LAM RESEARCH SAYS IT PLANS TO INVEST MORE THAN $3 BLN TO EXPAND ITS GLOBAL LAB NETWORK OVER FIVE YEARS, TARGETING A MORE THAN 50% INCREASE IN EXPERIMENT CAPACITY
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TRUMP HAS ORDERED THE NAVY TO RESTORE OLD TECH IN AIRCRAFT CARRIERS, COSTING BILLIONS, WITH TRUMP EXPECTED TO SIGN A MEMORANDUM AS SOON AS TODAY DIRECTING THE CHANGE - WSJ, CITING SOURCES
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FITCH HAS AFFIRMED THE UNITED STATES OF AMERICA AT 'AA+' WITH A STABLE OUTLOOK, SAYING THE RATING IS SUPPORTED BY A LARGE ECONOMY, HIGH PER-CAPITA INCOME, A DYNAMIC BUSINESS ENVIRONMENT AND EXCEPTIONAL FINANCING FLEXIBILITY.
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FITCH FORECASTS U.S. GROWTH TO REMAIN RELATIVELY RESILIENT AT 1.9% IN 2026-2027, DOWN FROM 2.8% IN 2025, NOTING LABOR DEMAND HAS WEAKENED AND JOB CREATION HAS DROPPED SIGNIFICANTLY IN 2026, WHILE EXPECTING INFLATION TO MOVE TOWARD TARGET BY YEAR-END 2028.
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FITCH SAYS ON THE UNITED STATES THAT FISCAL PRESSURES WILL INCREASE AS MEDICARE AND SOCIAL SECURITY EXPENDITURES EXPAND BY NEARLY 1 PERCENTAGE POINT OF GDP BY 2032, ADDING THAT GRIDLOCK AND GOVERNMENT SHUTDOWNS MAY BECOME MORE LIKELY AND POSSIBLY MORE PROTRACTED AS WELL
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APPLIED MATERIALS CEO SAYS IT EXPECTS AGS TO GROW MORE THAN 20% IN CALENDAR 2026 AND TO DELIVER A SUSTAINABLE LONG-TERM ANNUAL GROWTH RATE IN THE MID-TEENS, AND NOW EXPECTS OVERALL PACKAGING REVENUES TO GROW MORE THAN 70% IN CALENDAR 2026 - CONF CALL
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APPLIED MATERIALS CEO SAYS ITS LARGEST CUSTOMERS ARE GIVING THE COMPANY LONGER-TERM COMMITMENTS AND ROLLING 8-QUARTER FORECASTS TO ENSURE THE SUPPLY CHAIN CAN SUPPORT RAMPS - CONF CALL
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SHARES OF EBAY RALLIED 2.22% TO $104.58 ON THURSDAY, SNAPPING A THREE-DAY LOSING STREAK, ON AN ALL-AROUND POSITIVE TRADING SESSION AS THE S&P 500 ROSE 0.65% TO 7,798.99 AND THE DOW ROSE 0.13% TO 53,839.99.
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EBAY, WHICH CLOSED 12.35% SHORT OF ITS 52-WEEK HIGH OF $119.31 REACHED ON MAY 20, OUTPERFORMED SOME COMPETITORS AS AMAZON FELL 0.80% TO $265.13, WALMART FELL 0.25% TO $115.72 AND TARGET ROSE 0.98% TO $155.51.
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GENASYS POSTED Q3 REVENUE OF $7.295 MLN, GROSS PROFIT OF $4.165 MLN, AN OPERATING LOSS OF $4.036 MLN, ADJUSTED EBITDA OF -$3.103 MLN AND A NET LOSS OF $4.677 MLN, OR A LOSS PER SHARE OF $0.10.
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GENASYS SAYS SUPPLY CHAIN CONSTRAINTS DELAYED CROWS II TECHNICAL REFRESH PROGRAM DELIVERIES, AND THAT WORK ON THE PUERTO RICO DAMS EARLY WARNING SYSTEM PROJECT WAS PACED PENDING RECEIPT OF CUSTOMER PAYMENTS, WHICH IT HAS BEGUN RECEIVING.
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THE UAE HAS CLAIMED THAT 2 SHIPS BELONGING TO THE ABU DHABI NATIONAL OIL COMPANY (ADNOC) WERE ATTACKED IN THE STRAIT OF HORMUZ - FARS NEWS.
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THE UAE HAS CLAIMED THAT TWO SHIPS BELONGING TO THE ABU DHABI NATIONAL OIL COMPANY (ADNOC) WERE ATTACKED IN THE STRAIT OF HORMUZ - FARS NEWS
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SOUTH KOREA'S EXPORT PRICES ROSE 49.1% YEAR-ON-YEAR, UP FROM 48.9%, WHILE IMPORT PRICES ROSE 18.7% YEAR-ON-YEAR, EASING FROM 20.6%
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RECKITT HAS ANNOUNCED THE PRICING TERMS FOR ITS PREVIOUSLY ANNOUNCED ANY-AND-ALL TENDER OFFER AND CONSENT SOLICITATION FOR MEAD JOHNSON NUTRITION COMPANY NOTES DUE 2044, WITH HOLDERS TO RECEIVE $898 PER $1,000 PRINCIPAL AMOUNT PLUS ACCRUED INTEREST.
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RECKITT SAYS MJN IS SOLICITING CONSENTS TO ELIMINATE MOST COVENANTS AND RELEASE THE RECKITT GUARANTEE ON THE NOTES.
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NORTH KOREA HAS DENOUNCED U.S.-SOUTH KOREA MILITARY DRILLS, SAYING THEY ARE MORE PROVOCATIVE THAN LAST YEAR'S AND THAT U.S.-JAPAN-SOUTH KOREA MILITARY COOPERATION IS TURNING INTO A NUCLEAR ALLIANCE - KCNA
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SAUDI ARABIA'S CROWN PRINCE HAS MET THE U.S. CENTRAL COMMAND COMMANDER, WITH THE TWO DISCUSSING MUTUAL DEFENSE COOPERATION AND EFFORTS TO DE-ESCALATE REGIONAL TENSIONS - SAUDI STATE NEWS AGENCY
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OPENAI REPLACES CHIEF REVENUE OFFICER DENISE DRESSER AFTER JUST EIGHT MONTHS, WITH DALI RAJIC NAMED AS SUCCESSOR.

DRESSER’S EXIT ADDS TO A STRING OF SENIOR OPENAI DEPARTURES AS THE AI FIRM PUSHES TO EXPAND ITS ENTERPRISE BUSINESS AND PREPARE FOR A POTENTIAL IPO.
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NORTH KOREA SAYS IT WILL CONTINUE TO EXPAND ITS NUCLEAR DETERRENT, ADDING THAT A NEW U.S. NUCLEAR POLICY CAN BE APPLIED FIRST IN THE KOREAN PENINSULA AND THAT IT WILL RESPOND TO A NEW LEVEL OF THREAT WITH A NEW LEVEL OF DETERRENT - KCNA
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WHITE HOUSE SAYS TRUMP HAS SIGNED A PROCLAMATION IMPOSING TARIFFS ON DRONES AND THEIR PARTS AND COMPONENTS, INCLUDING A 100% AD VALOREM TARIFF ON DRONES OF A CERTAIN SIZE OR WITH CERTAIN CAPABILITIES PARTICULARLY SENSITIVE FOR NATIONAL SECURITY AND A 25% TARIFF ON SMALLER DRONES THAT LACK SUCH CAPABILITIES.
(@FirstSquaw)