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Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Palantir and Anduril Land $192 Million Army Award for TITAN Production
Palantir and Anduril Land $192 Million Army Award for TITAN Production The U.S. Army has awarded contracts worth a combined $192 million to Palantir Technologies and Anduril Industries to begin production of the TITAN system, according to a report by Breaking Defense. TITAN — short for Tactical Intelligence Targeting Access Node — is the Army’s […]
Defence Markets · Sep 2, 2026Palantir Slides More Than 5% in Broader Software Sell-Off
Palantir Slides More Than 5% in Broader Software Sell-Off Palantir Technologies (NASDAQ: PLTR) is on track for its sharpest single-session decline in roughly seven months, with shares trading down 5.51% at $170.13 after closing the prior session at $180.05. The drop places the Denver-headquartered data analytics firm among a wider group of software names under […]
Defence Markets · Sep 2, 2026Palantir Shares Slide Even as Army TITAN Production Award Lands
Palantir Shares Slide Even as Army TITAN Production Award Lands Palantir Technologies (NYSE: PLTR) saw its stock decline in trading today, closing at $170.13, down 5.51% from the prior close of $180.05. The drop came despite news that the company received a production award tied to the U.S. Army’s TITAN program — an acronym for […]
Defence Markets · Sep 2, 2026Palantir Slides as Valuation Debate Intensifies Across Defence Software Names
Palantir Slides as Valuation Debate Intensifies Across Defence Software Names Palantir Technologies Inc. (NASDAQ: PLTR) shares moved lower in Tuesday trading, falling 6.66% to $168.06 from a previous close of $180.05, a session that comes amid renewed commentary about how the market is valuing defence-adjacent technology companies. The move was highlighted in a widely circulated […]
Defence Markets · Sep 2, 2026L3Harris Shares Slip Even as Company Posts Solid Quarterly Results
L3Harris Shares Slip Even as Company Posts Solid Quarterly Results Shares of L3Harris Technologies (NYSE: LHX) traded lower on the session, closing at $261.35, down 1.38% from the prior close of $265.00, despite the defence prime releasing results that were widely characterized as strong. The Melbourne, Florida-based company carries a market capitalization of roughly $48.8 […]
Defence Markets · Sep 2, 2026Axon’s Q2 Results in Focus as Aerospace and Defense Earnings Season Wraps Up
Axon’s Q2 Results in Focus as Aerospace and Defense Earnings Season Wraps Up As the second-quarter earnings cycle for aerospace and defense companies draws to a close, attention is turning to Axon Enterprise (NASDAQ: AXON), a public safety technology provider whose results have become a recurring reference point for investors tracking the sector’s software-driven segment. […]
Defence Markets · Sep 2, 2026Palantir Lands Army Contract for Eight TITAN Vehicles Equipped with AI Software
Palantir Lands Army Contract for Eight TITAN Vehicles Equipped with AI Software The U.S. Army has selected Palantir Technologies to deliver eight TITAN trucks, ground vehicles that integrate artificial intelligence software into the service’s battlefield network. The award, first reported by Axios, marks another step in Palantir’s expanding footprint across Army modernization programs. TITAN — […]
Defence Markets · Sep 2, 2026Leadership Changes at L3Harris, ULA, CISA and NRO Draw Industry Attention
Leadership Changes at L3Harris, ULA, CISA and NRO Draw Industry Attention A wave of leadership transitions across the defence and national-security landscape has put several prominent organisations under the spotlight, according to a report by Clearance Jobs. The changes span a publicly traded defence prime, a major launch joint venture, and two federal agencies central […]
Defence Markets · Sep 2, 2026Palantir Recruits AIG’s Zaffino in a Notable Cross-Sector Leadership Move
Palantir Recruits AIG’s Zaffino in a Notable Cross-Sector Leadership Move Palantir Technologies (NYSE: PLTR) is set to bring on Peter Zaffino, the executive chair and former chief executive of insurance giant AIG, according to a report by Insurance Journal. The move would place one of the most prominent figures in commercial insurance at the helm-adjacent […]
Defence Markets · Sep 2, 2026Army Orders Eight TITAN Ground Stations in $192M Award Split Between Palantir and Anduril
Army Orders Eight TITAN Ground Stations in $192M Award Split Between Palantir and Anduril The U.S. Army has committed $192 million to procure eight TITAN mobile ground stations, with software firm Palantir Technologies and defence technology company Anduril Industries both receiving portions of the award, according to a report by Tectonic Defense. TITAN — short […]
Defence Markets · Sep 2, 2026Palantir Adds Zaffino to Its Ranks as Shares Slide in Today’s Trading
Palantir Adds Zaffino to Its Ranks as Shares Slide in Today’s Trading Data-analytics software provider Palantir Technologies (NASDAQ: PLTR) is in the news on two fronts: the company announced that Zaffino has joined Palantir, while its stock traded lower in today’s session. The appointment, first reported by Coverager, adds a prominent name to Palantir’s leadership […]
Defence Markets · Sep 2, 2026Army Taps Palantir and Anduril for $192 Million in TITAN Production Orders
Army Taps Palantir and Anduril for $192 Million in TITAN Production Orders The U.S. Army has awarded production orders worth a combined $192 million for its TITAN programme, splitting the work between software firm Palantir Technologies and defence manufacturer Anduril, according to a report by GovCon Wire. TITAN — short for Tactical Intelligence Targeting Access […]
Defence Markets · Sep 2, 2026L3Harris Shares Slip as Leadership Change Draws Investor Attention
L3Harris Shares Slip as Leadership Change Draws Investor Attention L3Harris Technologies (NYSE: LHX) is in focus following the resignation of its chief executive officer, a development that has prompted discussion among market commentators about whether the company’s valuation story remains on track. Shares of the Melbourne, Florida-based defence contractor were trading at $263.32 in recent […]
Defence Markets · Sep 2, 2026Palantir Adds Peter Zaffino to Its Board as Data-Software Firm Deepens Its Bench
Palantir Adds Peter Zaffino to Its Board as Data-Software Firm Deepens Its Bench Palantir Technologies has announced that Peter Zaffino will join the company, according to a report by Coverager. Zaffino is best known as a senior leader in the insurance industry, and his arrival adds a figure with extensive experience in risk management and […]
Defence Markets · Sep 2, 2026Palantir Lines Up Eight More TITAN Deliveries for the U.S. Army
Palantir Lines Up Eight More TITAN Deliveries for the U.S. Army Palantir Technologies has committed to delivering eight additional TITAN systems to the U.S. Army, extending the company’s role in the Army’s ground-station modernization efforts. TITAN — short for Tactical Intelligence Targeting Access Node — is a software-defined ground station designed to bring together sensor […]
Defence Markets · Sep 2, 2026AIG Chairman Peter Zaffino to Depart Insurer for Palantir Role, WSJ Reports
AIG Chairman Peter Zaffino to Depart Insurer for Palantir Role, WSJ Reports Peter Zaffino, the longtime chairman of insurance giant American International Group (AIG), is stepping down from his post to take on a role at Palantir Technologies, according to a Wall Street Journal report. The move pairs one of the most prominent executives in […]
Defence Markets · Sep 2, 2026Palantir Shares React to Maven AI Defense Program Growth and Raised Guidance
Palantir Shares React to Maven AI Defense Program Growth and Raised Guidance Shares of Palantir Technologies Inc. drew renewed attention after a report from Simply Wall St noted the stock had risen 7.9% in a recent session, a move attributed to surging revenue tied to the Maven AI defense program alongside an increase in the […]
Defence Markets · Sep 2, 2026Palantir Chief Executive Alex Karp Backs Former Ukrainian Defence Minister’s Defence-Tech Startup
Palantir Chief Executive Alex Karp Backs Former Ukrainian Defence Minister’s Defence-Tech Startup Alex Karp, chief executive of data-analytics firm Palantir Technologies, has thrown his support behind a new defence-technology venture founded by Fedorov, who previously served as Ukraine’s defence minister, according to a report from Seeking Alpha. The move adds a notable name from the […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.