All Topics
Every tracked category with its three most recent updates.
Defense IT & consulting
Booz Allen Hamilton (BAH) Q2 Results Pit Strong Profit Against Sales Slip
Yahoo Finance
General Dynamics (GD) Wins Navy Electronics Attack Unit Production Contract
Yahoo Finance
CACI Q3 deep dive: margins rise on technology mix, modest revenue miss offsets robust contract wins
Yahoo Finance
Artificial intelligence & autonomy
Palantir CEO Alex Karp says neurodivergent workers will thrive in the AI era. An autistic psychologist says he has a point
Palantir CEO Alex Karp discussed the value of neurodivergent employees in the context of the AI era.
AUSA: BigBear.ai's Ryan Legge
Yahoo Finance
Winning the information war through ideas and perception
This article discusses the strategic requirement for a coordinated response to misinformation campaigns amplified by social media and artificial intelligence.
Combat aircraft & airframes
Boeing’s 777 Freighter Line Has Been Idle for Two Months. Here’s What It Costs.
Boeing halted production of its 777 freighter for nearly two months due to a supply chain dispute regarding a wing part with a Florida-based supplier.
France, UK carry out joint airborne nuclear-strike exercise for first time
France and the UK conducted their first joint airborne nuclear-strike exercise, featuring Royal Air Force Eurofighter Typhoons and French Rafale jets, aimed at strengthening strategic coordination.
Saab Stock And Nordic Defense Shares Backed By Record Order Backlogs
Yahoo Finance
Space launch & spaceflight services
Should You Ignore the SpaceX Hype and Buy Rocket Lab Instead?
Yahoo Finance
Could Redwire Be the Next Rocket Lab?
Yahoo Finance
Intuitive Machines Appoints Dr. Christopher Scolese to Board of Directors
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Electronic warfare
BAE Systems (LSE:BA.) Unveils New Drone Defenses As US Work Expands
Yahoo Finance
Why Did L3Harris Technologies (LHX) Land A $876 Million Navy Jammer Contract?
Yahoo Finance
DroneShield FY26 committed revenue reaches $261 million, nearing guidance midpoint
Yahoo Finance
Quantum computing
What Could IonQ (IONQ) Gain From Its First University Based Quantum Centre?
Yahoo Finance
Mehmet Sanliol (Evercore): Why quantum valuations hinge on 2030 revenue multiples and consolidation
An investment banking perspective on the quantum computing industry, focusing on valuation metrics, market consolidation, and IPO potential for quantum technology firms.
D-Wave Just Hit a New 52-Week Low, Down 62% in a Year. Is the Selling Overdone?
Yahoo Finance
Aerospace components & MRO
First U.S. Navy Destroyer Enters Phase Two of DDG MOD 2.0 Modernization
The U.S. Navy's USS Pinckney has entered the DDG MOD 2.0 modernization program, which involves installing advanced AN/SPY-6(V)4 radar systems and associated aerospace components under a $149.6 million contract with General Dynamics.
Airbus sees 46% freighter increase by 2045 amid stable air cargo growth
Yahoo Finance
Karman Seen Benefiting From Rising Defense, Space Spending, Oppenheimer Says
Yahoo Finance
Rare earths & critical raw materials
Is MP Materials Stock a Millionaire Maker?
Yahoo Finance
MP vs. LYSDY: Which Rare Earth Stock Has an Edge Right Now?
Yahoo Finance
Could Investing $10,000 in USA Rare Earth Make You a Millionaire?
Yahoo Finance
Missiles & precision strike
Stocktwits Defense Watch: Lockheed Martin, RTX, L3Harris, HII Add To Their Defense Contract Backlogs Amid Pentagon Spending Ramp-Up
Yahoo Finance
On The Brink Of Epic Fury Round Two?
U.S. officials are discussing the possibility of precision strikes against Iran amid ongoing diplomatic efforts regarding nuclear proliferation and enrichment.
Kongsberg demonstrates containerised ‘NSM in a box’
Naval News
C4ISR & battle management
Stocktwits Defense Watch: Lockheed Martin, RTX, L3Harris, HII Add To Their Defense Contract Backlogs Amid Pentagon Spending Ramp-Up
Yahoo Finance
Land-Based C4ISR Market Forecasts Growth from $36.6 Billion (2025) to $67.7 Billion by 2035, Profiling Lockheed Martin, Rheinmetall, Thales, Elbit Systems & 14 Other Key Players
Yahoo Finance
Land-Based C4ISR Market Forecasts Growth from $36.6 Billion (2025) to $67.7 Billion by 2035, Profiling Lockheed Martin, Rheinmetall, Thales, Elbit Systems & 14 Other Key Players
Yahoo Finance
Unmanned aerial systems (drones)
Will Texas Air Taxi Launch Change Archer Aviation's (ACHR) Narrative
Yahoo Finance
Joby Aviation (JOBY) Stock Appears Expensive After Its 70% Slump
Yahoo Finance
Unusual Machines Receives $16.9 Million Purchase Order from Powerus for American-Made Drone Components
Yahoo Finance
Missile defense
Stocktwits Defense Watch: Lockheed Martin, RTX, L3Harris, HII Add To Their Defense Contract Backlogs Amid Pentagon Spending Ramp-Up
Yahoo Finance
Qatar looks to bolster its military power with new hub, partnerships
Following recent regional strikes, Qatar is seeking to bolster its domestic defense industry and secure new military partnerships.
Karman Space & Defense Awarded $218 Million Long-Term Agreement to Support THAAD Production
Yahoo Finance
Photonics & directed energy
nLIGHT, Inc. (LASR) Faces Pressure After Third-Quarter Revenue Guidance Falls Short
Yahoo Finance
New Launcher Spotted Aboard Royal Navy Type 45 Destroyer
The Royal Navy has installed new containerized counter-UAS interceptor systems on its Type 45 destroyers to enhance self-protection against drone threats.
Naval systems & shipbuilding
Huntington Ingalls Industries (HII) Stock Could Be 43% Undervalued Despite AUKUS Contract News
Yahoo Finance
Naval C4ISR Market Size, Share, Growth Trends, and Forecast 2026-2035 | USD 51.2 Billion Opportunity as AI-Enabled Systems Accelerate Fleet Modernization
Yahoo Finance
Future German F128 Frigates To Receive MSI-DS Seahawk Light Gun Systems
MSI Defence Systems has secured a £29.7 million contract to supply Seahawk 30mm naval gun systems for the German Navy's new F128 frigate program.
Cybersecurity
Senators say targeted ads are a security risk. Ad groups say the critics are off base.
A report by The Citizen Lab and Confiant identifies the use of targeted advertisements as a vector for zero-click mercenary spyware, highlighting critical vulnerabilities in the digital advertising supply chain. Lawmakers are calling for improved cybersecurity and threat detection standards to mitigate these security risks.
Booz Allen (BAH) Stock May Be 50% Undervalued Following AI Cybersecurity News
Yahoo Finance
IonQ (IONQ) Stock Looks Hard To Call As Its Cybersecurity Deal Lands
Yahoo Finance
Logistics & sustainment
China’s first aircraft carrier forms ‘evolving pattern’ of voyages in disputed Asian seas
Military analysts suggest the Chinese aircraft carrier CNS Liaoning is following a fixed routine to support training and equipment sustainment for the fleet's more modern carriers.
KBR (KBR) stock trades up, here is why
Yahoo Finance
Amentum (AMTM) Stock Looks About Right Despite New Nuclear Hub
Yahoo Finance
Space systems & satellites
Saudi missile plant expansion may produce more powerful missiles, study says
Researchers have utilized commercial satellite imagery to identify an expansion at a Saudi Arabian ballistic missile production facility, suggesting progress toward building more powerful missile systems.
Thales sales jump on European rearmament, satellite systems
Yahoo Finance
Rocket Lab Sets Another Spacecraft Milestone As Viasat Advances $81M NASA Program
Yahoo Finance
Land vehicles & armor
US military needs ‘urgent revolutionary institutional change’ to prepare for modern war, Petraeus says
General David Petraeus highlighted the shifting landscape of modern warfare, noting that drones are making traditional tanks increasingly vulnerable on the battlefield.
Land-Based C4ISR Market Forecasts Growth from $36.6 Billion (2025) to $67.7 Billion by 2035, Profiling Lockheed Martin, Rheinmetall, Thales, Elbit Systems & 14 Other Key Players
Yahoo Finance
BAE Systems to expand advanced manufacturing capabilities in Weld County, Colorado
PR Newswire
Electronic systems & avionics
What Does RTX (RTX) Altimeter Upgrade Push Mean For Business Aviation?
Yahoo Finance
Command and Control Systems Market Forecasts Growth from $36.7 Billion (2025) to $71 Billion by 2035, Profiling Lockheed Martin, Northrop Grumman, BAE Systems, Airbus & 14 Other Key Players
Yahoo Finance
UK’s Royal Navy has ‘serious’ anti-submarine warfare gap, committee finds
A UK parliamentary report highlights a critical anti-submarine warfare gap in the Royal Navy, specifically noting a shortage of frigates equipped with advanced towed array sonar.
Border & homeland security
Zacks Industry Outlook Highlights TE Connectivity, Vicor and OSI Systems
Yahoo Finance
Pentagon ignored cybersecurity flaws before data breach, Marines’ lawsuit says
The Pentagon faces a class-action lawsuit from Marines following a data breach at the Defense Manpower Data Center, highlighting vulnerabilities in military cybersecurity and the protection of personnel information.
Palantir Technologies (PLTR) Signs Knox Partnership, Is The Stock Fully Priced?
Palantir Technologies signed a partnership with Knox Systems targeting secure FedRAMP and IL5 government cloud environments.
Engines & propulsion
Safran drops to five month low as civil aftermarket growth slows in Q3
Yahoo Finance
New Framework Agreement for Multiyear F‑35 Production and Sustainment
The Department of War and Lockheed Martin have established a framework agreement for the multiyear production and sustainment of the F-35 aircraft, a program in which MTU Aero Engines is a key engine partner.
RTX's Pratt & Whitney Canada introduces certified PT9 engine
Yahoo Finance
Robotics & advanced materials
Ouster (OUST) Stock Still Looks Overvalued Despite Ukraine Defense Missions
Yahoo Finance
US Army competition explores military uses for humanoid robots
The U.S. Army has announced the winners of its xTechHumanoid competition, which aims to integrate humanoid robotics into future military operations and accelerate technology adoption.
Velo3D Announces Preliminary Third Quarter 2026 Revenue of Approximately $19.5 Million to $20.5 Million, Representing Year-over-Year Growth of Approximately 43% to 51%
Yahoo Finance
Hypersonics
Euronaval 2026: Global Naval Shipbuilding Surges 50%
The Euronaval 2026 report highlights a global surge in naval shipbuilding, specifically noting that hypersonic arms races are a major driver of current technological developments and geostrategy.
RKLB Stock Climbs Overnight: Rocket Lab Targets 12 Hypersonic Tests As US Pushes For Faster Weapons Development
Yahoo Finance
Training & simulation
Zen Technologies Expands Its Global Footprint with Major Maritime Simulation Installation in the Philippines
Yahoo Finance
‘Who doesn’t want to be first?’ Best Squad, NCO and Soldier named at AUSA
Soldiers competed in a multi-day gauntlet of obstacle courses, ruck marches, and technical trials to test endurance and proficiency, culminating in the AUSA Best Squad competition.
The Bull Case For V2X (VVX) Could Change Following New Counter‑UAS And AI Platform Push – Learn Why
Yahoo Finance
CBRN & biodefense
Saudi Arabia’s nuclear program could outlive its government, so plan accordingly
Experts are advising U.S. lawmakers on the long-term strategic implications and risks associated with the proliferation of nuclear technology programs in Saudi Arabia.
Emergent BioSolutions Announces Retirement of Chief Financial Officer Richard S. Lindahl
Yahoo Finance
Sensors, radar & optics
Monarch Quantum Supports Infleqtion's Next Phase of NASA's Quantum Gravity Pathfinder Mission
Infleqtion has received a $20 million follow-on contract from NASA to support the Quantum Gravity Gradiometer Pathfinder (QGGPf) mission.
Team digitally traces Polish Revolutionary War hero’s West Point contributions
A research team utilized 3D scanning and aerial photography technologies to digitally document Revolutionary War-era historical sites and artifacts at West Point.
UAV Radar Market to Reach $990.2M by 2031 as Counter-Drone Detection Radar Becomes the Larger Revenue Stream
Yahoo Finance
Munitions & ammunition
Elbit Systems Wins $235M Contract To Supply Rocket Artillery Systems To European Customer: What Investors Need To Know
Yahoo Finance
Precision Guided Munition Market worth $62.53 billion by 2031 - Exclusive Report by MarketsandMarkets™
The precision guided munition market is projected to reach $62.53 billion by 2031, with a growth rate of 10.9% from 2026.
Precision Guided Munition Market worth $62.53 billion by 2031 - Exclusive Report by MarketsandMarkets™
PR Newswire
Submarines & undersea systems
Is General Dynamics (GD) Undervalued As Earnings And AUKUS Optimism Build?
Yahoo Finance
Can AUKUS Submarine Demand Support HII's Long-Term Growth?
Yahoo Finance