Key Takeaways Viasat unveiled a unified global Ka-band SATCOM network for government and military customers.VSAT's network integrates its satellites, Global Xpress assets and partner systems into one architecture.Viasat's Ka-band network delivers up to 200 Mbps speeds with enhanced resilience and global coverage.Viasat, Inc. (VSAT) announced a major upgrade to its network capabilities for government and military customers. The company is unifying its Viasat Ka-band satellites, the Global Xpress satellite fl ...

Transcat, Inc. (TRNS) shares rallied 5.4% in the last trading session to close at $59.24. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 3.5% gain over the past four weeks.The uptrend in shares was primarily attributable to optimism regarding a likely rebound in the sagging stock prices owing to a holistic growth model. It is focused on providing best-in-class services and products to pharmaceutical, biotech ...

Key Takeaways MU, CLS, COMM and ASTS each gained more than 100% in 2025, fueled by strong tech demand and innovation.CLS and MU saw sharp EPS estimate hikes as AI drove demand for compute, storage, and networking gear.COMM and ASTS surged on 5G, satellite tech and product rollouts addressing high-bandwidth global coverage.The outgoing year witnessed some of the intense volatilities in the equity market in recent memory due to incessant threats of tariffs and counter-tariffs on one hand and market resilience ...

Key Takeaways PSX plans $2.4B in 2026 capital spending, up from $2.1B in 2025, signaling stronger focus on core operations.PSX allocates $1.1B to midstream, backing NGL plants, pipelines and a proposed fractionator. PSX earmarks $1.1B for refining, sustaining work, and the Humber gasoline quality project starting in 2027.Phillips 66 (PSX) , released a glimpse of its $2.4 billion capital budget for 2026, of which $1.1 billion is allocated to maintenance capital and the remaining $1.3 billion for growth capit ...

Key Takeaways KYTX surged 23% after its registrational phase II KYSA-8 study met the primary endpoint in SPS.Kyverna Therapeutics reported a 46% median T25FW improvement, with 81% of patients exceeding a 20% gain.KYTX showed broad functional gains, 67% shed walking aids by Week 16 with a manageable safety profile.Shares of Kyverna Therapeutics (KYTX) surged 23.2% on Monday after the company reported positive top-line data from a registrational mid-stage study of its investigational candidate, mivocabtagene ...

Key Takeaways FIX benefits from surging data center activity, with Technology now driving 42% of total revenues.Comfort Systems posted a record $9.38B backlog, increasingly weighted toward large, complex projects.Carrier faces residential HVAC weakness despite strength in commercial systems and global data centers.The United States HVAC (heating, ventilation and air conditioning) market is experiencing strong multi-year growth, driven by rising energy efficiency demands, the adoption of smart technology, co ...

Key Takeaways WLK will cease operations at three chlorovinyl facilities and a styrene plant due to tough conditions.Seven other North American chlorovinyl sites will continue supplying PVC, VCM and chlor-alkali products.Westlake expects about $415M in pre-tax costs and a workforce reduction of roughly 295 employees.Westlake Corporation (WLK) announced it has approved a plan to cease operations at three of the North American chlorovinyl production facilities and the Styrene manufacturing unit amid challengin ...

Key Takeaways CRC sees AI and grid trends driving demand for low-carbon power and carbon storage solutions.A JV with Brookfield funds early CCS rollout, backed by $2.5B in planned investment and pore space assets.CRC secured key EPA and county permits, lowering risk for early projects and 2026 carbon injection goals.California’s electrification push is colliding with AI’s compute boom. That combination could be catalytic for California Resources Corporation ((CRC) as it links dependable power with carbon ca ...

Key Takeaways The chemical industry faced weak demand in construction, autos and electronics amid inflation and tariffs.Soft demand in China and Europe, plus trade tariffs, continued to pressure chemical volumes in 2025.Chemical makers are cutting costs and improving efficiency to protect margins heading into 2026.The chemical industry has grappled with a demand slowdown in certain major markets, including consumer durables and building & construction, cautious spending by customers and pockets of inventory ...

Key Takeaways KO is shifting to a brand-led franchise system, refranchising bottling operations globally.KO's Q3 2025 operating margin rose 115 bps, currency-neutral margin up 270 bps.Strategic franchise partners and efficiency initiatives are driving system-wide growth and profitability.The Coca-Cola Company (KO) has been aggressively refranchising bottling operations globally, moving from owning many bottlers to focusing on a brand-led, franchise system. The company continues to witness a margin growth tr ...