US Drone Stocks Surge After Trump Imposes Tariffs on Foreign Imports
US drone shares jumped in premarket as Trump imposed tariffs on foreign drones and parts to cut reliance on imports and strengthen national security.
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York Space Systems Stock Plunges After Slashing 2026 Revenue Guidance
York Space Systems reports Q2 revenue of $92.5M (+10% YoY) and a net loss of $0.31/share. Full-year 2026 guidance lowered to $375–$405M due to IDIQ procurement shift.
Applied Materials Beats Estimates, but Shares Still Slip Amid Sky-High Expectations
Applied Materials posted record $9.12B Q3 revenue up 25% YoY, beating estimates, with Q4 guidance above consensus driven by AI demand in DRAM and packaging.
Ondas Shares Fall Despite Record Revenue as Wider Losses Overshadow Growth
Ondas reports record $83.8M Q2 revenue and raises 2026 guidance, but larger losses and elevated spending create mixed results amid growth investments.
Silver Lake Eyes Workday in One of the Biggest Software Takeovers Ever
Talks are ongoing as Workday shares fall amid AI concerns.
Mobix Labs Acquires SPD to Secure Rare Earth Elements and Expand National Security Platform
Mobix Labs acquires SPD to secure domestic rare earth elements and critical minerals, strengthening its National Security Matters initiative.