The Boeing CompanyBA
▲ ポジティブ需要関連度
Boeing won a $20 billion defense contract to develop the Sixth-Generation F/A-XX Strike Fighter.
資産への影響 11
Defense & Geopolitical Fragmentation
The Boeing Company
Northrop Grumman CorporationNOC
▼ ネガティブ競争関連度
Northrop Grumman, reportedly also in contention, lost the $20 billion F/A-XX fighter jet contract to Boeing and fell 3.5%.
Artificial Intelligence
Concentrix CorporationCNXC
▼ ネガティブ資本関連度
Concentrix fiscal Q3 revenue missed expectations and EPS and current-quarter guidance also came in below estimates.
NVIDIA CorporationNVDA
言及
Semiconductors
FormFactor IncFORM
▲ ポジティブ資本関連度
Deutsche Bank initiated coverage of FormFactor with a buy rating, citing rising chip testing intensity and its probe-card position for Nvidia GPUs at TSMC.
Taiwan Semiconductor Manufacturing Co. Ltd.2330
言及
Digital Finance & Tokenization
Robinhood Markets IncHOOD
▲ ポジティブ技術関連度
Robinhood announced an in-app AI agent for traders, plans for 24/7 trading on certain stocks, and perpetual futures for U.S. users.
Citigroup Inc.C
言及
Consumer Staples
Cal-Maine Foods IncCALM
▼ ネガティブ資本関連度
Cal-Maine reported a wider-than-expected fiscal Q1 loss of $1.26 per share versus the 77-cent loss expected.
Biotech & Genomic Medicine
Moderna IncMRNA
▼ ネガティブ資本関連度
Citi downgraded Moderna to sell with a price target 60% below the prior close, citing unjustifiable valuation.
Financials
