Latest Defence Intelligence.
Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Huntington Ingalls Sees Quarterly Margin Narrow Under Cost Pressure
Huntington Ingalls Sees Quarterly Margin Narrow Under Cost Pressure Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, reported a lower quarterly profit margin, with elevated costs weighing on results at the company’s shipyard operations. HII, which designs, builds, overhauls, and repairs military ships across its Ingalls, Newport News, and Mission Technologies […]
Defence Markets · Sep 4, 2026PwC Deepens Alliance with Palantir to Push Enterprise AI Adoption
PwC Deepens Alliance with Palantir to Push Enterprise AI Adoption Professional services giant PwC has announced an expansion of its strategic alliance with Palantir Technologies (NASDAQ: PLTR), a move aimed at bringing the data-analytics firm’s artificial intelligence platforms to a broader base of enterprise clients. The partnership pairs Palantir’s software — including its Foundry and […]
Defence Markets · Sep 4, 2026L3Harris Delivers First Production Viper Shield Electronic Warfare Kits for F-16 Operators
L3Harris Delivers First Production Viper Shield Electronic Warfare Kits for F-16 Operators L3Harris Technologies has completed manufacturing of its first Viper Shield electronic warfare (EW) systems, marking a production milestone for the digital EW suite designed for the F-16 fighter aircraft, according to an announcement covered by The Defense Post. Viper Shield is a digital […]
Defence Markets · Sep 4, 2026Palantir Secures New US Army Contract as AI Revenue Trajectory Draws Investor Attention
Palantir Secures New US Army Contract as AI Revenue Trajectory Draws Investor Attention Palantir Technologies (NASDAQ: PLTR) has landed additional work with the US Army, a development that underscores the Denver-based software firm’s deepening footprint in defence-related artificial intelligence deployments. Shares were essentially flat in Tuesday trading, changing hands at $182.53, up a fraction over […]
Defence Markets · Sep 4, 2026Peter Thiel Adds to AI Software Position as Palantir Trades Near Record Territory
Peter Thiel Adds to AI Software Position as Palantir Trades Near Record Territory Peter Thiel, the billionaire venture capitalist and co-founder of data analytics firm Palantir Technologies Inc., has made an additional purchase in an artificial intelligence-focused stock that has appreciated roughly 560% over the past decade, according to a report from The Globe and […]
Defence Markets · Sep 4, 2026L3Harris Wraps Production of Initial F-16 Viper Shield Electronic Warfare Units
L3Harris Wraps Production of Initial F-16 Viper Shield Electronic Warfare Units L3Harris Technologies has completed production of its first Viper Shield electronic warfare (EW) systems for the F-16 fighter aircraft, marking a manufacturing milestone for the programme, according to a release published by ASDNews. Electronic warfare systems are onboard suites designed to help aircraft detect […]
Defence Markets · Sep 4, 2026Lake Ontario Renamed “Lake America” in Latest Cross-Border Name Change, With Shipbuilder HII in Focus
Lake Ontario Renamed “Lake America” in Latest Cross-Border Name Change, With Shipbuilder HII in Focus President Trump has signed off on renaming Lake Ontario as “Lake America,” according to a report from Benzinga, a move that lands amid an already tense stretch in trade relations between the United States and Canada. The renaming follows a […]
Defence Markets · Sep 4, 2026Palantir’s One-Year Outlook Draws Investor Attention as Shares Hold Near Record Territory
Palantir’s One-Year Outlook Draws Investor Attention as Shares Hold Near Record Territory Palantir Technologies (NASDAQ: PLTR) continues to attract scrutiny from market commentators asking where the data-analytics company’s stock might stand a year from now, a question that has gained urgency as shares have remained elevated through a period of expanding government and commercial demand […]
Defence Markets · Sep 4, 2026Huntington Ingalls Shares Edge Higher as Investors Weigh Recent Pullback
Huntington Ingalls Shares Edge Higher as Investors Weigh Recent Pullback Shares of Huntington Ingalls Industries (HII) traded at $290.73 in recent activity, up 0.72% from the previous close of $288.65, giving the shipbuilder a market capitalization of approximately $11.46 billion. The movement comes amid renewed attention on the stock following a period of share price […]
Defence Markets · Sep 4, 2026Huntington Ingalls Turns to Compliance Talent and Wider Shipyard Footprint as Backlog Pressures Build
Huntington Ingalls Turns to Compliance Talent and Wider Shipyard Footprint as Backlog Pressures Build A recent analysis circulated via Yahoo Finance argues that Huntington Ingalls Industries (HII) has been reshaping its competitive position less through headline-grabbing contract wins and more through quieter operational moves — expanding its regulatory and compliance staffing while spreading production across […]
Defence Markets · Sep 4, 2026Palantir Shares Rally 7.4% as Market Watchers Weigh Further Upside
Palantir Shares Rally 7.4% as Market Watchers Weigh Further Upside Palantir Technologies (NASDAQ: PLTR) saw its stock climb sharply in Monday trading, rising 7.4% to $182.53 from the prior close of $169.95, lifting the software company’s market capitalization to roughly $439.7 billion. The move came as commentary circulated online speculating about further gains for the […]
Defence Markets · Sep 4, 2026Palantir Shares Climb as CEO Joins NVIDIA and OpenAI Leaders at G20 Innovation Ministerial
Palantir Shares Climb as CEO Joins NVIDIA and OpenAI Leaders at G20 Innovation Ministerial Chief executives from three of the most prominent names in artificial intelligence — NVIDIA, OpenAI and Palantir Technologies — addressed delegates on the second day of the G20 Innovation Ministerial, according to a report from the Daily Tar Heel. The appearance […]
Defence Markets · Sep 3, 2026Palantir Shares Jump 7.4% as PwC Expands AI Partnership
Palantir Shares Jump 7.4% as PwC Expands AI Partnership Palantir Technologies logged its strongest single-day gain in roughly a month on Tuesday, with shares climbing 7.4% to close at $182.53, up from the prior close of $169.95. The move lifted the software company’s market capitalization to approximately $439.7 billion. The rally came as Palantir and […]
Defence Markets · Sep 3, 2026Leonardo DRS in Focus as Defense Contractor Sector Shines a Light on Q2 Results
Leonardo DRS in Focus as Defense Contractor Sector Shines a Light on Q2 Results Leonardo DRS (NASDAQ: DRS), the Arlington-based provider of defense electronics and military support services, has drawn attention in a recent sector-wide review of second-quarter earnings among publicly traded defense contractors, where results ranged widely across the industry. As reported by StockStory, […]
Defence Markets · Sep 3, 2026Palantir Legal Dispute in the UK Extends to Search of Sadiq Khan’s Messages, per Report
Palantir Legal Dispute in the UK Extends to Search of Sadiq Khan’s Messages, per Report A legal dispute involving Palantir Technologies has taken a new turn, with The Times reporting that messages belonging to London Mayor Sadiq Khan are set to be searched as part of the ongoing case. The report adds a high-profile political […]
Defence Markets · Sep 3, 2026London Mayor Consents to Search of Messages as Palantir Dispute Progresses
London Mayor Consents to Search of Messages as Palantir Dispute Progresses Sadiq Khan, the Mayor of London, has agreed to allow his text messages and emails to be searched as part of an ongoing legal dispute involving Palantir Technologies, according to reporting by The Guardian. The agreement means correspondence held by the mayor could be […]
Defence Markets · Sep 3, 2026L3Harris Shares Edge Higher as Valuation Debate Focuses on Cash Flow vs. Earnings
L3Harris Shares Edge Higher as Valuation Debate Focuses on Cash Flow vs. Earnings Shares of L3Harris Technologies (NYSE: LHX) ticked up 0.24% on Thursday, changing hands at $262.14 after closing the prior session at $261.50. The Melbourne, Florida-based aerospace and defence contractor carries a market capitalisation of roughly $48.8 billion and sits in the industrials […]
Defence Markets · Sep 3, 2026Screening Data Points to Divergent Valuation Signals for L3Harris Shares
Screening Data Points to Divergent Valuation Signals for L3Harris Shares A recent market analysis from Simply Wall St has highlighted a split picture in how L3Harris Technologies (LHX) is being valued, with the defence prime appearing inexpensive when judged on cash flow metrics but not on an earnings basis. Shares of the Melbourne, Florida-based aerospace […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.