Sep 24, 2026
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4 min read
Plus: an $876M jammer award, a torpedo fired from an unmanned sub, and 2,500 electric trucks on order.
Sep 22, 2026
3 min read
Plus: a $6.5B pharma groundbreaking, a $1.2B missile award, and new capital for batteries, water, and uranium.
Sep 17, 2026
Plus: a $205M satellite raise, a rad-hard chip line, and fresh capital for the physical economy.
Sep 15, 2026
The Pentagon Owes The White House a Plan in 90 Days
Sep 14, 2026
Jun 9, 2026
Plus: State Department clears a $1.98B Anduril counter-drone sale to Kuwait, NextEra moves to buy Dominion in a roughly $120B deal, SpaceX launches a $75B IPO roadshow, and DOE commits $850M to coal plant modernization.
Jun 4, 2026
Plus: Raytheon wins SPY-6 work, Air Products expands near St. Louis, AV grows in Dayton, Urenco adds enrichment capacity, and Mach raises $300M.
Jun 2, 2026
Plus: Davie turns Texas shipyards toward icebreakers, OPmobility adds Toledo supplier capacity, SEG Solar builds in Houston, and NVIDIA pulls AI into the fab.
Jun 1, 2026
5 min read
The race to reindustrialize is being waged state by state. Four conversations in the Beehive State show what a winning model looks like.
May 28, 2026
Plus: Johnson Matthey buys into data-center emissions control, DTE backs Michigan-made batteries, BorgWarner expands in Hendersonville, and X-Bow scales rocket motors in Texas.
May 26, 2026
Plus: America's last rail mill gets a billion-dollar upgrade, every package in America just got smarter tracking, and $127 billion in tariff refunds hitting Monday.
