Latest Defence Intelligence.
Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Anduril, US Navy invest $6.6 billion to boost submarine parts production
Defense tech firm Anduril said on Tuesday it will invest $3.7 billion to develop a new shipyard in Maryland to build critical components for the US Navy’s Virginia-class submarines, as Washington seeks to bolster its maritime defense capabilities. Subsequently, the US Navy awarded Anduril a contract worth up to $2.9 billion to manufacture submarine components, […]
Naval & Maritime · Oct 6, 2026Anduril, US Navy invest $6.6 billion to boost submarine parts production
Defense tech firm Anduril said on Tuesday it will invest $3.7 billion to develop a new shipyard in Maryland to build critical components for the US Navy’s Virginia-class submarines, as Washington seeks to bolster its maritime defense capabilities. Subsequently, the US Navy awarded Anduril a contract worth up to $2.9 billion to manufacture submarine components, […]
Naval & Maritime · Oct 6, 2026Unpacking Boeing’s F/A-XX win, plus a report from wartime Ukraine
[embedded content] In this week’s episode of The Break Out, Editor-in-chief Aaron Mehta and Navy reporter Diana Stancy explain what we know — and don’t — about Boeing’s win for the Navy’s F/A-XX fighter, from its expected role alongside F-35s and F/A-18s to concerns about how Boeing will execute two sixth-generation fighter programs. Then Breaking […]
C4ISR & Cyber · Oct 6, 2026Palantir Just Had Its Best Quarter in a Year, Up 60% – Yahoo Finance
Palantir Just Had Its Best Quarter in a Year, Up 60% Yahoo Finance Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Air & Aerospace · Oct 6, 2026Bernstein cuts target for RTX Corporation stock to USD 223 – AD HOC NEWS
Bernstein cuts target for RTX Corporation stock to USD 223 AD HOC NEWS Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Air & Aerospace · Oct 6, 2026RTX Corp. (RTX) Gets a $6.3 Billion Munitions Tailwind—Can It Deliver? – Yahoo Finance
RTX Corp. (RTX) Gets a $6.3 Billion Munitions Tailwind—Can It Deliver? Yahoo Finance Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Land Systems · Oct 6, 2026BNP Paribas Adjusts General Dynamics PT to $360 From $430, Maintains Outperform Rating – marketscreener.com
BNP Paribas Adjusts General Dynamics PT to $360 From $430, Maintains Outperform Rating marketscreener.com Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Space & Missile Defence · Oct 6, 2026Northrop Grumman Awarded $66 Million MQ-4C Triton Retrofit Contract For U.S. Navy And Australia – Pulse 2.0
Northrop Grumman Awarded $66 Million MQ-4C Triton Retrofit Contract For U.S. Navy And Australia Pulse 2.0 Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Space & Missile Defence · Oct 6, 2026BNP Paribas Adjusts Northrop Grumman PT to $540 From $640, Maintains Outperform Rating – marketscreener.com
BNP Paribas Adjusts Northrop Grumman PT to $540 From $640, Maintains Outperform Rating marketscreener.com Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Space & Missile Defence · Oct 6, 2026Northrop Grumman wins $29.2 million Navy contract for AN/WSN-12 navigation systems – Military Aerospace
Northrop Grumman wins $29.2 million Navy contract for AN/WSN-12 navigation systems Military Aerospace Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Space & Missile Defence · Oct 6, 2026Rothschild Redburn initiates Northrop Grumman stock with buy rating – Investing.com
Rothschild Redburn initiates Northrop Grumman stock with buy rating Investing.com Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Space & Missile Defence · Oct 6, 2026Northrop Grumman Starts Flying Talon Blue Collaborative Combat Aircraft – Aviation International News
Northrop Grumman Starts Flying Talon Blue Collaborative Combat Aircraft Aviation International News Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Naval & Maritime · Oct 6, 2026Anduril launches new shipyard to manufacture components for Virginia-class subs
WASHINGTON — Anduril is establishing a new shipyard to manufacture parts for Virginia-class submarines in Baltimore County, Md., the company and the White House announced today. The new facility, dubbed Arsenal-2, comes with a $6.6 billion investment, including $3.7 billion in private capital and up to $2.9 billion from the Navy. And notably, today’s announcement […]
C4ISR & Cyber · Oct 6, 2026Nvidia, Palantir, and Alphabet Are Sending Shockwaves Through Wall Street With This $17.5 Billion Warning – theglobeandmail.com
Nvidia, Palantir, and Alphabet Are Sending Shockwaves Through Wall Street With This $17.5 Billion Warning theglobeandmail.com Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Air & Aerospace · Oct 6, 2026This Lockheed Martin Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday – Benzinga
This Lockheed Martin Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday Benzinga Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Air & Aerospace · Oct 6, 2026Lockheed Martin, Northrop Grumman rated as Buy by Rothschild Redburn (LMT:NYSE) – Seeking Alpha
Lockheed Martin, Northrop Grumman rated as Buy by Rothschild Redburn (LMT:NYSE) Seeking Alpha Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Air & Aerospace · Oct 6, 2026Boeing Wins $14.7 Billion PAC-3 Seeker Production Contract From Lockheed – Yahoo Finance Singapore
Boeing Wins $14.7 Billion PAC-3 Seeker Production Contract From Lockheed Yahoo Finance Singapore Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
C4ISR & Cyber · Oct 6, 2026The Overlooked AI Stock Poised to Outperform Nvidia and Palantir – fool.com
The Overlooked AI Stock Poised to Outperform Nvidia and Palantir fool.com Source: news.google.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
Original coverage based on publicly available information and press releases. Nothing here is investment advice.