News — AI supercycle headlines

MT Newswires1d agoneutral

Firefly Aerospace Sees Growing Demand, Lunar Tailwinds, Morgan Stanley Says

Firefly Aerospace (FLY) is seeing growing demand beyond its launch business and a strengthening luna

Barrons.com1d agoneutral

These Stocks Are Today’s Movers: Palantir, Intel, AMD, ON Semi, Pinterest, Duolingo, and More

Stock futures were rising Tuesday as investors shrugged off a flare-up of tensions in the Middle East. Palantir Technologies slid 3.3% even as the data-wrangling software developer’s first-quarter earnings topped Wall Street’s expectations on all key metrics. Because it trades at such a lofty valuation, with the stock fetching 97 times expected earnings per share for the next 12 months, Palantir gets judged not on whether it beats expectations but how much it beats estimates.

AAPL

Moby2d agoneutral

Firefly Aerospace Inc. Q1 2026 Earnings Call Summary

Moby summary of Firefly Aerospace Inc.'s Q1 2026 earnings call

FLY

MarketBeat2d agoneutral

Firefly Aerospace Q1 Earnings Call Highlights

Firefly Aerospace (NASDAQ:FLY) reported record first-quarter 2026 revenue as management pointed to accelerating demand across lunar missions, national security software, and launch services. The company posted first-quarter revenue of $80.9 million for the period ended March 31, up from $57.7 millio

FLY

Investor's Business Daily2d agoneutral

Dow Jones Futures: Iran Attacks Spark Stock Market Losses; Palantir Rallies On Earnings

Dow Jones Futures: Iran attacks sparked stock market losses Monday. Palantir stock rallied on earnings late.

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Motley Fool2d agoneutral

Firefly (FLY) Q4 2025 Earnings Transcript

Jason Kim: Thank you, Michael, and welcome to our fourth quarter and year-end 2025 earnings call. Firefly is a space and defense company, delivering innovative hardware and software to perform the hardest missions in the space for national security, exploration and commercial technology lighting the way to a bold space ecosystem that expands humanity's future. Now with SciTec onboard, Firefly's capabilities include AI-enabled defense software proven in operations, such as missile warning and defense.

FLY

Insider Monkey27d agoneutral

Citi Remains Bullish on HEICO (HEI) Despite Lagging Aftermarket Business

HEICO Corporation (NYSE:HEI) is included in our list of the 15 Stocks Set to Explode in the Next 3 Years. As of April 6, 2026, 60% of covering analysts maintain bullish ratings for HEICO Corporation (NYSE:HEI), indicating that analyst sentiment remains optimistic. The $375.00 consensus price target implies an upside of 35.78%. HEICO Corporation (NYSE:HEI) […]

FLY

Simply Wall St.28d agoneutral

Nvidia’s Lunar AI And Cybersecurity Push Deepen Its Critical Infrastructure Role

Nvidia is extending its Jetson edge AI platform to the Moon through a new collaboration with Firefly Aerospace to enable real time AI data processing in lunar orbit. The company is also joining Project Glasswing, an urgent multi company effort to apply advanced AI models to emerging cybersecurity threats. NVIDIA (NasdaqGS:NVDA) is moving its AI footprint beyond traditional data centers, with Jetson hardware and software now aimed at on orbit analytics around the Moon. For investors tracking...

FLY

MT Newswires28d agoneutral

Sector Update: Tech Stocks Climb Late Afternoon

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

FLY

24/7 Wall St.28d agoneutral

Nvidia Heads to the Final Frontier: Stakes Claim to the $1.8 Trillion Space Economy

AI chips are no longer just training models in giant data centers on Earth but are also going to the Moon, analyzing images from lunar orbit before beaming back only the insights that matter. That’s exactly what Nvidia (NASDAQ:NVDA) is doing. While earthbound hyperscalers still drive the bulk of Nvidia’s growth, two announcements this week ... Nvidia Heads to the Final Frontier: Stakes Claim to the $1.8 Trillion Space Economy

FLY