A new crop of defense startups from drone makers to software developers are emerging on Wall Street as governments raise military budgets and refill depleting supplies amid intensifying geopolitical tensions. In recent years, the Pentagon has been diversifying from traditional military contractors Northrop Grumman Corp. and Lockheed Martin Corp. and looking into nimble companies that resemble tech...
A new crop of defense startups from drone makers to software developers are emerging on Wall Street as governments raise military budgets and refill depleting supplies amid intensifying geopolitical tensions. In recent years, the Pentagon has been diversifying from traditional military contractors Northrop Grumman Corp. and Lockheed Martin Corp. and looking into nimble companies that resemble technology upstarts — with lofty valuations – that offer systems and materials that make fighting more cost efficient. As a result, investors are getting excited about defense names. “A lot of the companies that are going public right now are focused in areas that are high on the Pentagon’s wishlist,” said Austin Moeller , analyst at Canaccord Genuity. “That’s where all the budget dollars are flowing.” Aerospace and defense IPO activity have been making a comeback since 2024, according to data compiled by Bloomberg. So far this year there are two deals, not including the eye-popping debut of Austin, Texas-based Swarmer Inc. , whose AI platform is used to deploy and coordinate drone swarms, which saw its shares soar nearly 1,000% in the first three trading sessions after its initial public offering. Since 2019, 26 defense-related companies have debuted in initial public offerings, out of which at least eight jumped more than 30% in their first day of trading, data compiled by Bloomberg show. Hawkeye 360 Inc. , which provides satellite-based signals intelligence to US agencies, is the latest company to IPO. The Herndon, Virginia-based company is seeking to raise $416 million in an initial public offering by marketing 16 million shares for $24 to $26 each. A Defense Supercycle This year, shares of Arxis Inc ., a provider of electronic parts for aerospace and defense firms, surged 38% in its first day of trading after raising $1.3 billion in an upsized initial public offering. And military drone manufacturer Aevex Corp . doubled in two trading sessions after its listing . “We’ve go...
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More on AbbVie AbbVie: Fairly Valued And Positioned For Growth AbbVie: Buy Or Sell Ahead Of Q1 Earnings? It's A Buy, But With Caveats (Upgrade) AbbVie: Upside Potential And Dividends With Competent Portfolio Renewal AbbVie Non-GAAP EPS of $2.65 misses by $0.02, revenue of $15B beats by $280M AbbVie says Rinvoq bests Humira in head-to-head study in rheumatoid arthritis
hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analyst...
hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analysts at the firm wrote in a note to clients. They added they would be buyers of “AI-driven tech stocks,” and in particular Oracle ( ORCL ), calling the drop a “way overreaction.” The firm has an Outperform rating and a $225 price target on Oracle. The two companies are closely linked, given that OpenAI accounts for roughly $300B of Oracle's $553B backlog. However, both companies, especially Oracle, are in good shape, given their recent capital raises, the analysts explained. (Oracle is working on raising $50B in debt and equity, and OpenAI recently raised $122B from numerous investors.) “We have a high level of confidence in ORCL’s ability to complete its $50 billion capital raise given a large portion of its debt raising to fuel its data center buildout which revolves incrementally around OpenAI’s ability to fund its purchase commitments,” the analysts added. “While these concerns are important to keep an eye on, we believe the pullback in ORCL shares represent a solid buying opportunity with OpenAI set to go public by the end of this year providing the company with fresh access to capital from public markets. We believe that recent concerns around OpenAI are overblown with the company having enough capital to fulfill its compute capacity needs over at least the next three years following the company’s recent $122 billion funding round giving us confidence that ORCL’s backlog will be fulfilled in the near-term while the company’s path to IPO will provide sufficient liquidity for its commitments in the long-term.” More on Oracle and OpenAI Wall Street Lunch: UAE Blindsides Oil...
hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analyst...
hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analysts at the firm wrote in a note to clients. They added they would be buyers of “AI-driven tech stocks,” and in particular Oracle ( ORCL ), calling the drop a “way overreaction.” The firm has an Outperform rating and a $225 price target on Oracle. The two companies are closely linked, given that OpenAI accounts for roughly $300B of Oracle's $553B backlog. However, both companies, especially Oracle, are in good shape, given their recent capital raises, the analysts explained. (Oracle is working on raising $50B in debt and equity, and OpenAI recently raised $122B from numerous investors.) “We have a high level of confidence in ORCL’s ability to complete its $50 billion capital raise given a large portion of its debt raising to fuel its data center buildout which revolves incrementally around OpenAI’s ability to fund its purchase commitments,” the analysts added. “While these concerns are important to keep an eye on, we believe the pullback in ORCL shares represent a solid buying opportunity with OpenAI set to go public by the end of this year providing the company with fresh access to capital from public markets. We believe that recent concerns around OpenAI are overblown with the company having enough capital to fulfill its compute capacity needs over at least the next three years following the company’s recent $122 billion funding round giving us confidence that ORCL’s backlog will be fulfilled in the near-term while the company’s path to IPO will provide sufficient liquidity for its commitments in the long-term.” More on Oracle and OpenAI Wall Street Lunch: UAE Blindsides Oil...
Capital Power press release ( CPXWF ): Q1 AFFO of C$0.98. Revenue of C$1.21B (+22.5% Y/Y). More on Capital Power Corporation Capital Power Corporation (CPX:CA) Shareholder/Analyst Call Transcript Capital Power Corporation (CPX:CA) Q4 2025 Earnings Call Transcript Capital Power Corporation 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Capital Power Corporation Dividend...
Capital Power press release ( CPXWF ): Q1 AFFO of C$0.98. Revenue of C$1.21B (+22.5% Y/Y). More on Capital Power Corporation Capital Power Corporation (CPX:CA) Shareholder/Analyst Call Transcript Capital Power Corporation (CPX:CA) Q4 2025 Earnings Call Transcript Capital Power Corporation 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Capital Power Corporation Dividend scorecard for Capital Power Corporation
DNY59 Several warnings have been issued that the trust fund reserves backing the Social Security program are running out of money and heading towards insolvency. The funds are projected to be depleted in 2034, according to a 2025 report from the Social Security Board of Trustees. "At that time, there would be sufficient income coming in to pay 81% of scheduled benefits," it noted . Once the funds ...
DNY59 Several warnings have been issued that the trust fund reserves backing the Social Security program are running out of money and heading towards insolvency. The funds are projected to be depleted in 2034, according to a 2025 report from the Social Security Board of Trustees. "At that time, there would be sufficient income coming in to pay 81% of scheduled benefits," it noted . Once the funds run dry, many Seeking Alpha readers expect lower benefit payments for some retirees – by means testing or raising the retirement age, a recent poll showed . Others think taxes will be raised to cover existing Social Security obligations. But does that mean the end of benefit payments? No, but the payments would certainly decline – the Committee for a Responsible Federal Budget (CRFB) estimates an immediate 20% benefit cut once the funds run out in 2034, growing to 32% by 2078. The resulting cut in benefits would likely cause a sharp decline in consumer spending, which would in turn weaken the economy . An analysis by the National Institute on Retirement Security last year showed that $1.38T in benefits paid out in 2023 supported $804.6B in labor income, $1.6T in value added (GDP), and $363B in tax revenues for federal, state, and local governments. "Every dollar paid out in Social Security benefits supports $2 in total economic activity," said Dan Doonan, executive director, NIRS. A hypothetical 19% cut in benefits would shrink the program's economic impact by more than 16%, reducing GDP by hundreds of billions of dollars, the NIRS analysis showed . Senior care-related stocks: Welltower ( WELL ), Brookdale Senior Living ( BKD ), Ventas ( VTR ), CareTrust REIT ( CTRE ), Ensign Group ( ENSG ), American Healthcare REIT ( AHR ), Omega Healthcare Investors ( OHI ), AMN Healthcare ( AMN ), LTC Properties ( LTC ), National Healthcare ( NHC ), National Health Investors ( NHI ) More on retirement investing My Ultimate 7% Yielding 'Set-It-And-Forget-It' Retirement Income Machine 4 Mu...
STORY: From major partner shifts to new medicine, this is AI Weekly :: AI Weekly OpenAI is now offering its latest AI models and coding agent Codex on Amazon's cloud services platform. That’s after the ChatGPT creator loosened its ties with long-time backer Microsoft. It’s a major partner shift that came after the two firms renegotiated the exclusivity Microsoft had in selling OpenAI's models on i...
STORY: From major partner shifts to new medicine, this is AI Weekly :: AI Weekly OpenAI is now offering its latest AI models and coding agent Codex on Amazon's cloud services platform. That’s after the ChatGPT creator loosened its ties with long-time backer Microsoft. It’s a major partner shift that came after the two firms renegotiated the exclusivity Microsoft had in selling OpenAI's models on its cloud platform. Amazon and OpenAI have been deepening ties for several months, with investments and spending commitments going both ways. ______ China moved to block Meta’s $2 billion acquisition of AI startup Manus on Monday. Beijing has tightened scrutiny of U.S. investment in domestic startups which are developing frontier technologies. That’s as Washington tries to limit Chinese tech firms' access to advanced U.S. chips. Manus relocated to Singapore to bypass Beijing’s restrictions… And it’s unclear how and if an unwinding of the acquisition could now occur. _____ Johnson & Johnson said it’s using AI to halve the time it takes to generate drug development leads. The pharma giant is using the new technology to screen the "potential universe" for promising chemical compounds or biologics. Although, an executive said, it’s not yet possible to discover new products outright and bringing them to market using AI. J&J said that using this tech, it’s already accelerated the development process for two compounds - one in oncology and another in immunology. European Parliament lawmakers failed to reach a deal on watered-down landmark AI rules. EU countries spent 12 hours negotiating and on Tuesday and will resume talks next month. The changes to 2024’s AI Act aims to simplify regulations to help European businesses catch up with U.S. and Asian rivals. Europe's AI rules, considered to be the strictest in the world, came amid concerns about the impact of the technology on children, workers, companies and cybersecurity. While proposed changes to the AI Act have drawn criticism fr...
Jetlinerimages Bailout talks for Spirit Airlines ( FLYYQ ) have hit a snag, according to Bloomberg. Sources indicate that lenders are pushing back against the terms of a proposed $500M rescue package. The financing had been discussed as a way to help the low-cost carrier navigate bankruptcy and avoid liquidation, but creditor resistance now appears to have slowed progress. Lenders reportedly objec...
Jetlinerimages Bailout talks for Spirit Airlines ( FLYYQ ) have hit a snag, according to Bloomberg. Sources indicate that lenders are pushing back against the terms of a proposed $500M rescue package. The financing had been discussed as a way to help the low-cost carrier navigate bankruptcy and avoid liquidation, but creditor resistance now appears to have slowed progress. Lenders reportedly objected to terms that could reduce their recoveries, and the counterproposal they put forward has not yet been answered. That has raised doubts about how quickly, or whether, a government-led bailout deal can move forward. The standoff leaves Spirit Airlines ( FLYYQ ) once again in a precarious position. The airline operated 235 flights on Tuesday, with 2 cancellations and 40 delays, per tracking by FlightAware.com. More on Spirit Aviation Holdings, Inc. Wall Street Lunch: Spirit Airlines Surges As Trump Administration Nears Rescue Deal Budget airlines seek $2.5B U.S. aid tied to fuel cost surge Vladimir Galkin discloses an active stake in JetBlue and Spirit Financial information for Spirit Aviation Holdings, Inc.