HEICO (NYSE:HEI) Q1 2026 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsCarlos Macau - Executive Vice President, Chief Financial Officer, and TreasurerEric Mendelson - Co-Chairman of the Board and Co-Chief Executive OfficerJonathan Siegmann - Managing Director, Equity ResearchLouis Raffetto - Senior Vice President, Equity ResearchMax Miller - Equity Research Associate, Aerospace and DefenseScott Mikus - Vice President, Equity ResearchSheila Kahyaoglu - Managing Director, Equity ResearchVict ...

Microsoft on Tuesday unveiled a partnership with SpaceX’s Starlink to expand internet connectivity around the world – signaling its openness to working with Elon Musk’s companies despite the exec’s feud with OpenAI, with which Microsoft has a strategic partnership.The world’s richest person has been engaged in a heated legal battle with OpenAI co-founder Sam Altman – demanding $134 billion from both Microsoft and OpenAI and saying he deserves the “wrongful gains” reaped from his early support of the start-u ...

Core Insights - Microsoft is collaborating with SpaceX's Starlink to enhance global connectivity, particularly in Kenya, where they aim to connect 450 community hubs [1][2][3] - This partnership signifies Microsoft's willingness to work with Elon Musk's ventures despite ongoing legal disputes involving Musk and OpenAI [2][3] - Musk is pursuing a legal claim against OpenAI for approximately $134 billion, highlighting the financial stakes involved in the AI sector [3] Company Developments - SpaceX is reportedly merging with Musk's xAI startup, which has developed the Grok AI model and chatbot, indicating a strategic move to integrate AI capabilities [5] - Microsoft has previously integrated support for Grok models into its Foundry cloud software, showcasing a commitment to AI-infused applications [5] - Microsoft has set an ambitious goal to provide internet access to over 250 million people by the end of 2025 and has already extended coverage to over 299 million people [6]

HEICO Corporation (NYSE:HEI) is one of the Best Aerospace and Defense Stocks to Invest In Right Now. On February 5, HEICO Corporation (NYSE:HEI) announced that its subsidiary Wencor Group acquired EthosEnergy Accessories and Components. ​Management believes that this deal will enhance the company’s position in repairing engine parts for aviation and industrial uses within a year. EthosEnergy Accessories and Components was founded in 1979 and specializes in repairing engine accessories and components for a ...

16 February 2026 | 5:52AM GMT Equity Research The discussion explored two key themes: 1) space data centres, which do not yet exist but could become viable, and 2) satellite connectivity as a telco service, which is already in action. In the longer term, space datacentres appear an increasingly likely reality. More relevant today, our conversation suggests the extent of investor concerns on satellite competition to telecoms and towercos are overstated - as we wrote in our 2025 satellite/telco report. Satell ...

We’ve talked about several of the “SpaceX Backdoor” plays in the past, but there’s a new ad from Mark Skousen that particularly pitches a couple, and our beloved Gumshoe readers are asking, so I thought we’d get you some answers… This one caught my eye, in part because — in a little bit of a surprise — Mark Skousen retired from his longtime publisher, Eagle Financial, and is no longer helming Forecasts & Strategies, which was one of the pioneers in the newsletter space (he ran it from 1980 until, well, now, ...

Core Insights - Robinhood Ventures Fund I is raising $1 billion by selling 40 million shares at $25 each, with 35 million shares from the fund and 5 million from Robinhood, indicating a significant move to provide retail investors access to high-profile companies like SpaceX and Stripe [5][25] - The closed-end fund market has been relatively dormant, with only 46 new funds launched since 2019, and the first IPO this year raised just $53 million, highlighting the challenges in this investment space [1][25] - The fund will not pay regular dividends and only considers distributions if excess cash exists, charging a 2% management fee, reduced to 1% for the first six months after IPO [3] Investment Opportunities - Investors can gain exposure to companies like SpaceX and Databricks through the fund, which already owns shares in these firms, allowing them to benefit from future IPOs or sales [4] - The fund's structure allows for trading based on sentiment and liquidity rather than just net asset value, which can lead to premiums or discounts in pricing [2][3] Market Dynamics - The sentiment, liquidity, and supply-demand dynamics will heavily influence the trading of the fund, making it essential for investors to understand these factors [2] - The fund's approach to investing in high-profile tech companies provides retail investors access to opportunities typically reserved for institutional investors [4]

IT之家 2 月 22 日消息，当地时间周六，SpaceX 完成了两次发射任务，该公司最"勤劳"的一枚猎鹰 9 号火箭助推器在此过程中完成了第 33 次太空往返任 务，距离其上一次发射仅有两个半月。这一里程碑标志着该公司正朝着复用 40 次的目标稳步推进。 同一天，另一枚编号为 B1063 的猎鹰 9 号火箭从加利福尼亚州范登堡太空军基地的 4E 号发射台升空，执行 了其第 31 次飞行任务，将 25 颗 Starlink 卫星送入轨道，随后降落在太平洋上的"当然我依然爱 你"（OCISLY）无人回收船上。 IT之家查询获悉，这两次任务也是该公司 2026 年的第 21 次和第 22 次猎鹰 9 号火箭发射任务。至此， SpaceX 在轨运行的 Starlink 互联网卫星总数已超过 9700 颗。 发射后约 8 分半钟，B1067 成功降落在位于大西洋的"缺乏庄重"（ASOG）无人回收船上。这是该无人船迄今为止第 143 次回收，也是该公司总计第 575 次 火箭助推器的回收任务。 这枚破纪录的助推器有着丰富的履历。在其此前的 32 次飞行中，包括四次 NASA 发射任务以及 20 批 Starlink 卫 ...

Article contentThe numbers in Canada’s just-announced defence industrial strategy are big: $180 billion in procurement and $290 billion in defence capital investment, spread out over 10 years, with Prime Minister Mark Carney pledging the strategy will prioritize the awarding of contracts to Canadian companies. “Our initial reaction is that the announced initiatives are highly constructive for our coverage, given the strong ‘Buy Canada’ focus, the targeted sectors/capabilities (in our coverage’s wheelhouse), ...

Intuitive Machines, Inc. is a Houston-based aerospace company focused on enabling lunar and deep space missions through a diversified portfolio of products and services. The company leverages advanced engineering and mission management capabilities to deliver end-to-end solutions for robotic and human exploration. Its integrated approach positions it as a key partner for both governmental and commercial space initiatives.It generates revenue primarily through contracts for space products and mission service ...