AAC $10.06 ACHR $5.45 -0.37% ▼ AERO $15.20 -3.31% ▼ AIN $59.90 -1.12% ▼ AIR $124.47 -0.10% ▼ AM $22.27 -2.50% ▼ AMP $553.53 +0.30% ▲ AMTM $19.56 +0.46% ▲ APH $80.25 -1.34% ▼ ASB $30.34 +0.36% ▲ ATI $206.54 -0.38% ▼ ATRO $75.60 -1.82% ▼ AVAV $140.80 -6.24% ▼ 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 $10.06 ACHR $5.45 -0.37% ▼ AERO $15.20 -3.31% ▼ AIN $59.90 -1.12% ▼ AIR $124.47 -0.10% ▼ AM $22.27 -2.50% ▼ AMP $553.53 +0.30% ▲ AMTM $19.56 +0.46% ▲ APH $80.25 -1.34% ▼ ASB $30.34 +0.36% ▲ ATI $206.54 -0.38% ▼ ATRO $75.60 -1.82% ▼ AVAV $140.80 -6.24% ▼ 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
1551Intelligence 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

CalSTRS Adds to Its Position in Shipbuilder Huntington Ingalls Industries

CalSTRS Adds to Its Position in Shipbuilder Huntington Ingalls Industries The California State Teachers’ Retirement System (CalSTRS), one of the largest public pension funds in the United States, has increased its equity stake in Huntington Ingalls Industries, according to a regulatory disclosure reported by MarketBeat. The filing reflects routine quarterly portfolio adjustments by institutional investors […]

Sep 11, 2026
Defence Markets · Original Coverage

Palantir Teams With NVIDIA to Push AI Into Critical Supply Chain Operations

Palantir Teams With NVIDIA to Push AI Into Critical Supply Chain Operations Palantir Technologies has announced a partnership with chipmaker NVIDIA focused on applying artificial intelligence to critical supply chains, a move the companies describe as bringing “sovereign intelligence” to logistics and industrial networks that governments and defence-related industries depend on. The collaboration pairs NVIDIA’s […]

Sep 11, 2026
Defence Markets · Original Coverage

Palantir Edges Lower as Investors Weigh New Nvidia Partnership Against Rich Valuation

Palantir Edges Lower as Investors Weigh New Nvidia Partnership Against Rich Valuation Shares of Palantir Technologies Inc. slipped marginally in Tuesday trading, changing hands at $170.50 — down 0.07% from the previous close of $170.62 — as attention focused on the company’s newly announced collaboration with chipmaker Nvidia and the elevated valuation that accompanies it. […]

Sep 11, 2026
Defence Markets · Original Coverage

Palantir’s AI Software Push Keeps It in the Market Spotlight

Palantir’s AI Software Push Keeps It in the Market Spotlight Palantir Technologies (PLTR) continues to draw attention from analysts and investors as one of the most closely watched names at the intersection of artificial intelligence and government software. The company’s stock traded at $170.50, down 0.07% from the prior close of $170.62, giving it a […]

Sep 11, 2026
Defence Markets · Original Coverage

Yuedian, a Chinese Enterprise AI Startup Compared to Palantir, Secures $4.5 Million Pre-A Round

Yuedian, a Chinese Enterprise AI Startup Compared to Palantir, Secures $4.5 Million Pre-A Round Yuedian, a China-based enterprise artificial intelligence company that has drawn frequent comparisons to US data-analytics firm Palantir, has raised $4.5 million in a Pre-A funding round, according to a report by Dealroom. Pre-A rounds sit between seed funding and a Series […]

Sep 11, 2026
Defence Markets · Original Coverage

Palantir Taps Nebius to Bolster Sovereign AI Offerings for Customers

Palantir Taps Nebius to Bolster Sovereign AI Offerings for Customers Data analytics software provider Palantir Technologies (NASDAQ: PLTR) has selected Nebius, an AI infrastructure company, to deliver a full sovereign artificial intelligence stack to its customer base, according to an announcement covered by FutureCIO. The partnership pairs Palantir’s software platforms with Nebius’s infrastructure capabilities, allowing […]

Sep 11, 2026