AAC $9.95 ACHR $3.91 +2.85% ▲ 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 +2.40% ▲ APH $74.09 +1.41% ▲ ASB $30.21 +1.27% ▲ ATI $156.88 -3.16% ▼ ATRO $57.89 -2.21% ▼ AVAV $123.25 +5.13% ▲ AVNW $19.17 +2.35% ▲ AXON $420.37 +2.04% ▲ BAB $25.79 -0.39% ▼ BAH $78.32 -0.86% ▼ BBAI $2.14 +0.94% ▲ BDL $48.79 +0.68% ▲ BELFB $199.51 -0.15% ▼ BHE $65.81 -2.63% ▼ BKSY $17.58 +7.20% ▲ BWXT $127.19 +0.15% ▲ 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 +2.85% ▲ 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 +2.40% ▲ APH $74.09 +1.41% ▲ ASB $30.21 +1.27% ▲ ATI $156.88 -3.16% ▼ ATRO $57.89 -2.21% ▼ AVAV $123.25 +5.13% ▲ AVNW $19.17 +2.35% ▲ AXON $420.37 +2.04% ▲ BAB $25.79 -0.39% ▼ BAH $78.32 -0.86% ▼ BBAI $2.14 +0.94% ▲ BDL $48.79 +0.68% ▲ BELFB $199.51 -0.15% ▼ BHE $65.81 -2.63% ▼ BKSY $17.58 +7.20% ▲ BWXT $127.19 +0.15% ▲ 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.

C4ISR & Cyber · Sep 10, 2026

Palantir Leans Into Sovereign AI Narrative, Highlights Nvidia Alliance at Customer Event

Palantir Leans Into Sovereign AI Narrative, Highlights Nvidia Alliance at Customer Event Palantir Technologies Inc. (PLTR) used a recent customer forum to spotlight two themes that have become central to its public positioning: the growing demand for “sovereign AI” — artificial intelligence systems kept under national or organizational control rather than hosted by foreign providers […]

C4ISR & Cyber · Sep 10, 2026

NVIDIA and Palantir Team Up to Bring AI to the Semiconductor Supply Chain

NVIDIA and Palantir Team Up to Bring AI to the Semiconductor Supply Chain NVIDIA has detailed a collaboration with Palantir Technologies aimed at applying artificial intelligence to one of the most complex logistics challenges in the technology sector: the semiconductor supply chain. In a new developer write-up, the company describes how its Nemotron family of […]

C4ISR & Cyber · Sep 10, 2026

L3Harris Set to Supply VAMPIRE Counter-Drone Systems to the US Navy

L3Harris Set to Supply VAMPIRE Counter-Drone Systems to the US Navy L3Harris Technologies has announced that it will provide its VAMPIRE counter-unmanned aircraft system to the US Navy, adding to the platform’s growing list of military customers. VAMPIRE — short for Vehicle-Agnostic Modular Palletized ISR/Electronic Warfare — is a bolt-on kit designed to detect and […]

C4ISR & Cyber · Sep 10, 2026

Iran likely to reverse-engineer captured US underwater drone

Iran’s capture of a U.S. military underwater drone gives Tehran an opportunity to study and potentially reverse-engineer the vessel, delivering a setback for the Pentagon and drone maker Anduril. The U.S. military and Anduril have downplayed the significance of the drone falling into Iranian hands. The vessel, a Dive-LD autonomous underwater vehicle designed for long-range […]

C4ISR & Cyber · Sep 10, 2026

Russia sends bones of medieval warrior prince to Ukraine front to boost morale

Bone fragments from the sword hand of a medieval Russian prince who won a famous victory over the Mongols have been sent to the front in Ukraine to raise army morale in the Russian Orthodox Church’s latest show of support for President Vladimir Putin’s war. The sarcophagus of Grand Prince Dmitry Donskoy, who died in […]

C4ISR & Cyber · Sep 10, 2026

CACI Among Defense Contractors Tracked in Q2 Performance Roundup

CACI Among Defense Contractors Tracked in Q2 Performance Roundup A recent sector review of defense contractor stocks in the second quarter highlighted CACI International (NYSE:CACI) among the group of companies drawing investor attention during the period, according to coverage published via TradingView. CACI, a government services and technology provider that supports defense and federal civilian […]

C4ISR & Cyber · Sep 10, 2026

Palantir Shares Have Climbed More Than 1,700% Since Going Public — Here’s Where the Stock Stands Today

Palantir Shares Have Climbed More Than 1,700% Since Going Public — Here’s Where the Stock Stands Today Palantir Technologies, the data-analytics software firm with deep roots in government and defence work, has delivered one of the most striking stock performances among publicly traded technology companies since its direct listing in 2020. Its shares have risen […]

C4ISR & Cyber · Sep 10, 2026

Palantir and Nvidia Deepen AI Collaboration, With Shares Unmoved

Palantir and Nvidia Deepen AI Collaboration, With Shares Unmoved Palantir Technologies (PLTR) and chipmaker Nvidia have expanded their existing artificial intelligence partnership, according to a report from Barron’s. The collaboration, described as a “Dream AI” partnership, has so far failed to lift either company’s share price despite the renewed announcement. Palantir, a software company whose […]

C4ISR & Cyber · Sep 10, 2026

Burry Scales Back Bearish Positions in AI-Linked Names Including Palantir

Burry Scales Back Bearish Positions in AI-Linked Names Including Palantir Investor Michael Burry, best known for his role profiled in “The Big Short,” has reduced his put positions against Nvidia and Palantir Technologies, according to a report by TipRanks. Burry described the move as “pulling in risk,” suggesting a partial retreat from his bearish stance […]

Space & Missile Defence · Sep 10, 2026

Kongsberg taps Echodyne radar for weapon stations as US firm weighs European footprint

Kongsberg taps Echodyne radar for weapon stations as US firm weighs European footprint Norwegian defence group Kongsberg has chosen the MESA radar platform from US-based Echodyne for use across a range of air and surface applications, the American company announced at the MSPO defence exhibition in Kielce, Poland. The selection extends an existing working relationship […]

C4ISR & Cyber · Sep 10, 2026

US radar maker Echodyne mulls European production as drone warfare fuels demand

KIELCE, Poland — U.S. radar maker Echodyne has announced that Norway’s Kongsberg has selected its MESA radar platform for a broad range of air and surface applications. Echodyne opened a manufacturing facility in Washington state last July, and is considering establishing a manufacturing presence in Europe to benefit from the booming counter-drone market there. Eben […]

C4ISR & Cyber · Sep 10, 2026

Nvidia and Palantir Push a “Sovereign AI” Pitch, With Nvidia’s Own Supply Chain as the First Case Study

Nvidia and Palantir Push a “Sovereign AI” Pitch, With Nvidia’s Own Supply Chain as the First Case Study Nvidia and Palantir Technologies are jointly marketing what they describe as a sovereign artificial intelligence stack — a combined hardware-and-software offering aimed at governments and large enterprises that want AI capabilities running under national or organisational control, […]

C4ISR & Cyber · Sep 10, 2026

Palantir Expands AI Partnerships Across Hardware, Global Consulting, and Cybersecurity Channels

Palantir Expands AI Partnerships Across Hardware, Global Consulting, and Cybersecurity Channels Palantir Technologies Inc. (PLTR) is broadening its artificial intelligence footprint through collaborative relationships with NVIDIA, Fujitsu, and Method Security, according to a report carried by Yahoo Finance. The moves point to a strategy of embedding Palantir’s software platforms more deeply into a wider technology […]

C4ISR & Cyber · Sep 10, 2026

Palantir Taps Nvidia Hardware in Push to Accelerate Enterprise AI Rollouts

Palantir Taps Nvidia Hardware in Push to Accelerate Enterprise AI Rollouts Nvidia and Palantir Technologies are working together to speed up the deployment of artificial intelligence systems for large organizations, according to a report from Fast Company. The collaboration highlights how defence-adjacent software firms are leaning on accelerated computing hardware to compress the timeline from […]

C4ISR & Cyber · Sep 10, 2026

Nvidia and Palantir Team Up to Bring Artificial Intelligence to Supply Chain Operations

Nvidia and Palantir Team Up to Bring Artificial Intelligence to Supply Chain Operations Chipmaker Nvidia has enlisted data-analytics firm Palantir Technologies to apply artificial intelligence to supply chain management, with Nvidia’s own vast manufacturing and logistics network serving as the first test case, according to a report by Fast Company. The collaboration pairs two of […]

Air & Aerospace · Sep 10, 2026

Sweden and the Netherlands to pool Saab GlobalEye fleets under new letter of intent

Sweden and the Netherlands to pool Saab GlobalEye fleets under new letter of intent The Netherlands has signed a letter of intent with Sweden laying the groundwork for a joint operating arrangement around the Saab GlobalEye airborne early warning and control (AEW&C) aircraft, with The Hague planning to field one aircraft of its own from […]

C4ISR & Cyber · Sep 10, 2026

Palantir Highlights Customer AI Deployments at AIPCon 11

Palantir Highlights Customer AI Deployments at AIPCon 11 Palantir Technologies Inc. (PLTR) used its latest AIPCon customer event, the eleventh in the series, to showcase how organizations are applying its Artificial Intelligence Platform (AIP) in day-to-day operations. The Denver-based gathering featured presentations from existing customers rather than a traditional product keynote, a format the company […]

C4ISR & Cyber · Sep 10, 2026

L3Harris Set to Supply VAMPIRE Counter-Drone Systems to the US Navy

L3Harris Set to Supply VAMPIRE Counter-Drone Systems to the US Navy L3Harris Technologies has been tapped to provide its VAMPIRE counter-unmanned aircraft systems to the US Navy, according to a report by NavalToday citing the company’s announcement. The move adds the naval service to the growing list of customers for the system, which the company […]

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