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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Palantir’s August Surge: A 51% Monthly Gain Capped by a Sharper Pullback
Palantir’s August Surge: A 51% Monthly Gain Capped by a Sharper Pullback Palantir Technologies (NASDAQ: PLTR) delivered one of the strongest monthly performances in the technology sector in August, with shares climbing 51% over the month, according to reporting by TipRanks. The rally placed the data-analytics and software firm at the top of the tech […]
C4ISR & Cyber · Sep 7, 2026ARK Invest Adds Rocket Lab and Block While Trimming Palantir in Weekly Portfolio Moves
ARK Invest Adds Rocket Lab and Block While Trimming Palantir in Weekly Portfolio Moves Cathie Wood’s ARK Invest disclosed its latest weekly trading activity, with the firm’s flagship ARK Innovation ETF (ARKK) increasing its holdings in Rocket Lab and Block while reducing positions in Palantir Technologies and Tempus AI, according to a recap published by […]
C4ISR & Cyber · Sep 7, 2026Palantir Shares Retreat After PwC Partnership Rally Fades
Palantir Shares Retreat After PwC Partnership Rally Fades Palantir Technologies (PLTR) saw its stock give back ground in recent trading, changing hands at $174.33, down 4.44% from the previous close of $182.43. The pullback follows a sharp rally earlier in the week that media outlets, including TipRanks, attributed to a new partnership announcement with professional […]
C4ISR & Cyber · Sep 7, 2026Palantir in Focus as Army Contract Work and PwC Alliance Draw Market Attention
Palantir in Focus as Army Contract Work and PwC Alliance Draw Market Attention Palantir Technologies Inc. (PLTR) has been the subject of heightened market activity following reports of new U.S. Army contract work alongside a strategic alliance with professional services firm PwC, according to a report from Seeking Alpha that cited the company’s recent announcements. […]
C4ISR & Cyber · Sep 7, 2026Palantir Among 23 New Additions to Investor’s Business Daily Best Stock Lists Amid AI Momentum
Palantir Among 23 New Additions to Investor’s Business Daily Best Stock Lists Amid AI Momentum Palantir Technologies Inc. (PLTR) has been added to Investor’s Business Daily’s best stock lists, according to a report from the financial publication, joining a cohort of 23 newcomers highlighted for strong market performance. The Denver-based data analytics firm, along with […]
C4ISR & Cyber · Sep 7, 2026L3Harris Shares Slip as Investors Weigh the Company’s Role Across Defence Systems
L3Harris Shares Slip as Investors Weigh the Company’s Role Across Defence Systems L3Harris Technologies (NYSE: LHX) traded lower in Wednesday’s session, with shares changing hands at $256.45, down 2.08% from the prior close of $261.91. The Melbourne, Florida-based aerospace and defence contractor carries a market capitalisation of roughly $48.8 billion. The move came alongside renewed […]
C4ISR & Cyber · Sep 6, 2026Palantir CEO Argues Competitive Edge, Not Raw Data, Is What Leaks in the AI Era
Palantir CEO Argues Competitive Edge, Not Raw Data, Is What Leaks in the AI Era Palantir Technologies (PLTR) co-founder and chief executive Alex Karp has framed a provocative argument about artificial intelligence in enterprise settings: the most valuable thing a company can lose to competitors isn’t its data — it’s the “alpha,” or the proprietary […]
C4ISR & Cyber · Sep 6, 2026Berlin Weighs Sovereignty Concerns Over France’s Homegrown Data-Platform Push
Berlin Weighs Sovereignty Concerns Over France’s Homegrown Data-Platform Push A debate is emerging within Europe’s defence-industrial establishment over whether France’s effort to build a European alternative to Palantir’s data platforms could simply trade one form of reliance for another. According to reporting by Politico, German officials are concerned that adopting a French-developed analytics platform for […]
Naval & Maritime · Sep 6, 2026Huntington Ingalls Posts Q2 2026 Results; Shares Slip in Session Trading
Huntington Ingalls Posts Q2 2026 Results; Shares Slip in Session Trading Huntington Ingalls Industries (HII) released its second-quarter fiscal 2026 earnings report, accompanied by an investor call and presentation materials, according to coverage from TipRanks. The company, the largest military shipbuilder in the United States, reported results across its three operating segments: Ingalls, Newport News, […]
C4ISR & Cyber · Sep 6, 2026Palantir CEO Alex Karp Says He Is Heading to Ukraine as Software Firm Deepens Its Government Work
Palantir CEO Alex Karp Says He Is Heading to Ukraine as Software Firm Deepens Its Government Work Alex Karp, chief executive of Palantir Technologies, has said he plans to travel to Ukraine, according to comments reported by The Times of India. The announcement adds another chapter to the data-analytics company’s long-running involvement with government customers […]
Naval & Maritime · Sep 6, 2026Huntington Ingalls Shares Slide as Shipbuilder Draws Market Attention
Huntington Ingalls Shares Slide as Shipbuilder Draws Market Attention Shares of Huntington Ingalls Industries (HII) declined in recent trading, with the stock changing hands at $285.93, down roughly 2.08% from the prior close of $292.00. The move leaves the Virginia-based military shipbuilder with a market capitalization of approximately $11.46 billion. HII is the largest military […]
C4ISR & Cyber · Sep 6, 2026Burry’s Palantir Warning Lands as Shares Slide
Burry’s Palantir Warning Lands as Shares Slide Investor Michael Burry, best known for his prescient call ahead of the 2008 housing crisis, has publicly flagged concerns about Palantir Technologies, drawing fresh attention to one of the most closely watched names in the defence-technology space. Palantir Technologies (PLTR) builds software platforms used by government and commercial […]
C4ISR & Cyber · Sep 6, 2026Michael Burry’s Palantir Caution Lands as Shares Slide
Michael Burry’s Palantir Caution Lands as Shares Slide Investor Michael Burry — best known for predicting the 2008 housing collapse — has publicly flagged concerns about Palantir Technologies, adding his name to the list of prominent voices questioning the software company’s steep valuation. The comments arrive at a moment when Palantir’s stock has come under […]
C4ISR & Cyber · Sep 6, 2026L3Harris Shares Slip in Friday Trading Amid Sector Comparison
L3Harris Shares Slip in Friday Trading Amid Sector Comparison Shares of L3Harris Technologies (NYSE: LHX) closed Friday’s session lower than the prior day, with the defence prime’s stock moving down 2.08% to $256.45, according to market data. The decline comes as MarketWatch noted that the company underperformed relative to industry peers during the session. The […]
C4ISR & Cyber · Sep 6, 2026Burry Renews Criticism of Palantir, This Time Pointing to the Balance Sheet
Burry Renews Criticism of Palantir, This Time Pointing to the Balance Sheet Prominent investor Michael Burry has once again turned his attention to Palantir Technologies, renewing public criticism of the data-analytics company — and shifting his focus to its balance sheet, according to a report by Benzinga. Burry, best known for his bet against the […]
C4ISR & Cyber · Sep 6, 2026Inside Palantir’s Forward-Deployed Engineering Model — and Why Competitors Struggle to Replicate It
Inside Palantir’s Forward-Deployed Engineering Model — and Why Competitors Struggle to Replicate It A former leader of Palantir Technologies’ rotational program for forward-deployed engineering has publicly detailed how the company structures its forward-deployed engineers (FDEs) — software engineers who work directly at customer sites rather than from a central office — and argued that rival […]
C4ISR & Cyber · Sep 6, 2026Burry Questions Palantir’s Revenue Classification, Adding to Scrutiny of the Software Firm
Burry Questions Palantir’s Revenue Classification, Adding to Scrutiny of the Software Firm Investor Michael Burry has publicly questioned how Palantir Technologies recognizes its revenue, arguing that the company’s accounting profile resembles a consulting or services business more than a pure software vendor, according to commentary reported by The Motley Fool. The remarks touch on a […]
C4ISR & Cyber · Sep 6, 2026Palantir’s Police Data Pilots Extend Across a Dozen English Forces, FT Reports
Palantir’s Police Data Pilots Extend Across a Dozen English Forces, FT Reports A dozen police forces in England are participating in pilot programmes run by Palantir Technologies, according to a Financial Times report, underscoring the data-analytics company’s expanding footprint in UK public-sector work beyond its traditional defence and intelligence customer base. The pilots, described as […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.