supply chain

Solstice Advanced Materials, spun from Honeywell, surges 50% on nuclear and AI chip tailwinds but faces valuation concerns with only 3-4% revenue growth.

Pentagon awards Boeing and Lockheed Martin seven-year deal to triple PAC-3 missile production, supporting defense industrial expansion amid geopolitical tensions.

Boeing secures defense production boost and $200M Alabama expansion while appeals court upholds dismissal of 737 MAX criminal case. Stock rises 1.97%.

Eltek secures $5.3M order through 2027, but Q1 2026 results threatened by supply chain disruptions and unfavorable backlog timing despite doubled inventory.

Persona AI appoints veteran operations executive Brian Davis as Global Manufacturing Chief, signaling expansion into industrial sectors including shipyards and steel mills.

Persona AI appoints Amazon Robotics veteran Brian Davis as manufacturing head to scale humanoid robot production, expanding partnerships with HD Hyundai and POSCO Group.

Houston-based robotics firm Persona AI appoints ex-Amazon operations leader Brian Davis as Head of Global Manufacturing to scale humanoid robot production for industrial clients.

Persona AI names 30-year manufacturing veteran Brian Davis as Head of Global Manufacturing, signaling serious commercial scaling of humanoid robots for industrial applications.

Houston robotics firm Persona AI appoints Brian Davis, 30+ year operations veteran from Amazon, as global manufacturing head amid expansion into industrial markets.

REalloys builds U.S. rare earth magnet supply to meet Pentagon's 2027 Chinese supply ban and tripling global demand through 2035, targeting $20-30B market.

Metallium's Flash Metals USA signs 10-year critical metals supply deal with Indium Corporation, validating domestic recycling technology amid Western supply chain security concerns.

Five mining firms advance projects amid $30B federal support for critical mineral supply chains, securing permits, offtake agreements, and resource estimates.

Persona AI appoints veteran manufacturing leader Brian Davis to scale production amid new commercial agreements with HD Hyundai and POSCO Group.

Elon Musk launches Terafab, a $25 billion joint venture between Tesla, SpaceX, and xAI to build vertically integrated semiconductor factory producing 1 terawatt of annual AI computing power.

Global smart weapons market expected to expand 43% to $31.89B by 2031, driven by AI-enabled systems and NATO defense initiatives. Airborne segment growing fastest at 9.86% CAGR.

Semiconductor etch equipment market set to nearly double to $28.26B by 2032, driven by AI, advanced chips, and fab expansion.

Nvidia's networking revenue surged 263% YoY to $11B, revealing AI infrastructure demand spans GPUs, networking, and cooling across the entire supply chain.

European powder metallurgy firm GEVORKYAN gains OASIS aerospace registration and pursues AS9100 certification, qualifying it to supply major aerospace and defense manufacturers.

GEVORKYAN gains OASIS registration, opening aerospace and defense manufacturing partnerships while pursuing AS9100 certification and developing advanced weapons applications.

Baxter faces EU cancer drug shortage extending to Q1 2027 amid disappointing 2026 earnings guidance, projecting $1.85-$2.05 EPS versus $2.25 consensus.