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Intelligence

Latest Defence Intelligence.

Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.

Defence Markets · Aug 25, 2026

Nurses in West Hollywood Plan Demonstration Outside Palantir Offices

Nurses in West Hollywood Plan Demonstration Outside Palantir Offices Healthcare workers in West Hollywood have announced plans to stage a protest targeting Palantir Technologies Inc.. The demonstration is being organized by local nurses who are raising concerns regarding the company’s business practices and contracts. The event aims to draw public attention to the issues and […]

Defence Markets · Aug 25, 2026

Palantir’s Maven System Achieves Pentagon Program of Record Status

Palantir’s Maven System Achieves Pentagon Program of Record Status Palantir Technologies Inc. has secured a significant regulatory milestone for its Maven system, which has been designated as an official Program of Record by the Pentagon. This transition shifts the project from a provisional, experimental status to a formally established line item within the United States […]

Defence Markets · Aug 25, 2026

Market Commentary: Investment Action Reduces Palantir Holdings

Market Commentary: Investment Action Reduces Palantir Holdings A recent financial commentary highlights a decision to liquidate a position in Palantir Technologies Inc., citing the objective of increasing available capital. The move follows a period of significant appreciation in the software infrastructure company’s stock value, allowing the seller to realize substantial gains on the investment. Palantir, […]

Defence Markets · Aug 25, 2026

Palantir Secures Program of Record Status for Pentagon Contract

Palantir Secures Program of Record Status for Pentagon Contract Palantir Technologies Inc. has achieved a significant regulatory milestone for its work with the U.S. Department of Defense. The company’s Maven system has been officially designated as a Pentagon Program of Record. This classification shifts the project from a provisional or prototype phase into the department’s […]

Defence Markets · Aug 25, 2026

Analyst Outlook Adjusted for Huntington Ingalls Industries

Analyst Outlook Adjusted for Huntington Ingalls Industries Analysts at Bernstein have updated their financial projections regarding Huntington Ingalls Industries, citing the company’s anticipated margin performance. The adjustment reflects a review of the shipbuilder’s operational efficiency expectations rather than an immediate change in contract awards. Huntington Ingalls, the sole builder of U.S. Navy aircraft carriers and […]

Defence Markets · Aug 25, 2026

Embraer Wins Triple Certification for Phenom 300EV Light Jet

Embraer Wins Triple Certification for Phenom 300EV Light Jet Embraer Executive Jets has secured type certification from three major aviation authorities for its latest light business jet, the Phenom 300EV. The approvals were granted by the US Federal Aviation Administration (FAA), the European Union Aviation Safety Agency (EASA), and Brazil’s National Civil Aviation Agency (ANAC). […]

Defence Markets · Aug 25, 2026

Palantir Noted in Recent Financial Commentary as Market Position Holds

Palantir Noted in Recent Financial Commentary as Market Position Holds Palantir Technologies Inc. was recently the subject of financial analysis as market observers reviewed movements within the technology sector. Operating within the software infrastructure industry, the company provides platforms that integrate with existing systems for government and commercial clients. Palantir specializes in building and deploying […]

Defence Markets · Aug 25, 2026

Investor Activity Highlights Interest in Palantir

Investor Activity Highlights Interest in Palantir Recent regulatory filings have brought attention to notable position changes involving companies in the defence and intelligence technology sector. Among the names highlighted in market analysis, Palantir Technologies Inc. saw specific options activity from high-profile investors. The focus on these moves reflects broader market interest in software providers serving […]

Defence Markets · Aug 25, 2026

Palantir Options Activity Surges Following Notable Fund Manager Moves

Palantir Options Activity Surges Following Notable Fund Manager Moves Recent filings indicate a divergence in sentiment among high-profile investors regarding the defense technology sector. Michael Burry, the founder of Scion Asset Management, has reportedly taken a position involving put options on Palantir Technologies Inc. This financial instrument typically allows a holder to sell shares at […]

Defence Markets · Aug 25, 2026

Palantir Shares Dip as Institutional Managers Reduce Positions in Q2

Palantir Shares Dip as Institutional Managers Reduce Positions in Q2 Recent regulatory filings indicate that several high-profile institutional money managers reduced their exposure to Palantir Technologies Inc. during the second quarter. The move comes as the software infrastructure firm continues to focus on its core platforms for government and commercial clients. While the company remains […]

Defence Markets · Aug 25, 2026

Palantir Shares Flat as Data Analytics Firm Maintains Infrastructure Focus

Palantir Shares Flat as Data Analytics Firm Maintains Infrastructure Focus Palantir Technologies Inc. saw minimal movement in its share price during the latest session, trading near $175.89. The stock closed slightly higher than the previous session’s $175.56 mark, resulting in a marginal increase for the day. With a market capitalization of approximately $421 billion, the […]

Defence Markets · Aug 25, 2026

Palantir Shares Hold Steady as Infrastructure Focus Continues

Palantir Shares Hold Steady as Infrastructure Focus Continues Shares of Palantir Technologies Inc. experienced minor movement in the latest session, reflecting stability in the company’s market valuation. The stock, listed in the Technology sector under the Software – Infrastructure industry, saw its price adjust to $175.89. This represents a slight increase of 0.19% from the […]

Defence Markets · Aug 25, 2026

Fatal Crash Reported Near Alaskan Radar Site Transporting Army Personnel

Fatal Crash Reported Near Alaskan Radar Site Transporting Army Personnel A Cessna 441 Conquest operated by Textron Inc. struck high terrain in Alaska on August 20 following a missed approach in adverse weather, resulting in the loss of all eight occupants. The aircraft, a 1979 model, was transporting two pilots, two members of the US […]

Defence Markets · Aug 25, 2026

Algert Global Increases Position in Shipbuilder Huntington Ingalls

Algert Global Increases Position in Shipbuilder Huntington Ingalls Huntington Ingalls Industries Inc. has seen a revision in its stake held by the investment firm Algert Global LLC. According to a recent filing, the firm has boosted its holdings in the military shipbuilder. The specific details of the transaction were disclosed in a regulatory report covered […]

Defence Markets · Aug 25, 2026

Bank of Nova Scotia Increases Exposure to U.S. Shipbuilding Sector

Bank of Nova Scotia Increases Exposure to U.S. Shipbuilding Sector Bank of Nova Scotia has disclosed a significant equity position in Huntington Ingalls Industries, according to a recent regulatory filing. The financial institution reported holding a stake valued at approximately $12.31 million in the defense contractor. Huntington Ingalls Industries serves as the sole maker of […]

Defence Markets · Aug 25, 2026

Huntington Ingalls Industries Shares Decline Amid Market Fluctuations

Huntington Ingalls Industries Shares Decline Amid Market Fluctuations Huntington Ingalls Industries (HII) saw its stock price retreat during the latest trading session. The military shipbuilder’s shares fell by 1.19%, closing at $294.63. This decline follows a previous close of $298.17 and reflects broader movements in the industrials sector. As a key player in the aerospace […]

Defence Markets · Aug 25, 2026

L3Harris Technologies Scheduled to Speak at Investor Conference

L3Harris Technologies Scheduled to Speak at Investor Conference L3Harris Technologies, Inc. is scheduled to participate in an upcoming investor conference, providing an opportunity for company leadership to discuss strategy and performance with the financial community. The presentation will likely cover the company’s operational segments, which include Space & Mission Systems (SMS), Communications & Spectrum Dominance […]

Defence Markets · Aug 25, 2026

Palantir Valuation Analysis Follows Recent Earnings Release

Palantir Valuation Analysis Follows Recent Earnings Release An analysis by financial data platform Simply Wall St suggests Palantir Technologies Inc. may be trading below its estimated fair value following its latest earnings report. The software infrastructure firm, known for its data integration platforms used by government and commercial clients, is the subject of a new […]

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