SPAC

Business

Redwire Secures Key Missile Defense Contract as Major Investor Scales Back Stake

Space infrastructure firm Redwire has been awarded a position on a critical U.S. Missile Defense Agency contract vehicle, even as its largest private equity backer significantly reduces its holding. The dual developments underscore the company's strategic positioning at the intersection of space and defense, while raising questions about its evolving investor base.

Feb 5, 2026

Business

TTM Technologies Beats Q4 Forecasts on AI and Defense Demand, But Market Reaction Remains Muted

TTM Technologies (TTMI) reported strong fourth-quarter results, with revenue and profit exceeding analyst expectations, fueled by robust demand from AI data center and aerospace & defense sectors. Despite the positive performance and an optimistic outlook, the stock faced post-earnings selling pressure.

Feb 5, 2026

Business

Beyond the Headlines: Five Key Takeaways from Parker-Hannifin's Q4 Earnings Call

Parker-Hannifin's strong Q4 results, driven by aerospace and off-highway growth, have buoyed investor confidence. We analyze the critical questions from analysts that reveal the challenges and opportunities ahead for the industrial giant.

Feb 5, 2026

Business

Kennametal Beats Q2 Forecasts on Pricing Power and Restructuring Gains, Raises Full-Year Outlook

Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.

Feb 5, 2026

World

China Dismisses Three Defense-Linked Lawmakers Amid Military Modernization Push

Three Chinese legislators with senior roles in the defense, aerospace, and nuclear sectors have been removed from their posts, state media announced. The move follows a high-profile investigation into a top general and comes as Beijing intensifies its military modernization campaign.

Feb 5, 2026

World

Controversial Angel Fresco Altered After Resemblance to PM Meloni Sparks Outcry

A recently restored angel fresco in a historic Roman church, which drew controversy for its striking likeness to Prime Minister Giorgia Meloni, has been altered overnight following a directive from Vatican officials. The incident ignited a debate over the intersection of art, politics, and sacred spaces.

Feb 5, 2026

Business

Viasat Deploys Global Ka-Band Network, Sharpening Focus on Lucrative Government and Defense Sector

Satellite communications provider Viasat has launched a unified global Ka-band network aimed squarely at government and military clients, seeking to capture a larger share of the secure connectivity market and compete more directly with rivals like SpaceX and SES.

Feb 5, 2026

Business

Wolfspeed Charts New Course Post-Restructuring, Betting on AI and Diversification Beyond EVs

Emerging from Chapter 11, Wolfspeed reports Q2 FY2026 results, highlighting a strategic pivot towards AI data centers, industrial energy, and aerospace while navigating near-term EV market softness. The company touts a strengthened balance sheet and progress in 300mm wafer technology.

Feb 5, 2026

Business

Kennametal Beats Estimates, Raises Outlook on Strong Pricing and Energy Sector Wins

Kennametal posts robust Q2 FY2026 results, exceeding sales and EPS forecasts. The industrial tooling leader cites strategic wins in energy and aerospace, effective pricing actions to counter soaring tungsten costs, and an upgraded full-year outlook as key drivers.

Feb 5, 2026

Business

Simon Property Group Bets $250 Million on Tampa's International Plaza Revamp

Simon Property Group unveils a major redesign plan for Tampa's International Plaza, part of a nationwide $250 million investment to transform traditional malls into modern lifestyle destinations with expanded outdoor spaces and curated experiences.

Feb 4, 2026

Business

WillScot Holdings Insiders Signal Confidence with $1.09 Million Stock Purchase

A coordinated wave of insider buying at WillScot Holdings Corporation, totaling over $1 million, suggests leadership optimism about the modular space and workforce solutions provider's trajectory, despite a recent dip in share price.

Feb 4, 2026

Business

TransDigm Soars on Strong Q1, Raises Outlook Amid $3.2 Billion Acquisition Spree

Aerospace supplier TransDigm Group kicked off fiscal 2026 with robust earnings, exceeding expectations and raising its full-year guidance. The company also announced a flurry of acquisitions totaling over $3.2 billion, signaling aggressive growth in proprietary aerospace components and aftermarket parts.

Feb 4, 2026

Business

TransDigm Navigates OEM Headwinds, Delivers Strong Margins in Q3; CEO Stein Prepares to Pass Baton

Aerospace supplier TransDigm Group reported robust third-quarter earnings, with EBITDA margins exceeding 54%, despite temporary softness in its commercial OEM segment. Outgoing CEO Kevin Stein reflected on his tenure ahead of his September retirement, expressing confidence in successor Mike Lisman as the company updates its full-year guidance.

Feb 4, 2026

Business

Stanley Black & Decker Navigates Tariff Headwinds, Posts Strong Margin Gains and Outlines 2026 Growth Strategy

Despite a slight revenue dip in 2025, Stanley Black & Decker delivered significant margin expansion and robust free cash flow, crediting disciplined pricing and supply chain actions. The company announced the sale of its aerospace fasteners business and provided a confident outlook for 2026, targeting further debt reduction and strategic brand investments.

Feb 4, 2026

Business

Parker-Hannifin Soars on Strong Q2, With Truist Bullish on Margin Resilience

Following a robust second-quarter earnings beat, Parker-Hannifin sees its price target raised by Truist, which highlights the industrial giant's impressive margin strength and upwardly revised guidance driven by aerospace demand and filtration growth.

Feb 4, 2026

The Family Home Swap: A Strategic Move to Ease Housing Pressures and Mitigate Inheritance Tax

As housing costs soar and families evolve, an increasing number of households are considering a novel solution: permanently swapping homes across generations. This arrangement can address space needs while offering potential inheritance tax benefits, but experts warn of complex legal and financial pitfalls.

Feb 4, 2026

Business

Microchip Unveils MCPF1525 Power Module to Fuel Next-Gen AI Infrastructure

Microchip Technology introduces the MCPF1525, a compact, high-density power module designed to meet the escalating energy demands of AI data centers. The stackable device promises significant space savings and advanced programmability for powering PCIe switches and compute MPUs.

Feb 4, 2026

World

Rome Church Erases Angel Painted with PM Meloni's Face After Uproar

A Rome parish priest has ordered the removal of a restored angel fresco bearing the likeness of Prime Minister Giorgia Meloni, following criticism from church officials and political opponents. The controversial image, which drew crowds away from prayer, has been painted over, reigniting debates over art, politics, and sacred spaces.

Feb 4, 2026

Business

Parker-Hannifin Soars on Industrial Strength, Outpacing Broader Market in Q4

Aristotle Capital's latest investor letter reveals Parker-Hannifin (PH) as a standout performer, driven by robust organic growth and resilience in industrial and aerospace markets, even as the fund's overall strategy lagged behind major indices.

Feb 4, 2026

Business

Tesla in the Crosshairs? Speculation Mounts Over Potential Integration into Musk's Expanding Empire

Following the landmark SpaceX-xAI merger, Wall Street and industry observers are increasingly asking if Tesla is the next piece to fall into place within Elon Musk's interconnected corporate universe, despite significant shareholder and logistical hurdles.

Feb 4, 2026