AeroVironment at a Crossroads After Impressive Earnings
The defense contractor turned some heads on Wall Street with surprising results.
We’re Picking Up More Shares of This Defense Player
We see a potential positive catalyst that could remove a hangover on the shares ahead.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.
This Drone Stock Appears to Be Low-Hanging Fruit
As we get big news from the Meta case and await Nvidia earnings, here’s a company I’m adding to my shopping list.
China’s World-Record Robot Maker Lists But U.S. Investors Have to Get Creative to Invest
U.S. investors may have to wait to get their hands on shares of Unitree Robotics.
Something Cool for Summer
Let’s dive into that that chilly CPI data, check the rate outlook now, and preview Lockheed Martin’s and RTX’s drone-busting tech.
New RTX Price Target After $95 Billion Update
The former Raytheon seems likely to follow General Dynamics higher.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
New Lockheed Price Target After Huge Breakout
The defense giant is forcing managers to increase long-side exposure.