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 · Aug 14, 2026

Market Analysis Highlights Valuation Concerns for L3Harris Technologies

Market Analysis Highlights Valuation Concerns for L3Harris Technologies A recent financial analysis suggests L3Harris Technologies, Inc. is currently trading at a premium valuation, a scenario attributed in part to lingering questions surrounding future defense budgets. The evaluation implies that the company’s current share price may already reflect optimistic expectations for contract awards and revenue growth. […]

C4ISR & Cyber · Aug 14, 2026

Palantir Reports Strong Demand for Sovereign AI, Driven Primarily by U.S. Government

Palantir Reports Strong Demand for Sovereign AI, Driven Primarily by U.S. Government Recent analysis indicates that Palantir Technologies Inc. is experiencing significant growth in its artificial intelligence (AI) business, specifically regarding sovereign capabilities. However, this expansion is currently heavily concentrated within the United States rather than being distributed evenly across global markets. The company’s platforms, […]

C4ISR & Cyber · Aug 14, 2026

L3Harris Expands Operations with New Rhode Island Undersea Warfare Hub

L3Harris Expands Operations with New Rhode Island Undersea Warfare Hub L3Harris Technologies, Inc. has inaugurated a new facility in Rhode Island focused on enhancing undersea warfare capabilities for the United States and its allies. The site is expected to strengthen the company’s ability to deliver and support advanced systems used in maritime environments. The expansion […]

C4ISR & Cyber · Aug 14, 2026

Scion Asset Management Reduces Positions in Major Defense Tech Firms

Scion Asset Management Reduces Positions in Major Defense Tech Firms Hedge fund Scion Asset Management, led by investor Michael Burry, has reportedly taken short positions against several prominent technology companies with significant ties to the defense and government sectors. According to a regulatory filing, the firm has established bearish bets on Nvidia, Palantir Technologies, and […]

C4ISR & Cyber · Aug 14, 2026

Palantir Market Value Declines Following Sector Commentary

Palantir Market Value Declines Following Sector Commentary Palantir Technologies Inc. saw its stock price adjust lower during the current session, shares trading at $175.04. This represents a decrease of roughly 1.8% compared to the previous closing figure of $178.25. The company’s market capitalization stands at approximately $411.02 billion. Palantir builds and deploys software platforms for […]

Naval & Maritime · Aug 14, 2026

USS John F. Kennedy Starts Sea Trials Amid Policy Shift on Launch Systems

USS John F. Kennedy Starts Sea Trials Amid Policy Shift on Launch Systems The second vessel in the US Navy’s Ford-class line, the USS John F. Kennedy, has departed Newport News, Virginia, for acceptance trials. Huntington Ingalls Industries confirmed that the nuclear-powered carrier is now undergoing at-sea testing to evaluate the performance of its onboard […]

C4ISR & Cyber · Aug 14, 2026

Palantir Faces Market Scrutiny Following High-Profile Investor Commentary

Palantir Faces Market Scrutiny Following High-Profile Investor Commentary Palantir Technologies Inc. is experiencing renewed attention in public markets following recent commentary from noted investor Michael Burry. The firm, known for its software platforms used by government intelligence agencies, remains a focal point for investors tracking the defence and technology sectors. While the company continues to […]

C4ISR & Cyber · Aug 14, 2026

Palantir Secures $244M Undefinitized Contract from Department of Defense

Palantir Secures $244M Undefinitized Contract from Department of Defense Palantir Technologies Inc. has received a potential contract valued up to $244 million from the U.S. Department of Defense (DoD). The award was issued without a competitive bidding process, a method often utilized to accelerate the acquisition of urgent requirements or to continue services from established […]

Naval & Maritime · Aug 14, 2026

HII Insider Sales Update: Shipbuilder Shares Edge Higher

HII Insider Sales Update: Shipbuilder Shares Edge Higher Recent regulatory filings indicate that insiders at Huntington Ingalls Industries (HII) have engaged in selling activity over the last quarter. The Virginia-based shipbuilding giant, which constructs and maintains nuclear and non-nuclear vessels for the U.S. Navy, saw corporate officers divest portions of their equity holdings. This pattern […]

C4ISR & Cyber · Aug 14, 2026

Market Analysts Provide Long-Term Outlook for L3Harris Technologies

Market Analysts Provide Long-Term Outlook for L3Harris Technologies Recent financial analysis has cast a spotlight on L3Harris Technologies, Inc., with a newly published forecast examining the company’s potential trajectory through the end of the decade. The report, which projects performance trends toward 2030, contributes to the broader dialogue regarding the aerospace and defense contractor’s market […]

C4ISR & Cyber · Aug 14, 2026

Palantir Positioned for Long-Term Gains in Model-Agnostic Artificial Intelligence, Investor Says

Palantir Positioned for Long-Term Gains in Model-Agnostic Artificial Intelligence, Investor Says Social Capital investor Chamath Palihapitiya has identified Palantir Technologies Inc. as a potential beneficiary of a projected three-year transition toward model-agnostic artificial intelligence. During a recent discussion highlighted by financial media, Palihapitiya suggested that the enterprise software landscape is shifting as organizations look to […]

C4ISR & Cyber · Aug 14, 2026

Burry Increases Short Positions in Palantir and Nvidia

Burry Increases Short Positions in Palantir and Nvidia Notable investor Michael Burry has adjusted his portfolio, increasing his short positions against Palantir Technologies Inc. and Nvidia. The move comes as market participants analyze the recent performance of software and semiconductor stocks. According to a regulatory filing, Burry’s firm, Scion Asset Management, has raised its bets […]

C4ISR & Cyber · Aug 14, 2026

Palantir Valuation Surpasses $400 Billion Following Market Movement

Palantir Valuation Surpasses $400 Billion Following Market Movement Palantir Technologies Inc. saw its market capitalization exceed $411 billion in recent trading, as shares climbed to $179.00. The stock, which focuses on software infrastructure, moved up 0.43% from the previous close of $178.25, continuing a period of significant valuation expansion for the data analytics firm. Headquartered […]

C4ISR & Cyber · Aug 14, 2026

L3Harris Technologies Shares Slip as Market Updates Fundamentals

L3Harris Technologies Shares Slip as Market Updates Fundamentals L3Harris Technologies, Inc. experienced a minor decline in its latest trading session, with shares moving lower by 0.87%. The stock closed at $288.46, down from a previous close of $291.00. The movement places the company’s market capitalization at approximately $54.14 billion. Operating within the Industrials sector, specifically […]

C4ISR & Cyber · Aug 14, 2026

Palantir Wins Data Agreement with USA Today Publisher

Palantir Wins Data Agreement with USA Today Publisher Palantir Technologies Inc. has secured a new commercial agreement with USA Today, aimed at leveraging the media company’s vast data reserves. The partnership will utilize Palantir’s software platforms to process reader information, intending to generate what the release terms “actionable intelligence” for the publisher. While Palantir is […]

Naval & Maritime · Aug 14, 2026

Huntington Ingalls Industries Secures $10.4 Billion in Shipbuilding Backlog

Huntington Ingalls Industries Secures $10.4 Billion in Shipbuilding Backlog Huntington Ingalls Industries has detailed a significant strengthening of its industrial position, citing a shipbuilding push valued at $10.4 billion. The backlog highlights the ongoing demand for the company’s core services across its three operating segments: Ingalls, Newport News, and Mission Technologies. As the sole builder […]

C4ISR & Cyber · Aug 14, 2026

Palantir Technologies Stock Climbs as Infrastructure Software Sector Gains Traction

Palantir Technologies Stock Climbs as Infrastructure Software Sector Gains Traction Palantir Technologies Inc. saw its stock price rise during the latest trading session, part of a broader uptick observed among several technology firms. The company, which specializes in data integration and software platforms, closed the trading day at $179.01. This represents an increase of 5.28% […]

C4ISR & Cyber · Aug 13, 2026

L3Harris Expands Infrastructure with New Rhode Island Site

L3Harris Expands Infrastructure with New Rhode Island Site L3Harris Technologies, Inc. has inaugurated a new facility in Rhode Island aimed at supporting naval maintenance and readiness. The site is expected to enhance the company’s capacity to deliver services and sustainment for maritime platforms. By expanding its physical footprint in the region, the firm intends to […]

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