US Market News
3月前
GE Aerospace and Palantir Expand Partnership to Transform Military Aircraft Readiness with AIMarch 12, 2026 6:59 AM
Business Wire
GE Aerospace (NYSE:GE) and Palantir Technologies Inc. (NASDAQ: PLTR) today announced a multi-year partnership expansion to accelerate the transformation of military aviation readiness for the U.S. Air Force and operations across GE Aerospace’s production system. Together, the companies are deploying advanced agentic AI-powered solutions to ensure GE can maximize production and aircraft remain mission ready.
A GE Aerospace engine takes off somewhere across the world every 2 seconds. As the demands on the warfighter and aviation have grown, so has the need for innovation—not only in hardware, but in the digital systems that enable supply chains to keep fleets mission-ready. To better address the evolving needs of our warfighters, GE Aerospace and Palantir have partnered to bolster warfighter readiness. Together, they are helping predict and prevent potential failures before they occur, unlocking supply chains that were gridlocked using AI, and building a closed loop from field signal to supplier action across every fleet.
The partnership began with a focused mission: keeping the Air Force’s T-38 trainer jets flying by improving readiness for the complex J85 engine, which is the workhorse responsible for training America’s next generation of U.S. Air Force pilots. In early 2024, GE Aerospace and Palantir piloted a sustainment workflow that gave GE Aerospace and the Air Force visibility into parts demand and shortages, driving improvements in readiness and efficiency. Building on this success, the partnership has rapidly expanded to GE Aerospace’s broader production system, supporting sustainment, MRO, and new engine production.
“Meeting today’s readiness demands requires both proven propulsion and smarter use of data. By integrating data across the enterprise and applying AI to predict demand and identify constraints earlier, our collaboration with Palantir is helping our customers keep more aircraft available so airmen get the training required to execute on their mission,” said Amy Gowder, president and CEO of Defense and Systems for GE Aerospace.
Today, GE Aerospace uses Palantir’s Artificial Intelligence Platform (AIP) across select supply chain functions, helping orchestrate activities including fulfillment, sourcing, allocation, maintenance, repair, and customer service. This new architecture empowers GE Aerospace’s workforce to focus on high-value problem-solving, while AI agents facilitate automation of manual, repetitive tasks.
“GE Aerospace has spent decades building and sustaining the engines that drive American airpower. By pairing their deep engineering expertise with Palantir's AI-enabled software, our partnership is helping to unify data across the enterprise to keep more aircraft available and more airmen trained,” said Mike Gallagher, Head of Defense at Palantir.
About GE Aerospace
GE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. With a global team of approximately 57,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow, and the future at www.geaerospace.com.
About Palantir
Foundational software of tomorrow. Delivered today. Additional information is available at palantir.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding the transaction details or structure, the terms of any contracts, and the expected benefits of Palantir's software platforms. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond Palantir's control. These risks and uncertainties include the ability to meet the unique needs of customers; the failure of Palantir's platforms to satisfy customers or perform as desired; the frequency or severity of any software and implementation errors; Palantir's platforms’ reliability; and customers' ability to modify or terminate the contract. Additional information regarding these and other risks and uncertainties is included in the filings Palantir makes with the Securities and Exchange Commission from time to time. Except as required by law, Palantir does not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260312825747/en/
Media Contacts
GE Aerospace
Amanda Mayfield,
US Market News
4月前
United Airlines Selects GE Aerospace GEnx Engines to Power New 787 DreamlinersFebruary 16, 2026 9:50 AM
PR Newswire (US)
CINCINNATI, Feb. 16, 2026 /PRNewswire/ -- GE Aerospace (NYSE:GE) announced today that United Airlines (Nasdaq: UAL) has selected 300 GEnx engines to power their new Boeing 787 Dreamliners. The agreement also includes additional spare engines and brings United Airlines' 787 fleet to more than 200 GEnx powered aircraft.
Mohamed Ali, President & CEO, GE Aerospace Commercial Engines & Services, said, "GE Aerospace has an enduring relationship with United that spans decades. This deal will make United the largest GEnx operator in the world, and we're honored they continue to choose us to power their success."Engineered with advanced materials and cutting-edge technologies, the GEnx engine family delivers greater durability and time on wing for customers. Combined with a 99.98 dispatch rate GEnx is also highly reliable.GE Aerospace's relationship with United Airlines began in 1968. The carrier currently operates an extensive fleet of GE Aerospace and CFM* powered aircraft that includes CF6, GE90, GEnx, CFM56-7B, LEAP and CF34 engines.With more than 70 million flight hours, today the GEnx engine powers two-thirds of all 787 aircraft in operation and exclusively powers the 747-8 aircraft. This latest order brings GE Aerospace's firm GEnx future deliveries to nearly 1,800 engines plus spares.*CFM is a 50/50 joint venture between GE Aerospace and Safran Aircraft Engines About GE AerospaceGE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 50,000 commercial and 30000 military aircraft engines. With a global team of approximately 57,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow and the future at www.geaerospace.com.
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Original: United Airlines Selects GE Aerospace GEnx Engines to Power New 787 Dreamliners
US Market News
4月前
GE Aerospace Board of Directors Authorizes Quarterly DividendFebruary 6, 2026 1:34 PM
PR Newswire (US)
CINCINNATI, Feb. 6, 2026 /PRNewswire/ -- The Board of Directors of GE Aerospace (NYSE: GE) today declared a $0.47 per share dividend on the outstanding common stock of the Company. The dividend is payable April 27, 2026, to shareholders of record at the close of business on March 9, 2026. The ex-dividend date is March 9, 2026.
About GE AerospaceGE Aerospace (NYSE: GE) is a global aerospace propulsion, services, and systems leader with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. With a global team of approximately 57,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow, and the future at www.geaerospace.com.GE Aerospace's Investor Relations website at https://www.geaerospace.com/investor-relations and our corporate blog at https://www.geaerospace.com/news/articles, as well as GE Aerospace's social media accounts, contain a significant amount of information about GE Aerospace, including financial and other information for investors. GE Aerospace encourages investors to visit these websites from time to time, as information is updated and new information is posted.
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Original: GE Aerospace Board of Directors Authorizes Quarterly Dividend
US Market News
4月前
US$300M to Bolster GE Aerospace's Engine Repair Capabilities in SingaporeFebruary 4, 2026 6:00 AM
PR Newswire (US)
Partnership with Singapore EDB brings AI-enabled inspection, predictive maintenance, and automated repair to speed turnaround and elevate customer experienceSINGAPORE, Feb. 4, 2026 /PRNewswire/ -- GE Aerospace (NYSE: GE) today announced a multi-year investment plan of up to $300 million to expand its engine repair capabilities in Singapore.
Supported by the Singapore Economic Development Board (EDB), the investment will transform engine repair operations - enabling faster turnaround times, improved connectivity, and a more seamless service experience for customers.Advanced automation, digitization, and AI-enabled inspection technologies are core components of this five-year plan running from 2025 to 2029."Over the years, we've made a series of stand-out innovation investments to enhance aircraft engine repair with the Singapore Economic Development Board," said Mohamed Ali, President & CEO of Commercial Engines & Services at GE Aerospace. "This thriving partnership, and our new $300 million investment, will usher in breakthrough capabilities to improve Maintenance, Repair and Overhaul services that keep our customers flying."Iain Rodger, Managing Director, GE Aerospace Component Repair Singapore, said the investment plan will enable customers to realize tangible benefits through improved capabilities and service delivery."The investment supports new technologies and repair processes, applying our FLIGHT DECK fundamentals to raise the bar on SQDC (Safety, Quality, Delivery, and Cost) for customers. With predictive maintenance and automated digital inspection, repairs become more predictable in time and cost, improving safety, durability, efficiency, and expense outcomes."Change and upgrades to equipment, methods, and facilities in Singapore include:New advanced technology deployment and capabilities expansionNew Module Repair capability for CFM LEAP-1A/1B High-Pressure Turbines (HPT)Expanded engine component portfolio to enhance regional support as Premier service center for APACFacility for REACH (Registration, Evaluation, and Authorization of Chemicals) compliant coatings and industrialization of the coating, as well as Anti-Corrosion Coating Repair capabilitiesAn AI Center of Excellence to develop MRO and On-Wing Support services through a data fabric ecosystem, Automated Digital Inspection, and Predictive Maintenance solutions.Cindy Koh, Executive Vice President, Singapore Economic Development Board (EDB) said, "GE Aerospace's latest investment reinforces Singapore's position as a global leading aerospace hub. This partnership will introduce advanced technologies and new repair capabilities to our advanced manufacturing ecosystem and create exciting jobs for our workforce. We are excited to support GE Aerospace's expansion of their engine repair operations and the establishment of their AI Centre of Excellence in Singapore."EDB and GE Aerospace also signed a Memorandum of Understanding outlining their intent to begin discussions on developing advanced repair capabilities in Singapore.GE Aerospace's MRO facilities help keep more than 49,000 commercial aircraft engines flying globally, including roughly 3,800 commercial engines that operate in APAC. GE Aerospace employs more than 3,000 people in APAC.Customer services provided by GE Aerospace include engine disassembly and reassembly, maintenance, repair, inspection, and testing. GE Aerospace has applied AI in its products and services for more than a decade and is among the aviation industry's top AI patent holders.About GE AerospaceGE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. With a global team of approximately 57,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow, and the future at www.geaerospace.com.
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Original: US$300M to Bolster GE Aerospace's Engine Repair Capabilities in Singapore
US Market News
4月前
Why Smart Money Is Chasing This Defense Tech ShiftFebruary 2, 2026 9:25 AM
PR Newswire (US)
Issued on behalf of VisionWave Holdings, Inc.VANCOUVER, BC, Feb. 2, 2026 /PRNewswire/ -- Equity Insider News Commentary – The global defense playbook is being rewritten in real-time. Sovereign security isn't just about hardware anymore; it relies entirely on the AI systems running the show. This shift is funneling massive capital into a specific sector sweet spot. U.S. Defense tech spending is projected to hit $384 billion in fiscal 2026, a massive 71% jump from 2020 levels as funds rush toward advanced digital platforms[1]. This creates a high-conviction setup for the software backbone: Electronic Design Automation (EDA). This market is expected to reach $33.5 billion by 2033, driven by the AI workflows that cut design cycles from months to weeks[2]. This intersection creates asymmetric upside for the physical technology stack, including VisionWave Holdings, Inc. (NASDAQ: VWAV), Leidos (NYSE: LDOS), Moog (NYSE: MOG.A, MOG.B), GE Aerospace (NYSE: GE), and Tenable (NASDAQ: TENB).
The momentum extends beyond the battlefield into mission-critical commercial infrastructure. We are watching the hybrid electric aircraft market aggressively scale, projected to surge to $6.74 billion by 2030 as propulsion innovation becomes mandatory for cost reduction[3]. Simultaneously, the regulatory landscape is locking in these gains. The new NIST Cybersecurity Framework Profile for AI has effectively established automated exposure management as the primary value driver for government contractors navigating the 2026 cycle[4]. These structural tailwinds signal a pivotal moment for the companies building the digital architecture of the next decade.VisionWave Holdings Inc. (NASDAQ: VWAV) just announced a major execution milestone in its joint venture with Boca Jom Ltd., completing the transfer of three comprehensive intellectual property portfolios covering Electronic Design Automation (EDA) tools. These aren't just patents on paper. The transferred IP includes complete system architectures, source code, algorithm definitions, technical diagrams, detailed development methodologies, and structured development roadmaps that management believes will enable the joint venture to move directly into final development, testing, and integration phases.The IP supports three advanced semiconductor design tools addressing critical bottlenecks in chip manufacturing: AstraDRC for automated design rule corrections, VerityLVS for layout verification, and RelianceRV for reliability testing at advanced manufacturing nodes. As chips get smaller and more complex, manually checking designs for errors becomes increasingly impractical. These tools automate workflows that semiconductor companies currently struggle to handle efficiently, potentially accelerating layout closure and reducing costly design mismatches.Simultaneously, VisionWave assembled a specialized team of RF experts to advance its VisionRF platform, a radio-frequency imaging system designed to provide real-time situational awareness through walls and other visual obstructions. The team brings decades of combined experience in RF engineering, antenna design, radar systems, and advanced signal processing. Management is targeting a proof-of-concept demonstration with potential applications spanning emergency response, security, surveillance, reconnaissance, and tactical military operations.This development builds on VisionWave's recent strategic exchange agreement with Israeli tech company SaverOne 2014 Ltd. (NASDAQ: SVRE) in a three-stage deal worth $7.0 million. VisionWave could control roughly 51% of SaverOne on a fully diluted basis if milestones are achieved and shareholders approve. The partnership combines VisionWave's RF sensing and AI analytics with SaverOne's Vulnerable Road User platform to detect concealed threats where traditional optical cameras and LiDAR systems fail.The company also acquired the qSpeed computational acceleration engine, independently valued at $99.6 million, which shrinks computation cycles from minutes to seconds for time-critical threat response systems. U.S. Patent No. 12,499,578 secures enforceable protection for the RF sensing and AI architecture underlying both its Argus counter-drone technology and SkyWeave communications backbone.VisionWave is also expanding into Southern Europe through its Solar Drone Ltd. subsidiary, securing distribution agreements for Italy and Spain covering critical infrastructure maintenance markets. The company plans to deploy up to $10 million in U.S.-based development over the next six to twelve months to accelerate commercialization timelines across its technology platform.CONTINUED… Read this and more news for VisionWave Holdings at:
https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/Leidos (NYSE: LDOS) announced a partnership with OpenAI to deploy artificial intelligence supporting national priorities including boosting government agency efficiency and effectiveness. The companies plan to integrate OpenAI-powered generative and agentic AI into core workflows of customers in strategic markets including digital modernization, health services, national security and infrastructure, and defense as foundations of Leidos' NorthStar 2030 growth strategy."Leidos and OpenAI are harnessing the transformative power of AI to help improve how federal agencies operate," said Ted Tanner, Leidos Chief Technology Officer. "With OpenAI's most powerful models in a secure configuration designed to protect Leidos and customer data, we're working together to enhance productivity and accelerate product development and delivery."In addition to building OpenAI innovation into core operational systems, every Leidos customer will benefit from Leidos' internal automation and accelerated product design and delivery through thousands of Leidos employees leveraging OpenAI's ChatGPT and API Platform daily. Leidos reported annual revenues of approximately $16.7 billion for the fiscal year ended January 3, 2025.Moog (NYSE: MOG.A, MOG.B) reported record fiscal first quarter 2026 results with net sales of $1.1 billion representing 21% growth and adjusted diluted net earnings per share of $2.63 reflecting strong execution and continued progress against long-term financial objectives. Operating margin increased 90 basis points to 12.3% while adjusted operating margin reached 13.0%, both up 90 basis points compared to first quarter 2025."We delivered an outstanding start to fiscal 2026," said Pat Roche, CEO of Moog. "Our customer focus has resulted in exceptionally strong orders that further secures our future growth."Bookings totaled $2.3 billion driven primarily by future growth in Commercial Aircraft and new awards in Space and Defense while twelve-month backlog increased 30% to a record $3.3 billion. Space and Defense sales increased 31% to $324 million driven by broad-based defense demand with particular strength in missile controls and satellite components while Military Aircraft sales increased 16% to $247 million.GE Aerospace (NYSE: GE) successfully demonstrated a narrowbody hybrid electric engine system in ground testing, completing a modified Passport engine demonstration in 2025 at Peebles Test Operation as part of NASA's Turbofan Engine Power Extraction Demonstration project. Testing exceeded NASA's technical performance benchmarks while advancing understanding of hybrid electric engine system integration and controls beyond standalone components."Hybrid electric propulsion is central to how GE Aerospace is redefining the future of flight," said Arjan Hegeman, vice president of future of flight for GE Aerospace. "Our latest milestone successfully demonstrated a narrowbody hybrid electric engine architecture that doesn't require energy storage to operate."The demonstration represents GE Aerospace's first ground test of a commercial hybrid electric engine demonstrator, showcasing power transfer, extraction, and injection capabilities in a high-bypass commercial turbofan engine. GE Aerospace is developing the architecture through the CFM International RISE program, which has completed more than 350 tests and 3,000 endurance cycles targeting more than 20% better fuel burn compared to commercial engines in service today.Tenable (NASDAQ: TENB) announced general availability of Tenable One AI Exposure, unifying AI protection, discovery and usage governance across enterprises including SaaS platforms, cloud services, APIs and agents within the Tenable One Exposure Management Platform. The platform addresses the AI Exposure Gap, a largely invisible form of exposure emerging across applications, infrastructure, identities, agents and data that most security teams are not equipped to manage."Tenable One brings AI exposure out of silos and into a unified operational model for cyber risk where it can be seen, understood and reduced," said Eric Doerr, Chief Product Officer at Tenable. "By connecting the dots between AI risk and the larger business risk, Tenable delivers the visibility and context security leaders need for informed proactive defense."Tenable provides comprehensive exposure management for AI-related risk bringing AI exposure into the unified approach organizations already use to manage cyber risk across attack surfaces. Gartner recently named Tenable the company to beat for AI-Powered Exposure Assessment and a Leader in the first-ever 2025 Gartner Magic Quadrant for Exposure Assessment Platforms, positioned highest for Ability to Execute and furthest right for Completeness of Vision.Article Sources: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:Equity Insider
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:1. https://www.visualcapitalist.com/sp/gx03-charted-u-s-department-of-defense-technology-spending-2020-vs-2026/
2. https://www.skyquestt.com/report/electronic-design-automation-market
3. https://www.globenewswire.com/news-release/2026/01/19/3221060/0/en/Hybrid-Electric-Aircrafts-Market-Report-2026-6-74-Bn-Opportunities-Trends-Competitive-Landscape-Strategies-and-Forecasts-2020-2025-2025-2030F-2035F.html
4. https://www.crowell.com/en/insights/client-alerts/nist-releases-draft-framework-for-ai-cybersecurity-solicits-public-comment-what-organizations-using-or-deploying-ai-should-knowLogo - https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg
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Original: Why Smart Money Is Chasing This Defense Tech Shift
Slojab
11月前
The market really liked the earnings report from yesterday.
CINCINNATI, OH — July 17, 2025 — GE Aerospace (NYSE:GE) announced results today for the second quarter ending June 30, 2025, and increased its 2025 financial guidance and 2028 outlook.
GE Aerospace Chairman and CEO H. Lawrence Culp, Jr., said, “The GE Aerospace team delivered an excellent second quarter with free cash flow nearly doubling and more than 20% growth in orders, revenue, operating profit, and EPS. We are raising our 2025 guidance and 2028 outlook, with our operating performance and robust commercial services outlook underpinning our higher revenue, earnings, and cash growth expectations. Our team is using FLIGHT DECK to improve safety, quality, delivery and cost—always in that order—as we strive to provide unrivaled customer service and deliver on our roughly $175 billion backlog."
Recent highlights include:
•Using FLIGHT DECK to drive improvements with suppliers, remove waste in operations, and expand capacity; material input at priority supplier sites improved 10% sequentially in the second quarter, with suppliers delivering more than 95% of committed volume. This contributed to higher output year-over-year, with Commercial Engines & Services (CES) services revenue up 29% and total engine units up 45%.
•Secured new engine commitments—including with Qatar Airways for more than 400 GE9X and GEnx engines, the largest widebody engine deal in GE Aerospace history, and with IAG for 32 Boeing 787 aircraft powered by GEnx for British Airways.
•Completed more than 350 CFM RISE program tests with an early focus on durability, including advancing new high-pressure turbine blade cooling technology and testing full-size Open Fan blades for fatigue, endurance, load, and vibration.
•Announced significant investments to upgrade hypersonics test infrastructure across U.S. sites, including wind tunnels and high-temperature materials rigs