strong government ties [2]. Industry Dynamics - The defense sector is experiencing a divergence between hardware-based contractors and those focused on consulting services, with companies like Leos positioned uniquely due to their proprietary technology [8][9]. - The recovery of technologically innovative companies in the defense sector is evident, as they begin to catch up after earlier setbacks due to budget cutbacks [3][10]. Analyst Insights - Analysts note an improvement in cash flow for Leos and suggest that concerns regarding defense contractor cutbacks were overstated, indicating a resumption of positive trends for the company [11].