Latest Defence Intelligence.
Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Greenland welcomes US military pact but trust still shaky
Greenland’s government and residents expressed relief that a military pact with the United States and Denmark may end anxiety over President Donald Trump’s threats to seize their Arctic island, but many remain distrustful of Washington. “I am incredibly relieved and think the outcome is very sensible. We can be satisfied,” Naaja Nathanielsen, a Greenlandic MP […]
Space & Missile Defence · Sep 23, 2026Ethereal Space Awarded NOAA SBEM Task Order 1
DENVER, Colorado – September 2026 – Ethereal Space, Inc. today announced that it has been awarded Task Order 1 under NOAA’s ProTech 2.0 Space-Based Environmental Monitoring (SBEM) program, following NOAA’s official announcement of the award. The 24-month Task Order has a total contract value of approximately $27.4 million, with initial data deliveries scheduled to begin […]
C4ISR & Cyber · Sep 23, 2026Europe’s push to reduce US reliance is reshaping the defense space market
PARIS — Demand for sovereign satellite capabilities is growing in Europe as governments seek greater control over access to relevant infrastructure. The push comes after restrictions by the United States on satellite access in Ukraine and the Middle East over the past two years underscored the risk of dependence, executives and policy makers said at […]
C4ISR & Cyber · Sep 22, 2026‘Super Intelligence’: the president’s new term for AI, explained
President Donald Trump on Tuesday announced a rebranding of the term “artificial intelligence,” saying during the United Nations General Assembly that from now on, it will be called “super intelligence.” “From this point forward, all of United States’ documents, and hopefully the world’s, will be changed to use the much more accurate term, ‘super,’ as opposed […]
Naval & Maritime · Sep 22, 2026HII Broadens Unmanned Maritime Systems Manufacturing Footprint Amid Rising Demand
HII Broadens Unmanned Maritime Systems Manufacturing Footprint Amid Rising Demand Newport News-based shipbuilder HII (Huntington Ingalls Industries) announced a 25% expansion of its unmanned systems production facility, a move the company says is aimed at keeping pace with growing international interest in maritime autonomy platforms. The expansion increases floor space dedicated to the assembly of […]
Naval & Maritime · Sep 22, 2026Huntington Ingalls Grows Unmanned Systems Footprint in Massachusetts
Huntington Ingalls Grows Unmanned Systems Footprint in Massachusetts Huntington Ingalls Industries (HII) has announced an expansion of its unmanned systems production facility in Massachusetts, broadening the shipbuilder’s manufacturing capacity beyond its traditional naval shipbuilding base. The move reflects a wider trend among large defence primes, which have been investing in unmanned and autonomous platforms as […]
Naval & Maritime · Sep 22, 2026HII Grows Its Massachusetts Footprint for Unmanned Maritime Systems Work
HII Grows Its Massachusetts Footprint for Unmanned Maritime Systems Work Huntington Ingalls Industries (HII) is expanding its facility dedicated to unmanned maritime systems in Massachusetts, the shipbuilder announced this week. The move broadens the company’s capacity to design, assemble, and support robotic surface and undersea vessels, a business line that sits within its Mission Technologies […]
Naval & Maritime · Sep 22, 2026HII Boosts Unmanned Maritime Systems Production Capacity by a Quarter as Global Demand Builds
HII Boosts Unmanned Maritime Systems Production Capacity by a Quarter as Global Demand Builds Huntington Ingalls Industries (HII) said it is enlarging the production footprint of its unmanned maritime systems facility by 25%, a move the shipbuilder ties to rising international interest in uncrewed surface vessels and related autonomous technologies. The expansion underscores how the […]
C4ISR & Cyber · Sep 22, 2026Palantir’s Latest $10 Billion Milestone Draws Fresh Attention to Its Government Software Business
Palantir’s Latest $10 Billion Milestone Draws Fresh Attention to Its Government Software Business A recent analysis published by Seeking Alpha frames Palantir Technologies’ newly discussed $10 billion figure as a potential turning point for the company, arguing that the milestone’s significance extends beyond the headline number itself. The commentary has renewed focus on Palantir’s position […]
C4ISR & Cyber · Sep 22, 2026L3Harris lands U.S. Navy order for submarine imaging masts spanning Virginia and Columbia classes
L3Harris lands U.S. Navy order for submarine imaging masts spanning Virginia and Columbia classes L3Harris Technologies has received a new order from the U.S. Navy to supply imaging masts for both Virginia-class attack submarines and the Columbia-class ballistic missile submarines, according to a release covered by Defence Industry Europe. Imaging masts are retractable sensor systems […]
C4ISR & Cyber · Sep 22, 2026L3Harris Lands US Navy Award to Expand Tomahawk Cruise Missile Output
L3Harris Lands US Navy Award to Expand Tomahawk Cruise Missile Output L3Harris Technologies has secured a new contract from the US Navy aimed at ramping up production of Tomahawk cruise missiles, according to a release covered by The Defense Post. The award positions the Florida-headquartered defence contractor deeper into one of the most in-demand weapons […]
C4ISR & Cyber · Sep 22, 2026Burry Expands Short Positions in Palantir, Micron, Nebius Amid Memory Supply Concerns
Burry Expands Short Positions in Palantir, Micron, Nebius Amid Memory Supply Concerns Investor Michael Burry, best known for his bet against the housing market before the 2008 financial crisis, has reportedly increased short positions in several high-profile technology names, including Palantir Technologies, Micron Technology, and Nebius Group, according to a report from Yahoo Finance. A […]
C4ISR & Cyber · Sep 22, 2026Andreessen Horowitz Partners with Palantir, Google, and Meta for New “Academy” Program
Andreessen Horowitz Partners with Palantir, Google, and Meta for New “Academy” Program Venture capital firm Andreessen Horowitz is launching an educational initiative it calls an “academy,” developed in partnership with several prominent technology companies, including Palantir Technologies, Google, and Meta. According to reporting from The Verge, the program is notable for its unconventional structure — […]
C4ISR & Cyber · Sep 22, 2026Palantir’s Valuation Draws Comparisons as Commentary Circulates on Long-Term Stock Performance
Palantir’s Valuation Draws Comparisons as Commentary Circulates on Long-Term Stock Performance A recent commentary piece circulating via Currently.com has sparked discussion about how Palantir Technologies Inc. (NASDAQ: PLTR) may perform over the next five years relative to other publicly traded companies. The article, which frames its argument as a forward-looking prediction, is one of many […]
Naval & Maritime · Sep 22, 2026US Navy destroyers tested in Middle East as demands mount
Navy destroyers are concentrated in the Middle East as U.S. forces conduct operations against Iran, according to U.S. Central Command — a move that puts renewed operational demands on a fleet that has experienced prolonged maintenance periods. As of Sept. 14, two Navy guided-missile destroyers were operating in the Red Sea and another 13 were […]
C4ISR & Cyber · Sep 22, 2026Palantir Shares Sit Near Flat Year-to-Date as Analyst Debate Centers on Valuation
Palantir Shares Sit Near Flat Year-to-Date as Analyst Debate Centers on Valuation Palantir Technologies (NASDAQ: PLTR) has seen its shares essentially tread water year-to-date, even as coverage from analysts suggests expectations of further upside — tempered by ongoing questions about the company’s valuation. Shares of the data analytics software provider were trading at $170.50 in […]
C4ISR & Cyber · Sep 22, 2026Palantir Valuation Draws Long-Horizon Speculation as Analyst Outlets Model 2031 Scenarios
Palantir Valuation Draws Long-Horizon Speculation as Analyst Outlets Model 2031 Scenarios A recent commentary published by The Motley Fool examines a hypothetical scenario: what a $5,000 position in Palantir Technologies (NASDAQ: PLTR) might theoretically be worth by 2031. The piece is a projection exercise rather than company news, but it reflects ongoing retail and media […]
Naval & Maritime · Sep 22, 2026Royal Navy successfully launches US Mk 48 torpedo from uncrewed submersible
The Royal Navy successfully launched a U.S. Navy Mk 48 Heavyweight Torpedo from a British Excalibur uncrewed underwater vehicle, or UUV, marking a significant step toward allied operational fleets of uncrewed vehicles. The successful Sept. 13 launch at the British Underwater Test & Evaluation Centre in Scotland highlights a major operational achievement for AUKUS Pillar […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.