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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Palantir Adds Former AIG Chief Executive to Its Board
Palantir Adds Former AIG Chief Executive to Its Board Data analytics company Palantir Technologies is bringing a former chief executive of insurance giant AIG into its leadership ranks, according to a report from The Business Journals. The appointment adds a veteran of one of the world’s largest insurers to the Denver-based software firm’s governance team […]
C4ISR & Cyber · Sep 13, 2026Palantir Teams Up With AI Infrastructure Player Nebius in New Partnership
Palantir Teams Up With AI Infrastructure Player Nebius in New Partnership Palantir Technologies (NASDAQ: PLTR) and Nebius (NASDAQ: NBIS) have announced a partnership, a move that pairs one of the most prominent names in government and commercial data-analytics software with a fast-growing provider of AI-focused cloud infrastructure. The collaboration, covered this week by Seeking Alpha, […]
C4ISR & Cyber · Sep 13, 2026Palantir’s NHS Data Platform Reportedly Expanded to Include GP Records
Palantir’s NHS Data Platform Reportedly Expanded to Include GP Records The Financial Times reported that general practitioner (GP) data has been added to Palantir Technologies’ data platform for the UK’s National Health Service (NHS), drawing attention to the scope of the health data now flowing through the system. The report characterised the addition as having […]
C4ISR & Cyber · Sep 13, 2026L3Harris Shares Pull Back After a Strong Three-Year Climb
L3Harris Shares Pull Back After a Strong Three-Year Climb L3Harris Technologies (NYSE: LHX) has drawn fresh attention from market observers following a run that has seen the aerospace and defence company’s stock appreciate roughly 51% over the past three years, with recent trading suggesting the shares may be trading at levels some analysts view as […]
C4ISR & Cyber · Sep 12, 2026Burry’s Short Positions on Palantir, Nvidia, and Tesla Fuel Debate Over AI Valuations
Burry’s Short Positions on Palantir, Nvidia, and Tesla Fuel Debate Over AI Valuations Investor Michael Burry, best known for his positioning ahead of the 2008 housing crisis, has reportedly maintained short positions against a trio of high-profile technology names — Palantir Technologies, Nvidia, and Tesla — while cautioning that artificial intelligence stocks could face a […]
C4ISR & Cyber · Sep 12, 2026Palantir Tie-Up With Nebius Draws Market Attention to AI Infrastructure Push
Palantir Tie-Up With Nebius Draws Market Attention to AI Infrastructure Push Shares of Palantir Technologies (NYSE: PLTR) traded essentially flat on Friday, changing hands at $170.50, down 0.07% from the prior close of $170.62, even as news of a partnership between Palantir and AI cloud provider Nebius Group grabbed headlines. Nebius-listed shares reportedly rallied on […]
Air & Aerospace · Sep 12, 2026Cape Air to swap Tecnam P2012s for Cessna Grand Caravan EX fleet in Montana
Cape Air to swap Tecnam P2012s for Cessna Grand Caravan EX fleet in Montana Regional carrier Cape Air has ordered eight Cessna 208B Grand Caravan EX turboprops from Textron Aviation, with the aircraft slated to begin serving the airline’s Montana routes next year and to fully replace its Tecnam P2012 Travellers there by the end […]
C4ISR & Cyber · Sep 12, 2026L3Harris Points to Civilian Air Surveillance Grid as a Baseline for Counter-Drone Detection
L3Harris Points to Civilian Air Surveillance Grid as a Baseline for Counter-Drone Detection L3Harris Technologies has argued that the existing nationwide network used to monitor air traffic across the United States could serve as a starting point for detecting slower, low-flying threats such as uncrewed aerial systems and cruise missiles, according to remarks reported by […]
C4ISR & Cyber · Sep 12, 2026Palantir’s Growth Streak Draws Fresh Scrutiny as Investors Weigh What Comes Next
Palantir’s Growth Streak Draws Fresh Scrutiny as Investors Weigh What Comes Next Palantir Technologies (PLTR) has become one of the most closely watched names at the intersection of software and government work, and a recent analysis circulating via Yahoo Finance examines whether the company’s accelerating expansion can sustain the momentum in its shares. The Denver-headquartered […]
C4ISR & Cyber · Sep 12, 2026Palantir Extends Its Summer Surge as Analyst Attention on AI Demand Intensifies
Palantir Extends Its Summer Surge as Analyst Attention on AI Demand Intensifies Palantir Technologies (NASDAQ: PLTR) has drawn renewed market attention after shares climbed roughly 50% during August, a rally that financial commentators have linked to surging interest in artificial intelligence software across both commercial and government markets. Despite the steep monthly gain, recent commentary […]
Naval & Maritime · Sep 12, 2026HII Shares Slip in Morning Trading as Shipbuilding Watch Continues
HII Shares Slip in Morning Trading as Shipbuilding Watch Continues Shares of Huntington Ingalls Industries (NYSE: HII) were down 1.9% in Tuesday’s session, trading at $282.19 after closing the previous day at $287.67. The move leaves the nation’s largest military shipbuilder with a market capitalization of approximately $11.46 billion. Huntington Ingalls Industries operates across three […]
Naval & Maritime · Sep 12, 2026Sequoia Financial Advisors Holds $4.92 Million Stake in Shipbuilder Huntington Ingalls Industries
Sequoia Financial Advisors Holds $4.92 Million Stake in Shipbuilder Huntington Ingalls Industries Institutional disclosure data shows that Sequoia Financial Advisors LLC reported a position in Huntington Ingalls Industries, Inc. (NYSE: HII) valued at approximately $4.92 million, according to a report from MarketBeat. Huntington Ingalls Industries is the largest military shipbuilder in the United States. The […]
C4ISR & Cyber · Sep 12, 2026Thiel-Linked Hedge Fund Discloses Position in Palantir as AI Software Stocks Draw Investor Attention
Thiel-Linked Hedge Fund Discloses Position in Palantir as AI Software Stocks Draw Investor Attention A hedge fund founded by Peter Thiel, the billionaire venture capitalist and co-founder of Palantir Technologies, has taken a sizeable position in the data-analytics software company, according to a report from The Globe and Mail citing recent disclosure filings. Thiel, who […]
C4ISR & Cyber · Sep 11, 2026L3Harris Shares Lag Defence Sector Peers in Friday Trading
L3Harris Shares Lag Defence Sector Peers in Friday Trading Shares of L3Harris Technologies (NYSE: LHX) finished Friday in negative territory, trailing other defence and aerospace names during the session. The stock closed at approximately $252.52, down 1.26% from its previous close of $255.74. The decline left the Florida-headquartered defence prime behind its sector counterparts on […]
C4ISR & Cyber · Sep 11, 2026Palantir Chief Executive Reported to Back Ukrainian Defence-Tech Figure with Personal Funds
Palantir Chief Executive Reported to Back Ukrainian Defence-Tech Figure with Personal Funds Palantir Technologies (NASDAQ: PLTR) is drawing attention following a report that its chief executive has committed personal capital to a venture associated with a Ukrainian figure described in media coverage as an architect of the country’s technology-driven defence efforts, and who has since […]
C4ISR & Cyber · Sep 11, 2026Axon and Palantir Land on Roundtable 100 List, With Axon Taking the Higher Position
Axon and Palantir Land on Roundtable 100 List, With Axon Taking the Higher Position A recent ranking published by TheStreet has placed Axon Enterprise ahead of Palantir Technologies on the Roundtable 100, with a separation of 36 spots between the two publicly traded companies that both maintain substantial footprints in the public-safety and government technology […]
C4ISR & Cyber · Sep 11, 2026L3Harris Executive Files Notice for Another Share Sale Following Series of Recent Trades
L3Harris Executive Files Notice for Another Share Sale Following Series of Recent Trades A senior executive at L3Harris Technologies (NYSE: LHX) has filed a regulatory notice to sell additional company stock, according to reporting by Stock Titan, continuing a pattern of multimillion-dollar share transactions in recent weeks. Insider sale notices, typically disclosed through Form 144 […]
C4ISR & Cyber · Sep 11, 2026Thiel-Linked Hedge Fund Discloses Stake in AI Software Firm Palantir
Thiel-Linked Hedge Fund Discloses Stake in AI Software Firm Palantir A hedge fund associated with venture capitalist Peter Thiel, the co-founder of data analytics firm Palantir Technologies, has disclosed a new position in an artificial intelligence-focused stock, according to a report by Yahoo Finance. The disclosure has drawn attention given Thiel’s long-standing history with Palantir, […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.