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United States Oil Fund

USO is drawing attention as crude prices climb on concerns that Middle East shipping and energy-infrastructure attacks could disrupt supply. Traders are split between betting the geopolitical risk premium persists and expecting it to unwind if shipping normalizes or diplomacy advances, while many warn elevated oil could add to inflation pressure and weigh on broader markets.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Concerns about CoreWeaves debt-heavy expansion and borrowing costs, amplified by HSBCs warning that financing risks and slower AI demand could pressure growth, dominate the discussion. Bears question whether its backlog can offset funding needs, while bulls point to AI-compute demand and see the selloff as a buying or short-squeeze opportunity.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A prolonged, steep selloff has fueled criticism of USA Rare Earths new CEO and board, with investors complaining about limited communication and questioning execution, cash burn, and potential share dilution. Some traders see the decline as an opportunity, citing the companys strategic role in domestic rare-earth supply chains and government backing, while others remain bearish amid sector-wide weakness.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep selloff to new lows, with traders linking the pressure to weakening Trump approval and approaching midterms, as well as concerns about Truth Social and the companys limited operating business. Some view the pending TAE fusion deal as a diversification opportunity, but note that it has not yet transformed the company.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention amid a steep post-IPO selloff, with traders pointing to successive lockup expirations and insider selling as potential supply pressure, alongside a TD Cowen price-target cut and concerns about valuation, growth and customer concentration. Bulls argue the shares are oversold and cite the companys AI hardware and backlog, while bears expect more downside; the discussion is predominantly bearish.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

Barclays downgrade and warning about commercial execution risks, particularly delays in securing a definitive TVA agreement, are driving concern around NuScales steep selloff. Traders are split between those worried the company cannot turn its reactor technology into firm projects and buyers who see the cash position and long-term nuclear demand as reasons to hold or accumulate.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is under pressure after its Q3 earnings beat failed to overcome disappointment with a full-year profit outlook that was narrowed without raising its midpoint, alongside weaker U.S. deliveries and market share. Traders debate whether the new buyback and stronger cash-flow outlook offset the cautious guidance, with some calling the selloff excessive.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces agreement to acquire customer-engagement platform Braze is the main catalyst, with the deal expected to expand Marketing Cloud and its AI capabilities. Traders are weighing the strategic fit against the sizable cash outlay, and some are reacting negatively to CRMs weakness around the announcement.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs quarterly earnings beat and raised 2026 outlook are drawing attention, but shares are falling as traders weigh higher costs, weaker free cash flow and a loss in its insurance business against strong aerospace demand. Some see the report as a solid result, while others question whether services growth and margins can justify expectations.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after a broad quarterly earnings beat, raised full-year guidance, and a record backlog, reflecting strong defense and commercial aerospace demand. Traders are largely upbeat about the results, though some question how much of the guidance increase reflects cost recoveries and point to the shares weak reaction despite the strong report.

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Northrops Q3 results beat expectations and management raised its full-year outlook, with a record backlog reinforcing the growth case. Traders are debating why shares remain under pressure despite the strong report, pointing to margin and cash-flow concerns and the possibility that the positive news was already priced in.

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$NOC Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $7.89 up 2.87% YoY
• Reported revenue of $11.12B up 6.71% YoY
• Northrop Grumman raised 2026 guidance, listing sales of $43.75B, segment operating income of $4.94B, MTM-adjusted EPS of $29.35  $29.75, and adjusted free cash flow of $3.1B.

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Northrop Grumman Corp.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $7.89 up 2.87% YoY
• Reported revenue of $11.12B up 6.71% YoY
• Northrop Grumman raised 2026 guidance, listing sales of $43.75B, segment operating income of $4.94B, MTM-adjusted EPS of $29.35  $29.75, and adjusted free cash flow of $3.1B.

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Stocktwits Earnings

• Reported GAAP EPS of $7.89 up 2.87% YoY
• Reported revenue of $11.12B up 6.71% YoY
• Northrop Grumman raised 2026 guidance, listing sales of $43.75B, segment operating income of $4.94B, MTM-adjusted EPS of $29.35  $29.75, and adjusted free cash flow of $3.1B.

NOC  Earnings Call

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Rothschild Initiates Coverage On AVAV, KTOS, NOC Stocks – Flags Changing Warfare And Rising Military Spending

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Rothschild initiated AVAV at 'Neutral' with a $165 price target, while KTOS received a 'Buy' rating and a $70 target, according to The Fly.</li><li>The firm also initiated NOC coverage with a 'Buy' rating and a $680 price target.</li><li>The firm reportedly highlighted Kratos' dual strategy of serving large defense prime contractors while pursuing select prime-contractor roles.</li></ul><p>AeroVironment (AVAV), Kratos Defense &amp; Security Solutions (KTOS) and Northrop Grumman (NOC) were in focus on Tuesday after Rothschild &amp; Co Redburn initiated coverage of all three companies.</p><p>According to TheFly, Rothschild initiated AeroVironment with a 'Neutral' rating and a $165 price target, while Kratos Defense received a 'Buy' rating and a $70 price target. Analyst Maggie Schooley initiated coverage of Northrop Grumman with a 'Buy' rating and a $680 price target.</p><p><a href="https://stocktwits.com/symbol/AVAV">AVAV shares&nbsp;</a>were up 0.65%,&nbsp;<a href="https://stocktwits.com/symbol/KTOS">KTOS</a> gained over 1%, and&nbsp;<a href="https://stocktwits.com/symbol/NOC">NOC&nbsp;</a>rose 0.47% at the time of writing on Tuesday morning.</p><h2 class="st-heading-2">Rothschild Sees Changing Defense Demand</h2><p>Rothschild said global military spending is increasing amid changes in modern warfare, with technological advances and increasing global conflict contributing to the shift, according to TheFly.</p><p>The firm said this is driving faster modernization of sophisticated systems, replenishment of stockpiles, efforts to secure space and the development of mass-produced affordable systems.</p><h2 class="st-heading-2">AeroVironment Faces FY2027 Transition</h2><p>Rothschild views fiscal 2027 as a transition year for AeroVironment, with flat earnings and a large capital program, according to TheFly.</p><p>Separately, Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://au.investing.com/news/stock-market-news/rothschild-redburn-initiates-aerovironment-stock-coverage-at-neutral-93CH-4674426?utm_">reported&nbsp;</a>that Rothschild sees AeroVironment as having exposure to growth markets, including loitering munitions, space, and directed-energy technologies, while increased investment pushes out the company's positive free cash flow inflection to fiscal 2028.</p><h2 class="st-heading-2">Kratos' Dual Business Strategy In Focus</h2><p>For Kratos, Rothschild highlighted the company's dual strategy of serving as a merchant supplier to large defense prime contractors while also pursuing selected prime-contractor roles, according to a report published by Investing.com. The firm also said Kratos' position as a mid-tier supplier aligns with efforts to strengthen resilience in the defense-industrial-base supply chain, the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/rothschild-redburn-initiates-kratos-defense-stock-with-buy-rating-93CH-4933606?utm_">report&nbsp;</a>added.</p><p>Rothschild projects 18% compound annual revenue growth and 25.3% compound annual adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth for Kratos from fiscal 2026 through 2030, the report added.</p><p>Separately, Kratos announced multiple contract awards totaling more than $100 million on Monday to develop prototype mission applications and cyber capabilities supporting space intelligence data for joint operations across the space and cyberspace domains. The company said the work will support capabilities for electronic warfare and offensive cyber operations, including access and battle damage assessment.</p><h2 class="st-heading-2">Northrop Enters More Mature Program Phase</h2><p>Rothschild said Northrop Grumman is entering a more mature phase for its B-21 and Sentinel programs, which are driving revenue growth and margin expansion, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ca.investing.com/news/stock-market-news/rothschild-redburn-initiates-northrop-grumman-stock-with-buy-rating-93CH-4867060?utm_">report&nbsp;</a>published by Investing.com.&nbsp;</p><p>The firm also said Northrop is positioned to benefit from the Pentagon's push for supply-chain resilience and demand for critical munitions through its solid rocket motors and other components. Rothschild also highlighted the company's capabilities in Space Systems and Mission Systems, according to the report.</p><p>Rothschild estimates Northrop's fiscal 2028 free cash flow at approximately $3.8 billion, while the firm projects compound annual growth rates of 6.8% for revenue and 8.3% for earnings per share from fiscal 2026 through 2030, Investing.com reported.</p><h2 class="st-heading-2">Retail View On AVAV, KTOS and NOC</h2><p>Retail sentiment was 'Bearish' for both AVAV and KTOS over the past 24 hours, with AVAV seeing 'Low' message volume and KTOS recording 'High' volume. NOC sentiment was 'Neutral' with 'High' message volume. All three stocks saw an 'Extremely High' participation ratio.</p><p>AVAV shares are down more than 44% year-to-date, while KTOS has declined over 45% and NOC has fallen more than 17% over the same period.</p><p><strong>Also read: &nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-secures-up-to-1-gw-of-potential-power-capacity-in-finland-says-talks-with-hyperscale-customers-underway/cZDt20dRBkv"><strong>Applied Digital Secures Up To 1 GW Of Potential Power Capacity In Finland, Says Talks With Hyperscale Customers Underway</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AeroVironment exhibited during the Defense Expo Korea 2022, held at KINTEX (Korea International Exhibition and Convention Center) on September 21, 2022 in Goyang city, Gyeonggi, South Korea. 

AeroVironment (AVAV), Kratos Defense & Security Solutions (KTOS) and Northrop Grumman (NOC) were in focus on Tuesday after Rothschild & Co Redburn initiated coverage of all three companies.

Rothschild said rising military spending and changes in modern warfare are driving faster modernization of sophisticated systems, stockpile replenishment, efforts to secure space, and the development of mass affordable systems, according to TheFly.


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Defense sector momentum is heating up as investors watch key stocks bounce off support levels amid industry-wide contract optimism.

Strong Q3 earnings beat with an EPS of 7.89 and record backlog data has fueled focus on forward guidance and defense ramp-ups.

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