From Moon Touchdown to Record Revenue: Firefly's Breakout 2025 and Bold 2026 Outlook
Firefly Aerospace (FLY) reports record $159.9M revenue in 2025, up 163%, historic Blue Ghost moon landing, narrower losses, and $420M–$450M 2026 guidance.
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XPENG Scores First-Ever Quarterly Profit — But Weak China Demand Delivers Q1 Warning
XPENG achieved its first-ever quarterly net profit of RMB 383 million in Q4 2025 with record margins. Strong full-year growth is overshadowed by disappointing Q1 2026 guidance amid weak China EV demand.
Super Micro Co-Founder Charged in $2.5 Billion AI Server Smuggling Scheme to China
US indicts Super Micro co-founder Wally Liaw for illegally diverting $2.5B Nvidia AI servers to China via Southeast Asia, evading export controls. SMCI shares plunge.
FedEx Raises Full-Year Profit Outlook After Strong Q3 Results, Freight Spin-Off On Track
FedEx (FDX) raised its full-year fiscal 2026 adjusted EPS guidance to $19.30–$20.10 and revenue growth forecast to 6.0%-6.5% after strong Q3 results. Adjusted earnings hit $5.25 per share, beating estimates.
20% of Global LNG Offline – Iran's Missile Barrage Hits Qatar's Energy Heart
Iran's missile strikes cause extensive damage to Qatar's Ras Laffan LNG hub (20% of world supply). Prices soar, Europe & Asia brace for shortages through 2026.
Fannie and Freddie Shares Crash: Trump Privatization Dreams Fade Fast
Fannie Mae and Freddie Mac shares hit 1-year lows in March, down ~70% in 6 months as investors doubt Trump administration's privatization plans and IPO timeline.