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    Ukraine PAC-3 exemption
    September 5, 2026 · Analysis

    Ukraine’s PAC-3 Exemption Request Tests the EU Loan’s Buy-European Rules

    Ukraine’s formal request for a PAC-3 exemption under the EU’s €90 billion support loan is the first real...

    Zscaler stock earnings guidance
    September 5, 2026 · Analysis

    Zscaler Stock Drops Despite Earnings Guidance Beat on All Fronts

    Zscaler (ZS) delivered strong earnings guidance for fiscal year 2027, beat every quarterly metric Wall Street was watching,...

    lululemon earnings outlook
    September 4, 2026 · Analysis

    Lululemon Earnings Outlook Craters, Stock Plunges 15% on Deepening Sales Slide

    Lululemon’s (LULU) earnings outlook took another sharp step down on Thursday, with the company reporting a steeper-than-guided revenue...

    Lucid France market entry
    September 4, 2026 · Analysis

    Lucid’s France Market Entry Leans on Emil Frey for Local Reach

    Lucid’s France market entry pairs the EV maker’s direct commercial control with Emil Frey France’s local operational infrastructure,...

    AeroVironment laser contract
    September 4, 2026 · Analysis

    AeroVironment Laser Contract Makes History With $465M Army Award

    The U.S. Army’s $464.8 million AeroVironment laser contract for the Enduring High Energy Laser program (E-HEL) is, by...

    BYD export gap Chery
    September 3, 2026 · Analysis

    BYD’s Export Gap With Chery Narrows as BEV Sales Hit a Monthly Record

    BYD’s export gap with Chery has compressed to roughly 7,500 units, and the company’s August BEV volumes cleared...

    Dell AI server forecast
    September 3, 2026 · Analysis

    Dell AI Server Forecast Doubles as $95B Backlog Rewrites the Math

    Dell Technologies (DELL) raised its AI server forecast for the full fiscal year to $74 billion in AI-optimized...

    Zoox autonomous testing expansion
    September 3, 2026 · Analysis

    Zoox Autonomous Testing Expansion Targets Houston and San Diego

    Zoox’s autonomous testing expansion into Houston and San Diego brings the robotaxi developer to 12 US cities, but...

    Fedorov-Palantir defense venture
    September 2, 2026 · Analysis

    Alex Karp Backs the Fedorov-Palantir Defense Venture Built on Ukraine’s War Data

    The Fedorov-Palantir defense venture announced Tuesday pairs Ukraine’s ousted tech minister Mykhailo Fedorov with Palantir CEO Alex Karp...

    Iraq helicopter sale approval
    September 2, 2026 · Analysis

    Iraq Helicopter Sale Approval Hands Bell-Textron an $800M Modernization Contract

    The State Department’s Iraq helicopter sale approval, announced August 31, 2026, clears the path for an $800 million...

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