Automotive, Defense & Industrial Stock News and Analysis
Shawon Hannan is a markets writer at Primary Ignition, covering equities in defense and aerospace, industrials, automotive and electric vehicles, and the energy and technology names tied to them. He writes about the catalysts that actually move these stocks: procurement budgets and order books, production milestones, earnings and guidance, and the capital flowing into next-generation defense systems, AI infrastructure and electrification. His coverage runs from earnings, dividends and IPOs to market commentary, with an emphasis on the numbers behind the narrative rather than the headline itself.
Zscaler (ZS) delivered strong earnings guidance for fiscal year 2027, beat every quarterly metric Wall Street was watching, and still watched its stock sink on Friday. The market’s…
Lululemon’s (LULU) earnings outlook took another sharp step down on Thursday, with the company reporting a steeper-than-guided revenue decline and slashing full-year guidance for the second consecutive quarter,…
Lucid’s France market entry pairs the EV maker’s direct commercial control with Emil Frey France’s local operational infrastructure, a structure designed to sidestep traditional distributor economics without requiring…
The U.S. Army’s $464.8 million AeroVironment laser contract for the Enduring High Energy Laser program (E-HEL) is, by the Army’s own description, the first production contract for a…
BYD’s export gap with Chery has compressed to roughly 7,500 units, and the company’s August BEV volumes cleared 256,000 units for the first time, but neither record changes…
Dell Technologies (DELL) raised its AI server forecast for the full fiscal year to $74 billion in AI-optimized server sales, up 200%, after reporting a fiscal second quarter…
Zoox’s autonomous testing expansion into Houston and San Diego brings the robotaxi developer to 12 US cities, but the strategic logic runs deeper than a headcount. Both cities…
The Fedorov-Palantir defense venture announced Tuesday pairs Ukraine’s ousted tech minister Mykhailo Fedorov with Palantir CEO Alex Karp in a new company whose core asset is something no…
The State Department’s Iraq helicopter sale approval, announced August 31, 2026, clears the path for an $800 million Foreign Military Sale of Bell rotorcraft, weapons, and supporting equipment…
Smack Technologies’ AI wearable secured $61 million in a Series B round, and the context behind that capital matters as much as the amount. Per Reuters, the Defense…
