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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 · Sep 3, 2026

Law Firm Opens Investigation into L3Harris Directors and Officers Over Fiduciary Duty Claims

Law Firm Opens Investigation into L3Harris Directors and Officers Over Fiduciary Duty Claims Scott+Scott Attorneys at Law LLP has launched an investigation into whether directors and officers of L3Harris Technologies, Inc. (NYSE: LHX) breached their fiduciary duties to shareholders, according to a firm announcement. The inquiry, typical of shareholder-rights practices, will examine whether company leadership […]

Defence Markets · Sep 3, 2026

L3Harris Puts Missile Solutions Segment in the Spotlight as Investor Attention Grows

L3Harris Puts Missile Solutions Segment in the Spotlight as Investor Attention Grows L3Harris Technologies (NYSE: LHX) is drawing fresh attention to its Missile Solutions business, a unit that has become an increasingly prominent part of the company’s portfolio as demand across the defence industry rises. The Melbourne, Florida-based company provides mission-critical solutions for government and […]

Defence Markets · Sep 3, 2026

Aviation Week Puts L3Harris in the Spotlight as Stock Holds Near Recent Levels

Aviation Week Puts L3Harris in the Spotlight as Stock Holds Near Recent Levels Aviation Week has published a spotlight feature on L3Harris Technologies, adding to ongoing industry attention on one of the largest players in the United States defence industrial base. The trade publication’s profile arrives as the company continues to operate under a streamlined […]

Defence Markets · Sep 3, 2026

L3Harris Draws Attention on Space, Missile and Navy Program Activity

L3Harris Draws Attention on Space, Missile and Navy Program Activity L3Harris Technologies (NYSE: LHX) is the subject of renewed investor discussion this week following coverage of its momentum in space and missile programs alongside newly awarded Navy work, according to a Yahoo Finance analysis of the company’s recent business developments. The Melbourne, Florida-based defence contractor […]

Defence Markets · Sep 3, 2026

Palantir Foundry Tapped by Ocean Power Technologies to Support Autonomous Maritime Systems Push

Palantir Foundry Tapped by Ocean Power Technologies to Support Autonomous Maritime Systems Push Ocean Power Technologies has chosen Palantir’s Foundry data platform as a core piece of its operational technology stack, a move the company says will support its expansion in autonomous maritime systems, according to a release carried by Yahoo Finance. Foundry, Palantir’s data-integration […]

Defence Markets · Sep 3, 2026

London Mayor’s Correspondence Under Review as Palantir–Met Police Agreement Draws Scrutiny

London Mayor’s Correspondence Under Review as Palantir–Met Police Agreement Draws Scrutiny Text messages and emails sent by London Mayor Sadiq Khan are set to be searched following an information request connected to the ongoing controversy over the Metropolitan Police’s relationship with Palantir Technologies, according to reporting by The Jewish Chronicle. The review of the Mayor’s […]

Defence Markets · Sep 3, 2026

London Mayor to Release WhatsApp Records Amid Palantir Contract Dispute

London Mayor to Release WhatsApp Records Amid Palantir Contract Dispute Mayor of London Sadiq Khan has agreed to hand over WhatsApp messages connected to an ongoing dispute over Palantir’s work with the city, according to a report in The Telegraph. The disclosure follows pressure for transparency around how the US software firm’s engagement with London […]

Defence Markets · Sep 3, 2026

Palantir Deepens PwC Alliance as Enterprise AI Push Widens

Palantir Deepens PwC Alliance as Enterprise AI Push Widens Palantir Technologies has broadened its strategic alliance with professional services firm PwC, aiming to bring the software company’s artificial intelligence platforms deeper into core business functions at large enterprises, according to an announcement reported by Yahoo Finance. The expanded partnership pairs Palantir’s platform technology — including […]

Defence Markets · Sep 3, 2026

Palantir Shares Jump as PwC Alliance Lands Amid Heightened Investor Debate

Palantir Shares Jump as PwC Alliance Lands Amid Heightened Investor Debate Palantir Technologies (NASDAQ: PLTR) shares rose 7.51% in Monday trading, closing at $182.71 after the data-analytics firm announced a strategic alliance with professional services giant PwC. The move lifted the company’s market capitalisation to roughly $439.7 billion, extending a period of unusually high attention […]

Defence Markets · Sep 3, 2026

Palantir Legal Dispute Expands as Court Orders Search of Mayor’s Emails

Palantir Legal Dispute Expands as Court Orders Search of Mayor’s Emails A legal fight involving Palantir Technologies has taken a new turn, with a court approving the search of a mayor’s email correspondence as part of the ongoing proceedings, according to a report by the BBC. The development adds a procedural step to what has […]

Defence Markets · Sep 3, 2026

Palantir Shares Climb 8% in Thursday Session, Leading Software Sector Gains

Palantir Shares Climb 8% in Thursday Session, Leading Software Sector Gains Palantir Technologies Inc. (PLTR) stood out among Thursday’s notable market-cap movers, with the data-analytics software firm’s shares advancing 7.95% to $183.46, up from a previous close of $169.95. The move lifted Palantir’s market capitalisation to approximately $439.7 billion, keeping it among the most valuable […]

Defence Markets · Sep 3, 2026

Report: New ICE Personnel Accessed Palantir Application Before Clearance Checks Were Complete

Report: New ICE Personnel Accessed Palantir Application Before Clearance Checks Were Complete A report published by The Intercept alleges that U.S. Immigration and Customs Enforcement (ICE) granted newly hired employees access to restricted information through a Palantir-built application before those employees had finished their background investigations. The report has drawn attention to how federal agencies […]

Defence Markets · Sep 3, 2026

L3Harris Wraps Up Initial Production Run of Viper Shield Suites for F-16 Fleet

L3Harris Wraps Up Initial Production Run of Viper Shield Suites for F-16 Fleet L3Harris Technologies has completed production of the first Viper Shield electronic warfare (EW) systems designed for the F-16 fighter aircraft, according to an announcement covered by marketscreener.com. The milestone moves the programme from development into its initial manufacturing phase. Viper Shield is […]

Defence Markets · Sep 3, 2026

L3Harris Puts Spotlight on Missile Solutions Segment With New Investment Push

L3Harris Puts Spotlight on Missile Solutions Segment With New Investment Push L3Harris Technologies (LHX) is drawing investor attention following a reported strategic investment aimed at bolstering its Missile Solutions business, according to a recent Globe and Mail analysis. The move underscores the Melbourne, Florida-based defence contractor’s focus on one of its three reporting segments as […]

Defence Markets · Sep 3, 2026

Pomerantz Law Firm Says It Is Investigating Claims on Behalf of L3Harris Investors

Pomerantz Law Firm Says It Is Investigating Claims on Behalf of L3Harris Investors Pomerantz LLP, a New York-based law firm known for shareholder litigation work, has announced that it is investigating potential claims on behalf of investors in L3Harris Technologies, Inc. (NYSE: LHX), according to a notice distributed via PR Newswire. The firm’s announcement did […]

Defence Markets · Sep 3, 2026

Palantir’s Chief Executive Doubles Down as Competition in Defense Software Intensifies

Palantir’s Chief Executive Doubles Down as Competition in Defense Software Intensifies A recent move by Palantir Technologies’ chief executive has drawn attention across the defence-technology sector, with commentary suggesting it could influence how the broader race for government software contracts unfolds. The development comes as Palantir (PLTR) remains one of the most closely watched software […]

Defence Markets · Sep 3, 2026

Palantir Chief Executive Warns of AI Risks in Broadcast Interview

Palantir Chief Executive Warns of AI Risks in Broadcast Interview Palantir Technologies (PLTR) chief executive Alex Karp spoke with Fox Business about what he described as the most significant danger posed by artificial intelligence, adding his voice to a growing roster of technology and software executives who have publicly weighed the risks alongside the commercial […]

Defence Markets · Sep 3, 2026

Michael Burry Doubts Palantir’s Valuation, Calling the Data Firm an “AI FOMO Consultant”

Michael Burry Doubts Palantir’s Valuation, Calling the Data Firm an “AI FOMO Consultant” Investor Michael Burry, best known for his bet against the housing market ahead of the 2008 financial crisis, has publicly questioned Palantir Technologies’ market value, reportedly suggesting the software company’s valuation could eventually drop below $100 billion. Burry, who operates the Scion […]

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