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13.08.26 - 12:15
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Wall Street Zeroes In On This "Pure-Play" US Attack Drone Company (ZeroHedge)
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Wall Street Zeroes In On This "Pure-Play" US Attack Drone Company
Wall Street analysts are finally waking up to Unusual Machines as a pure-play in the effort to anchor America's sovereign drone supply chain. One-way attack drones and autonomous systems have forever changed modern warfare, forcing the Department of War to quickly fire up a massive procurement supercycle to stockpile these drones.
We identified UMAC (read report) in mid-July as an NDAA-compliant drone-component manufacturer positioned to reap the rewards as the US government races to stockpile everything from one-way attack drones to interceptor drones.
Piper Sandler analyst Clarke Jeffries is the latest to identify UMAC with an "Overweight" rating and a $38 price target, citing the company's potential in becoming a top domestic drone supplier for the military.
"UMAC is a pure-play drone beneficiary focused on creating an NDAA-compliant source of domestic drone components to fill the multi-billi...
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13.08.26 - 11:18
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Nach US-Inflationsdaten: Märkte setzen zunehmend auf Fed-Zinspause (Anleihencheck)
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London (www.anleihencheck.de) - Angesichts des enttäuschenden Arbeitsmarktberichts vom vergangenen Freitag wartete der Markt mit angehaltenem Atem auf die US-VPI-Daten, um die Wahrscheinlichkeit einer Zinserhöhung durch die Fed am 17. September einzuschätzen, so John Kerschner, Global Head of Securitized Products & Portfolio Manager von Janus Henderson Investors. [mehr]...
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12.08.26 - 21:54
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Nvidia Taps Wall Street for $500B Funding (Bloomberg)
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US investment giants including Apollo, Blackstone, BlackRock, and Brookfield are partnering with Nvidia to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Michelle Davis reports on "Bloomberg Deals." (Source: Bloomberg)...
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12.08.26 - 18:42
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Yardeni Raises S&P 500 Target on ′Fabulous Earnings Momentum′ (Bloomberg)
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An in-line inflation reading spurred gains in both stocks and bonds, easing concern about imminent Federal Reserve interest-rate increases despite elevated oil prices.
Ed Yardeni, Founder at Yardeni Research, talks about raising his S&P target and the market melt up. (Source: Bloomberg)...
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