Sunan Wongsa-nga/iStock via Getty Images French defense technology company Exosens ( EXOSF ) ( EXSNY ) boosted its medium-term financial targets on Monday, citing exceptionally strong demand across defense and surveillance markets after reporting that profit more than doubled in 2025. The maker of night-vision and imaging equipment increased its goal for annual organic revenue growth to 15% and no...
Sunan Wongsa-nga/iStock via Getty Images French defense technology company Exosens ( EXOSF ) ( EXSNY ) boosted its medium-term financial targets on Monday, citing exceptionally strong demand across defense and surveillance markets after reporting that profit more than doubled in 2025. The maker of night-vision and imaging equipment increased its goal for annual organic revenue growth to 15% and now expects organic earnings before interest, taxes, depreciation and amortization growth to exceed 15% over the medium term. Chief Executive Jerome Cerisier said demand for advanced imaging systems has accelerated, particularly in surveillance, where rapidly evolving drone threats are reshaping military requirements. He described the shift as a structural change in the defense landscape. Exosens ( EXOSF ) ( EXSNY ) posted a 22% jump in revenue last year to €468.2 million, while net income from continuing operations climbed to €70.2 million. Looking ahead to 2026, the company projects revenue between €520 million and €540 million, along with adjusted ebitda of €168 million to €178 million. Those figures imply growth of roughly 13% to 14%, moderating from the more than 20% pace recorded last year. Shares fell more than 3% by midday trading. One analyst, speaking on condition of anonymity, attributed the decline to profit-taking following a strong rally, as well as ongoing discussions about a possible resolution to the war in Ukraine. Defense ‘supercycle’ Military procurement has surged since Russia’s 2022 invasion of Ukraine, compounded by U.S. pressure on European allies to increase defense budgets. Since its 2024 public listing, Exosens’ ( EXOSF ) ( EXSNY ) stock has climbed sharply, with investors betting the company, whose defense and surveillance businesses accounted for 75% of revenue last year, would benefit from sustained increases in military spending. Cerisier told Reuters he believes elevated defense budgets are likely to persist beyond any potential ceasefire in Uk...
Joe Raedle/Getty Images News Pentagon leaders, including U.S. Secretary of Defense Pete Hegseth, plan to hold a meeting with Anthropic ( ANTHRO ) CEO Dario Amodei on Tuesday to open up the use cases of artificial intelligence in classified operations, according to Axios. Anthropic, which is backed by tech giants such as Amazon ( AMZN ) and Google ( GOOG )( GOOGL ), provided the first large languag...
Joe Raedle/Getty Images News Pentagon leaders, including U.S. Secretary of Defense Pete Hegseth, plan to hold a meeting with Anthropic ( ANTHRO ) CEO Dario Amodei on Tuesday to open up the use cases of artificial intelligence in classified operations, according to Axios. Anthropic, which is backed by tech giants such as Amazon ( AMZN ) and Google ( GOOG )( GOOGL ), provided the first large language model to be cleared to work on classified material for the U.S. government. However, Anthropic has reportedly pushed back on two use cases of its AI: domestic mass surveillance and autonomous weapons systems. "We have to be able to use any model for all lawful use cases," said Under Secretary for Research and Engineering Emil Michael . "If any one company doesn't want to accommodate that, that's a problem for us." The Pentagon has threatened to remove Claude from its workflows and to force other companies who work with the Pentagon to do the same if Anthropic refuses to ease up on its safeguards. The meeting on Tuesday, which will also include Deputy Secretary Steve Feinberg and Michael, will attempt to resolve this standoff. "Anthropic knows this is not a get-to-know-you meeting," a senior Defense official told Axios . "This is not a friendly meeting. This is a sh*t-or-get-off-the-pot meeting." Anthropic's contract with the Pentagon is worth up to $200M. Anthropic also partners with Palantir ( PLTR ), which works extensively with the U.S. government on security issues. Last week, a senior defense official said that many at the Pentagon see Anthropic as a supply chain risk. "The Department of War's relationship with Anthropic is being reviewed," said Chief Pentagon Spokesman Sean Parnell. "Our nation requires that our partners be willing to help our warfighters win in any fight." An Anthropic spokesperson said the company "is committed to using frontier AI in support of U.S. national security." More on Anthropic Cybersecurity stocks fall after Anthropic unveils Claude Cod...
AI Agent OpenClaw Confirms Ban On Bitcoin/Crypto Discussions In Discord Authored by Amin Haqshanas via CoinTelegraph.com, The developer behind the fast-growing open-source AI agent framework OpenClaw has confirmed that any mention of Bitcoin or other cryptocurrencies on its Discord server can lead to removal. In a Saturday post on X, a user revealed that they were blocked from OpenClaw’s Discord s...
AI Agent OpenClaw Confirms Ban On Bitcoin/Crypto Discussions In Discord Authored by Amin Haqshanas via CoinTelegraph.com, The developer behind the fast-growing open-source AI agent framework OpenClaw has confirmed that any mention of Bitcoin or other cryptocurrencies on its Discord server can lead to removal. In a Saturday post on X, a user revealed that they were blocked from OpenClaw’s Discord simply for referencing Bitcoin block height as a timing mechanism in a multi-agent benchmark. In response, OpenClaw creator Peter Steinberger confirmed the action, writing that members had accepted “strict server rules” upon joining and that the community maintains a “no crypto mention whatsoever” policy. OpenClaw confirms ban on crypto. Source: Steinberger Steinberger later agreed to re-add the user, asking them to email their username so he could restore their access to the server. OpenClaw’s crypto problem began with a fake token Trouble began during a rebrand after Steinberger received a trademark notice related to the project’s original name. In the short window between releasing old social accounts and claiming new ones, scammers seized the abandoned handles and promoted a Solana-based token called $CLAWD . The token surged to roughly $16 million in market capitalization within hours before collapsing more than 90% after Steinberger publicly denied involvement. Early buyers accused the developer. Steinberger responded at the time by warning users he would never launch a cryptocurrency and that any token claiming association with him was fraudulent. Security researchers later identified hundreds of exposed OpenClaw instances online and dozens of malicious plug-ins, many designed to target crypto traders. OpenClaw has expanded rapidly since launching in late January, surpassing 200,000 GitHub stars within weeks and attracting a wide developer audience interested in autonomous agents. Crypto firms bullish on AI agents Industry leaders increasingly see crypto as the defaul...
Abbott Laboratories is selling corporate bonds in as many as eight parts to help fund its around $21 billion acquisition of cancer-screening company Exact Sciences Corp. The medical-devices maker is offering bonds with maturities ranging from three to 40 years, according to a person with knowledge of the matter, who asked not to be identified discussing private details. Initial price discussions f...
Abbott Laboratories is selling corporate bonds in as many as eight parts to help fund its around $21 billion acquisition of cancer-screening company Exact Sciences Corp. The medical-devices maker is offering bonds with maturities ranging from three to 40 years, according to a person with knowledge of the matter, who asked not to be identified discussing private details. Initial price discussions for the longest portion of the deal, a bond maturing in 2066, are for a premium of about 1.15 percentage points above Treasuries, the person added. Morgan Stanley , Barclays Plc. , Bank of America Corp. and JPMorgan Chase & Co. are managing the deal. Morgan Stanley provided the company with $20 billion in bridge financing to help fund the acquisition late last year, one of the largest such loans of 2025. The bond sale is expected to help replace that short-term borrowing facility.
Arseniy45/iStock via Getty Images Texas Instruments ( TXN ) and Monolithic Power Systems ( MPWR ) were named top picks at Citi, as the investment firm believes the pair have moved to “phase 2” of its cyclical framework. “We believe the group is in Phase 2 of our cyclical framework where stocks with product cycles or self-help stories generally outperform the group,” analyst Atif Malik wrote in a n...
Arseniy45/iStock via Getty Images Texas Instruments ( TXN ) and Monolithic Power Systems ( MPWR ) were named top picks at Citi, as the investment firm believes the pair have moved to “phase 2” of its cyclical framework. “We believe the group is in Phase 2 of our cyclical framework where stocks with product cycles or self-help stories generally outperform the group,” analyst Atif Malik wrote in a note to clients. “We like TXN gross margin expansion potential as it approaches the end of its capital investment cycle and focuses R&D investments in the data center end market. On MPWR, we expect the company to outgrow the industry led by enterprise data sales product growth.” Delving deeper, Malik said that data center-released sales for analog companies grew between 50% and 70% year-over-year in 2025, well above the combined growth of the analog and microcontroller industry growth of 6%. “While the data center exposure is still teens sales exposure of most analog companies, we believe the group could sustain multiple re-rating as revenues from the data center end market accelerate to account for more than 25% of sales,” Malik added. “Based on the targets and commentary provided by analog companies, we estimate data center/AI-related revenue for analog companies to grow roughly 70% YoY in 2026.” More on Texas Instruments and Monolithic Power Systems Monolithic Power Systems, Inc. 2025 Q4 - Results - Earnings Call Presentation Monolithic Power Systems, Inc. (MPWR) Q4 2025 Earnings Call Transcript Silicon Labs Acquisition Is A Quiet Win For Texas Instruments Insider trades: Oracle, Goldman Sachs, Reddit among notable names Key deals this week: Zscaler, Eldorado Gold, Henkel, and more
Live Nation Entertainment Inc. is asking a federal judge to pause the antitrust case brought by the Justice Department and dozens of state attorneys general a week before trial, so it can appeal his ruling last week declining to throw out the case. The case goes to trial March 2 in New York federal court before US District Judge Arun Subramanian . On Wednesday, Subramanian threw out claims that th...
Live Nation Entertainment Inc. is asking a federal judge to pause the antitrust case brought by the Justice Department and dozens of state attorneys general a week before trial, so it can appeal his ruling last week declining to throw out the case. The case goes to trial March 2 in New York federal court before US District Judge Arun Subramanian . On Wednesday, Subramanian threw out claims that the company monopolizes the concert promotion market and harms fans through higher ticket prices, but allowed the bulk of the case to proceed. That includes allegations that Live Nation ties the use of its amphitheaters to its concert promotion services and monopolizes the ticketing market. But Live Nation says most of what remains should be dismissed, and it is seeking to delay the trial while it appeals the ruling. Much of the case is focused on Live Nation’s harm to what the government calls major concert venues, which it defines as arenas and amphitheaters with more than 8,000 seats, holding at least 10 concerts in a year. The company is accused of discriminating against those venues by forcing them to use its ticketing services if they want to host Live Nation concerts. Subramanian ruled that the government doesn’t have to prove direct evidence of economic harm to major concert venues. The company says major concert venues is a gerrymandered market that improperly excludes both smaller and larger facilities, and that there must be direct evidence that it discriminated against this specific group of venues. Live Nation says that ruling should be reversed. The company also contends that because Subramanian threw out the claims related to the concert promotion market, it would be incorrect to keep alive the claim that it ties amphitheaters to the use of its promotion services. Because there has been no final judgment in the case, Live Nation is not yet entitled to an appeal. Rather it is at the discretion of Subramanian, with a high bar to clear a week before trial. If it’s...
Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn out up to 50% more chips by decade's end, to help retain the Dutch company's edge over emerging U.S. and Chinese rivals. ASML is the world's only maker of commercial extreme ultraviolet lithography (EUV) machines, a critical tool for chipmakers such as Taiwan Semicond...
Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn out up to 50% more chips by decade's end, to help retain the Dutch company's edge over emerging U.S. and Chinese rivals. ASML is the world's only maker of commercial extreme ultraviolet lithography (EUV) machines, a critical tool for chipmakers such as Taiwan Semiconductor Manufacturing Co, Intel and others in producing advanced computing chips. "It's not a parlor trick or something like this, where we demonstrate for a very short time that it can work," Michael Purvis, ASML's lead technologist for its EUV source light, said in an interview.
Gargolas/iStock via Getty Images PPL Corp. ( PPL ) -1.5% pre-market Monday after announcing plans to sell 20M equity units at $50 each in a public offering , totaling $1B, with an underwriter over-allotment option for an additional 3M units, or $150M. Each unit will consist of a contract to purchase PPL ( PPL ) common stock in the future and two 1/40 undivided beneficial ownership interests in PPL...
Gargolas/iStock via Getty Images PPL Corp. ( PPL ) -1.5% pre-market Monday after announcing plans to sell 20M equity units at $50 each in a public offering , totaling $1B, with an underwriter over-allotment option for an additional 3M units, or $150M. Each unit will consist of a contract to purchase PPL ( PPL ) common stock in the future and two 1/40 undivided beneficial ownership interests in PPL Capital Funding Inc.'s remarketable senior notes, each having a principal amount of $1,000. The company said it plans to use the proceeds from the offering to repay short-term debt and for general corporate purposes. Last week , PPL ( PPL ) reported in-line Q4 adjusted earnings while guiding for FY 2026 EPS of $1.90-$1.98, in line with the $1.95 FactSet consensus estimate, and extending its 6%-8% annual earnings per share growth target through 2029. More on PPL Corp. PPL Corp. Q4 2025 Earnings Call Transcript PPL Corp. Q4 2025 Earnings Call Presentation PPL Corp.: Still Lagging The Broader Indices, Now Below 3.2% Yield
Alistair Berg Stock index futures slipped on Monday as renewed uncertainty gripped markets following President Donald Trump’s recent tariff announcement. Here are the four stocks to watch on the day: Merck & Co. ( MRK ) rose 0.7% in premarket trade after the drugmaker announced plans to separate its core pharmaceutical division into two units. The company said it is organizing its Human Health bus...
Alistair Berg Stock index futures slipped on Monday as renewed uncertainty gripped markets following President Donald Trump’s recent tariff announcement. Here are the four stocks to watch on the day: Merck & Co. ( MRK ) rose 0.7% in premarket trade after the drugmaker announced plans to separate its core pharmaceutical division into two units. The company said it is organizing its Human Health business into an Oncology Business Unit and a Specialty, Pharma & Infectious Diseases Business Unit. The reorganization comes as Merck prepares for the upcoming patent expiration of its top-selling drug. Domino’s Pizza ( DPZ ) jumped 4.5% before the opening bell following strong fourth-quarter results. The company achieved its 32nd consecutive year of same-store growth in international markets while gaining another point of market share in the U.S. The performance was fueled by a 1.7% increase in food basket pricing, higher franchisee profits, and increased sales across both international and domestic markets. Gilead Sciences ( GILD ) slipped 0.9% in premarket trade after announcing an agreement to acquire biotechnology company Arcellx (ACLX) for $115 per share in cash at closing and one contingent value right of $5 per share. The transaction represents an implied equity value of $7.8 billion payable at closing and is anticipated to close during the second quarter of 2026. Honeywell International ( HON ) traded flat in early action after announcing a revised agreement to acquire Johnson Matthey’s Catalyst Technologies for £1.325 billion, down from £1.8 billion. The long-stop date for regulatory approvals has been extended to July 21, 2026, with a potential further extension to August 21, 2026, if certain conditions are fulfilled. More Related Stories Merck: Why Investors Should Remain Bullish Despite Patent Risks Time To Take Profits On Gilead Sciences (Rating Downgrade) Domino's Pizza: Lacks Clear Catalyst Through 2026 (Rating Downgrade) Domino's Pizza delivers a solid Q4, ra...
Businesses in Hong Kong remain confident of weathering uncertainties after US President Donald Trump raised global tariffs in response to a Supreme Court ruling that struck down his sweeping levies on imports. The local business sector was convinced that the impact of the new 15 per cent global tariff would be “limited”, echoing the opinion of financial officials. “President Trump’s actions only u...
Businesses in Hong Kong remain confident of weathering uncertainties after US President Donald Trump raised global tariffs in response to a Supreme Court ruling that struck down his sweeping levies on imports. The local business sector was convinced that the impact of the new 15 per cent global tariff would be “limited”, echoing the opinion of financial officials. “President Trump’s actions only undermine confidence in American investment and trade, doing nothing but harm,” Jimmy Ng Wing-ka, who...
Federal Reserve Governor Christopher Waller said his decision on whether to support an interest-rate cut at the US central bank’s next policy meeting on March 17-18 will depend on upcoming labor-market data. Waller spoke Monday at an event in Washington with the National Association for Business Economics (Source: Bloomberg)
Federal Reserve Governor Christopher Waller said his decision on whether to support an interest-rate cut at the US central bank’s next policy meeting on March 17-18 will depend on upcoming labor-market data. Waller spoke Monday at an event in Washington with the National Association for Business Economics (Source: Bloomberg)