AAC $10.11 +0.10% ▲ ACHR $5.47 -1.08% ▼ AERO $14.75 -4.72% ▼ AIN $59.47 -1.25% ▼ AIR $115.92 -3.46% ▼ AM $21.33 -2.65% ▼ AMP $559.34 +0.15% ▲ AMTM $20.14 +2.03% ▲ APH $77.65 -1.52% ▼ ASB $30.04 -1.01% ▼ ATI $198.77 -0.12% ▼ ATRO $73.98 +0.67% ▲ AVAV $146.71 -0.75% ▼ AVNW $19.05 -3.30% ▼ AXON $490.00 -3.35% ▼ BAB $26.17 -0.34% ▼ BAH $72.20 +0.12% ▲ BBAI $2.83 -3.69% ▼ BDL $46.00 +1.34% ▲ BELFB $246.01 -0.71% ▼ BHE $74.39 +0.64% ▲ BKSY $21.61 -3.06% ▼ BWXT $156.71 -2.56% ▼ CACI $606.85 -2.95% ▼ CAE $24.06 -0.91% ▼ CDRE $29.12 -1.82% ▼ CICN $0.00 CMTL $1.53 -6.30% ▼ CNC $64.06 -1.43% ▼ CODA $10.01 -0.89% ▼ AAC $10.11 +0.10% ▲ ACHR $5.47 -1.08% ▼ AERO $14.75 -4.72% ▼ AIN $59.47 -1.25% ▼ AIR $115.92 -3.46% ▼ AM $21.33 -2.65% ▼ AMP $559.34 +0.15% ▲ AMTM $20.14 +2.03% ▲ APH $77.65 -1.52% ▼ ASB $30.04 -1.01% ▼ ATI $198.77 -0.12% ▼ ATRO $73.98 +0.67% ▲ AVAV $146.71 -0.75% ▼ AVNW $19.05 -3.30% ▼ AXON $490.00 -3.35% ▼ BAB $26.17 -0.34% ▼ BAH $72.20 +0.12% ▲ BBAI $2.83 -3.69% ▼ BDL $46.00 +1.34% ▲ BELFB $246.01 -0.71% ▼ BHE $74.39 +0.64% ▲ BKSY $21.61 -3.06% ▼ BWXT $156.71 -2.56% ▼ CACI $606.85 -2.95% ▼ CAE $24.06 -0.91% ▼ CDRE $29.12 -1.82% ▼ CICN $0.00 CMTL $1.53 -6.30% ▼ CNC $64.06 -1.43% ▼ CODA $10.01 -0.89% ▼
Defence markets + industrial intelligence

Track the companies shaping modern defence.

Public markets, procurement, aerospace, autonomous systems, space and government services — organised for investors and industry professionals.

251Covered companies
6Capability verticals
1697Intelligence reports
Defence strategic-systems panel: aircraft, naval, space and networked assets.
Live market wire
The Defence Brief

Get defence markets in your inbox.

The morning read on defence stocks, contracts and original coverage — distilled into one concise briefing.

  • Market movers
  • Contract & program watch
  • Original coverage
This field is for validation purposes and should be left unchanged.

Free · Unsubscribe anytime · No spam

Situation room

The defence market at a glance

Market data via Yahoo Finance; values may be delayed. Not investment advice.

Latest intelligence

Company, market and technology updates

All updates →
Defence Markets · Original Coverage

Palantir’s $1 Trillion Valuation Debate Returns as Analyst Commentary Meets Cautious Retail Mood

Palantir’s $1 Trillion Valuation Debate Returns as Analyst Commentary Meets Cautious Retail Mood A high-profile Wall Street endorsement of Palantir Technologies Inc.’s long-term growth ambitions has put the data-analytics company back in the market spotlight, even as measures of individual-investor sentiment toward the stock remain downbeat. Dan Ives, a well-known technology analyst, has restated his […]

Sep 16, 2026
Defence Markets · Original Coverage

Palantir’s Five-Year Outlook Draws Investor Attention as Stock Hovers Near $170

Palantir’s Five-Year Outlook Draws Investor Attention as Stock Hovers Near $170 A commentary published by Yahoo Finance asking where Palantir Technologies stock might stand in five years has picked up traction among defence-sector watchers, reflecting continued interest in the long-run trajectory of one of the most closely followed software names serving government and intelligence customers. […]

Sep 16, 2026
Defence Markets · Original Coverage

Palantir’s Partnership With Nebius Draws Investor Attention, but Core Valuation Questions Remain

Palantir’s Partnership With Nebius Draws Investor Attention, but Core Valuation Questions Remain Palantir Technologies Inc. (PLTR) has entered into a deal with AI infrastructure firm Nebius, a move that has generated headlines across the defence technology and artificial intelligence sectors. But analysts and market commentators note that the agreement, while strategically notable, does not by […]

Sep 16, 2026
Defence Markets · Original Coverage

Burry’s Blunt AI Commentary Puts Palantir Back in the Market Spotlight

Burry’s Blunt AI Commentary Puts Palantir Back in the Market Spotlight Investor Michael Burry, best known for his bet against the housing market ahead of the 2008 financial crisis, has drawn fresh attention to the artificial intelligence trade with a terse public comment dismissing the sector’s recent pullback narrative. According to a report from The […]

Sep 16, 2026
Defence Markets · Original Coverage

Huntington Ingalls Reports Derivative Securities Award for Former VP Brian Blanchette

Huntington Ingalls Reports Derivative Securities Award for Former VP Brian Blanchette Huntington Ingalls Industries, Inc. (NYSE: HII) has disclosed a grant of derivative securities to Brian D. Blanchette, a former vice president at the company. According to the filing, the award represents roughly 0.5% of Blanchette’s total holdings in the shipbuilder. The disclosure, typically made […]

Sep 16, 2026
Defence Markets · Original Coverage

Huntington Ingalls Director O’Sullivan Expands Holding to 4,233 Shares

Huntington Ingalls Director O’Sullivan Expands Holding to 4,233 Shares Stephanie L. O’Sullivan, a member of the board of directors at Huntington Ingalls Industries (HII), has increased her equity stake in the company to 4,233 shares, according to a filing reported by Kalkine Media. Director purchases of this kind are routine disclosure events under securities rules, […]

Sep 16, 2026