Rich Smith

Key Points Last month, General Dynamics landed a $6.8 billion contract to build fuel resupply ships for the U.S. Navy. Two weeks later, Huntington Ingalls landed two Navy contracts that, combined, are worth about 50% more. Given its much smaller market cap, those larger contracts will have a much bigger effect on the financials (and valuation) of Huntington Ingalls. Motley Fool Issues Rare “All In” Buy Alert

Reuters' reports about Sierra Space buying United Launch Alliance aren't likely to lead to an actual deal.

Key Points As Boeing's International Association of Machinists labor strike wraps up its third week, a new demand emerges: employee pensions. Boeing froze its pension plan in 2014, replacing it with 401(k) plans for newer workers. Reviving the pension plan could add costs for Boeing, and wouldn't necessarily be great for workers either. Motley Fool Issues Rare “All In” Buy Alert

God Himself has finally broken His millennia-long silence on meteorological phenomena after admitting he is deliberately sending Hurricane Milton to Donald Trump’s front door.

Rocket Lab's latest contract win doesn't seem to be as big news as it might have been.

Key Points Deutsche Bank raised its price target on buy-rated Corning stock today. Growing demand for fiber optics to support artificial intelligence is a tailwind for the stock. Unfortunately, at 87 times earnings, Corning stock simply costs too much to buy.

Key Points Piper Sandler reports Celsius holds a 35% market share among teen consumers of energy drinks. Stifel reports growth in energy drink sales at convenience stores is reviving. Celsius stock doesn't look cheap at 30 times earnings, but strong growth can justify a high stock price. Motley Fool Issues Rare “All In” Buy Alert

Not all lithium stocks are created equal.

Key Points Tesla unveiled three new products last night: a Cybercab, a Robovan, and a Tesla Bot. The earliest product to come to market is probably the Cybercab, arriving no sooner than 2026 and no cheaper than $30,000. In the meantime, Tesla stock is a 15% grower with a 67 P/E ratio. Motley Fool Issues Rare “All In” Buy Alert

Key Points Goldman Sachs reiterated its buy rating on Atlassian stock this morning. Morgan Stanley upgraded Atlassian stock to a "top pick." Atlassian stock has underperformed the S&P 500 by 35% over the last year but looks primed for 25% long-term growth. Motley Fool Issues Rare “All In” Buy Alert