• GlobalFoundries (GFS) Q2 2026 Earnings Call Transcript | 2026-08-12
  Quantum computing and silicon photonics emerge as key growth drivers.
• Apotex Announces First Quarter 2027 Results | 2026-08-12
  – Canada Delivers 11% Revenue Growth in Q1 – Adjusted EBITDA1 of $259 Million with 31% Margin – Launch Momentum Supports FY 2027 Guidance: Upper Mid-Single Digit Revenue Growth and ~ 30% Adjusted EBITDA Margin – Successfully Completed Upsized IPO and Applied $800 Million of Proceeds to...
• Revolution Medicines (RVMD) Is Up 6.2% After BeOne-Funded Phase 3 RAS(ON) Deal - Has The Bull Case Changed? | 2026-08-12
  In early August 2026, BeOne Medicines Ltd. and Revolution Medicines, Inc. announced a multi-part collaboration combining BeOne’s oncology assets with Revolution’s four clinical RAS(ON) inhibitors, alongside a regional licensing deal granting BeOne exclusive development and commercialization rights in select Asian markets and responsibility for funding a global Phase 3 trial. This arrangement gives Revolution Medicines access to BeOne’s development “superhighway,” milestone and royalty...
• GE Vernova and Oracle among market cap stock movers on Tuesday | 2026-08-11
  Tuesday’s market has seen significant movements in various stocks influenced by news and other factors. Today, stocks like Sea Limited and NIQ Global Intelligence are experiencing notable gains, while others like Oracle and On Holding are facing declines.
• Redwire (RDW) Is Up 36.1% After Record Q2 Sales And Backlog - Has The Bull Case Changed? | 2026-08-11
  In the past week, Redwire Corporation reported second-quarter 2026 results showing sales rising to US$117.07 million from US$61.76 million a year earlier, with the net loss narrowing to US$40.97 million from US$96.98 million and full-year 2026 revenue guidance reaffirmed at US$450 million to US$500 million. Beyond the headline growth, Redwire emphasized a record contracted backlog and improving loss per share, suggesting its space and defense contract base is deepening even as the business...
• Could This Mid-Cap Space Stock Become the Next SpaceX? | 2026-08-11
  Redwire lost its mojo after SpaceX went public.
• RDW Q2 Deep Dive: Strong Backlog and New Contract Wins Drive Growth Despite Ongoing Losses | 2026-08-11
  Aerospace and defense company Redwire (NYSE:RDW) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 89.6% year on year to $117.1 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 1.3% above analysts’ estimates. Its GAAP loss of $0.19 per share was 25.7% below analysts’ consensus estimates.
• Redwire, Enphase, Core & Main, Republic Services, and Owens Corning Stocks Trade Up, What You Need To Know | 2026-08-11
  A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls.
• TransDigm’s (TDG) Earnings Soared, So Why Did The Stock Sink? | 2026-08-11
  TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87. Management raised full-year guidance on the back of that momentum. Yet in the days that followed, the stock kept sliding. For a company built on relentless growth, that gap […]
• TransDigm (TDG) Q3 2026 Earnings Call Transcript | 2026-08-11
  Revenue surged across all channels as TransDigm raised full-year guidance.
• TransDigm Reported Earnings Last Week. Here's How This Quiet Aerospace Stock Turned $10,000 Into a Fortune. | 2026-08-11
  Call it a monopoly or a private equity company in disguise, but there's no doubt TransDigm is a compounder.
• Top defense contractor scores huge U.S. Army payday, stock jumps | 2026-08-11
  AeroVironment (AVAV) just landed the kind of contract that changes how investors see a company. The drone maker won a U.S. Army order worth at least $400 million for its Locust laser system, and the stock reacted fast. Shares closed at $186.73 on August 7, up 9.12% on the day and about 22% ...
• Kratos Defense & Security Solutions (KTOS) Lands Javelin Seeker Deal After Japan Missile Test Role | 2026-08-11
  Kratos Defense & Security Solutions (NasdaqGS: KTOS) supplied key systems for Japan's Flight Test Experiment-01 missile defense trial alongside the U.S. Missile Defense Agency and Japan Maritime Self-Defense Force. The company recently secured a new U.S. Army contract to provide next-generation Javelin missile seekers for advanced munitions programs. These wins expand Kratos' role in allied missile defense testing and in core U.S. tactical weapons programs that are priorities for defense...
• Kratos Defense And Security Solutions (KTOS) Stock Looks Strong On Returns But Rich On Sales | 2026-08-11
  Kratos Defense & Security Solutions stock has delivered a very strong 316.5% return over the past three years, yet its valuation checks flag the shares as expensive rather than a clear bargain. Recent contract wins and hypersonics ambitions have sharpened interest in the story, while the low value score suggests investors are paying up for that optimism. The 316.5% three year return puts Kratos Defense & Security Solutions among the stronger performers in its space, which can leave new...
• Morning Minute: Saylor's Strategy Sells Bitcoin for Second Week in a Row | 2026-08-11
  Strategy dumped $108M in BTC at a loss and a whopping $650M of MSTR stock, and yet MSTR stock barely flinched. What gives?
• Roblox (RBLX) Stock Looks Cheap On Price But Expensive On Sales | 2026-08-11
  Roblox stock is under pressure after a sharp share price fall, and current checks point to a company that screens as expensive rather than as a clear bargain. Over the past year, Roblox has declined 71.7%, which puts recent trading firmly in recovery territory rather than at new highs. The key driver for how investors may value Roblox now is confidence in the platform changes that affect user monetization, while an active class action and concerns about engagement trends remain a central...
• Atlas Energy Solutions (AESI) Q2 2026 Earnings Call Transcript | 2026-08-11
  Power expansion drives $293M revenue as company targets data center infrastructure.
• Pentagon may see one of quantum computing’s first practical winners | 2026-08-11
  Quantum computing stocks have spent years asking investors to assign a huge value to technology whose biggest commercial prospects may lie sometime in the future. IonQ (IONQ) just received something considerably more tangible. The Maryland-based quantum technology company said the Defense Advanced ...
• GCL Announces Acceleration of Subsidiary 4Divinity’s Growth Through Expanded Investment from ADATA Technology | 2026-08-10
  GCL Announces Acceleration of Subsidiary 4Divinity’s Growth Through Expanded Investment from ADATA Technology
• HWM Q2 Deep Dive: Aerospace and Gas Turbine Demand Drive Upward Guidance | 2026-08-10
  Aerospace and defense company Howmet (NYSE:HWM) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 24.1% year on year to $2.55 billion. On top of that, next quarter’s revenue guidance ($2.58 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 6.7% above analysts’ consensus estimates.

News source: finlight