🔥 The AI Defense Megatrend Has Arrived

Defense AI = Explosive Growth. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­

A message from Interactive Offers   

As Global Defense Modernization Accelerates, VisionWave Steps Into a Critical Leadership Role With Breakthrough AI Sensing Technology, Elite Military Advisors, and Expanding International Defense Pipelines

 

VisionWave Holdings (NASDAQ: VWAV) has built a rare position in the advanced defense-technology landscape by combining proprietary AI radar systems with real-world validation across several allied defense programs. 

Its Vision-RF and Evolved Intelligence™ suites enable autonomous detection, classification, and intelligence fusion in highly contested environments—capabilities essential for counter-UAS missions, border security, and next-generation ISR operations. 

With more than 50 patents and multiple successful field pilots, VWAV is now transitioning from proof-of-concept testing to the early stages of procurement cycles across the U.S., Middle East, India, and Israel. 

This pipeline aligns with a defense radar market projected to surge from $12.4 billion in 2025 to $24.1 billion by 2034, underscoring the magnitude of the opportunity ahead.

To accelerate this shift into full commercialization, VisionWave has strengthened its leadership bench with high-stakes geopolitical and military expertise. The additions of Admiral (Ret.) Eli Marum—one of Israel's most accomplished naval commanders—and Ambassador (Ret.) Ned L. Siegel provide instant credibility, procurement insight, and diplomatic reach across key allied markets. 

Paired with UK defense policymaker Ben Everitt, the company has assembled a uniquely global advisory structure designed to help convert active evaluations into multi-year production contracts. 

With a clean balance sheet, a secured $50 million equity line, and rising international demand for autonomous defense solutions, VisionWave may be approaching one of the most significant growth phases in its history.

See how VWAV is positioning itself at the forefront of global defense-AI transformation




Today's editorial pick for you

Retailers at a Crossroads: Target and TJX Dig Deep in Q3 


Posted On Nov 24, 2025 by Chris Markoch

This earnings season should remind you that America's top retailers rarely move in lockstep. The evidence this time around came from Target Corp. (NYSE: TGT) and The TJX Companies Inc. (NYSE: TJX). 

The retailers delivered distinctly different reports that showed just how divergent their fortunes are. While TJX pushed farther ahead of plan on both top and bottom lines, Target posted results that, although respectable, highlighted the demands of a fast-evolving U.S. consumer landscape. 

Let's dig into the numbers and narrative shaping each of these retailers. 

TJX: Strength in Value, Momentum in Execution 

TJX is the home of the treasure hunt. The retailer’s business model focuses on selling the overflow from other retailers at heavily discounted prices. The company delivered an upbeat quarter that outpaced its own expectations. Net sales climbed 7% year-over-year to $15.1 billion, with consolidated comparable sales up a robust 5%, and diluted earnings per share (EPS) rising 12% to $1.28.

The gains reflected healthy performance across all the company’s business units (i.e., Marmaxx, HomeGoods, TJX Canada, and International). Comparable sales in Canada and HomeGoods led the group, with 8% growth, while Europe/Australia held steady at 3%. 

Pretax profit margin expanded to 12.7%, up 0.4 points over last year and solidly above plan, fueled by merchandise margin improvement, lower freight costs, and operating leverage. While SG&A as a percent of sales rose slightly, driven by higher store wages and incentive comp, TJX's ability to balance cost inflation against strong consumer demand shone through.

For shareholders, the quarter was equally generous: $1.1 billion returned via buybacks and dividends, with full-year repurchase plans now bumped to $2.5 billion. 

Inventory, always a hot topic for off-price players, climbed to $9.4 billion. Management painted it as an opportunity, citing outstanding availability and "treasure hunt" assortments ready for the holidays. As CEO Ernie Herrman put it, "Our value proposition and ever-changing mix continue to draw consumers worldwide." 

Looking to Q4 and the year ahead, TJX raised guidance across the board. Comparable sales are now expected to be up 4% for the year. It also expects its profit margin to rise to 11.6%, and forecasts diluted EPS in the $4.63-$4.66 range, a 9% lift. The off-price retailer sees itself well-positioned for value-driven shoppers this holiday, thanks to both inventory flexibility and a nimble buying strategy.  

Target: A Transitional, Technology-Driven Quarter

By contrast, Target turned in a more muted quarterly report. Net sales dipped 1.5% year-over-year, and comparable sales fell 2.7%, reflecting ongoing challenges with discretionary categories and macro pressure on the mid-market customer.

Despite this, Target managed digital comp sales growth of 2.4%. This was propelled by a 35% surge in same-day fulfillment and a nearly 50% increase in Target Plus marketplace GMV. 

On the bottom line, adjusted EPS came in at $1.78. That was about 4% lower than last year, with GAAP EPS at $1.51.

However, beneath the headline numbers, Target is building momentum in several segments. For example, a 10% growth in toys and a 7% increase in beverages signal a focus on seasonal and consumable products. Hardlines and food performed well, thanks to assortment innovation and sharper merchandising, underpinned by AI-enabled tools like Trend Brain. 

Operationally, Target touted major improvements: on-shelf availability rose 150 basis points, next-day delivery now reaches over half of U.S. households, and market fulfillment strategies rolled out to 35 new regions. Technology partnerships, such as with OpenAI, position Target to enhance digital engagement by delivering fresh ways to shop (like the Target Gift Finder) and boosting conversion. 

The retailer's strategic plans remain ambitious. Another $1 billion in business investments and a $5 billion capex program are set to drive new stores, remodels, and digital fulfillment advancements in 2026.

Management acknowledges headwinds but speaks confidently about "laying the foundation for a stronger, faster, and more innovative Target."  

What Investors Should Watch 

It’s clear that these two retailers delivered strikingly different reports. Here are some points for you to consider before making a buy or sell decision.

  • Margin Trajectory: TJX's rising margins give it staying power amid retail volatility. Target's margins are pressured by sales mix and inflation.?
  • Inventory Philosophy: TJX sees rising inventory as a moat. Target's tightly managed stock reflects a shift to leaner, faster replenishment.
  • Digital Dynamics: Both are investing heavily in tech, with Target leaning into AI and fulfillment, and TJX showing disciplined agility in global buying.
  • Capital Returns: TJX's robust buybacks and dividend growth signal return-focused discipline. Target's capital deployment is tilted toward transformation and store experience enhancement.

The Bottom Line 

Investors comparing TJX and Target this quarter will find a classic study in retail strategy divergence. TJX, led by stellar execution of the off-price model, is riding strong consumer demand and operational leverage. Target, meanwhile, is recalibrating, leveraging technology to adapt its value proposition while positioning for long-term category leadership. 

The holiday quarter will be the real proving ground for these retailers. Whatever unfolds, both giants demonstrate that agility and innovation remain retail's core currencies, even as the race between value-seeking and experience-driven shoppers shapes their paths forward. 




This message is a PAID ADVERTISEMENT for VisionWave Holdings Inc (NASDAQ: VWAV) from Interactive Offers. StockEarnings, Inc. has received a fixed fee of $8000 from Interactive Offers for multiple Dedicated Email Sends, Newsletter Sponsorships and SMS Sends between Dec 03, 2025 and Dec 09, 2025. Other than the compensation received for this advertisement sent to subscribers, StockEarnings and its principals are not affiliated with either VisionWave Holdings Inc (NASDAQ: VWAV) or Interactive Offers. StockEarnings and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither StockEarnings nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from StockEarnings to buy or sell any security. StockEarnings has not evaluated the accuracy of any claims made in this advertisement. StockEarnings recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding VisionWave Holdings Inc (NASDAQ: VWAV) on EQUISCREEN website for additional information about the relationship between Interactive Offers and VisionWave Holdings Inc (NASDAQ: VWAV).

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