What's on your mind?
I have held ST Engineering (SGX: S63) for several years as part of my income and compounding strategy, and Q1 2026 results give me no reason to reconsider that position.Group revenue came in at SGD 3....
Palantir just picked up two major wins, an expanded Defense Cloud authorization from DISA and a renewed multi year deal with Airbus. $Palantir Tech(PLTR.US)
This is also another win for Palantir’s sovereign and industrial AI narrative. Airbus touches defense, aviation, logistics and national infrastructure across Europe. $Palantir Tech(PLTR.US)
Palantir just extended its multi year data platform contract with Airbus, and this is the kind of renewal that matters more than a flashy new logo. $Palantir Tech(PLTR.US)
Japan plans to purchase 100 aircraft from Boeing ( $Boeing(BA.US) ), according to a White House official.
I feel bad for Japanese customers. Forced to buy inferior aircraft. Outside the 787, Boeings are garbage compared to airbus.Source: StockMarket.News
$Rocket Lab(RKLB.US)
Rocket Lab was selected by Airbus to provide 200 high-efficiency space-grade solar panels for the expanded OneWeb low Earth orbit (LEO) satellite constellation of Eutelsat Group. This includes carbon composite panel substrates, solar cells, and photovoltaic components.
These solar panels will be manufactured at RKLB's 150,000-square-foot space solar production facility in New Mexico.
