Latest Defence Intelligence.
Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
ARK Invest Adds to Robinhood While Trimming AMD and Palantir Positions
ARK Invest Adds to Robinhood While Trimming AMD and Palantir Positions Cathie Wood’s ARK Invest disclosed a fresh round of portfolio moves on Tuesday, expanding its stake in Robinhood Markets while continuing to reduce exposure to two other high-profile technology names: chipmaker Advanced Micro Devices (AMD) and software firm Palantir Technologies. The trades, revealed through […]
C4ISR & Cyber · Sep 9, 2026L3Harris lands US Navy order for VAMPIRE counter-drone platforms
L3Harris lands US Navy order for VAMPIRE counter-drone platforms L3Harris Technologies has received an order to supply its VAMPIRE counter-unmanned aircraft systems to the US Navy, adding a naval customer to a platform that has largely been associated with land-based use to date. VAMPIRE — short for Vehicle-Agnostic Modular Palletized ISR Rocket Equipment — is […]
Air & Aerospace · Sep 9, 2026Sweden extends future fighter system studies with fresh Saab and GKN awards
Sweden extends future fighter system studies with fresh Saab and GKN awards Sweden’s Defence Materiel Administration (FMV), the national defence procurement agency, has awarded follow-on contracts worth a combined SKr3.3 billion (about $344 million) to Saab and GKN Aerospace to continue research into a future fighter system, known in Sweden as KFS. The agreements, which […]
C4ISR & Cyber · Sep 9, 2026L3Harris Lands PAC-3 Work as Missile Solutions Segment Gains Prominence
L3Harris Lands PAC-3 Work as Missile Solutions Segment Gains Prominence L3Harris Technologies (LHX) has received an award connected to the Patriot Advanced Capability-3 (PAC-3) program, a U.S. missile defence system, according to a report by Zacks Investment Research. The development puts a spotlight on the company’s Missile Solutions segment, one of three business units the […]
C4ISR & Cyber · Sep 9, 2026L3Harris Begins Fielding Counter-Drone Systems for the US Navy
L3Harris Begins Fielding Counter-Drone Systems for the US Navy L3Harris Technologies (LHX) has started delivering counter-unmanned aircraft system (counter-UAS) equipment to the United States Navy, according to a company announcement circulated this week. The deliveries mark the latest step in the defence technology company’s push into a segment of the market that has expanded rapidly […]
Air & Aerospace · Sep 9, 2026Air Force Floats Cargo Aircraft as Launch Platforms for Autonomous Drone Swarms
Air Force Floats Cargo Aircraft as Launch Platforms for Autonomous Drone Swarms The U.S. Air Force has issued a Small Business Innovation Research (SBIR) solicitation aimed at converting transport aircraft into airborne launch platforms for AI-coordinated drone swarms, with the drones intended to help guard airbases and the aircraft parked on them. Proposals are due […]
C4ISR & Cyber · Sep 9, 2026Palantir Stays in the AI Spotlight as Investors Weigh Defence Software Against Broader Tech Plays
Palantir Stays in the AI Spotlight as Investors Weigh Defence Software Against Broader Tech Plays Palantir Technologies Inc. (PLTR) remains a frequent talking point in comparisons of artificial intelligence-focused stocks, with recent commentary from The Globe and Mail contrasting the Denver-based software firm against electric vehicle maker Tesla as two distinct ways for investors to […]
C4ISR & Cyber · Sep 9, 2026Palantir Stays in the AI Spotlight as Investors Weigh Software Plays Against Broader Tech Names
Palantir Stays in the AI Spotlight as Investors Weigh Software Plays Against Broader Tech Names A recent commentary in The Globe and Mail comparing Palantir Technologies and Tesla has put a fresh spotlight on the crowded artificial-intelligence trade, asking which AI-linked stock better deserves a place in investor portfolios. The debate underscores how Palantir (NASDAQ: […]
Air & Aerospace · Sep 9, 2026Dassault hands French procurement agency first Albatros Falcon 2000LXS surveillance jets
Dassault hands French procurement agency first Albatros Falcon 2000LXS surveillance jets Dassault Aviation has transferred the first two of an eventual dozen Falcon 2000LXS business jets to France’s defence procurement agency, the DGA (Direction Générale de l’Armement), marking a milestone in the French navy’s transition to the Albatros maritime surveillance configuration. The handover, announced on […]
C4ISR & Cyber · Sep 9, 2026Palantir Shares Slip as Investor Interest in AI Names Stays High
Palantir Shares Slip as Investor Interest in AI Names Stays High Palantir Technologies Inc. (PLTR) saw its shares decline 2.37% in trading on Monday, closing at $170.30 after a previous close of $174.43. The Denver-headquartered software provider carries a market capitalisation of roughly $439.7 billion, placing it among the largest companies in the technology sector’s […]
Naval & Maritime · Sep 9, 2026Maven Securities Discloses $7.41 Million Stake in Shipbuilder Huntington Ingalls Industries
Maven Securities Discloses $7.41 Million Stake in Shipbuilder Huntington Ingalls Industries Maven Securities Ltd has reported a holdings position in Huntington Ingalls Industries (HII) valued at approximately $7.41 million, according to a regulatory filing covered by MarketBeat. The disclosure adds the London-based trading firm to the roster of institutional investors holding shares in the Virginia-headquartered […]
C4ISR & Cyber · Sep 9, 2026Palantir Shares Climbed More Than 50% in August Before a Softer Start to September
Palantir Shares Climbed More Than 50% in August Before a Softer Start to September Palantir Technologies Inc. (PLTR) recorded a sharp monthly gain in August, with the stock rising more than 50% during the month, according to reporting by Yahoo Finance. The software company, which provides data-platform services to government and commercial customers, has been […]
C4ISR & Cyber · Sep 9, 2026Palantir’s August Surge: A Monthly Gain That Turned Heads Across Defence Tech
Palantir’s August Surge: A Monthly Gain That Turned Heads Across Defence Tech Palantir Technologies (NASDAQ: PLTR) closed out August with a monthly rally exceeding 50%, according to a review published by The Motley Fool, a move that placed the data-analytics firm squarely in the spotlight of the defence and aerospace investor community. The Denver-based company, […]
Air & Aerospace · Sep 9, 2026South Korea Sets Record Defense Budget as Seoul Pushes Toward Military Self-Reliance
South Korea Sets Record Defense Budget as Seoul Pushes Toward Military Self-Reliance South Korea will spend more on defense in the coming year than at any point in its history, following a Sept. 3 announcement that the Ministry of National Defense (MND) budget will grow 8.2% to KRW 73.28 trillion — roughly $53.9 billion. The […]
Naval & Maritime · Sep 9, 2026TD Waterhouse Canada Reports $1.30 Million Stake in Shipbuilder Huntington Ingalls Industries
TD Waterhouse Canada Reports $1.30 Million Stake in Shipbuilder Huntington Ingalls Industries TDM Waterhouse Canada Inc. holds a position in Huntington Ingalls Industries (NYSE: HII) valued at approximately $1.30 million, according to a filing reported by MarketBeat. Huntington Ingalls Industries is the largest military shipbuilder in the United States, designing, building, overhauling, and repairing vessels […]
Air & Aerospace · Sep 9, 2026United Aircraft says SJ-100 licensing deal with HAL is over 80% agreed
United Aircraft says SJ-100 licensing deal with HAL is over 80% agreed Russia’s United Aircraft says negotiations with Hindustan Aeronautics (HAL) over a licensing arrangement for locally produced Yakovlev SJ-100 regional jets in India are close to completion, with the majority of contractual terms already settled. Vadim Badekha, who leads the Russian airframer, told attendees […]
Air & Aerospace · Sep 9, 2026Indonesia plans firefighting role for its first aircraft carrier as ex-Italian vessel nears arrival
Indonesia plans firefighting role for its first aircraft carrier as ex-Italian vessel nears arrival Indonesia’s first aircraft carrier, the former Italian navy ship ITS Giuseppe Garibaldi, is expected to arrive on 17 September after a delivery voyage from Italy, according to the state news agency Antara. Upon arrival, the 10,000-tonne vessel will be renamed KRI […]
Air & Aerospace · Sep 9, 2026Amazon-operated 767 freighter saw throttles advanced to go-around power before fatal Miami runway overrun
Amazon-operated 767 freighter saw throttles advanced to go-around power before fatal Miami runway overrun Federal investigators examining the fatal runway excursion of a Boeing 767-300 freighter at Miami have disclosed that thrust levers were moved to go-around power roughly 15 seconds after touchdown — a detail that may prove central to understanding the 6 September […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.