Sharemaestro Newsreel

Tesla and SpaceX Just Committed $16.8 Billion to a Texas Chip Plant.

Legendary Tech Investor explains the chip shortage behind the project, and why he believes it could reshape the AI era Baltimore, MD, Aug. 11, 2026 (GLOBE NEWSWIRE) -- James Altucher says the most important technology story of the year just unfolded in a quiet …

SpaceX analyst plots path to bold $100 billion claim

While SpaceX stock is still hovering near its initial public offering price, SpaceX investors must be happy that near $135, the stock is up substantially from $108 per share just a few days ago. SpaceX's 23% rally over the past five sessions, including a …

General Dynamics (GD) counsel Gregory Gallopoulos reports 1,500-share charitable gift

Gregory S. Gallopoulos, Senior VP, General Counsel, and Secretary of General Dynamics (GD), reported a charitable donation of 1,500 shares of common stock on August 7, 2026, to a donor advised fund. Following this bona fide gift, he directly holds 124,264 shares and indirectly …

ACHR Q2 Earnings Call Centers on Boeing Deal and Defense Push

Archer Aviation Inc. ACHR used its second-quarter earnings call to frame its growth plan around a broader aerospace, defense and aviation-AI platform, led by planned acquisitions from Boeing. Management also kept Midnight certification and early operations at the center of spending priorities, while outlining …

AT&T Yields 4.7% and Trades At 8 Times Earnings. Is the SpaceX Threat Really Worth That Discount?

AT&T (NYSE: T) appears to face a significant threat from Space Exploration Technologies (NASDAQ: SPCX). COO Gwynne Shotwell announced that SpaceX's connectivity segment, Starlink, will compete with AT&T, Verizon, and T-Mobile as a full-fledged wireless carrier. Admittedly, such a move appears bleak for AT&T …

2 Stocks I Think Are Hands-Down Better Picks Than SpaceX Right Now

Space Exploration Technologies (NASDAQ: SPCX) has been perhaps the most talked-about stock on Wall Street since it completed the largest IPO ever in mid-June. Opinions on the company's prospects are divided. Some see an innovative company that has already disrupted the space travel industry …

Elbit Systems Ltd Stock (ESLT) Moved Down by 9.32% on Aug 11: Drivers Behind the Movement

Elbit Systems Ltd (ESLT) stock dropped 9.32% on August 11, despite the company beating Q2 revenue and earnings expectations. The decline was attributed to profit-taking after a significant rally, coupled with management citing supply chain disruptions, geopolitical challenges, and higher income tax expenses under …

Kratos (KTOS) Stock Looks Fully Priced Despite Strong 3 Year Returns

Kratos Defense & Security Solutions (KTOS) has seen significant returns over the past three years, yet its stock appears expensive according to valuation checks. Trading at a P/S multiple of 7.7x, which is considerably higher than industry averages and its estimated fair value of …

Rocket Lab USA, Hims & Hers, AST SpaceMobile, Archer Aviation and Plug Power: Why These 5 Stocks Are on I

This article highlights five stocks that gained significant investor attention: Rocket Lab USA, Hims & Hers Health Inc., AST SpaceMobile Inc., Archer Aviation Inc., and Plug Power Inc. It provides a brief overview of their recent stock performance, key financial results, and notable company …

Airbus And Boeing Report July 2026 Commercial Aircraft Orders and Deliveries

In July 2026, Airbus delivered 67 commercial aircraft and secured 204 gross orders, primarily driven by strong Farnborough Air Show sales, widening its lead over Boeing in both deliveries and orders for the year. Boeing delivered 53 aircraft and recorded 38 gross orders, with …

Joby to buy Resonant Sciences, establish defense business in $500 million deal

Joby Aviation is acquiring Resonant Sciences for $500 million, comprising $450 million in cash and $50 million in Joby stock. This acquisition will establish Resonant Sciences as Joby's dedicated defense business, focusing on autonomous technology and hybrid-electric aircraft for military applications. The deal, expected …

Boeing selling 3 subsidiaries to Archer Aviation, taking minority stake

Boeing is selling three subsidiaries—Wisk Aero, Insitu, and Skygrid—to Archer Aviation in exchange for a minority stake, amounting to 19.75% of Class A shares with options to buy more. This deal, expected to close by the end of 2026, allows Boeing to focus on …

Neros valuation triples to $2.5B as drone maker raises $250M

[An interceptor drone during the interception of combat drones] MikeMareen/iStock via Getty Images Defense technology startup Neros raised $250 million in new funding, tripling its valuation to $2.5 billion as it ramps up drone production to meet growing U.S. military demand. Sequoia Capital and …

Elon Musk Says Memory Is Now AI's Biggest Bottleneck. Here's What That Means for Micron and Sandisk.

Listening to earnings calls can be a great way for investors to pick up information about the current business landscape, and on the Space Exploration Technologies call last week, CEO Elon Musk made a statement that has huge implications for companies all across the …

TransDigm (TDG) Q3 2026 Earnings Call Transcript

3 Reasons Why Growth Investors Shouldn't Overlook Moog (MOG.A)

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all. That's because, these stocks usually carry above-average risk and volatility. …

Why Did The Pentagon Just Hand Lockheed Martin (LMT) $58.62B?

Lockheed Martin (NYSE:LMT) just landed one of the largest single contract awards in its history. On July 29, the Department of War handed the defense giant a seven-year, up to $53.86 billion undefinitized contract action for PAC-3 Missile Segment Enhancement interceptors, pushing the total …

HII wins $2.2 billion SOUTHCOM surveillance and intelligence services task order

Huntington Ingalls' Mission Technologies has secured a $2.2 billion GSA ASTRO task order to provide surveillance and intelligence services to the U.S. Southern Command (SOUTHCOM). The contract covers a range of services including tracking, intelligence, network services, reconnaissance, analysis, and interceptions across Central America, …

Boeing sells Wisk flying taxi, drone units to Archer

Boeing is selling its Wisk, SkyGrid, and Insitu units, which focus on flying taxis and drones, to Archer Aviation Inc. This move allows Boeing to concentrate on its core commercial and defense businesses while acquiring an almost 20% stake in Archer and forming a …

Axon Enterprise Inc Stock (AXON) Moved Up by 5.68% on Aug 11: Key Drivers Unveiled

Axon Enterprise Inc (AXON) saw its stock rise by 5.68% on August 11, driven by strong second-quarter revenue, a raised full-year outlook, and expanding subscription offerings like TASER devices and body cameras. Despite initial concerns over margin contraction, analysts maintain bullish ratings with an …

WZL-1, WCBKT and Boeing sign offset agreements to support Poland’s AH-64E Apache helicopter fleet

Boeing has signed offset implementation agreements with Wojskowe Zakłady Lotnicze Nr 1 S.A. (WZL-1) and Military Central Bureau of Design and Technology S.A. (WCBKT) to provide long-term industrial cooperation for Poland's AH-64E Apache helicopter fleet. These agreements will establish in-country sustainment, maintenance, and ground …

Elbit Systems (NASDAQ:ESLT) Shares Gap Down - What's Next?

HII Awarded $2.2 Billion Contract to Advance U.S. Surveillance and Intelligence Capabilities for the Western Hemisphere

HII MCLEAN, Va., Aug. 11, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that its Mission Technologies division has been awarded a $2.2 billion task order to deliver advanced Surveillance, Tracking, Intelligence, Network Services, Global Reconnaissance, Analysis, and Interceptions (STRINGRAI) in support of …

Archer Aviation Inc (ACHR) trades 126.8 million shares in active-mover screen

The eVTOL developer is drawing fresh attention in Industrials, but technical confirmation remains mixed.

Elbit Systems' Second Quarter Aerospace Revenue Drops on Unfavorable Project Mix, Lower European Training Sales

Elbit Systems' shares experienced a decline after the Israeli defense electronics company reported a drop in its aerospace revenue for the second quarter. This decrease is attributed to an unfavorable project mix and reduced sales from European training activities. The full article content is …

Rocket Lab Stock Tumbles After Q2 Earnings Misses Estimate

This article first appeared on GuruFocus. Rocket Lab (NASDAQ:RKLB) shares plunged 2% Tuesday after the space company's latest results raised concerns about near-term profitability despite another quarter of strong revenue growth. Rocket Lab reported second-quarter revenue of $234 million, a 62% increase from a …

Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)

Stock Market Today: The Dow Jones index gives up gains as oil rises. SpaceX rival Rocket Lab falls on earnings. A Roger Federer play dives. Continue Reading

Boeing delivers 53 jets in July, led by 737 Max and Dreamliner

[Boeing 777X test flight in February of 2020 in the skies over Spokane, Washington USA.] Jon Tetzlaff Boeing (BA [https://seekingalpha.com/symbol/BA]) delivered 53 commercial aircraft in July, as the U.S. planemaker continued to ramp up output of its 737 Max and 787 Dreamliner jets. The …

Rocket Lab (RKLB): Q1 $200M Revenue +63%, $2.2B Backlog, $663M Defense Wins, Stock Tests $83 Breakout

GD vs. GE: Which Stock Is the Better Value Option?

Investors interested in Aerospace - Defense stocks are likely familiar with General Dynamics (GD) and GE Aerospace (GE). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. We have found that the …

Boeing delivers 53 jets in July, led by 737 Max and Dreamliner (BA:NYSE)

Boeing delivered 53 commercial aircraft in July, continuing to increase production of its 737 Max and 787 Dreamliner jets. The deliveries included 39 737 Max aircraft and 10 787 Dreamliners, highlighting the company's efforts to ramp up its output. This indicates a steady recovery …

Archer Aviation Zooms 11% Higher as Boeing Deal Rally Extends on Earnings-Call Details; Joby, EHang Lag Behind

Quick Read Archer Aviation surged 11% Tuesday as earnings-call details revealed Boeing's Insitu subsidiary generates $200M+ annually and can fund Archer's operations independently. JOBY shares dropped 2% and EH stayed flat, indicating that the rally is Archer-specific and not a broad eVTOL sector move. …

ITA, GE, RTX, HWM: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Aerospace & Defense ETF (Symbol: ITA) where we have detected an approximate $376.7 million dollar inflow -- that's a 2.6% increase week …

A Red-Hot Robotics IPO Is 8,000 Times Oversubscribed. SpaceX Drew 4X Demand.

Quick Read NVDA powers nearly every physical AI roadmap with revenue surging 85% to $82 billion, while OUST climbed 108% year to date on 56% revenue growth. Unitree's Shanghai IPO drew 8,000 times retail oversubscription, dwarfing SpaceX's 4x and signaling that physical AI investor …

Rocket Lab Drops on Launch Pushback; Riot Platforms' Anthropic Deal | Stock Movers

On this episode of Stock Movers: - Anthropic PBC has struck a $9.1 billion deal with Riot Platforms (RIOT), a Bitcoin mining company that recently began selling AI data center capacity. Riot disclosed it had secured a 20-year deal to supply 191 megawatts of …

VOYG Stock Alert: What to Know as Voyager Technologies Scores New Space Force Contract

A concept image of space_ Image by Canities via Shutterstock_ Voyager Technologies (VOYG) shares closed higher on Aug. 10 after the Denver-headquartered firm announced a major new contract from the U.S. Space Force (USSF). Under the agreement with Space Systems Command, the company will …