AVAV $150.21 +2.71% ▲ BA $213.73 +0.82% ▲ BAH $72.39 -0.56% ▼ CACI $620.36 -1.73% ▼ CW $576.26 +1.38% ▲ GD $355.32 -2.51% ▼ HEI $319.01 -1.99% ▼ HII $289.70 -0.33% ▼ HWM $242.87 -6.49% ▼ IRDM $47.79 +2.66% ▲ KBR $36.39 -1.17% ▼ KTOS $48.95 +1.98% ▲ LDOS $129.60 -2.28% ▼ LHX $255.30 -0.74% ▼ LMT $538.95 +2.30% ▲ MRCY $84.68 +3.26% ▲ NOC $516.15 -2.27% ▼ PLTR $171.59 -1.63% ▼ RTX $198.68 -1.08% ▼ SAIC $125.31 -0.79% ▼ TDG $1,146.64 -0.71% ▼ TXT $79.09 +0.16% ▲ AVAV $150.21 +2.71% ▲ BA $213.73 +0.82% ▲ BAH $72.39 -0.56% ▼ CACI $620.36 -1.73% ▼ CW $576.26 +1.38% ▲ GD $355.32 -2.51% ▼ HEI $319.01 -1.99% ▼ HII $289.70 -0.33% ▼ HWM $242.87 -6.49% ▼ IRDM $47.79 +2.66% ▲ KBR $36.39 -1.17% ▼ KTOS $48.95 +1.98% ▲ LDOS $129.60 -2.28% ▼ LHX $255.30 -0.74% ▼ LMT $538.95 +2.30% ▲ MRCY $84.68 +3.26% ▲ NOC $516.15 -2.27% ▼ PLTR $171.59 -1.63% ▼ RTX $198.68 -1.08% ▼ SAIC $125.31 -0.79% ▼ TDG $1,146.64 -0.71% ▼ TXT $79.09 +0.16% ▲
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.

28Covered companies
5Capability verticals
1415Intelligence 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 Shares Slip as Analyst Commentary Spotlights Vertical Software Strategy

Palantir Shares Slip as Analyst Commentary Spotlights Vertical Software Strategy Shares of Palantir Technologies Inc. (NASDAQ: PLTR) traded lower on Thursday, falling 1.41% to $171.96 from the prior close of $174.43. The Denver-based data analytics company currently carries a market capitalization of roughly $439.7 billion, placing it among the largest software firms in the technology […]

Sep 8, 2026
Defence Markets · Original Coverage

Palantir Taps Nebius for AI Compute Capacity as Infrastructure Demand Escalates

Palantir Taps Nebius for AI Compute Capacity as Infrastructure Demand Escalates Palantir Technologies, the data-analytics software firm best known for its work with government and intelligence customers, is drawing renewed attention for its reliance on Nebius, a fast-growing provider of AI computing infrastructure. According to coverage from Yahoo Finance, the partnership positions Nebius as a […]

Sep 8, 2026
Defence Markets · Original Coverage

Palantir Taps Nebius as Preferred Partner for Sovereign AI Deployments

Palantir Taps Nebius as Preferred Partner for Sovereign AI Deployments Palantir Technologies has designated Nebius as a preferred partner for sovereign artificial intelligence initiatives, an announcement that sent Nebius shares up roughly 6% in trading while Palantir’s own stock moved modestly lower. Under the framing of the partnership, Nebius — an AI infrastructure provider — […]

Sep 8, 2026
Defence Markets · Original Coverage

Commentary Questions the Narrative Behind Palantir’s Investor Appeal

Commentary Questions the Narrative Behind Palantir’s Investor Appeal A recent commentary published by Yahoo Finance argues that retail and institutional enthusiasm for Palantir Technologies Inc. (NASDAQ: PLTR) rests partly on a narrative that may not fully match the company’s fundamentals. The piece, titled “Investors Are Buying Palantir for a Story That Is Not Quite True,” […]

Sep 8, 2026
Defence Markets · Original Coverage

L3Harris Lands $4.7 Billion, Seven-Year Award for PAC-3 MSE Propulsion Work

L3Harris Lands $4.7 Billion, Seven-Year Award for PAC-3 MSE Propulsion Work L3Harris Technologies (LHX) has been awarded a contract worth $4.7 billion spanning seven years to produce the propulsion system for the Patriot Advanced Capability-3 Missile Segment Enhancement (PAC-3 MSE) interceptor, according to a report by marketscreener.com. The PAC-3 MSE is an enhanced variant of […]

Sep 8, 2026
Defence Markets · Original Coverage

HII Shares Slip as the Shipbuilder Draws Renewed Market Attention

HII Shares Slip as the Shipbuilder Draws Renewed Market Attention Huntington Ingalls Industries (NYSE: HII), the largest military shipbuilder in the United States, found itself in the spotlight following a down trading session on the New York Stock Exchange. Shares of the Virginia-based company closed at $285.93, down 1.62% from the previous close of $290.65, […]

Sep 8, 2026