Latest Defence Intelligence.
Original coverage of contracts, programs, markets and technology across publicly traded defence and aerospace companies.
Palantir Chief Backs New Venture from Former Ukrainian Defense Minister
Palantir Chief Backs New Venture from Former Ukrainian Defense Minister Alex Karp, the chief executive of Palantir Technologies Inc., has become the first investor in a new commercial project launched by Oleksii Reznikov. Reznikov previously served as Ukraine’s Minister of Defense, a position he held until a government reshuffle in early 2023. While specific details […]
Defence Markets · Sep 1, 2026Former Ukrainian Defence Minister Secures Investment from Palantir Executive for New Firm
Former Ukrainian Defence Minister Secures Investment from Palantir Executive for New Firm Oleksii Reznikov, who formerly served as Ukraine’s Minister of Defence, has established a new private venture and attracted Alex Karp, the chief executive of Palantir Technologies Inc., as its initial investor. The partnership marks a notable intersection between former high-level government leadership and […]
Defence Markets · Sep 1, 2026Palantir and Anduril Secure Production Awards for Army Ground Station System
Palantir and Anduril Secure Production Awards for Army Ground Station System The U.S. Army has advanced its TITAN (Tactical Intelligence Targeting Access Node) program into the production phase, issuing delivery orders valued at approximately $192 million to technology firms Palantir Technologies Inc. and Anduril Industries. This move signals the transition of the sensor-shooting system from […]
Defence Markets · Sep 1, 2026Palantir CEO Karp to Support New Venture From Former Ukraine Defense Minister
Palantir CEO Karp to Support New Venture From Former Ukraine Defense Minister Palantir Technologies Inc. CEO Alex Karp is set to back a new startup founded by former Ukrainian Defense Minister Oleksii Reznikov. The move highlights Palantir’s continued engagement with the Eastern European defense sector, though specific details regarding the financial terms or the precise […]
Defence Markets · Sep 1, 2026Huntington Ingalls Industries Expands Physical Footprint in Virginia
Huntington Ingalls Industries Expands Physical Footprint in Virginia Huntington Ingalls Industries, Inc. is advancing its infrastructure development within Virginia, according to an announcement from the Virginia Economic Development Partnership. The defense contractor’s initiative to build in the state aligns with its long-standing presence in the region, where it maintains significant industrial operations necessary for its […]
Defence Markets · Sep 1, 2026HII Transfers REMUS 100 Undersea Drones to German Navy
HII Transfers REMUS 100 Undersea Drones to German Navy Huntington Ingalls Industries has finalized a delivery of unmanned underwater vehicles (UUVs) to the German Navy. The transfer involves the company’s REMUS 100 systems, a modular platform designed for hydrographic surveys and maritime security operations. This contract execution is managed through HII’s Mission Technologies division, which […]
Defence Markets · Sep 1, 2026L3Harris Shares Decline but Top Sector Peers in Daily Trading
L3Harris Shares Decline but Top Sector Peers in Daily Trading L3Harris Technologies, Inc. experienced a contraction in share value during the latest trading session, yet its performance remained comparatively stronger than that of its industry rivals. The aerospace and defense contractor saw its stock price adjust to $263.56, representing a decline of 1.4% from the […]
Defence Markets · Sep 1, 2026L3Harris Hardware Deployed on NASA Roman Space Telescope Mission
L3Harris Hardware Deployed on NASA Roman Space Telescope Mission L3Harris Technologies has marked a significant milestone in its space systems portfolio with the successful launch of NASA’s Nancy Grace Roman Space Telescope. The mission lifted off recently, deploying the hardware and components manufactured by the defence contractor into orbit. L3Harris was responsible for the assembly […]
Defence Markets · Sep 1, 2026Palantir Executive Addresses Focus on International Markets
Palantir Executive Addresses Focus on International Markets Palantir Technologies Inc. continues to navigate the commercial and government software landscape as executives discuss the company’s strategic direction. A recent report indicates that Chief Executive Officer Alex Karp has highlighted Eastern Europe as a significant area of interest for the company’s data integration platforms. The firm, known […]
Defence Markets · Sep 1, 2026Analysts Anticipate Commercial Revenue to Overtake Government Sales for Palantir Before 2027
Analysts Anticipate Commercial Revenue to Overtake Government Sales for Palantir Before 2027 A recent analysis suggests that Palantir Technologies Inc. is on a trajectory where its commercial revenue could surpass its government revenue before the year 2027. Such a shift would mark a significant evolution in the company’s financial composition, altering the metrics used to […]
Defence Markets · Sep 1, 2026Palantir Chief Executive Alex Karp Backs New Ukrainian Defense Venture
Palantir Chief Executive Alex Karp Backs New Ukrainian Defense Venture Alex Karp, the Chief Executive Officer of Palantir Technologies Inc., has been announced as the first investor in a newly established defense technology company based in Ukraine. The investment was reported by the Kyiv Post, highlighting Karp’s financial commitment to the startup as the nation […]
Defence Markets · Sep 1, 2026Analyst Report Foresees Palantir Commercial Revenue Overtaking Government Segment by 2027
Analyst Report Foresees Palantir Commercial Revenue Overtaking Government Segment by 2027 A recent analysis suggests that Palantir Technologies Inc. is on a trajectory where its commercial revenue will exceed its government revenue before the year 2027. This shift would represent a significant change in the company’s financial composition, potentially altering the way the market evaluates […]
Defence Markets · Sep 1, 2026Former Ukrainian Defense Minister Launches Venture with Palantir CEO Support
Former Ukrainian Defense Minister Launches Venture with Palantir CEO Support Oleksii Reznikov, Ukraine’s former Minister of Defense, has announced the establishment of a new commercial venture. The development has drawn attention due to the involvement of Alex Karp, the chief executive officer of Palantir Technologies Inc., who is reported to be backing the initiative. Reznikov, […]
Defence Markets · Sep 1, 2026Microsoft and Palantir Trends Highlight Software Sector Movement
Microsoft and Palantir Trends Highlight Software Sector Movement Recent market attention has focused on software entities within the defense and technology spaces, specifically regarding Palantir Technologies Inc. and Microsoft. As large-cap technology firms adjust to market conditions, investors are tracking the performance of companies that provide infrastructure software to government and commercial clients. Palantir, known […]
Defence Markets · Sep 1, 2026Palantir Reports Increase in Commercial Customer Base Amid AI Platform Adoption
Palantir Reports Increase in Commercial Customer Base Amid AI Platform Adoption Palantir Technologies Inc. has seen a notable rise in its customer count, a development attributed to the growing adoption of its Artificial Intelligence Platform (AIP). The company, known for providing data integration and analysis tools, has historically focused on government and intelligence sectors. The […]
Defence Markets · Sep 1, 2026Former Ukrainian Defense Minister Launches New Venture With Palantir CEO Support
Former Ukrainian Defense Minister Launches New Venture With Palantir CEO Support Oleksii Reznikov, who previously served as Ukraine’s Minister of Defense, has announced the formation of a new commercial entity. The venture has attracted financial backing from Alex Karp, the co-founder and CEO of Palantir Technologies Inc.. Reznikov led the Ukrainian defense ministry during a […]
Defence Markets · Sep 1, 2026Palantir Performance Metrics Climb on Artificial Intelligence Demand
Palantir Performance Metrics Climb on Artificial Intelligence Demand Palantir Technologies Inc. has reported a notable improvement in operational efficiency metrics, often cited by investors as the Rule of 40. This measure, which combines revenue growth and profit margins to assess software company health, has increased significantly. The company attributes this surge to the integration of […]
Defence Markets · Sep 1, 2026Ark Invest Sells Stake in Palantir Amid Software Sector Volatility
Ark Invest Sells Stake in Palantir Amid Software Sector Volatility Ark Invest, led by fund manager Cathie Wood, has offloaded a significant position in Palantir Technologies Inc., reducing its exposure to the data analytics firm. The transaction involved shares valued at approximately $26 million. This move adjusts Ark’s portfolio weightings as the software infrastructure sector […]
Original coverage based on publicly available information and press releases. Nothing here is investment advice.