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Drew Fitzgerald

👤 Speaker
16 total appearances

Appearances Over Time

Podcast Appearances

WSJ What’s News
The Nasdaq Closes in a Correction

This would not be the largest contract that either company has with the U.S.

WSJ What’s News
The Nasdaq Closes in a Correction

government.

WSJ What’s News
The Nasdaq Closes in a Correction

But what it could offer them is space on the ground floor of this massive defensive system that will likely cost billions of dollars to upgrade and to maintain, not just over the next 10 years, but over the next few decades to come.

WSJ What’s News
The Nasdaq Closes in a Correction

So it's a good position to be in.

WSJ What’s News
The Nasdaq Closes in a Correction

And it shows a lot of the administration's preference for picking new technology companies like Anduril and Palantir over some of the more traditional defense contractors like Lockheed Martin and RTX that have built these sorts of systems in the past.

WSJ What’s News
The Nasdaq Closes in a Correction

The military has kept the details of what it would do very close to the vest because they don't want adversaries to know about how it would work.

WSJ What’s News
The Nasdaq Closes in a Correction

But what the Golden Dome project is supposed to be is this integration of new systems and existing ones.

WSJ What’s News
The Nasdaq Closes in a Correction

That includes things like radars throughout the U.S., Canada, Alaska that NORAD uses to track missiles that might come in from Russia.

WSJ What’s News
The Nasdaq Closes in a Correction

It includes all sorts of missile interceptor arrays stationed in Guam, other U.S.

WSJ What’s News
The Nasdaq Closes in a Correction

bases, and in the Middle East, so that commanders can see all threats at once, follow them from start to finish, and decide how to respond, so that they don't have to lose time talking among each other and coordinating in response to threats that could only give them minutes or fewer to act on.

WSJ What’s News
The Nasdaq Closes in a Correction

As opposed to the way that these systems have worked in the past,

WSJ What’s News
The Nasdaq Closes in a Correction

where different services like the Army and the Navy and the Air Force all have different defensive systems, and they have to coordinate ad hoc.

WSJ What’s News
Iran’s Bloodiest Crackdown in Decades

one thing working for boeing is the company's sheer size as the biggest u.s exporter what's good for boeing is often good for the country and the trump administration has often championed the business despite the president's long list of complaints about air force one so boeing has signed some big orders tied to some bilateral agreements between the us and other countries around the world i think investors are going to be focused on two things

WSJ What’s News
Iran’s Bloodiest Crackdown in Decades

What's the company's long-term plan to keep pumping out passenger jets quickly?

WSJ What’s News
Iran’s Bloodiest Crackdown in Decades

And how quickly can it improve its finances?

WSJ What’s News
Iran’s Bloodiest Crackdown in Decades

Boeing has been burning through cash for a long time, and investors are waiting for details on when it might start turning the ship around and maybe even return some of that cash to shareholders.