Primary IgnitionOpinion

SMMT says ZEV mandate needs 265,000 more BEV sales in Q4 to hit 33% as consultation closes

With the ZEV mandate consultation closing on, SMMT says BEVs hold 26.2% of registrations against a 33% target for 2026, with ...
Primary Ignition

Pentagon-BAE APKWS Framework Agreement Targets 25,000 Drone-Killing Kits a Year

The Pentagon and BAE Systems have signed an APKWS framework agreement to supply up to 25,000 Advanced Precision Kill Weapon ...
Primary Ignition

Toyoda Gosei India Expansion Targets Maharashtra SUV Supply Chain

Toyoda Gosei’s India expansion takes its most direct form yet in Maharashtra: a new plant in Bidkin built to feed a Toyota Kirloskar factory next door. The investment of INR5.76 billion ($65 million) ...
Primary Ignition

Croatia’s Chunmoo Procurement Adds to Hanwha’s Growing European Footprint

Croatia’s Chunmoo procurement, approved by the government in Zagreb for 18 K239 multiple-rocket launchers from Hanwha Aerospace, is more than a single defense deal. At €544.1 million ($631.9 million), ...
Primary Ignition

Nvidia Fiscal 2028 Revenue Forecast Stuns Wall Street With 70% Growth Pledge

Nvidia (NVDA) set a new benchmark with its fiscal 2028 revenue guidance, pledging 70% growth over fiscal 2027 at a moment when analysts had penciled in roughly 45%, and in doing so it reframed the ...
Primary Ignition

Lucid Stock Slides to a 52-Week Low, and Wall Street Has Stopped Pretending

When the number of believers begins to decline, a certain silence falls over a stock. The trading data surrounding Lucid Group this week almost gives you a sense of it: the headlines are repeating ...
Primary Ignition

Why Nvidia’s Next Earnings Report Will Either Validate or Destroy the Current AI Infrastructure Investment Thesis

The afternoon before Nvidia releases its earnings, a certain silence descends upon trading desks. You can almost feel a held breath through a Bloomberg terminal, but it’s not quite silence—phones are ...
Primary Ignition

VST Stock Hits a Crossroads: Is the Data Center Boom Enough to Save Vistra?

These days, Vistra is surrounded by an odd tension that is almost palpable in the numbers. Even though the stock closed at $147.72 last Friday, down roughly 4% for the day, discussions surrounding it ...
Primary Ignition

Why the Next Big Industrial Merger Will Happen in the Automation and Robotics Space — and Who the Likely Buyers Are

A certain silence permeates the floor of an automation trade show. Not exactly silence—somewhere a conveyor is humming, a sales representative is explaining vision systems to a man in a polo shirt who ...
Primary Ignition

Navitas Stock Is Up 88% This Year — And Wall Street Still Can’t Agree on What It’s Worth

The way Navitas Semiconductor has been trading lately has an almost theatrical quality. After spending the majority of the previous year hovering around the price of a sandwich, the stock closed ...
Primary Ignition

The Fintech Company That Is Processing More Transactions Than PayPal and Still Has a $4 Billion Market Cap

Walking through downtown Oakland and discovering that the modest building next to Broadway is owned by a business that moves more money through its rails than PayPal does in some transaction ...
Primary Ignition

Micron Stock Price Just Crossed $746 — And Wall Street Can’t Stop Talking About It

A memory-chip fabrication plant has a certain stillness that you only truly notice when you’re standing close to one. There is a steady, almost contemplative hum as machines in spotless rooms carry ...