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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
HII Showcases Shipbuilding Careers and Production Capacity at Delta Fest 2026
HII Showcases Shipbuilding Careers and Production Capacity at Delta Fest 2026 Huntington Ingalls Industries (HII) used its presence at Delta Fest 2026 to spotlight two themes central to its shipbuilding business: developing the skilled workforce behind America’s military vessels and expanding the industrial capacity needed to meet growing demand. HII, the largest military shipbuilder in […]
C4ISR & Cyber · Sep 10, 2026Resurfaced College Photo of Palantir CEO Alex Karp Draws Renewed Attention to the Software Chief’s Activist Past
Resurfaced College Photo of Palantir CEO Alex Karp Draws Renewed Attention to the Software Chief’s Activist Past A photograph of Palantir Technologies chief executive Alex Karp wearing a keffiyeh during his college years has circulated anew after Gizmodo published the image, prompting fresh discussion of the executive’s early political background at a time when his […]
C4ISR & Cyber · Sep 10, 2026L3Harris Executive Kubasik Files to Sell $5.4 Million in Stock
L3Harris Executive Kubasik Files to Sell $5.4 Million in Stock An executive at L3Harris Technologies (NYSE: LHX) has disclosed plans to sell roughly $5.4 million worth of company shares, according to a regulatory filing reported by Stock Titan. Christopher Kubasik, who serves in a senior officer role at the aerospace and defence firm, is the […]
C4ISR & Cyber · Sep 10, 2026Palantir Finds Itself at the Center of the AI Infrastructure Conversation Again
Palantir Finds Itself at the Center of the AI Infrastructure Conversation Again Palantir Technologies (PLTR) is drawing renewed attention this month as media coverage increasingly frames the company alongside — and sometimes against — the largest names in artificial intelligence infrastructure. A recent Yahoo Finance column argued that the most consequential AI infrastructure story of […]
C4ISR & Cyber · Sep 10, 2026Where L3Harris Stands Among Aerospace and Defence Peers on Stock Performance
Where L3Harris Stands Among Aerospace and Defence Peers on Stock Performance L3Harris Technologies (LHX) continues to draw attention from investors tracking the aerospace and defence sector, with its shares trading at $252.52 in recent activity, down 1.26% from the prior close of $255.74. The Melbourne, Florida-based company carries a market capitalisation of roughly $48.8 billion, […]
C4ISR & Cyber · Sep 10, 2026Burry-Linked Disclosures Show Exits from Palantir and Nvidia Put Positions
Burry-Linked Disclosures Show Exits from Palantir and Nvidia Put Positions Investor Michael Burry, best known for his bet against the US housing market ahead of the 2008 financial crisis, has reportedly closed out put option positions in artificial intelligence-linked names Palantir Technologies and Nvidia, according to a recent filing report covered by Yahoo Finance. The […]
C4ISR & Cyber · Sep 10, 2026Palantir Cofounder Criticises Trump’s Proposed $5,000 Dividend Plan
Palantir Cofounder Criticises Trump’s Proposed $5,000 Dividend Plan A cofounder of Palantir Technologies and prominent Republican donor has publicly described a proposal backed by President Trump to pay American households a $5,000 dividend as a “bribe,” according to remarks reported by Business Insider. The comments add an unusual voice of dissent from within a donor […]
Naval & Maritime · Sep 10, 2026Huntington Ingalls Shares Slide as Defense Shipbuilder Trails Peers in Wednesday Trading
Huntington Ingalls Shares Slide as Defense Shipbuilder Trails Peers in Wednesday Trading Huntington Ingalls Industries (HII) saw its stock fall 1.9% on Wednesday, closing at $282.19 after finishing the prior session at $287.67. The decline left the shipbuilding and defense services company trailing several of its sector peers during the trading day, according to market […]
C4ISR & Cyber · Sep 10, 2026L3Harris’ VAMPIRE Counter-Drone System Lands US Navy Selection for Littoral Operations
L3Harris’ VAMPIRE Counter-Drone System Lands US Navy Selection for Littoral Operations The US Navy has selected L3Harris Technologies’ VAMPIRE system to address counter-drone requirements in littoral environments, according to a report from The Defense Post. VAMPIRE — short for Vehicle-Agnostic Modular Palletized ISR Rocket Equipment — is a modular, palletized kit designed to counter unmanned […]
Naval & Maritime · Sep 10, 2026Huntington Ingalls Shares Dip as Market Weighs Q2 Results and Analyst Targets
Huntington Ingalls Shares Dip as Market Weighs Q2 Results and Analyst Targets America’s largest military shipbuilder saw its shares slip in Thursday trading despite recent commentary highlighting solid second-quarter results and supportive analyst price targets. As of the latest session, Huntington Ingalls Industries (HII) traded at $282.19, down 1.9% from the previous close of $287.67, […]
Air & Aerospace · Sep 10, 2026Boeing and GE Aerospace Head Into 2026 on Diverging Recovery Paths
Boeing and GE Aerospace Head Into 2026 on Diverging Recovery Paths A recent Yahoo Finance analysis comparing Boeing and GE Aerospace has reignited debate over which of the two industrial heavyweights offers the stronger story heading into 2026. The two companies occupy very different positions within the aerospace and defence landscape, and the comparison underscores […]
C4ISR & Cyber · Sep 10, 2026Palantir Names Nebius Its Preferred AI Infrastructure Provider
Palantir Names Nebius Its Preferred AI Infrastructure Provider Palantir Technologies has designated AI infrastructure firm Nebius as a preferred partner for artificial intelligence infrastructure, according to a report from Barchart. The arrangement positions Nebius as a key compute provider supporting the demanding workloads that run through Palantir’s software platforms. The partnership underscores a broader dynamic […]
Air & Aerospace · Sep 10, 2026Boeing and GE Aerospace Head Into 2026 as Investors Weigh Two Distinct Industrial Recoveries
Boeing and GE Aerospace Head Into 2026 as Investors Weigh Two Distinct Industrial Recoveries A recent analysis published by The Motley Fool compares Boeing and GE Aerospace as the two industrial names face divergent paths heading into 2026, prompting renewed attention on how differently the sector’s recovery is playing out across its largest players. GE […]
C4ISR & Cyber · Sep 10, 2026Markets Mixed as Oil Touches $100; Palantir Draws Attention on Reported Nvidia Partnership News
Markets Mixed as Oil Touches $100; Palantir Draws Attention on Reported Nvidia Partnership News Equity markets came under pressure in Monday trading, with the Dow Jones Industrial Average slipping as crude oil prices reached the $100 mark, a level that has historically weighed on investor sentiment across sectors. Among defence-adjacent technology names, Palantir Technologies was […]
C4ISR & Cyber · Sep 10, 2026Palantir Leans on Enterprise Partnerships as Growth Story Widens Beyond Government Work
Palantir Leans on Enterprise Partnerships as Growth Story Widens Beyond Government Work Palantir Technologies (PLTR) is drawing renewed attention as its commercial expansion — built largely on enterprise partnerships — continues alongside its foundational government software business, according to a report by Yahoo Finance. The company, which first made its name supplying data-integration platforms to […]
C4ISR & Cyber · Sep 10, 2026Palantir Ties Nebius to Sovereign AI Push as Shares React
Palantir Ties Nebius to Sovereign AI Push as Shares React A newly announced partnership between Palantir Technologies and Nebius Group has drawn attention across the defence technology and artificial intelligence sectors, with reports from Zacks noting that Nebius shares rose roughly 8% following the news. The collaboration, framed around “sovereign AI” — the concept of […]
C4ISR & Cyber · Sep 10, 2026Palantir Teams With Nvidia to Bring Accelerated AI to Industrial Supply Chains
Palantir Teams With Nvidia to Bring Accelerated AI to Industrial Supply Chains Palantir Technologies and Nvidia have introduced a combined artificial intelligence stack aimed at supply chain operations, pairing Palantir’s data and decision platforms with Nvidia’s accelerated computing hardware and AI software. The collaboration, announced this week, is intended to help enterprises run AI-driven logistics, […]
C4ISR & Cyber · Sep 10, 2026Palantir and Fujitsu Extend AI Collaboration, Broaden Engineering Footprint in Japan
Palantir and Fujitsu Extend AI Collaboration, Broaden Engineering Footprint in Japan Palantir Technologies and Fujitsu have agreed to continue their artificial intelligence partnership, with the renewed arrangement placing greater emphasis on Forward Deployed Engineering — a model in which software engineers work directly alongside customers at their sites to build and adapt applications to real […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.