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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Palantir Shares Hover Near Recent Levels After a Year of outsized Gains
Palantir Shares Hover Near Recent Levels After a Year of outsized Gains Palantir Technologies Inc. (PLTR) has drawn renewed attention from market commentators after a striking run that has seen the software company’s stock climb roughly 93% over the past year, according to a recent analysis published by barchart.com. The piece, which examined the drivers […]
C4ISR & Cyber · Sep 10, 2026Burry-Linked Fund Trims Holdings, Exits Long-Dated Nvidia and Palantir Put Positions
Burry-Linked Fund Trims Holdings, Exits Long-Dated Nvidia and Palantir Put Positions Investor Michael Burry, best known for his bet against the housing market profiled in “The Big Short,” has unwound his bearish options positions in Nvidia and Palantir Technologies, according to a report by Seeking Alpha. The move came alongside broader reductions across the portfolio, […]
C4ISR & Cyber · Sep 10, 2026Nebius Emerges as a Compute Supplier in Palantir’s AI Infrastructure Push
Nebius Emerges as a Compute Supplier in Palantir’s AI Infrastructure Push Palantir Technologies (PLTR) is drawing attention for its growing reliance on outside AI compute capacity, with cloud infrastructure provider Nebius playing an increasingly visible role in supporting the software company’s artificial intelligence workloads, according to recent coverage by 24/7 Wall St. Palantir, known for […]
Naval & Maritime · Sep 9, 2026Huntington Ingalls Industries Shares Slip as Investors Reassess the Shipbuilder’s Outlook
Huntington Ingalls Industries Shares Slip as Investors Reassess the Shipbuilder’s Outlook Shares of Huntington Ingalls Industries (HII) traded lower on Monday, drawing renewed attention from market watchers as the defence shipbuilder’s stock moved against a backdrop of ongoing questions about its program execution and profitability trajectory. The stock changed hands at $282.19, down roughly 1.9% […]
C4ISR & Cyber · Sep 9, 2026AI Software Coverage in Defence Sector Draws Fresh Comparison as Palantir Shares Hold Steady
AI Software Coverage in Defence Sector Draws Fresh Comparison as Palantir Shares Hold Steady A widely circulated commentary from The Motley Fool this week put the spotlight on valuation gaps within the artificial intelligence software space, framing one unnamed company as a lower-priced alternative to Palantir Technologies Inc. (NASDAQ: PLTR). The piece, which compares AI-focused […]
C4ISR & Cyber · Sep 9, 2026L3Harris Lands PAC-3 Work as It Builds Out Its Missile Solutions Segment
L3Harris Lands PAC-3 Work as It Builds Out Its Missile Solutions Segment L3Harris Technologies has received an award tied to the Patriot Advanced Capability-3 (PAC-3) program, a missile defence system developed by Lockheed Martin, adding another line of work to the company’s expanding missile portfolio. The announcement was covered this week by Yahoo Finance, which […]
Naval & Maritime · Sep 9, 2026Huntington Ingalls Shares Under Pressure Following Second-Quarter Report
Huntington Ingalls Shares Under Pressure Following Second-Quarter Report Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, drew market attention this week after media reports described its second-quarter results as exceeding analyst expectations. According to an aggregation by AD HOC NEWS, the company’s stock initially gained on the news. As of the […]
C4ISR & Cyber · Sep 9, 2026Palantir Draws Sports Analogy From TV Commentator as Shares Sit Near Flat Trading
Palantir Draws Sports Analogy From TV Commentator as Shares Sit Near Flat Trading Television personality Jim Cramer offered a colorful characterization of Palantir Technologies, likening the data-analytics firm’s recent run to that of a standout NFL wide receiver — a comment that underscores how prominently the company now features in market commentary. The Denver-based software […]
C4ISR & Cyber · Sep 9, 2026L3Harris Secures $4.7 Billion Contract for PAC-3 Missile Propulsion Work
L3Harris Secures $4.7 Billion Contract for PAC-3 Missile Propulsion Work L3Harris Technologies has been awarded a contract valued at $4.7 billion to supply propulsion for the PAC-3 missile programme, adding a substantial order to the company’s Missile Solutions portfolio. The PAC-3, or Patriot Advanced Capability-3, is an interceptor used within air and missile defence systems, […]
C4ISR & Cyber · Sep 9, 2026Established Defence Contractor L3Harris Draws Comparison Against Emerging Space Player AST SpaceMobile
Established Defence Contractor L3Harris Draws Comparison Against Emerging Space Player AST SpaceMobile A recent market commentary published by Yahoo Finance set up a head-to-head comparison between two very different companies operating in the space economy: L3Harris Technologies (NYSE: LHX), a diversified aerospace and defence prime, and AST SpaceMobile, a satellite communications start-up still building out […]
C4ISR & Cyber · Sep 9, 2026Palantir’s Valuation Debate Continues as Shares Hold Near Recent Levels
Palantir’s Valuation Debate Continues as Shares Hold Near Recent Levels Data-analytics and software firm Palantir Technologies (NASDAQ: PLTR) remains a focal point of debate among market commentators, with recent coverage questioning the price investors are willing to pay for the stock even as the company continues to expand its enterprise and government-facing software business. The […]
C4ISR & Cyber · Sep 9, 2026Palantir Stands Out in Q2 Review of Data Analytics Sector Earnings
Palantir Stands Out in Q2 Review of Data Analytics Sector Earnings A recent sector-wide review of second-quarter earnings among data analytics companies has placed Palantir Technologies at the top of the group, according to a roundup published by Yahoo Finance UK. The analysis compared how software firms serving commercial and government customers performed against expectations […]
Air & Aerospace · Sep 9, 2026Bye Aerospace clears FAA hurdle as electric eFlyer 2 readies for first flight
Bye Aerospace clears FAA hurdle as electric eFlyer 2 readies for first flight Bye Aerospace has received a special airworthiness certificate from the Federal Aviation Administration (FAA) for its first eFlyer 2, a two-seat, all-electric aircraft designed for pilot training. The approval, announced on 9 September, followed an FAA inspection of the aircraft at the […]
C4ISR & Cyber · Sep 9, 2026Palantir in the Spotlight as Coverage Weighs AI Software Rivals Trading at Lower Valuations
Palantir in the Spotlight as Coverage Weighs AI Software Rivals Trading at Lower Valuations A recent commentary piece circulating via Yahoo Finance has turned attention to the AI software landscape, framing Palantir Technologies (PLTR) alongside an unnamed competitor that the author describes as trading at a significantly cheaper valuation while delivering comparable momentum. The article, […]
Air & Aerospace · Sep 9, 2026GE Aerospace in Focus as Manufacturing Recovery Talk Revives Across Commercial Aerospace
GE Aerospace in Focus as Manufacturing Recovery Talk Revives Across Commercial Aerospace Commentary from CNBC host Jim Cramer on Yahoo Finance has renewed attention on the state of manufacturing recovery in the aerospace sector, with GE Aerospace (GE) among the companies discussed alongside Boeing. The remarks come as aerospace suppliers and engine makers continue working […]
Air & Aerospace · Sep 9, 2026GE Aerospace Draws Renewed Attention as commentary Highlights Manufacturing Rebound at Aerospace Manufacturers
GE Aerospace Draws Renewed Attention as commentary Highlights Manufacturing Rebound at Aerospace Manufacturers Recent televised commentary from CNBC host Jim Cramer has put a spotlight on the manufacturing recovery under way at GE Aerospace (GE) and Boeing (BA), two of the most closely followed names in commercial and defence aerospace. The discussion, aired on Yahoo […]
C4ISR & Cyber · Sep 9, 2026Hourly Leveraged ETFs Targeting Nvidia, Tesla and Palantir May Be on the Way
Hourly Leveraged ETFs Targeting Nvidia, Tesla and Palantir May Be on the Way A new wave of exchange-traded funds offering two-times leveraged exposure on an hourly reset basis could soon include some of the market’s most closely watched technology and defence-adjacent names, according to a report from TradingView. The products under discussion would focus on […]
C4ISR & Cyber · Sep 9, 2026Palantir Shifts the Financial Lens: Why the Software Firm Is Steering Investors Toward Different Metrics
Palantir Shifts the Financial Lens: Why the Software Firm Is Steering Investors Toward Different Metrics Palantir Technologies has adjusted the way it frames its financial performance, placing greater emphasis on alternative profitability measures as the company matures beyond its high-growth startup phase. The move has drawn attention from analysts who track how software companies communicate […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.