AAC $9.95 ACHR $3.91 +0.26% ▲ AERO $15.16 -0.33% ▼ AIN $62.61 -1.21% ▼ AIR $95.25 -1.30% ▼ AM $20.85 +1.16% ▲ AMP $492.19 -0.93% ▼ AMTM $21.76 +1.21% ▲ APH $74.09 +0.30% ▲ ASB $30.21 +0.27% ▲ ATI $156.88 -1.95% ▼ ATRO $57.89 -2.21% ▼ AVAV $123.25 +0.32% ▲ AVNW $19.17 +2.35% ▲ AXON $420.37 +2.04% ▲ BAB $25.79 -0.39% ▼ BAH $78.32 +0.41% ▲ BBAI $2.14 -0.01% ▼ BDL $48.79 +0.68% ▲ BELFB $199.51 -0.15% ▼ BHE $65.81 -5.54% ▼ BKSY $17.58 -1.24% ▼ BWXT $127.19 -0.21% ▼ CACI $633.98 +1.44% ▲ CAE $25.00 -0.08% ▼ CDRE $29.99 +0.07% ▲ CICN $0.00 CMTL $1.24 +2.48% ▲ CNC $70.17 -1.17% ▼ CODA $9.16 +0.44% ▲ AAC $9.95 ACHR $3.91 +0.26% ▲ AERO $15.16 -0.33% ▼ AIN $62.61 -1.21% ▼ AIR $95.25 -1.30% ▼ AM $20.85 +1.16% ▲ AMP $492.19 -0.93% ▼ AMTM $21.76 +1.21% ▲ APH $74.09 +0.30% ▲ ASB $30.21 +0.27% ▲ ATI $156.88 -1.95% ▼ ATRO $57.89 -2.21% ▼ AVAV $123.25 +0.32% ▲ AVNW $19.17 +2.35% ▲ AXON $420.37 +2.04% ▲ BAB $25.79 -0.39% ▼ BAH $78.32 +0.41% ▲ BBAI $2.14 -0.01% ▼ BDL $48.79 +0.68% ▲ BELFB $199.51 -0.15% ▼ BHE $65.81 -5.54% ▼ BKSY $17.58 -1.24% ▼ BWXT $127.19 -0.21% ▼ CACI $633.98 +1.44% ▲ CAE $25.00 -0.08% ▼ CDRE $29.99 +0.07% ▲ CICN $0.00 CMTL $1.24 +2.48% ▲ CNC $70.17 -1.17% ▼ CODA $9.16 +0.44% ▲
Intelligence

Latest Defence Intelligence.

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

Naval & Maritime · Sep 11, 2026

HII Marks Key Construction Milestone as Romulus Hull Work Reaches Completion

HII Marks Key Construction Milestone as Romulus Hull Work Reaches Completion Huntington Ingalls Industries (HII) has completed the hull of Romulus, a step that shifts the program from heavy fabrication toward the later stages of assembly and outfitting. The milestone was reported by Simply Wall St., which framed the development as a potential factor in […]

C4ISR & Cyber · Sep 11, 2026

Palantir Chief Executive Recounts Unusual Request From US General at Public Event

Palantir Chief Executive Recounts Unusual Request From US General at Public Event Palantir Technologies chief executive Alex Karp has described an offbeat exchange with a US military general, telling an audience the officer asked him to build what he characterised as an “alien anti-gravity machine,” according to a report by Cybernews. The anecdote, delivered in […]

C4ISR & Cyber · Sep 11, 2026

Analyst Notes Growing Client Interest in Palantir’s AI Sovereignty Messaging

Analyst Notes Growing Client Interest in Palantir’s AI Sovereignty Messaging Palantir Technologies Inc. (PLTR) is finding receptive audiences for its emphasis on artificial intelligence sovereignty, according to commentary from investment bank DA Davidson reported by Seeking Alpha. The concept — keeping AI data, models, and processing under the control of the country or organisation that […]

C4ISR & Cyber · Sep 11, 2026

Palantir Cofounder Joe Lonsdale Criticizes Proposed $5,000 Dividend Checks to American Households

Palantir Cofounder Joe Lonsdale Criticizes Proposed $5,000 Dividend Checks to American Households Joe Lonsdale, a cofounder of data analytics firm Palantir Technologies, has publicly pushed back against a proposal circulating in US policy discussions to send $5,000 checks to American citizens, according to reporting by The Times of India. Lonsdale, who helped establish Palantir before […]

C4ISR & Cyber · Sep 11, 2026

Palantir Shares Hold Steady as Analyst Commentary Weighs AI Demand Signals Beyond Token Growth

Palantir Shares Hold Steady as Analyst Commentary Weighs AI Demand Signals Beyond Token Growth Palantir Technologies Inc. (PLTR) traded essentially flat on Thursday, with shares changing hands at $170.50, down 0.07% from the previous close of $170.62. The software company, which carries a market capitalisation of roughly $439.7 billion, has been the subject of fresh […]

Naval & Maritime · Sep 11, 2026

Huntington Ingalls in Focus as Dividend and Analyst Attention Draw Investor Interest

Huntington Ingalls in Focus as Dividend and Analyst Attention Draw Investor Interest Shares of Huntington Ingalls Industries (HII) are drawing attention from market observers following discussion of the company’s dividend payment and analyst coverage, even as the stock trades lower on the day. As of the latest session, HII shares were at $282.19, down 1.9% […]

Naval & Maritime · Sep 11, 2026

HII Marks Hull Completion Milestone on Submarine Romulus

HII Marks Hull Completion Milestone on Submarine Romulus Huntington Ingalls Industries (HII) has reached a hull completion milestone on the Romulus, a construction milestone that analysts and industry watchers note could shape the narrative around the company’s execution on its submarine programs. HII, whose Newport News Shipbuilding division is one of only two U.S. yards […]

Air & Aerospace · Sep 11, 2026

Saudi Arabia Turns to Washington for Support as Houthi Pressure on Red Sea Intensifies

Saudi Arabia Turns to Washington for Support as Houthi Pressure on Red Sea Intensifies Saudi Crown Prince Mohammed bin Salman asked U.S. President Donald Trump this week for American military assistance in countering Yemen’s Iran-aligned Houthi movement, according to two sources familiar with the discussions, as the group escalates its activity in the Red Sea […]

C4ISR & Cyber · Sep 11, 2026

Palantir and Nvidia Deepen AI Alliance in Move Watched Across Defence Software Sector

Palantir and Nvidia Deepen AI Alliance in Move Watched Across Defence Software Sector Palantir Technologies (NYSE: PLTR) and Nvidia have announced an expanded partnership centred on artificial intelligence, a collaboration that industry commentators are calling one of the more significant pairings between a defence-oriented software firm and the leading AI chipmaker. The alliance brings together […]

C4ISR & Cyber · Sep 11, 2026

L3Harris Shares Slide to 52-Week Low as Defence Stock Extends Downturn

L3Harris Shares Slide to 52-Week Low as Defence Stock Extends Downturn L3Harris Technologies (NYSE: LHX) touched a 52-week low of $246.43 in recent trading, according to market data reported by Investing.com. The stock has since recovered somewhat, changing hands at $252.52, down 1.26% from the previous close of $255.74. The Melbourne, Florida-based defence prime carries […]

C4ISR & Cyber · Sep 11, 2026

Polish prime minister: Poland to develop its own Starlink

WARSAW, Poland — Finnish space company ICEYE and Poland’s state-run defense giant PGZ have signed a letter of intent to jointly develop a military satellite communications system. Polish Prime Minister Donald Tusk said the project will pave the way for the launch of a Starlink-like system for the nation. “The culmination of the process that […]

C4ISR & Cyber · Sep 11, 2026

Palantir Leans Into Data Sovereignty Message as AI Demand Grows Among Allied Governments

Palantir Leans Into Data Sovereignty Message as AI Demand Grows Among Allied Governments Palantir Technologies (NASDAQ: PLTR) is increasingly framing its artificial intelligence platforms around the concept of data sovereignty — the idea that governments should be able to deploy advanced AI software while keeping their data, and control over it, entirely within their own […]

C4ISR & Cyber · Sep 11, 2026

Nurses Press Hospitals to Reconsider Palantir Partnerships Amid Public Controversy

Nurses Press Hospitals to Reconsider Palantir Partnerships Amid Public Controversy A campaign by nurses across the United States is calling on hospital systems to end their relationships with Palantir Technologies Inc., according to reporting by Truthout. The organizing effort cites concerns over the data analytics company’s work with U.S. Immigration and Customs Enforcement (ICE) and […]

C4ISR & Cyber · Sep 11, 2026

Palantir Draws Fresh Attention as Coverage Weighs Its Growth Targets and Metrics

Palantir Draws Fresh Attention as Coverage Weighs Its Growth Targets and Metrics Palantir Technologies Inc. (PLTR) is facing renewed scrutiny from financial media this week, with several outlets examining the software company’s growth ambitions and how it presents its performance to investors. The Denver-based company, which builds data integration platforms used by government agencies and […]

Space & Missile Defence · Sep 11, 2026

Pentagon Pushes Back on Iranian Video Claiming Destruction of Saildrone Vessel

Pentagon Pushes Back on Iranian Video Claiming Destruction of Saildrone Vessel A clip circulating on social media this week that appeared to show an Iranian attack on an American Saildrone unmanned surface vessel near the Strait of Hormuz has been disputed by U.S. officials, who say no such loss occurred. The footage, released by the […]

Naval & Maritime · Sep 11, 2026

Huntington Ingalls Shares Slip as Analysts Weigh Risk Setup Around Shipbuilder

Huntington Ingalls Shares Slip as Analysts Weigh Risk Setup Around Shipbuilder Huntington Ingalls Industries (NYSE: HII) saw its stock decline 1.9% in Tuesday trading, closing at $282.19 after finishing the prior session at $287.67. The move comes as market commentary outlets, including Stock Traders Daily, examine what analysts describe as a “scalable risk” setup around […]

C4ISR & Cyber · Sep 11, 2026

Palantir Faces a Steep Climb Toward the Ambitious Growth Path Laid Out by CEO Alex Karp

Palantir Faces a Steep Climb Toward the Ambitious Growth Path Laid Out by CEO Alex Karp Palantir Technologies (NASDAQ: PLTR) has been set a demanding internal benchmark. Chief Executive Alex Karp has challenged the data-analytics software firm to grow at a pace that would imply roughly a 134% expansion target for the company overall, according […]

C4ISR & Cyber · Sep 11, 2026

Ukrainian Parliament Panel Seeks Meeting with Palantir CEO Over Potential Cooperation

Ukrainian Parliament Panel Seeks Meeting with Palantir CEO Over Potential Cooperation Ukraine’s parliament, the Verkhovna Rada, has extended an invitation to Palantir Technologies chief executive Alex Karp through its Temporary Investigation Commission, according to reporting by UA.NEWS. The proposed meeting would address possible cooperation involving Mykhailo Fedorov, Ukraine’s Deputy Prime Minister and Minister of Digital […]

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