Drew Fitzgerald
👤 SpeakerAppearances Over Time
Podcast Appearances
This would not be the largest contract that either company has with the U.S.
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.
So it's a good position to be in.
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.
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.
But what the Golden Dome project is supposed to be is this integration of new systems and existing ones.
That includes things like radars throughout the U.S., Canada, Alaska that NORAD uses to track missiles that might come in from Russia.
It includes all sorts of missile interceptor arrays stationed in Guam, other U.S.
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.
As opposed to the way that these systems have worked in the past,
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.
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
What's the company's long-term plan to keep pumping out passenger jets quickly?
And how quickly can it improve its finances?
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.