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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
L3Harris Secures $4.7 Billion PAC-3 MSE Contract as Market Weighs Its Valuation
L3Harris Secures $4.7 Billion PAC-3 MSE Contract as Market Weighs Its Valuation L3Harris Technologies has landed a contract worth $4.7 billion related to the PAC-3 Missile Segment Enhancement (MSE) program, a development that has drawn attention from market commentators asking whether the stock now trades at a discount. The award, first reported via Yahoo Finance, […]
Air & Aerospace · Sep 17, 2026GE Aerospace Points to Modified Seal Fix as GE9X Work Continues Ahead of 777X Service Entry
GE Aerospace Points to Modified Seal Fix as GE9X Work Continues Ahead of 777X Service Entry GE Aerospace has moved to reassure the aviation market that a mid-seal durability issue affecting its GE9X engine will not push back the planned entry into service of the Boeing 777X, according to a company statement reported by WKZO. […]
Air & Aerospace · Sep 17, 2026GE Aerospace Says GE9X Engine Seal Matter Will Not Push Back Boeing 777X Timeline
GE Aerospace Says GE9X Engine Seal Matter Will Not Push Back Boeing 777X Timeline GE Aerospace has moved to reassure the market that a mid-seal issue affecting its GE9X engine will not hold up the planned entry into service of Boeing’s 777X widebody aircraft, according to remarks reported by US News Money. The GE9X is […]
C4ISR & Cyber · Sep 17, 2026Defense Business Brief: Dispatch from AFA’s Air, Space, & Cyber 2026
NATIONAL HARBOR, Md.—The Air Force Test Center is prepared to keep up with the Pentagon’s calls to buy, develop, test, and field technology quickly—but safety remains the top priority, the center’s commander said. “We always want to proceed safely forward. The work that we do, as I’ve noted, is, can be dangerous. So we don’t […]
Naval & Maritime · Sep 17, 2026Huntington Ingalls Draws Attention Following Second-Quarter Results and Shipyard Capacity Plans
Huntington Ingalls Draws Attention Following Second-Quarter Results and Shipyard Capacity Plans Shipbuilder Huntington Ingalls Industries (HII) has been in focus this week following media coverage of its second-quarter performance and plans involving facility expansion at its shipbuilding operations. According to market data tracked by DefencePressWire, HII shares were trading at $282.19 in Thursday’s session, down […]
C4ISR & Cyber · Sep 17, 2026Palantir’s Data Platforms Extend Beyond Defence Work Into Restaurant Food Safety
Palantir’s Data Platforms Extend Beyond Defence Work Into Restaurant Food Safety Data analytics firm Palantir Technologies is now helping fast-casual restaurant chain Chipotle assess food safety risk at the individual location level, according to reporting picked up from the company’s recent disclosures. The engagement puts Palantir’s software — best known for work with government and […]
Air & Aerospace · Sep 17, 2026GE Aerospace Downplays GE9X Seal Matter as Boeing 777X Timeline Stays Intact
GE Aerospace Downplays GE9X Seal Matter as Boeing 777X Timeline Stays Intact GE Aerospace has moved to reassure airlines and investors that a mid-seal issue identified on its GE9X engine will not push back the entry into service of Boeing’s long-awaited 777X widebody, according to comments reported by the Charlotte Observer. The GE9X is the […]
C4ISR & Cyber · Sep 17, 2026Disclosed Put Positions Tied to Nvidia and Palantir Draw Fresh Attention to Investor’s Final Fund Filing
Disclosed Put Positions Tied to Nvidia and Palantir Draw Fresh Attention to Investor’s Final Fund Filing Regulatory disclosures filed by investor Michael Burry shortly before he wound down his hedge fund have resurfaced in market commentary, after filings showed put option positions with a notional value estimated at roughly $1.1 billion against chipmaker Nvidia and […]
C4ISR & Cyber · Sep 17, 2026Palantir’s Data Platforms Extend Beyond Defence as Chipotle Taps Firm for Food Safety Analytics
Palantir’s Data Platforms Extend Beyond Defence as Chipotle Taps Firm for Food Safety Analytics Palantir Technologies, a software company best known for its work with government and defence clients, has landed a high-profile commercial engagement: restaurant chain Chipotle has enlisted the firm to help manage food safety risks following a salmonella outbreak, according to a […]
C4ISR & Cyber · Sep 17, 2026L3Harris Commits $50,000 to Expand StellarXplorers STEM Program
L3Harris Commits $50,000 to Expand StellarXplorers STEM Program L3Harris Technologies has pledged $50,000 to the StellarXplorers program, a national space-systems competition run by the Air & Space Forces Association (AFA), with the stated aim of broadening student participation across the country. StellarXplorers is a hands-on competition that introduces high school students to satellite design and […]
C4ISR & Cyber · Sep 17, 2026Palantir Puts New Guardrails on Third-Party Generative AI Models
Palantir Puts New Guardrails on Third-Party Generative AI Models Palantir Technologies Inc. (PLTR) has introduced tighter internal rules governing the use of external generative artificial intelligence models, according to a report carried by Yahoo Finance. The policy shift affects how employees and potentially customers interact with third-party AI tools, a growing area of scrutiny across […]
Air & Aerospace · Sep 17, 2026GE Aerospace Says GE9X Engine Seal Fix Won’t Push Back 777X Timeline
GE Aerospace Says GE9X Engine Seal Fix Won’t Push Back 777X Timeline GE Aerospace has publicly expressed confidence that a recently identified issue involving a mid-seal component on its GE9X engine will not hold up the long-awaited entry into service of Boeing’s 777X aircraft, according to remarks reported by marketscreener.com. The GE9X is the sole […]
C4ISR & Cyber · Sep 17, 2026Palantir Chief Executive Floats Government Oversight Model for AI Firms
Palantir Chief Executive Floats Government Oversight Model for AI Firms Palantir Technologies (PLTR) chief executive Alex Karp has argued that companies building artificial intelligence may need to be brought under government control, with liability limits similar to those long afforded to defence contractors, according to remarks reported by CNBC. The comments add to an ongoing […]
C4ISR & Cyber · Sep 17, 2026Palantir Chief Executive Floats U.S.–China AI Framework in CNBC Interview
Palantir Chief Executive Floats U.S.–China AI Framework in CNBC Interview Palantir Technologies CEO Alex Karp said in a CNBC interview that an artificial intelligence framework agreed upon between the United States and China “would change the world,” arguing that some level of mutual understanding between the two countries on AI development could carry global significance. […]
C4ISR & Cyber · Sep 17, 2026Palantir’s Karp Enters Debate Over Government Ownership of Frontier AI Labs
Palantir’s Karp Enters Debate Over Government Ownership of Frontier AI Labs Alex Karp, chief executive of Palantir Technologies, has publicly argued that leading artificial intelligence laboratories should be brought under national control, according to a report from qz.com. The remarks place one of the defence technology sector’s most prominent executives at the center of an […]
Air & Aerospace · Sep 17, 2026GE Aerospace Says GE9X Seal Issue Won’t Push Back Boeing 777X Service Entry
GE Aerospace Says GE9X Seal Issue Won’t Push Back Boeing 777X Service Entry GE Aerospace has moved to reassure the aviation industry that a recently identified mid-seal issue affecting its GE9X engine will not hold up the long-awaited entry into service of Boeing’s 777X aircraft, according to comments reported by The Lufkin Daily News. The […]
C4ISR & Cyber · Sep 17, 2026Karp Adds His Voice to the Growing Debate Over AI Risk, Keeping Palantir in the Spotlight
Karp Adds His Voice to the Growing Debate Over AI Risk, Keeping Palantir in the Spotlight Palantir Technologies (NYSE: PLTR) chief executive Alex Karp has entered the ongoing public discussion about the risks of artificial intelligence, with commentary reported by Barron’s that frames his views as notably direct compared with many peers in the technology […]
Air & Aerospace · Sep 17, 2026GE Aerospace Points to GE9X Seal Fix as Boeing 777X Timeline Holds
GE Aerospace Points to GE9X Seal Fix as Boeing 777X Timeline Holds GE Aerospace told investors this week that a mid-seal issue identified on its GE9X engine will not push back the entry into service of Boeing’s 777X widebody, moving to contain concern around one of the most closely watched engine programs in commercial aviation. […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.