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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Palantir CEO Argues Europe’s Sovereignty Drive Is Hindering Its Own Defence Tech Ambitions
Palantir CEO Argues Europe’s Sovereignty Drive Is Hindering Its Own Defence Tech Ambitions The chief executive of Palantir Technologies has publicly criticised France’s push for digital sovereignty, arguing that efforts to keep data and software infrastructure under national control are ultimately working against European governments’ own interests, according to comments reported by Tech Xplore. The […]
Defence Markets · Sep 3, 2026Analyst Commentary Puts Palantir’s Valuation Under the Microscope Following Peter Zaffino Hire
Analyst Commentary Puts Palantir’s Valuation Under the Microscope Following Peter Zaffino Hire A recent analysis circulating on Yahoo Finance suggests that shares of Palantir Technologies Inc. (NASDAQ: PLTR) could be trading roughly 5% above fair value, a view the piece links to the company’s hire of Peter Zaffino. The commentary has drawn attention among investors […]
Defence Markets · Sep 3, 2026Army Commits $192 Million to TITAN Programme Awards for Palantir and Anduril
Army Commits $192 Million to TITAN Programme Awards for Palantir and Anduril The US Army has issued awards totalling $192 million to Palantir Technologies and Anduril Industries for production work on the TITAN programme, according to a report by Defense News. TITAN — short for Tactical Intelligence Targeting Access Node — is the Army’s programme […]
Defence Markets · Sep 3, 2026Palantir Taps Insurance Executive Zaffino to Lead Financial Services Push
Palantir Taps Insurance Executive Zaffino to Lead Financial Services Push Palantir Technologies (NASDAQ: PLTR) has named Peter Zaffino as Global Head of Financial Services, a move that signals the data-analytics company’s intent to deepen its footprint in the banking, insurance, and capital markets sectors. Zaffino arrives with a long track record in financial services leadership, […]
Defence Markets · Sep 3, 2026South Korean Brokerage Rolls Out Structured Notes Linked to Palantir and Broadcom Shares
South Korean Brokerage Rolls Out Structured Notes Linked to Palantir and Broadcom Shares Shinyoung Securities has introduced a new equity-linked note tied to the share performance of two prominent technology names — Broadcom and Palantir Technologies — according to a report by TipRanks. The structured products are being marketed in South Korea and are characterized […]
Defence Markets · Sep 3, 2026Palantir Shares Slide as Market Watchers Weigh Long-Term Trajectory
Palantir Shares Slide as Market Watchers Weigh Long-Term Trajectory Shares of Palantir Technologies Inc. (PLTR) came under pressure in Monday trading, falling 5.88% to $169.46 from a previous close of $180.05. The decline leaves the Denver-based software company with a market capitalization of roughly $426.5 billion, a figure that keeps it among the most closely […]
Defence Markets · Sep 3, 2026Palantir Stock Slips as Google Reportedly Targets Government AI Contracts
Palantir Stock Slips as Google Reportedly Targets Government AI Contracts Shares of Palantir Technologies Inc. (NASDAQ: PLTR) traded sharply lower on Friday, changing hands at $169.46, down 5.88% from the prior close of $180.05. The move trims the data-analytics company’s market capitalization to roughly $426.5 billion. According to a report from South Korea’s Chosun Ilbo, […]
Defence Markets · Sep 3, 2026Army Commits $192 Million to TITAN Programme, Tapping Palantir and Anduril for Production Phase
Army Commits $192 Million to TITAN Programme, Tapping Palantir and Anduril for Production Phase The US Army has issued awards totalling $192 million to Palantir Technologies and Anduril to advance production of TITAN, the service’s next-generation ground station programme. The funding moves the effort from development into a production phase, a step that typically signals […]
Defence Markets · Sep 3, 2026Palantir CEO Criticises France’s Digital Sovereignty Strategy as Shares Slide
Palantir CEO Criticises France’s Digital Sovereignty Strategy as Shares Slide Palantir Technologies chief executive Alex Karp has argued that France’s drive for digital sovereignty — the policy of favouring domestic technology providers over foreign firms for government data systems — is producing unintended consequences, according to comments reported by Yahoo. Karp said the approach is […]
Defence Markets · Sep 3, 2026Commentary Spotlight: Analyst Discussion Turns to Palantir’s Recent Share Swings
Commentary Spotlight: Analyst Discussion Turns to Palantir’s Recent Share Swings CNBC commentator Jim Cramer has weighed in on the recent rebound in shares of Palantir Technologies Inc. and Salesforce, offering his read on the volatility that has characterised both names in recent sessions, according to coverage from TheStreet. The commentary comes at a moment of […]
Defence Markets · Sep 3, 2026Shield AI Broadens Tracker Counter-Drone Compatibility with L3Harris VAMPIRE Platform
Shield AI Broadens Tracker Counter-Drone Compatibility with L3Harris VAMPIRE Platform Defence technology firm Shield AI has moved to widen the reach of its Tracker counter-unmanned aircraft system (C-UAS) software by integrating it with L3Harris Technologies’ VAMPIRE platform, according to a newly published announcement. The collaboration ties Shield AI’s detection-and-tracking capability to a system that has […]
Defence Markets · Sep 3, 2026Huntington Ingalls Shares Slip Less Than Peers in Mixed Defence Trading Session
Huntington Ingalls Shares Slip Less Than Peers in Mixed Defence Trading Session Huntington Ingalls Industries, Inc. (HII) ended the trading session lower, but the decline was narrower than that of several peer companies in the aerospace and defence space, according to a MarketWatch report. The stock closed at $288.72, down 1.26% from the prior close […]
Defence Markets · Sep 2, 2026Karp Presses Case That French Software Rules Hurt Paris More Than Washington
Karp Presses Case That French Software Rules Hurt Paris More Than Washington Palantir Technologies chief executive Alex Karp has publicly criticised French policies that restrict the use of US software in government and defence procurement, arguing that the measures are, in his words, “backfiring” on France itself. The comments, reported by France 24, add a […]
Defence Markets · Sep 2, 2026Palantir Draws Investor Attention Amid Broader Tech Stock Watch List
Palantir Draws Investor Attention Amid Broader Tech Stock Watch List Palantir Technologies Inc. (NASDAQ: PLTR) is among a handful of high-profile technology names drawing investor focus this week, according to a market roundup from Benzinga that also flagged Snowflake, Broadcom, Hewlett Packard Enterprise, and Nvidia. Palantir shares closed at $169.46, down 5.88% from the previous […]
Defence Markets · Sep 2, 2026Palantir Shares in Focus as Market Commentators Weigh Recent Volatility
Palantir Shares in Focus as Market Commentators Weigh Recent Volatility Palantir Technologies Inc. (PLTR) drew renewed attention from financial media this week, with televised market commentary — including remarks from CNBC host Jim Cramer, as reported by Yahoo Finance — addressing the software company’s recent price swings alongside those of enterprise software peer Salesforce. As […]
Defence Markets · Sep 2, 2026L3Harris Continues Expansion Within U.S. Navy Electronic Warfare Portfolio
L3Harris Continues Expansion Within U.S. Navy Electronic Warfare Portfolio L3Harris Technologies (NYSE: LHX) is broadening its footprint in a U.S. Navy electronic warfare program, according to reporting highlighted by Yahoo Finance. Electronic warfare (EW) refers to systems that use the electromagnetic spectrum for sensing, communications, and countermeasures — a segment of defence spending that has […]
Defence Markets · Sep 2, 2026Palantir Draws Heavy Retail and Pro Attention Among August’s Most-Searched Tickers
Palantir Draws Heavy Retail and Pro Attention Among August’s Most-Searched Tickers Palantir Technologies Inc. (NYSE: PLTR) ranked among the most-searched tickers on the Benzinga Pro platform in August, according to a monthly engagement roundup published by the financial media outlet. The list, which tracks user search activity rather than trading volume, also featured newly public […]
Defence Markets · Sep 2, 2026NPR’s Planet Money Turns Its Lens on Palantir as the Data Firm’s Stock Slips
NPR’s Planet Money Turns Its Lens on Palantir as the Data Firm’s Stock Slips NPR’s economics program Planet Money has published a segment examining Palantir Technologies, adding a mainstream-audience perspective to one of the most closely watched names in the defence technology sector. The piece, titled “Love in the time of Palantir,” arrives at a […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.