Trump Administration Weighs Tencent Investment Security
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.INVESTMENTS:The White House is debating if it will allow Tencentto maintain stakes in popular video game groups, Demetri Sevastopulo, Alex Rogers, and Zijing Wu of The Financial Times. Officials have been holding meetings to decide if the company's investments in U.S. and Finnish groups post a security risk, several people familiar with the internal deliberations told the Times.CLEAR WINNER:Oppenheimer notes the February 27 U.S. strikes into Iran under Operation Epic Fury killed dozens of senior officials, including the Supreme Leader, prompting Iran to launch waves of missile and drone attacks across the Gulf. Air and missile defenses are stopping about 90% of incoming fire, but interceptor stockpiles are thinning fast and the remaining 10% is causing significant damage. Traditional systems are too costly and limited to handle sustained Shahed-style drone barrages, which now appear likely to continue. Oppenheimer argues the U.S. and Israel underestimated Iran's drone capabilities and that the moment highlights the need for low-cost, scalable counter-drone solutions. The firm sees Ondasas the most direct beneficiary, with Iridiumand BlackSkyas secondary plays, adding that Epic Fury reinforces Oppenheimer's thesis from its drone deep-dive paper.MARITIME TRADE:President Donald Trump stated in a Truth Social, "Effective IMMEDIATELY, I have ordered the United States Development Finance Corporationto provide, at a very reasonable price, political risk insurance and guarantees for the Financial Security of ALL Maritime Trade, especially Energy, traveling through the Gulf. This will be available to all Shipping Lines. If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible. No matter what, the United States will ensure the FREE FLOW of ENERGY to the WORLD. The United States' ECONOMIC and MILITARY MIGHT is the GREATEST ON EARTH - More actions to come. Thank you for your attention to this matter!"FED'S CORE PAYMENTS SYSTEM:Kraken's banking unit gained access to the Federal Reserve's core payment systems, becoming the first crypto firm to do so, giving Kraken Financial direct access to Fedwire, enabling faster transactions for clients and traders, The Wall Street Journal's Alexander Osipovich and Dylan Tokar. The approval marks a major win for the crypto industry, whose prospects have brightened under President Trump's administration, the report notes.
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Ondas Holdings Raises Q4 Revenue Forecast, Shares Up
- Revenue Forecast Increase: Ondas Holdings expects Q4 2025 revenue to be between $29.1 million and $30.1 million, surpassing its earlier guidance of $27 million to $29 million, indicating strong market performance.
- Market Expectation Comparison: According to Fiscal.ai data, Wall Street's revenue expectation for Ondas is $27.5 million, and the company's new forecast not only exceeds its prior guidance but also surpasses market expectations, reflecting its growth potential.
- Annual Revenue Outlook: Ondas now anticipates full-year 2025 revenue between $49.7 million and $50.7 million, an increase from previous forecasts and above the market estimate of $48 million, indicating an optimistic growth outlook.
- Long-Term Growth Guidance: The company reaffirmed its 2026 revenue guidance of $170 million to $180 million, demonstrating confidence in future business development, which may attract more investor interest in its long-term value.
ONDAS INC TO ACQUIRE MISTRAL FOR $175 MILLION, WITH $122.5 MILLION IN COMMON STOCK, ACCORDING TO SEC FILING
Financial Settlement: OANDA has agreed to pay $175 million in a settlement related to misstatements.
Breakdown of Payment: The settlement includes $122.5 million in common stock as part of the financial resolution.
ONDAS INC ACQUIRES FULL OWNERSHIP OF MISTRAL SHARES - SEC FILING
Acquisition Announcement: Ondas Holdings has announced its intention to acquire 100% of Mistral Solutions' shares.
Strategic Move: This acquisition is part of Ondas' strategy to enhance its capabilities and expand its market presence.
Ondas Subsidiary Secures Landmine Clearance Contract in Israel
- Significant Contract Value: Ondas Holdings Inc.'s subsidiary 4M Defense secured a landmine clearance contract valued at approximately $15.8 million in Israel, marking the official start of its clearance operations along the Israel-Syria border, which is expected to significantly enhance the company's market position in the defense sector.
- Large-Scale Project: This contract is part of a larger demining program previously awarded to 4M Defense through a competitive tender worth over $30 million, aiming to clear approximately 740 acres of hazardous terrain over the next three years, showcasing the company's capability in handling legacy mines and unexploded ordnance.
- Innovative Technology Application: By integrating robotics, drone-based mapping, and advanced sensor technologies, 4M Defense can significantly accelerate the surveying and clearance of hazardous areas, thereby improving safety for operational teams, which will lay a solid foundation for future project expansions.
- Positive Market Reaction: Following the contract announcement, Ondas' stock rose over 4%, and on Stocktwits, investor sentiment shifted from 'bullish' to 'extremely bullish', indicating strong confidence in the company's growth potential moving forward.
Ondas Initiates Israel Demining Program with Initial Order
- Demining Program Launch: Ondas's subsidiary 4M Defense has secured the first operational order under a large-scale demining program in Israel, with potential follow-on phases worth an additional $30 million, effectively doubling the program's total value and highlighting the company's strategic positioning in national security.
- Project Scope and Technology: The initiative aims to clear approximately 740 acres along the Israel-Syria border using advanced autonomous robotic systems and aerial drones, emphasizing the growing importance of integrating innovative technologies in national land clearance operations, expected to be implemented over three years.
- Preliminary Financial Results: Ondas reported preliminary fourth-quarter revenue of $29.1 million to $30.1 million, with a net loss ranging from $(20.9) million to $(20.4) million and an adjusted EBITDA loss of $(11.4) million to $(10.9) million, indicating challenges in revenue growth and cost management.
- Market Performance and Analysis: Ondas shares are currently priced at $10.00, trading 2.9% below the 20-day simple moving average but 48.9% above the 200-day moving average, reflecting a mixed outlook with short-term bearish trends and long-term strength, while analysts maintain a positive outlook on the stock.
Ondas Secures First $15.8M Order for Israeli Demining Program
- First Order Confirmation: Ondas's subsidiary 4M Defense has secured its first operational order worth approximately $15.8 million under a multi-year demining program in Israel, part of a national land-clearance initiative valued at over $30 million, indicating the company's market potential in the defense sector.
- Expansion Potential: The agreement could expand by an additional $30 million in follow-on phases, potentially doubling the program's total value, which would further solidify Ondas's position in its autonomous systems strategy.
- Technology Application: This program supports the company's border and national security operations by utilizing robotics, drones, and advanced sensing technologies, with successful execution likely leading to additional orders and an expanded scope, enhancing the company's competitive edge in the market.
- Market Reaction: Despite the promising outlook, Ondas shares fell by 1.12%, reflecting market caution regarding its profitability and future growth, prompting investors to closely monitor its financial health.
Ondas Holdings Raises Q4 Revenue Forecast, Shares Up
- Revenue Forecast Increase: Ondas Holdings expects Q4 2025 revenue to be between $29.1 million and $30.1 million, surpassing its earlier guidance of $27 million to $29 million, indicating strong market performance.
- Market Expectation Comparison: According to Fiscal.ai data, Wall Street's revenue expectation for Ondas is $27.5 million, and the company's new forecast not only exceeds its prior guidance but also surpasses market expectations, reflecting its growth potential.
- Annual Revenue Outlook: Ondas now anticipates full-year 2025 revenue between $49.7 million and $50.7 million, an increase from previous forecasts and above the market estimate of $48 million, indicating an optimistic growth outlook.
- Long-Term Growth Guidance: The company reaffirmed its 2026 revenue guidance of $170 million to $180 million, demonstrating confidence in future business development, which may attract more investor interest in its long-term value.
ONDAS INC TO ACQUIRE MISTRAL FOR $175 MILLION, WITH $122.5 MILLION IN COMMON STOCK, ACCORDING TO SEC FILING
Financial Settlement: OANDA has agreed to pay $175 million in a settlement related to misstatements.
Breakdown of Payment: The settlement includes $122.5 million in common stock as part of the financial resolution.
ONDAS INC ACQUIRES FULL OWNERSHIP OF MISTRAL SHARES - SEC FILING
Acquisition Announcement: Ondas Holdings has announced its intention to acquire 100% of Mistral Solutions' shares.
Strategic Move: This acquisition is part of Ondas' strategy to enhance its capabilities and expand its market presence.
Ondas Subsidiary Secures Landmine Clearance Contract in Israel
- Significant Contract Value: Ondas Holdings Inc.'s subsidiary 4M Defense secured a landmine clearance contract valued at approximately $15.8 million in Israel, marking the official start of its clearance operations along the Israel-Syria border, which is expected to significantly enhance the company's market position in the defense sector.
- Large-Scale Project: This contract is part of a larger demining program previously awarded to 4M Defense through a competitive tender worth over $30 million, aiming to clear approximately 740 acres of hazardous terrain over the next three years, showcasing the company's capability in handling legacy mines and unexploded ordnance.
- Innovative Technology Application: By integrating robotics, drone-based mapping, and advanced sensor technologies, 4M Defense can significantly accelerate the surveying and clearance of hazardous areas, thereby improving safety for operational teams, which will lay a solid foundation for future project expansions.
- Positive Market Reaction: Following the contract announcement, Ondas' stock rose over 4%, and on Stocktwits, investor sentiment shifted from 'bullish' to 'extremely bullish', indicating strong confidence in the company's growth potential moving forward.
Ondas Initiates Israel Demining Program with Initial Order
- Demining Program Launch: Ondas's subsidiary 4M Defense has secured the first operational order under a large-scale demining program in Israel, with potential follow-on phases worth an additional $30 million, effectively doubling the program's total value and highlighting the company's strategic positioning in national security.
- Project Scope and Technology: The initiative aims to clear approximately 740 acres along the Israel-Syria border using advanced autonomous robotic systems and aerial drones, emphasizing the growing importance of integrating innovative technologies in national land clearance operations, expected to be implemented over three years.
- Preliminary Financial Results: Ondas reported preliminary fourth-quarter revenue of $29.1 million to $30.1 million, with a net loss ranging from $(20.9) million to $(20.4) million and an adjusted EBITDA loss of $(11.4) million to $(10.9) million, indicating challenges in revenue growth and cost management.
- Market Performance and Analysis: Ondas shares are currently priced at $10.00, trading 2.9% below the 20-day simple moving average but 48.9% above the 200-day moving average, reflecting a mixed outlook with short-term bearish trends and long-term strength, while analysts maintain a positive outlook on the stock.
Ondas Secures First $15.8M Order for Israeli Demining Program
- First Order Confirmation: Ondas's subsidiary 4M Defense has secured its first operational order worth approximately $15.8 million under a multi-year demining program in Israel, part of a national land-clearance initiative valued at over $30 million, indicating the company's market potential in the defense sector.
- Expansion Potential: The agreement could expand by an additional $30 million in follow-on phases, potentially doubling the program's total value, which would further solidify Ondas's position in its autonomous systems strategy.
- Technology Application: This program supports the company's border and national security operations by utilizing robotics, drones, and advanced sensing technologies, with successful execution likely leading to additional orders and an expanded scope, enhancing the company's competitive edge in the market.
- Market Reaction: Despite the promising outlook, Ondas shares fell by 1.12%, reflecting market caution regarding its profitability and future growth, prompting investors to closely monitor its financial health.
