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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 · Jul 29, 2026

Shipbuilding activity drives focus as Huntington Ingalls approaches earnings report

Shipbuilding activity drives focus as Huntington Ingalls approaches earnings report Investors are turning their attention to Huntington Ingalls Industries, Inc. as the defense contractor prepares to release its quarterly financial figures. The upcoming report arrives during a period of increased production activity within the shipbuilding sector, where the company continues its work on major military […]

Defence Markets · Jul 29, 2026

Burry Reveals Short Positions Against Palantir, Nvidia, and Tesla

Burry Reveals Short Positions Against Palantir, Nvidia, and Tesla Recent regulatory filings have disclosed that investor Michael Burry of Scion Asset Management has established short positions against several high-profile technology companies, including Palantir Technologies Inc.. The disclosure places the data analytics and defense contractor alongside semiconductor giant Nvidia and electric vehicle manufacturer Tesla in the […]

Defence Markets · Jul 29, 2026

Huntington Ingalls Industries Prepares to Release Second-Quarter Financial Results

Huntington Ingalls Industries Prepares to Release Second-Quarter Financial Results Huntington Ingalls Industries, Inc. is scheduled to announce its second-quarter earnings, providing investors with a detailed look at the financial performance of the nation’s largest military shipbuilder. As a key player in the Aerospace & Defense sector, the company operates through its primary divisions: Ingalls Shipbuilding, […]

Defence Markets · Jul 29, 2026

L3Harris Secures Missile Propulsion Contracts, Announces Dividend Increase

L3Harris Secures Missile Propulsion Contracts, Announces Dividend Increase L3Harris Technologies, Inc. has seen significant market movement following recent announcements regarding new contracts in its missile division and shareholder returns. The aerospace and defense contractor confirmed new business related to missile propulsion, a core area of its operations. Additionally, the company disclosed plans to increase its […]

Defence Markets · Jul 29, 2026

Palantir Results Could Influence Tech-Focused Defense ETFs

Palantir Results Could Influence Tech-Focused Defense ETFs An upcoming financial release from Palantir Technologies Inc. is drawing attention for its potential impact on exchange-traded funds (ETFs) that track the defense and technology sectors. As a major player in software infrastructure, Palantir’s performance often serves as a bellwether for the intersection of artificial intelligence and government […]

Defence Markets · Jul 29, 2026

Burry Takes Short Positions on Palantir, Tesla, and Nvidia

Burry Takes Short Positions on Palantir, Tesla, and Nvidia Michael Burry, the investor known for his prominent role during the 2008 financial crisis, has disclosed short positions in several high-profile technology companies, including Palantir Technologies Inc.. The filings, which cover the period ending September 30, also list bearish bets against Tesla and Nvidia. Palantir Technologies […]

Defence Markets · Jul 29, 2026

NHS England Corrects Palantir Data Disclosure Following Criticism

NHS England Corrects Palantir Data Disclosure Following Criticism NHS England has acknowledged and corrected an inaccuracy regarding the disclosure of patient data in its operating platform, which involves software from Palantir Technologies Inc.. The correction follows recent scrutiny concerning how the health service described the handling of information within the system. Palantir builds and deploys […]

Defence Markets · Jul 29, 2026

Huntington Ingalls Industries Prepares to Release Quarterly Results

Huntington Ingalls Industries Prepares to Release Quarterly Results Investors are turning their attention to Huntington Ingalls Industries as the defense contractor prepares to disclose its latest quarterly financial performance. The company, a major player in the Aerospace & Defense sector, is scheduled to report earnings tomorrow, providing insight into its ongoing shipbuilding and technical support […]

Defence Markets · Jul 29, 2026

Palantir Shares Slide as Market Approaches Quarterly Release

Palantir Shares Slide as Market Approaches Quarterly Release Palantir Technologies Inc. experienced a decline in its share price during the latest trading session, continuing a pattern of volatility leading up to the company’s second-quarter earnings announcement. The stock moved lower by approximately 0.64%, settling at a price of $123.30. This slip follows a previous close […]

Defence Markets · Jul 29, 2026

Palantir Approaches August Earnings Release Amid Software Sector Growth

Palantir Approaches August Earnings Release Amid Software Sector Growth Palantir Technologies Inc. is preparing to report its quarterly financial results on August 3. As the date approaches, market attention is shifting toward the company’s performance within the software infrastructure sector. Palantir provides data integration platforms, known for their use in intelligence and defense operations, but […]

Defence Markets · Jul 29, 2026

Huntington Ingalls Industries Sets Payment Date for Quarterly Dividend

Huntington Ingalls Industries Sets Payment Date for Quarterly Dividend Huntington Ingalls Industries has announced the specific distribution date for its upcoming quarterly cash dividend. Shareholders of record are set to receive the payment on September 11, 2026. The declaration confirms the shipbuilder’s continued commitment to returning capital to its investors alongside its primary operations in […]

Defence Markets · Jul 29, 2026

L3Harris Boosts PAC-3 MSE Component Output for Ukraine Support

L3Harris Boosts PAC-3 MSE Component Output for Ukraine Support L3Harris Technologies, Inc. has announced plans to significantly increase manufacturing output for a key component of the Patriot air defense system. The defense contractor intends to triple production of the Patriot Advanced Capability-3 (PAC-3) Missile Segment Enhancement (MSE) components. This strategic ramp-up is designed to meet […]

Defence Markets · Jul 29, 2026

Huntington Ingalls Applies Distributed Build Model to Amphibious Transport Program

Huntington Ingalls Applies Distributed Build Model to Amphibious Transport Program Huntington Ingalls Industries, Inc. is extending its distributed shipbuilding strategy to the Navy’s Amphibious Transport Dock program. The move follows a structural adjustment in production workflows designed to enhance efficiency across the company’s three primary operating segments: Ingalls, Newport News, and Mission Technologies. The industrial […]

Defence Markets · Jul 29, 2026

L3Harris Secures Agreement to Scale THAAD Propulsion Manufacturing

L3Harris Secures Agreement to Scale THAAD Propulsion Manufacturing L3Harris Technologies, Inc. has finalized a multi-year framework agreement designed to significantly increase the production rate of propulsion systems for the Terminal High Altitude Area Defense (THAAD) system. The company stated that this arrangement will enable it to quadruple its manufacturing output for these critical components. THAAD […]

Defence Markets · Jul 29, 2026

L3Harris Secures Contract for Patriot and THAAD System Components

L3Harris Secures Contract for Patriot and THAAD System Components L3Harris Technologies, Inc. has received a new contract from the U.S. Department of Defense to supply components for two key air and missile defense systems. The agreement covers hardware for the Patriot system and the Terminal High Altitude Area Defense (THAAD). Both platforms are designed to […]

Defence Markets · Jul 29, 2026

L3Harris Expands Manufacturing Framework for Missile Propulsion Systems

L3Harris Expands Manufacturing Framework for Missile Propulsion Systems L3Harris Technologies, Inc. has entered into a new agreement aimed at significantly increasing the production output of propulsion systems. The defense contractor has signed a framework designed to ultimately quadruple the manufacturing capacity for the Terminal High Altitude Area Defense (THAAD) propulsion system. The THAAD system is […]

Defence Markets · Jul 29, 2026

Palantir Approaches Earnings as Artificial Intelligence Integration Expands

Palantir Approaches Earnings as Artificial Intelligence Integration Expands Palantir Technologies Inc. is preparing to release its quarterly financial results, a period that will likely highlight the company’s continued integration of artificial intelligence (AI) into its software platforms. The data analytics firm, known for its work with government and commercial clients, has focused on embedding large […]

Defence Markets · Jul 29, 2026

Palantir Shares Dip Despite Focus on Government Infrastructure Software

Palantir Shares Dip Despite Focus on Government Infrastructure Software Palantir Technologies Inc. experienced a slight decline in the latest trading session, with shares moving downward by less than half a percent. The stock closed at a price of $123.53, down from a previous close of $124.10. Despite this minor daily retreat, the data analytics company […]

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