$Oracle (ORCL.US)$
Oracle Corporation Q3 FY2026 earnings conference call is scheduled for March 10 at 5:00 PM ET /March 11 at 5:00 AM SGT /March 11 at 8:00 AM AEDT.Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Oracle's Q3 FY2026 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentatio...

$NVIDIA (NVDA.US)$
NVIDIA GTC AI Conference 2026 is scheduled for March 16 at 2:00 PM ET /March 17 at 2:00 AM SGT /March 17 at 5:00 AM AEDT. Subscribe to join the live conference with management NOW!
What to Expect?
What key announcements and innovations will NVIDIA unveil at the GTC AI Conference 2026? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational use only and is not a recomm...

Recent geopolitical conflicts may give the impression that developments in the defense sector have already been priced into stock prices. However, beyond the US-Iran war, the long-term narrative of AI integration in modern warfare is far from over.
As early as April 2017, the U.S. Department of Defense launched Project Maven (officially: Algorithmic Warfare Cross-Functional Team), its first dedicated military AI project, marking a significant step in deeply embedding AI into combat systems. Now, Maven Smart Systems is being procured by NATO for alliance operations.
Which companies are the main drivers of modern defense intelligence?
Currently, $Palantir (PLTR.US)$ is one of the main participants in the Maven project. Other participants include $Maxar Technologies Inc (MAXR.CA)$ in satellite remote sensing and $Leidos (LDOS.US)$ in intelligence.
Meanwhile, the AI-ification of defense companies not only requires combat assistance software systems from companies like Palantir but has also led to a surge in hardware demands such as sensors, navigation, and electronic control systems. $L3Harris Technologies (LHX.US)$ , $TransDigm (TDG.US)$ , and $RTX Corp (RTX.US)$ Raytheon Technologies are major players in this field. Other relevant information is as follows:
On the other hand, traditional military entities need to be integrated to support defense AI. The Department of Defense's JADC2 (Joint All-Domain Command and Control) project links traditional defense department actions together.
Dividing by Space Force, Navy, Army, and Air Force, the product lines of various companies are as follows:
What defense assets were used in the US-Iran conflict?
The U.S. Central Command recently disclosed on social media the defense equipment used in military actions against Iran.
Related equipment includes:
1. Tomahawk missiles (from $RTX Corp (RTX.US)$ Raytheon Technologies). This missile has been used since the 1991 Gulf War, characterized by relatively slow speed but high precision and modular sensor replacement capabilities.
2. The launch platform for Tomahawk missiles is the Arleigh Burke-class destroyer. $Huntington Ingalls Industries (HII.US)$ and $General Dynamics (GD.US)$ both produce the destroyers. Aircraft carriers are made solely by HII, and both stocks have seen significant increases in recent years.
3. The main land-based missile launch platform is the HIMARS rocket artillery, with $Lockheed Martin (LMT.US)$ as the primary contractor.

Hey mooers! The verdict is in. Remember our heated debate right before the NVDA earnings? It’s time to see how your expectations matched reality.
When "crushing earnings" meets "price drop," you know you’re witnessing a classic market moment.
In our pre-earnings poll, the community was divided, but heavily skewed:
– 🔴 81% (Team Moat - The Unstoppables): Betting on the AI revolution.
– 🔵 19% (Team Peak - The Realists): Warning abo...

$Duolingo (DUOL.US)$
Bro the movement on this stock makes no sense, 11.3pe for saas?? Beat earnings too? This is the bottom

$Duolingo (DUOL.US)$ is going to delisted ?