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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
NPR’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 […]
Defence Markets · Sep 2, 2026Axon’s Q2 Results Draw Attention as Aerospace and Defense Earnings Season Unfolds
Axon’s Q2 Results Draw Attention as Aerospace and Defense Earnings Season Unfolds Axon Enterprise (NASDAQ: AXON), the Scottsdale-based public safety technology company, is among the names in focus as analysts and investors review second-quarter results across the aerospace and defense sector. Though best known for its connected devices used by law enforcement, Axon is officially […]
Defence Markets · Sep 2, 2026Palantir CEO Criticises France’s Digital Sovereignty Strategy as Stock Slips
Palantir CEO Criticises France’s Digital Sovereignty Strategy as Stock Slips Palantir Technologies (NYSE: PLTR) chief executive has publicly argued that France’s push for digital sovereignty — policies aimed at keeping data and software infrastructure under national or European control — is having the opposite of its intended effect, according to comments reported by Yahoo Finance […]
Defence Markets · Sep 2, 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 Military Times. TITAN — short for Tactical Intelligence Targeting Access Node — is the Army’s ground […]
Defence Markets · Sep 2, 2026Palantir Shares Slide Nearly 6% in Active Trading Session
Palantir Shares Slide Nearly 6% in Active Trading Session Palantir Technologies Inc. (PLTR) saw its shares fall sharply on Monday, with the stock trading at $169.46, down 5.88% from the previous close of $180.05. The decline brings the software company’s market capitalisation to roughly $426.5 billion. Financial commentary outlet The Motley Fool examined the movement […]
Defence Markets · Sep 2, 2026Palantir Shares Slide Wednesday as Software Stock Gives Back Ground
Palantir Shares Slide Wednesday as Software Stock Gives Back Ground Palantir Technologies Inc. (PLTR) saw its shares decline sharply in Wednesday trading, falling 5.88% to $169.46 from the prior close of $180.05. The move leaves the Denver-based software company with a market capitalization of roughly $426.5 billion. Palantir, classified in the software–infrastructure industry, is best […]
Defence Markets · Sep 2, 2026L3Harris folds Shield AI counter-drone software into VAMPIRE platform
L3Harris folds Shield AI counter-drone software into VAMPIRE platform L3Harris Technologies has integrated Shield AI’s counter-unmanned aircraft system (counter-UAS) software into its VAMPIRE system, according to a report by Military Embedded Systems. The pairing brings autonomy and software capabilities together with a widely deployed counter-drone platform as demand for such systems grows among defence customers. […]
Defence Markets · Sep 2, 2026L3Harris Grants 5,692-Share Equity Award With 2029 Vesting Date
L3Harris Grants 5,692-Share Equity Award With 2029 Vesting Date L3Harris Technologies (NYSE: LHX) has disclosed a new equity award of 5,692 shares, scheduled to vest in 2029, according to a regulatory filing highlighted by Stock Titan. Equity grants of this kind are a routine part of compensation at large aerospace and defence contractors, typically tying […]
Defence Markets · Sep 2, 2026Palantir Shares Slide Nearly 6% in Active Trading Session
Palantir Shares Slide Nearly 6% in Active Trading Session Palantir Technologies Inc. (NASDAQ: PLTR) saw its stock fall sharply in Tuesday’s session, closing down 5.88% at $169.46, a decline from the prior close of $180.05. The move leaves the Denver-based software company with a market capitalisation of roughly $426.5 billion, according to market data. The […]
Defence Markets · Sep 2, 2026L3Harris Grants Space Division President 5,692 Stock Units in Equity Award
L3Harris Grants Space Division President 5,692 Stock Units in Equity Award L3Harris Technologies has awarded 5,692 stock units to the president of its Space & Mission Systems division, according to a regulatory filing reported by Stock Titan. Equity grants of this kind are a routine part of executive compensation at large defence contractors, typically vesting […]
Defence Markets · Sep 2, 2026Nurses in Washington, D.C. Join Nationwide Protests Over Health Data Ties to Palantir
Nurses in Washington, D.C. Join Nationwide Protests Over Health Data Ties to Palantir Nurses in the Washington, D.C. area have added their voices to a wave of nationwide demonstrations raising concerns about the sharing of health data with Palantir Technologies, according to reporting by WAMU. The protests bring frontline healthcare workers into a broader public […]
Defence Markets · Sep 2, 2026Palantir Shares Slide as Google’s Cybersecurity AI Move Fuels Competitive Concerns
Palantir Shares Slide as Google’s Cybersecurity AI Move Fuels Competitive Concerns Shares of Palantir Technologies (NASDAQ: PLTR) fell sharply in Monday trading, declining 5.88% to $169.46 from a previous close of $180.05, as investors weighed reports that Google is stepping up its artificial intelligence efforts in cybersecurity — a domain long associated with Palantir’s government-facing […]
Defence Markets · Sep 2, 2026Palantir CEO Karp Flags Wealth Inequality as Societal Concern at G20 Gathering
Palantir CEO Karp Flags Wealth Inequality as Societal Concern at G20 Gathering Palantir Technologies chief executive Alex Karp said during G20-related discussions that widening wealth inequality represents a genuine challenge for societies, remarks reported live by CNBC from the summit’s proceedings. Karp, who has led the data-analytics company since its founding, has frequently used public […]
Defence Markets · Sep 2, 2026Palantir Shares Slide as Competition Heats Up in Defence AI Software
Palantir Shares Slide as Competition Heats Up in Defence AI Software Shares of Palantir Technologies Inc. (PLTR) fell sharply in Monday trading, changing hands at $169.46 — down 5.88% from the previous close of $180.05 — after media reports highlighted growing competition from Google in the market for artificial intelligence software serving defence and government […]
Defence Markets · Sep 2, 2026Palantir in Focus as Media Commentary Spotlights Its Rule of 40 Standing
Palantir in Focus as Media Commentary Spotlights Its Rule of 40 Standing Palantir Technologies (NASDAQ: PLTR) drew renewed media attention this week after CNBC commentator Jim Cramer pointed to the company’s strength on the “Rule of 40,” a benchmark used in the software industry to evaluate whether a company’s revenue growth rate combined with its […]
Defence Markets · Sep 2, 2026Palantir Lands New US Army Contract as Analyst Sees Broader Battlefield Software Role
Palantir Lands New US Army Contract as Analyst Sees Broader Battlefield Software Role Palantir Technologies Inc. has secured a new contract with the US Army, a development that one industry strategist says extends the software company’s reach across a wider portion of the Army’s operational technology stack. According to a strategist cited by Benzinga, the […]
Defence Markets · Sep 2, 2026Palantir Shares Post Steepest Daily Drop in Months as Software Stock Slides
Palantir Shares Post Steepest Daily Drop in Months as Software Stock Slides Palantir Technologies Inc. (PLTR) saw its shares fall 6.0% on Monday, closing at $169.25 after finishing the prior session at $180.05. The decline marks the data-analytics company’s sharpest single-day pullback since February, according to reporting from MarketWatch. The Denver-headquartered software firm, which develops […]
Defence Markets · Sep 2, 2026Huntington Ingalls Sees Double-Digit Revenue Growth in Second Quarter
Huntington Ingalls Sees Double-Digit Revenue Growth in Second Quarter Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, reported double-digit revenue growth in its second-quarter results, according to coverage from AD HOC NEWS. The results drew supportive commentary from analysts, though the company’s shares have slipped modestly in recent trading. As of […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.