'It's very unusual to raise guidance this early in the year, but I have confidence in the performance' L3Harris CEO Chris Kubasik

$LHX Morgan Brennan #defense #earnings

Yesterday was Take Your Child To Work day. So just one of these fabulous future leaders is mine (her brothers need to get a little older before they can attend this work-family function)

Cannoli cake and kids.
Birthday wishes do come true 💜🎂🥳

“This is a major milestone,” says Anduril Industries founder Palmer Luckey on his company’s contract with the U.S. Air Force. “To be building and developing an autonomous fighter jet for the first time at scale, this is really an incredible program.”

Adventures from the weekend:

I had the pleasure of attending the The Explorers Club annual dinner where bugs graced the cocktail hour menu. I do not recommend scorpion (bitter after taste) 😵‍💫🦂

My full intv with billionaire investor and entrepreneur Wes Edens on Brightline West groundbreaking, markets and the economu, and yes, even Milwaukee Bucks and Aston Villa CNBCOvertime $NFE
cnb.cx/49OgRws

$FCX

Now that we are one day removed…I can confess that yesterday was #ManicMonday

Demand for defense and weapons systems - esp missiles, missile defense and munitions - is soaring

My report on $LMT earnings with Lockheed Martin CFO and COO insights, and how the dynamic is extending across broader aerospace and defense $RTX $GE
cnb.cx/3Qg71Nj

Transportation Sec. Buttigieg offers an update on the latest with the Baltimore bridge collapse.
cnb.cx/3U2b7cE

Here's more from my coverage and interviews on the Brightline West ground-breaking yesterday, as the high speed rail project is poised to become the first in operation in the U.S.

Took over my son’s room to chat high speed rail with Brian Sullivan

Fortress Billionaire Wes Edens telling our Morgan Brennan he's a 'little cautious' on the current investing environment

#geopolitics #risk

Full intv with activist investor Ancora’s Jim Chadwick and the firm’s pick to become $NSC CEO Jim Barber:

youtu.be/zO-EmlbEQqI?si…

This is beyond my wildest dreams.

What an incredible honor to celebrate the next generation of adults and professionals who worked hard and made sacrifices to go to school and realize THEIR dreams 💜📝 @cnbc NYU School of Professional Studies

More coming on CNBCOvertime

Weeks after the deadly Baltimore bridge collapse, $CSX CEO tells CNBC's Morgan Brennan about the economic aftermath of the crash.

“We’re seeing demand growth in all of our major markets,” Alcoa CEO William Oplinger tells Morgan Brennan. “That’s in building construction, automotive [and] electrical transmission.” $AA

A deep dive into Denver and into Voyager Space #ManifestSpace