GE Aerospace (GE) Defense And Propulsion Segment Posts 16% Revenue Jump As Backlog Hits $210 Billion

GE Aerospace (GE) is seeing sustained strength in its Defense and Propulsion Technologies segment, with revenues climbing 16% year over year to $3.4 billion in the second quarter of 2026. Within the segment, Defense and Systems business revenues rose 11.7% to $2.2 billion, while Propulsion and Additive Technologies revenues surged 23.4% to $1.2 billion. That…

Read More

Marvell Technology (MRVL) Eyes $30 Billion Revenue Opportunity From ‘Sticky’ Data Center Business

Bank of America analyst Vivek Arya believes Marvell Technology could generate up to $30 billion in revenue by the end of the decade from components complementing its custom data-center chips. Arya maintained a buy rating on Marvell Technology (MRVL) shares, signaling strong confidence in the company’s long-term growth trajectory within the data center market. Marvell…

Read More

House Votes On Bipartisan Bill Requiring Tech Companies To Cover Data Center Energy Costs

The House voted on legislation designed to protect consumers from shouldering the energy and infrastructure costs generated by the rapid expansion of data centers across the country. The Ratepayer Protection Act, H.R. 9340, would direct states to consider adopting a federal standard requiring data centers to pay the full cost of new generation and transmission…

Read More

Sullivan And Peltola Clash Over Alaska Fishing Industry In First Head-To-Head Senate Debate

Incumbent Sen. Dan Sullivan (R-Alaska) and former Rep. Mary Peltola (D-Alaska) squared off Saturday in their first head-to-head debate, centered entirely on Alaska’s fishing industry. The debate was hosted by the Kodiak Chamber of Commerce, reflecting the central role that fisheries play in Alaska’s economy and the lives of its residents. A viral moment emerged…

Read More

Former Army Secretary Dan Driscoll Praises Ukraine’s Battlefield Innovation At Kyiv Forum

In his first public appearance since resigning on August 31, former U.S. Army Secretary Dan Driscoll addressed a Kyiv audience on September 12, 2026. Driscoll spoke at the Yalta European Strategy forum, an annual conference organized by the Victor Pinchuk Foundation focused on Ukraine’s role in Western security architecture. He delivered a pointed warning about…

Read More

American Tower (AMT) Bets On 5G Density, AI Workloads, And CoreSite To Drive Sustained Growth

American Tower Corporation (AMT) is pointing to a cluster of converging trends that its leadership believes will sustain demand for wireless infrastructure well into the next decade. Speaking at the Goldman Sachs Communacopia + Technology Conference, President and Chief Executive Officer Steven Vondran identified four key catalysts driving the business: densification, 6G, spectrum availability, and…

Read More

AeroVironment (AVAV) Posts Record Backlog And Earnings Beat, Signals Strong Recovery Path

AeroVironment (NASDAQ: AVAV) is positioning itself for a full stock value restoration, driven by surging defense demand and a record-breaking funded backlog. The defense drone maker reported Q1 fiscal year 2027 revenue of $480.5 million, representing roughly 6% growth and setting a new company record for the period. That top-line result outpaced the consensus estimate…

Read More