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Defence may gain from Budget push; PSU banks, affordable housing finance in focus: Ambareesh Baliga
The Economic Times· 2025-12-17 12:59
Baliga said defence has remained a policy priority for the government, as reflected in sustained order inflows. “Orders are not the issue. The challenge over the last one-and-a-half to two years has been capacity bottlenecks, which led to execution delays at companies such as PSU banks preferred over private lendersWithin financials, Baliga said he currently prefers public sector banks (PSU banks) over private sector peers. “Private banks have underperformed over the last few months, while PSU banks have d ...
HII Marks Oklahoma (SSN 802) Construction Milestone at Newport News Shipbuilding
Globenewswire· 2025-12-17 00:45
NEWPORT NEWS, Va., Dec. 16, 2025 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today that its Newport News Shipbuilding division has reached a significant construction milestone for Virginia-class submarine Oklahoma (SSN 802). Oklahoma is now “pressure hull complete,” which signifies all of the hull sections have joined to form a single, watertight unit. “Achieving pressure hull complete on Oklahoma highlights our commitment to accelerating production and delivering unmatched capability to our Navy customer ...
Market rotation, the Fed's Kevins, Netflix's 'Star Wars' moment and more in Morning Squawk
CNBC· 2025-12-15 21:22
Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York City.Spencer Platt | Getty ImagesThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Cold front2. The KevinsKevin Hassett, director of the National Economic Council (L), and Kevin Warsh, former governor of the U.S. Federal Reserve.ReutersFormer Federal Reserve Governor Kevin Warsh has made his way to t ...
Trump wants the U.S. shipbuilding industry to be great again. Here's what it will take, and what's at stake
CNBC· 2025-12-14 21:25
President Donald Trump has vowed to lead a revival in U.S. shipbuilding, but the success of this manufacturing renaissance in a key sector for national security will rely on the expertise from overseas. The administration's goal of a shipbuilding boom is a part of Trump's "Make America Great" policy agenda. Trump signed an executive order in April to bolster the shipbuilding industry, but many industry executives have warned it won't be easy given the current state of the domestic industry, and foreign inve ...
HII Hosts Australian Delegation at Newport News Shipbuilding
Globenewswire· 2025-12-12 03:15
NEWPORT NEWS, Va., Dec. 11, 2025 (GLOBE NEWSWIRE) -- HII (NYSE: HII) hosted an Australian delegation led by Richard Marles MP, deputy prime minister and minister for defence, at its Newport News Shipbuilding division Tuesday. The visit was held in support of the trilateral Australia, United Kingdom and United States (AUKUS) partnership. HII continues its commitment to supporting AUKUS, which set in motion tasking across all three countries to determine the optimal pathway to provide Australia with conventio ...
Palantir Just Scored a Deal to Build Nuclear Submarines. Should You Build a Position in PLTR Stock?
Yahoo Finance· 2025-12-12 02:15
Palantir Technologies (PLTR) recently landed one of its most significant defense contracts yet as the U.S. Navy tapped the software firm to overhaul submarine production through artificial intelligence. The deal authorizes up to $448 million to deploy Palantir's technology across America's entire Maritime Industrial Base under an initiative called ShipOS. www.barchart.com The Virginia-class and Columbia-class submarine programs are billions of dollars over budget and years behind schedule. The Columbia-c ...
向“新”而行,南通“十四五”科技创新跃上新台阶
扬子晚报网· 2025-12-11 14:51
作为江苏"新出海口",南通积极拥抱长三角。全市超过七成的规上工业企业与上海的高校院所"结对创 新",九成新引进项目深度嵌入沪苏产业链。近五年,沪通两地产学研合作项目超过1000项,联合孵化 的科创企业达40多家,沪通合作园区已在所有县(市、区)落地生根。长三角国家技术创新中心南通分 中心等一批高能级平台的落户,让"沿江创新带"上的南通节点更加闪耀。 扬子晚报网讯(记者 吴佳笑)"十四五"以来,南通市以建设更高水平国家创新型城市为目标,全力推动科 技创新与产业创新深度融合,在培育新质生产力、深化区域协同、优化创新生态等方面取得一系列标志 性成果,为高质量发展注入了强劲的"科"动力。 南通致力于打造"如鱼得水"的创新生态,城市吸引力与日俱增。自2021年起,连续四年入选"外籍人才 眼中最具吸引力的中国城市"候选榜单。背后是一系列贴心的"南通服务":全省率先开设外国人才工 作、居留许可"一窗联办",办理时限压缩一半;实施长三角范围内资质互认,为人才自由流动提供便 利。 企业是创新的主角。南通精心构建"微成长、小升高、高变强"的梯次培育链,推动创新型企业"森林"日 益茂盛。预计到2025年底,全市高新技术企业将突破5 ...
HII Hosts Keel Laying of Virginia-Class Attack Submarine Barb (SSN 804)
Globenewswire· 2025-12-10 04:00
NEWPORT NEWS, Va., Dec. 09, 2025 (GLOBE NEWSWIRE) -- HII’s (NYSE: HII) Newport News Shipbuilding (NNS) division hosted the keel laying ceremony today for Virginia-class attack submarine Barb (SSN 804). “Our reason to come together this morning represents not only the laying down of our next submarine keel, but a solemn commitment we are making to our country,” NNS President Kari Wilkinson said. “It marks the beginning of a construction journey, and while it is a journey measured in inches of weld, amount of ...
HII Deepens Partnership with Babcock International Group in Support of Virginia-Class Submarine Construction
Globenewswire· 2025-12-09 20:00
公司与行业动态 - HII与巴布科克国际集团签署合同,扩大战略合作伙伴关系,以进一步支持HII纽波特纽斯造船分部弗吉尼亚级潜艇的建造产能,并增强HII潜艇供应链的韧性 [1] - 这是首份授予巴布科克、专门支持纽波特纽斯造船厂潜艇工作的弗吉尼亚级外包合同,授权巴布科克在苏格兰罗塞斯设施为弗吉尼亚级Block VI快速攻击潜艇建造复杂的潜艇组件 [2] - 此次合作扩大将增加能够以必要质量完成大型结构工作的供应商数量 [2] 合作战略意义 - HII总裁兼首席执行官表示,此举是履行双方共同承诺、提升组织能力的重要一步,旨在惠及美国和英国的项目 [3] - 利用巴布科克在英国的影响力和专业知识,将巩固HII的供应商基础,加强美国的潜艇生产,并支持美英澳三边AUKUS伙伴关系 [3] - 巴布科克首席执行官表示,此次战略伙伴关系的扩展使双方能够优化联合能力,以惠及更广泛的AUKUS安全伙伴关系 [6] 合作历史与扩展 - 2023年7月,HII与巴布科克达成战略协议,在英国和美国的海军及民用核设施退役与建造机会方面进行合作 [6] - 此后,两家公司已在美国、英国和澳大利亚成功开展合作,包括通过澳大利亚潜艇供应商资质认证计划,加速澳大利亚供应商和产品进入美国潜艇工业基地 [7] - 该计划正致力于扩展至包括进入英国潜艇工业基地、用于机敏级潜艇的产品 [7] 技术合作与产品整合 - 今年早些时候在防务与安全设备国际展上,双方签署谅解备忘录,旨在整合HII的REMUS无人水下航行器与巴布科克世界领先的潜艇武器处理与发射系统 [8] - 该合作旨在实现无人水下航行器的鱼雷管发射与回收,以增强英国皇家海军及盟国海军的海底优势 [8] 公司背景 - HII是一家全球性、全领域防务提供商,致力于为国家交付世界上最强大的舰船和全领域解决方案 [10] - HII是美国最大的军用造船商,拥有超过135年的历史,业务范围涵盖从舰船到无人系统、网络、情报监视侦察、人工智能/机器学习和合成训练的关键能力,总部位于弗吉尼亚州,拥有44,000名员工 [11] - 巴布科克是一家国际防务公司,提供一系列产品和服务解决方案,以提升客户的防务能力和关键资产,其业务基于对技术集成与工程、基础设施管理和专业培训的深刻理解 [11]
HD Hyundai Signs MOU with Indian State Government to Establish New Shipyard
Prnewswire· 2025-12-08 09:38
In particular, the Thoothukudi region of Tamil Nadu—cited as one of the candidate sites for the new shipyard—is regarded as an optimal location, with temperature and rainfall conditions similar to those of Ulsan, Korea, where HD Hyundai Heavy Industries is located. It already hosts major Korean companies such as Hyundai Motor Company and Samsung Electronics, and large-scale investments are planned for nearby port facilities, further strengthening expectations for future business expansion. Earlier this mont ...