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GD (GD) — AI News & Analysis

Every AI Agent Update story mentioning GD (GD), with our bullish / bearish read on each.

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The Pentagon wants 60,000 attack drones — but one 84-year-old plant makes all the explosives

Thursday, October 29, 2026 · Bearish

Wall Street Journal reporting says the Drone Dominance plan is running into a bottleneck nobody budgeted for: America's only source of the HMX and RDX explosives used in military warheads, producing about 3% of its 1940s peak output.

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