Browsing Tag
Pentagon
48 posts
Leidos (NYSE: LDOS) stock faces defence re-rating test as hypersonics and low-cost missile deals reshape growth story
Leidos has fresh missile catalysts, but LDOS still trades far below its high. The real test is whether production scale changes the story.
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
Iperionx (ASX: IPX) shares climb as Virginia 24/7 titanium production ramps and Pentagon backing builds
The US is 100% reliant on imported titanium sponge. China controls 67% of global production. Iperionx is the Pentagon-backed bet to fix that.
Lynas opens Thursday’s ASX session as rare earths rally and samarium milestone keep ASX: LYC bid
China controls the rare earths chain. Lynas Rare Earths just locked in a US$110 NdPr floor to 2038. The Malaysia heavy rare earths plant changes the maths.
NATO posture shift: US cuts Germany troop strength as Iran war strains transatlantic alliance
Germany hosts more United States troops than any country bar Japan. Donald Trump just cut 5,000 over Iran war criticism, and Berlin's options are narrowing.
Operation Epic Fury: Pentagon admits $25bn war cost as casualties and base damage mount
The Pentagon says the Iran war has cost $25 billion. Lawmakers and analysts say the real bill, including base damage, may be closer to $50 billion.
Can mobile air defense become the next big defense stock theme after drones changed the battlefield?
Drones are cheap. Defending against them is not. Leidos, RTX and Lockheed Martin may be entering a new air defense cycle.
Why Leidos’ $617m Army contract may be the start of a bigger air defense spending cycle
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.
Tehran’s message to Washington: Abbas Araghchi clears Islamabad as Steve Witkoff and Jared Kushner fly in for ceasefire talks
Pakistan brokered the ceasefire. The United States wanted direct talks. Iran's Foreign Minister flew out of Islamabad before Steve Witkoff and Jared Kushner could land.
Leidos (NYSE: LDOS) expands Army air defense backlog with $617m IFPC launcher award
Drones are cheap. Air defense is not. Leidos’ $617M Army award shows why launcher capacity is becoming a Pentagon bottleneck.