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https://www.bloomberg.com/news/articles/2026-09-11/anthropic-says-us-adversaries-aimed-claude-at-weapons-research
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Amazon CEO Andy Jassy announced the company will increase capital spending to $220 billion in 2026 to meet surging AI infrastructure demand, with expectations that demand will continue through 2027 and beyond. This expansion benefits suppliers Micron Technology and Broadcom, which provide critical memory and networking components for data centers supporting AI workloads.
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Leidos Holdings is advancing its role in U.S. hypersonic weapons programs, including the Thermal Protection Shield (TPS) and Common Hypersonic Glide Body (CHGB) programs, as these capabilities transition from development to production. The company's expertise in guidance systems, sensors, and precision munitions positions it to benefit from rising U.S. investment in hypersonic technologies and growing geopolitical demand for advanced defense systems.
https://news.lockheedmartin.com/lockheed-martin-secures-space-force-contracts-contracts-to-further-modernize-the-GPS-ground-segment
IBM stock tests key support levels in premarket trading. Separately, IBM and Lockheed Martin announce a new Swiss Quantum Hub partnership.