Capital Goods

Lockheed Martin’s record‑setting F‑35 and MH‑60R delivery surge, backed by new defense contracts and analyst upgrades, signals unstoppable growth for the nation’s leading defense contractor.

Bloom Energy’s solid‑oxide fuel cells turn natural gas into clean, low‑CO2 electricity—investors eye its high‑valuation stock amid rising renewable demand.

AIRO Group Holdings: Low‑profile industrials firm behind electric lift aircraft and drones; stock fell from $39 to $12, signals bearish trend and need for new growth strategy.

Flying Technology’s recent limit‑up and 2025 loss forecast reveal a volatile stock poised for potential upside if a smart‑elevator turnaround materializes.

Terra Innovatum Global NV develops micro‑modular nuclear reactors (SOLO) to offer carbon‑free power for heavy industry, backed by a UNCA sustainability award but facing volatile stock performance.

China First Heavy Industries surges on a record‑setting Shanghai market, highlighting its role in AI, fusion, and next‑gen battery manufacturing and attracting strong institutional support.

AVIC Shenyang Aircraft Co Ltd, a leading Chinese aerospace firm, is boosting its production capacity through strategic land‑transfer deals and a partial relocation project, while maintaining a strong 24.5 bn CNY market cap and solid financial growth.

Baosheng Science & Tech Innovation: Shares near 52‑week high, driving Shanghai Index past 4,100 as the company expands its global cable business into space and traffic markets.

Builders FirstSource (BLDR) rides record‑setting U.S. market momentum—strong macro drivers, bullish Elliott Wave structure, and solid fundamentals suggest continued upside.

Knorr‑Bremse’s new JV with Wesp Group launches data‑driven workshop benchmarking, boosting operational efficiency and cementing its shift into digital vehicle solutions.