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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing high trading volume and active community sentiment as investors focus on the company's QNX software as a foundational element for physical AI and robotics, while management's upcoming investor conference appearances and share buyback program fuel speculation about future growth. The community remains highly bullish, citing recent institutional accumulation and the potential for a long-term turnaround as BlackBerry expands its role in mission-critical embedded systems.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as investors weigh an earnings beat against concerns over a sluggish housing market and reduced consumer spending. The community is actively debating the stock's future, with many highlighting its role as a key barometer for the broader economy while tracking its potential for a reversal.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently surging due to a combination of strong institutional buy-in ahead of upcoming earnings and recent reports regarding the approval of H200 chip sales to major Chinese technology firms. The community remains heavily divided between bullish investors who view the company's AI-driven growth as a fundamental long-term opportunity and skeptical voices who fear the stock's massive market capitalization may indicate a speculative bubble that is vulnerable to a post-earnings sell-the-news event.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is currently trending as investors digest their recent earnings report, with the community actively debating the company's long-term commercial potential against significant operational expenses. Despite a volatile share price, supporters are pointing to raised revenue guidance, key defense contract wins, and a robust cash position as reasons for bullish conviction.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors anticipate a major data readout at the upcoming AUA Annual Meeting, with the community closely tracking whether the extended follow-up data for CAN-2409 will confirm its potential as a practice-changing prostate cancer therapy. The stock is seeing heightened engagement from retail investors hopeful for a premium acquisition, even as discussions continue regarding institutional accumulation by firms like RTW and the potential impact of high short interest on near-term volatility.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying following a strategic partnership with Lumilens that includes an initial purchase order and a roadmap potentially reaching half a billion dollars in sales. The community is actively debating the stock's massive institutional volume and price action, with bulls pointing to the validation of the company's photonics technology while some skeptical traders warn of the risks associated with the deal's warrant structure and potential dilution.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors digest conflicting reports regarding potential jet orders from China amid high-level trade discussions, with the community split between skepticism over deal details and long-term optimism driven by a massive backlog and production recovery. Market participants are actively debating whether the recent share price volatility represents a genuine disappointment over order volume or an overreaction driven by algorithmic trading and profit-taking.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors digest a series of upward price target adjustments from major analysts, reflecting strong confidence in the company's multiyear growth trajectory driven by the AI infrastructure boom. The community is actively discussing the company's robust Q2 results, its ability to capture leading-edge foundry and DRAM demand, and the broader implications of sustained semiconductor equipment spending through 2027.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini Space Station is seeing intense volatility and social media discussion following a strategic $100 million capital infusion from the Winklevoss Capital Fund. While some investors see this as a potential floor for the stock, the community remains deeply divided, with many focusing on the heavy short interest and ongoing legal challenges surrounding the platform.

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General Dynamics Wins a $1.27B Deal to Aid Virginia Class Submarines

GD secures a $1.27B Navy contract to support Virginia-class submarines, reinforcing its role amid rising global demand for advanced naval capabilities.

General Dynamics' Arm Wins a Navy Deal for Submarine Support

GD's Electric Boat lands a $95M Navy contract to support strategic and attack submarines, reinforcing its role in a growing global market.

General Dynamics' Arm Wins a $15.38B Navy Deal for Submarine Support  

GD lands a $15.38B Navy contract to support Columbia-class submarines, strengthening its role in a growing global submarine market.

Huntington Ingalls Secures a Contract to Support USS Nimitz

HII lands a $95.7M Navy contract tied to USS Nimitz inactivation, adding to its strong backlog and positioning amid rising global naval defense spending.

<ul class="summary-bullets"><li>Trump said the meeting included CEOs of top U.S. defense companies, including Boeing, Honeywell, Lockheed Martin, and Northrop Grumman, among others.&nbsp;</li><li>As per Trump, expansion had begun three months before the meeting, and many of the manufacturing facilities for the weapons were already under way.&nbsp;</li><li>Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, warned that the longer the U.S.-Israel-Iran war stretched out, the greater the risk would be to the global economy.</li></ul>Shares of major defense companies edged higher on Friday after U.S. President Donald Trump said that the largest companies have agreed to quadruple production of “exquisite class” weaponry amid the ongoing war against Iran.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116184185735585906">post</a> on Truth Social, Trump said that he had just concluded a meeting with the chief executive officers of <a href="https://stocktwits.com/symbol/BAESY">BAE Systems</a> (BAESY), <a href="https://stocktwits.com/symbol/BA">Boeing Co.</a> (BA), <a href="https://stocktwits.com/symbol/hon">Honeywell International Inc.</a> (HON), <a href="https://stocktwits.com/symbol/lhx">L3Harris Technologies Inc.</a> (LHX), <a href="https://stocktwits.com/symbol/lmt">Lockheed Martin Corp.</a> (LMT), <a href="https://stocktwits.com/symbol/noc">Northrop Grumman Corp.</a> (NOC), and <a href="https://stocktwits.com/symbol/ray">Raytheon Holding</a> (RAY) to discuss weapons production and schedules.Shares of HON were up 0.15% in Friday’s after-market hours, while shares of LHX and LMT climbed 0.9% and 0.45% higher. NOC stock was up 0.28% in extended trading hours at the time of writing.“We just concluded a very good meeting with the largest U.S. Defense Manufacturing Companies where we discussed Production and Production Schedules. They have agreed to quadruple Production of the “Exquisite Class” Weaponry in that we want to reach, as rapidly as possible, the highest levels of quantity,” Trump said.<h2 class="st-heading-2">Additional Details</h2>As per Trump, expansion had begun three months before the meeting, and many of the manufacturing facilities for the weapons were already under way.“We have a virtually unlimited supply of Medium and Upper Medium Grade Munitions, which we are using, as an example, in Iran, and recently used in Venezuela,” he said. “Regardless, however, we have also increased Orders at these levels,” he added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_3_31_42_AM_png_3cfe8f9ebc.webp" alt="Screenshot 2026-03-07 at 3.31.42 AM.png" width="1081" height="1022"></figure>&nbsp;Trump also said that another meeting with the defense companies was scheduled in the next two months.<h2 class="st-heading-2">Expert Commentary</h2>Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, warned in a post on X on Friday that the longer the U.S.-Israel-Iran war stretched out, the greater the risk would be to the global economy, especially in terms of production systems and supply-chain issues.“Some production systems and certain cross-border supply chains do not handle ‘sudden stops’ well. IF they continue to shut down, and it is an if, their eventual restart would likely be neither quick nor smooth,” he said.In an earlier post from the day, El-Erian had warned that immediate pressures from the war would be on surging energy prices, and rising mortgage rates, eventually leading to broader price increases from supply-side disruptions and eventual "cost-push" inflation.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_3_32_26_AM_png_6f0404db0e.webp" alt="Screenshot 2026-03-07 at 3.32.26 AM.png">The war with Iran has now entered its seventh day, leading to higher oil prices and volatility in stock markets. U.S. equities ended the day lower on Friday, with the <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, closing down by 1.31%, while the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) was down 0.96% at close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/us-customs-agency-says-it-cannot-comply-with-court-order-to-refund-trump-duties/cZdLEZZRIEC">US Customs Agency Says It ‘Is Not Able To Comply’ With Court Order To Refund Trump Duties</a>

U.S. President Donald Trump speaks in the Oval Office at the White House on May 20, 2025. Trump announced his plans for the "Golden Dome," a national ballistic and cruise missile defense system. (Photo by Chip Somodevilla/Getty Images)

Trump Says Boeing, Lockheed Martin, Raytheon, Others To Quadruple Advanced Weapons Output Amid Iran War

Shares of major defense companies edged higher on Friday after U.S. President Donald Trump made the announcement on Truth Social. 

Equity

Defense ETFs to Gain as the US-Iran War Stokes Global Tension

ITA and other defense ETFs are expected to gain as the U.S.-Iran strikes spur weapon demand, lifting Lockheed and peers on rising global tensions.

Are Aerospace Stocks Lagging  Bae Systems (BAESY) This Year?

Here is how Bae Systems PLC (BAESY) and Karman Holdings Inc. (KRMN) have performed compared to their sector so far this year.

BAESY vs. RYCEY: Which Stock Should Value Investors Buy Now?

BAESY vs. RYCEY: Which Stock Is the Better Value Option?

Mercury Systems Q2 Earnings Beat Estimates, Revenues Rise Y/Y

MRCY delivers an earnings surprise as bookings climb, backlog hits a record $1.5B, and EBITDA expands year over year.


BAE Systems Wins $473M Deal to Produce 40 M109A7 Paladin Howitzer

BAESY secures a $473M contract to build 40 M109A7 Paladin howitzer sets, strengthening the U.S. Army's firepower and its armored vehicle footprint.

BAE Systems Plc engages in the provision of a full range of products and services for air, land, and naval forces, advanced electronics, security, information technology solutions, and support services. It operates through the following segments: Electronic Systems, Cyber and Intelligence, Platforms and Services (US), Air, Maritime, and Headquarters. The Electronic Systems segment is composed of the US and UK-based electronics activities, including electronic warfare systems, electro-optical sensors, military and commercial digital engine and flight controls, precision guidance and seeker solutions, next-generation military communications systems and data links, persistent surveillance capabilities, and hybrid electric drive systems. The Cyber and Intelligence segment includes the US-based Intelligence and Security business, and UK-headquartered Applied Intelligence business, and covers the group's cyber security, secure government, and commercial and financial security activities. The Platforms and Services (US) segment manufactures combat vehicles, weapons and munitions, and delivers services and sustainment activities, including ship repair and the management of government-owned munitions facilities. The Air segment deals with UK-based air activities for European and International markets, and US programs, and its businesses in Saudi Arabia and Australia, together with its interest in the European MBDA joint venture. The Maritime segment focuses on the group’s UK-based maritime and land activities. The Headquarters segment includes the group’s head office and UK-based shared services activities, together with its interest in Air Astana. The company was founded in 1953 and is headquartered in London, the United Kingdom.

Current Price	$103.39
Prev Close	$104.13
Open	$104.13
Dividend Yield	2.04%
50-Day Moving Average	$116.19
Beta	0.47
Avg. Volume	204,123.90
PE Ratio	28.13

52-Week High	$126.00
52-Week Low	$84.50
Market Capitalization	$75.89B
EPS (Annual)	$3.63
Price to Book	4.77
Revenue Per Employee	$359,074.41

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