RJ Hamster
VWAV acquires aerospace manufacturer tied to missile defense
From our partners at Equiscreen
VisionWave Emerges at the Center of the New Defense Tech Arms Race as Missile Defense, AI-Driven Radar, and Drone Warfare Become Critical in a World Facing Escalating Tensions
As global tensions rise and the threat environment shifts toward missile attacks, drone swarms, and layered air-defense systems, companies positioned inside the defense technology supply chain are drawing increasing attention.
One such emerging player is VisionWave Holdings, Inc. (NASDAQ: VWAV) a company building a multi-layer platform spanning AI sensing systems, drone technologies, and aerospace manufacturing.
VWAV recently announced a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, a certified aerospace manufacturer producing structural components used in missile defense platforms associated with Iron Domeand Barak 8—two key defensive systems designed to intercept rockets and aerial threats!
At the same time, the company is developing AI-controlled distributed radar concepts and expanding drone operations through its Solar Drone subsidiary, positioning itself at the intersection of several rapidly expanding defense technology sectors.
The timing could prove critical. As geopolitical instability grows—including escalating tensions involving Iran—militaries around the world are prioritizing investments in missile defense networks, autonomous systems, and resilient sensing infrastructure.
VWAV’s strategy of combining AI computational acceleration, certified aerospace composite manufacturing, and next-generation sensing technologies could place it inside multiple layers of the modern defense ecosystem as governments accelerate spending in these areas.
Today’s Bonus Article
As Tech Earnings Grow, This ETF Still Hasn’t Caught Up
Author: Jessica Mitacek. Published: 3/26/2026.
Key Points
- Despite strong earnings growth and record revenue driven by AI demand, the tech sector is down nearly 5% year-to-date, creating a disconnect between company health and share prices.
- The QQQM is trading in a tight range and approaching oversold territory, offering investors an entry point before tech stock prices catch up to their financial performances.
- While mega-cap Mag 7 stocks have struggled recently, QQQM’s exposure to steady performers in consumer staples and communication services has helped offset tech-sector volatility.
- Special Report: What’s next for Tesla? (From Brownstone Research)
Despite the tech sector’s struggles this year, companies in that part of the market continue to demonstrate strong financial health.
Driven by intensifying demand for artificial intelligence (AI), tech firms—particularly the Magnificent Seven—have delivered robust earnings growth, record revenue and confident guidance across industries, from cloud computing and cybersecurity to fintechand semiconductors.
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Despite investor rotation out of tech since Q4 2025, analysts have continued raising 2026 earnings forecasts, and Q1 results in many cases easily exceeded Wall Street expectations.
Stock prices, however, have yet to catch up to that earnings growth. As a whole, the tech sector is down nearly 5% year-to-date (YTD), making it the fourth-worst performer among the S&P 500’s 11 sectors.
On an individual level, some names look much worse. Microsoft (NASDAQ: MSFT), for example, has fallen more than 20% YTD—the steepest drop among the Magnificent Seven, even though all of those stocks are down in 2026.
Tech is approaching oversold territory; once it bottoms and reverses, shares may begin to close the gap with those stronger underlying fundamentals.
For now, that means exchange-traded funds (ETFs) that track the tech sector—like the Invesco NASDAQ 100 ETF (NASDAQ: QQQM)—could offer a timely opportunity to get ahead of a potential rebound.
Despite Earnings Growth, QQQM Has Been Mostly Flat
Reflecting the performance of the tech giants in its portfolio, QQQM is down nearly 5% YTD. Despite a more than 19% gain over the past year, the fund has traded in a tight range since early September 2025.
Meanwhile, its tech holdings reported blowout earnings, yet the market repeatedly reacted negatively—perhaps due to valuation concerns or fears of an AI bubble.
Investors’ emotions don’t change income statements. NVIDIA—the largest holding in QQQM with a current weighting of 8.80%—despite a YTD loss of more than 7%, is showing no signs of slowing down.
When looking at the fund’s top five holdings, four posted sizable quarterly earnings per share (EPS) growth, in order of their respective weightings:
- NVIDIA (NASDAQ: NVDA): 95.56%
- Apple (NASDAQ: AAPL): 18.33%
- Microsoft (NASDAQ: MSFT): 59.75%
- Amazon (NASDAQ: AMZN): 13.60%
The only exception is Tesla (NASDAQ: TSLA), which reports Q1 earnings on April 28.
That suggests QQQM may simply be biding its time before breaking out of its range. Institutional flows back that view: although institutional selling rose to $1.84 billion in Q4 2025, it was outpaced by $3.09 billion in institutional buying as smart money took advantage of the sell-off.
Outside of the Mag 7, QQQM Holds a Mix of Outperformers and Underperformers
YTD losses among the mega-cap Magnificent Seven have muted standout performances among other holdings in QQQM’s portfolio.
Micron (NASDAQ: MU), the ETF’s 11th-largest holding with a 2.53% weighting and one of the fund’s strongest performers this year, has continued to exceed investors’ expectationsafter its nearly 217% gain in 2025.
Applied Materials (NASDAQ: AMAT), with a 1.50% weighting, has also turned in an impressive run this year after gaining 54% in 2025.
By and large, however, the ETF is dominated by large tech names that have lagged since the start of Q4 2025. Beyond the beaten-up Magnificent Seven, underperformance from Palantir (NASDAQ: PLTR) and Broadcom (NASDAQ: AVGO) has also weighed on the fund, as both have trailed the S&P 500 this year.
Despite a heavy tilt toward tech (nearly 47% of the portfolio), QQQM also holds household names from sectors that have performed better this year.
Consumer staples, which make up more than 8% of the fund, are the fifth-best performing sector in the S&P 500 in 2026. Walmart (NYSE: WMT) and Costco (NASDAQ: COST)make up 3.24% and 2.36% of the ETF’s portfolio, respectively, and have helped the fund as defensive, high-quality retailers have held up better than many growth names.
Communication services account for 14.6% of QQQM’s holdings, while consumer discretionary adds 13.4%. So while investors wait for tech’s rebound, the fund’s often-overlooked diversification provides built-in hedges that have helped offset the larger positions’ YTD losses.
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This message is a paid advertisement for VisionWave Holdings (NASDAQ: VWAV) from Equiscreen and Interactive Offers. MarketBeat Media, LLC receives a fixed fee for each subscriber that clicks on a link in this email, totaling up to $14,000. Other than the compensation received for this advertisement sent to subscribers, MarketBeat and its principals are not affiliated with either Equiscreen or Interactive Offers. MarketBeat and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither MarketBeat 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 MarketBeat to buy or sell any security. MarketBeat has not evaluated the accuracy of any claims made in this advertisement. MarketBeat 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 (NASDAQ: VWAV) on Interactive Offers’ website for additional information about the relationship between Interactive Offers and VisionWave Holdings (NASDAQ: VWAV).
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