AAC $9.95 -0.20% ▼ ACHR $3.94 +1.03% ▲ AERO $14.03 -7.45% ▼ AIN $63.15 +0.86% ▲ AIR $97.34 +2.19% ▲ AM $20.79 -0.43% ▼ AMP $493.60 +0.43% ▲ AMTM $22.07 +2.65% ▲ APH $75.27 +1.90% ▲ ASB $30.23 +0.33% ▲ ATI $164.54 +2.84% ▲ ATRO $59.86 +3.40% ▲ AVAV $125.45 +2.11% ▲ AVNW $19.67 +2.61% ▲ AXON $424.77 +0.66% ▲ BAB $25.84 +0.19% ▲ BAH $83.36 +6.87% ▲ BBAI $2.12 -0.95% ▼ BDL $50.82 +4.16% ▲ BELFB $209.41 +4.96% ▲ BHE $66.95 -3.90% ▼ BKSY $17.84 +0.22% ▲ BWXT $131.20 +2.93% ▲ CACI $665.00 +4.89% ▲ CAE $26.09 +4.36% ▲ CDRE $30.63 +2.13% ▲ CICN $0.00 CMTL $1.32 +6.45% ▲ CNC $68.03 -3.05% ▼ CODA $9.37 +0.29% ▲ AAC $9.95 -0.20% ▼ ACHR $3.94 +1.03% ▲ AERO $14.03 -7.45% ▼ AIN $63.15 +0.86% ▲ AIR $97.34 +2.19% ▲ AM $20.79 -0.43% ▼ AMP $493.60 +0.43% ▲ AMTM $22.07 +2.65% ▲ APH $75.27 +1.90% ▲ ASB $30.23 +0.33% ▲ ATI $164.54 +2.84% ▲ ATRO $59.86 +3.40% ▲ AVAV $125.45 +2.11% ▲ AVNW $19.67 +2.61% ▲ AXON $424.77 +0.66% ▲ BAB $25.84 +0.19% ▲ BAH $83.36 +6.87% ▲ BBAI $2.12 -0.95% ▼ BDL $50.82 +4.16% ▲ BELFB $209.41 +4.96% ▲ BHE $66.95 -3.90% ▼ BKSY $17.84 +0.22% ▲ BWXT $131.20 +2.93% ▲ CACI $665.00 +4.89% ▲ CAE $26.09 +4.36% ▲ CDRE $30.63 +2.13% ▲ CICN $0.00 CMTL $1.32 +6.45% ▲ CNC $68.03 -3.05% ▼ CODA $9.37 +0.29% ▲
Intelligence

Latest Defence Intelligence.

Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.

Air & Aerospace · Sep 26, 2026

Italy taps state-owned firms to build two naval destroyers in $4.2 billion deal

ROME — Italy has signed to buy two new naval destroyers that will mark a quantum leap in capabilities for the Italian navy, the ships’ builders have promised. In a deal brokered by European procurement office OCCAR, Italy signed a €3.7 billion ($4.2 billion) for two so-called DDX destroyers for delivery in 2033 and 2035. […]

Air & Aerospace · Sep 26, 2026

France to send military to protect Saudi Arabia on Red Sea oil route, Macron says

PARIS, Sept 24 (Reuters) — France will send troops and defense systems to Saudi Arabia to help protect the Red Sea port city of Yanbu, which is key for energy transport, French President Emmanuel Macron said on Thursday. Macron also said a U.S. ban on diesel exports, which the White House has denied is under […]

Air & Aerospace · Sep 26, 2026

Desolate Arctic outpost likely to host US troops under new Greenland deal

At a windswept gravel airstrip in eastern Greenland, a small Danish military detachment has quietly kept watch for decades. Now, under a new U.S. defense agreement signed this week, the outpost at Mestersvig could soon become a key American military foothold in the Arctic. Mestersvig sits 149 miles from the nearest settlement (population 330), at […]

C4ISR & Cyber · Sep 26, 2026

Thales in ‘quite advanced’ talks with NATO countries on AI-powered command software

PARIS — French defense-technology firm Thales is “quite advanced” in discussions with a number of NATO countries about using its artificial intelligence-powered command-and-control system HexaForce, said the company’s vice president for multi-domain operations, Patrick Moreau. Thales announced the availability of HexaForce last week, after testing it during NATO’s Coalition Warrior Interoperability Exercise, or CWIX, in […]

Air & Aerospace · Sep 26, 2026

US appeals court upholds Pentagon’s blacklisting of Anthropic

A federal appeals court on Friday upheld the Pentagon’s blacklisting of Anthropic from military contracts, handing a victory to President Donald Trump and Defense Secretary Pete Hegseth in their battle with the AI startup over safety guardrails on its technology. The 2-1 decision by the U.S. Court of Appeals in Washington came in a lawsuit […]

C4ISR & Cyber · Sep 25, 2026

Anthropic loses legal fight to shed DOD’s designation as a ‘supply-chain risk’

Anthropic will remain a Pentagon-designated supply-chain risk, thanks to federal judges who ruled that the Defense Department can prohibit its employees and contractors from using the AI company’s products for DOD business. The designation has been in force since March, when the department sought to alter its contract with Anthropic to replace prohibitions on using […]

Air & Aerospace · Sep 25, 2026

Ukraine’s deadly AI training platform for drone tech opens to UK companies

KYIV, Ukraine — The British Ministry of Defence has struck a partnership with Ukraine’s Avengers AI Labs, an information-rich platform built to train AI for battlefield drones, marking the first time that Kyiv has opened up its trove of wartime data to an outside government, according to officials in London. The announcement comes a month […]

Land Systems · Sep 25, 2026

Building logistics networks that survive contested environments

Live Webinar:Date: October 21, 2026Time: 2p ET / 11am PT TITLE: Building logistics networks that survive contested environmentsParticipants can earn 1 CPE credit AGENDA: We’ll discuss the following: Why contested logistics has become a more urgent operational challenge How software-defined systems can improve visibility, responsiveness, and survivability Why resilient connectivity is critical to contested environments How […]

Autonomy & Robotics · Sep 25, 2026

DC Circuit panel upholds Pentagon’s ban on Anthropic – so what comes next?

WASHINGTON — Today’s ruling by a three-judge appeals panel against Anthropic in the AI titan’s lawsuit against the Department of Defense is far from the end of the saga, legal experts told Breaking Defense, with Anthropic’s options including further appeals. The US Court of Appeals for the District of Columbia today upheld the Pentagon’s controversial […]

Naval & Maritime · Sep 25, 2026

Navy’s shipyard revamp could cost more than $200 billion: GAO

WASHINGTON — The Navy’s initiative to revamp its four public shipyards could come with a price tag nearly ten times higher than initially estimated and take decades longer to complete, according to a new government watchdog report.  The Shipyard Infrastructure Optimization Program (SIOP) launched in 2018 and aims to upgrade the drydocks and standard equipment […]

C4ISR & Cyber · Sep 25, 2026

US appeals court upholds Pentagon’s blacklisting of Anthropic

A federal appeals court on Friday upheld the Pentagon’s blacklisting of Anthropic from military contracts, handing a victory to President Donald Trump and Defense Secretary Pete Hegseth in their battle with the AI startup over safety guardrails on its technology. The 2-1 decision by the U.S. Court of Appeals in Washington came in a lawsuit […]

Land Systems · Sep 25, 2026

‘Cyber magazine’ can run out ‘pretty damn quick’ in modern conflict: Admiral

WASHIGTON — While US officials have warned of munitions shortfalls from the Iran conflict, the Navy’s top cyber official identified another key observation from recent military operations: the “cyber magazine” can be vulnerable to exhaustion as well. “Your cyber magazine of these exquisite fires is empty pretty damn quick,” Vice Adm. Heidi Berg, commander of […]

Naval & Maritime · Sep 25, 2026

US Navy stands up hub to prepare unmanned systems for combat

The U.S. Navy announced Thursday a new development center that will train sailors to use autonomous technology in preparation for robotic systems to deploy across the entire fleet. The service established the Robot and Autonomous Systems Warfighting Development Center at Joint Expeditionary Base Little Creek, Virginia, ushering in a new era that will teach service […]

Naval & Maritime · Sep 25, 2026

Navy launches Phase II for medium robo-ship project, seeks ‘innovative solutions’

WASHINGTON — The Navy is ushering in a new phase of integrating and testing medium unmanned surface vessels (MUSV) — and is seeking new solutions to include on its online marketplace for unmanned systems.  “MUSV uses modular design principles to create adaptable and resilient solutions that can effectively counter evolving threats,” the Navy said in […]

C4ISR & Cyber · Sep 25, 2026

Thales in ‘quite advanced’ talks with NATO countries on AI-powered command software

PARIS — French defense-technology firm Thales is “quite advanced” in discussions with a number of NATO countries about using its artificial intelligence-powered command-and-control system HexaForce, said the company’s vice president for multi-domain operations, Patrick Moreau. Thales announced the availability of HexaForce last week, after testing it during NATO’s Coalition Warrior Interoperability Exercise, or CWIX, in […]

Land Systems · Sep 25, 2026

Thales in ‘quite advanced’ talks with NATO countries on AI-powered command software

PARIS — French defense-technology firm Thales is “quite advanced” in discussions with a number of NATO countries about using its artificial intelligence-powered command-and-control system HexaForce, said the company’s vice president for multi-domain operations, Patrick Moreau. Thales announced the availability of HexaForce last week, after testing it during NATO’s Coalition Warrior Interoperability Exercise, or CWIX, in […]

Autonomy & Robotics · Sep 25, 2026

How China is rethinking tank survival against FPVs and top-attack threats

The war in Ukraine exposed a brutal truth about modern armor: A cheap first-person view (FPV) drone can hunt a tank from above, slip past its strongest plates and turn the turret roof into the vehicle’s most dangerous weak point.  Just as Western militaries are reacting, China’s People’s Liberation Army (PLA) has observed how drones […]

Land Systems · Sep 25, 2026

Desolate Arctic outpost likely to host US troops under new Greenland deal

At a windswept gravel airstrip in eastern Greenland, a small Danish military detachment has quietly kept watch for decades. Now, under a new U.S. defense agreement signed this week, the outpost at Mestersvig could soon become a key American military foothold in the Arctic. Mestersvig sits 149 miles from the nearest settlement (population 330), at […]

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Original coverage based on publicly available information and press releases. Nothing here is investment advice.