SpaceX has secured $6.45 billion in contracts from the U.S. Space Force to build satellites for missile and air defense systems and a low-Earth orbit communications network. These contracts highlight SpaceX's significant reliance on government business, which accounted for 20% of its 2025 revenue. The deals come just before SpaceX's anticipated record-breaking IPO, underscoring its dominant position in the space launch market and close ties with the Trump administration. However, SpaceX warns that government policy changes could impact its business going forward.
Sodexo has secured a major global contract to provide catering services across more than 130 Meta sites in over 30 countries. This large-scale partnership includes diverse locations such as headquarters, campuses, data centers, and conference centers...
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
IES Holdings has been upgraded to a Buy rating due to a record backlog increase of 63% to $3.9 billion and ongoing capacity expansion. The company’s Communications and Infrastructure Solutions segments, which have higher margins and growth potential,...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 23.4% increase in second-quarter profit from the previous quarter, surpassing analyst estimates. The company's net income reached NT$706.56 billion ($39.45 billion), a record high for the f...
National Beverage faces stagnant growth as LaCroix volumes have declined for four straight years, reducing brand excitement. The stock trades at reasonable multiples reflecting muted growth and no clear catalysts for upside. Despite stable gross marg...
