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ASX:EOS News 4 December 2025

DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

In 2025, two Australian companies – DroneShield and Electro Optic Systems (EOS) – moved from niche suppliers to central actors in NATO’s response to the drone threat over Europe and Ukraine. Their technologies are different but complementary: DroneShield specialises in “soft‑kill” detection and jamming, while EOS brings “hard‑kill” effectors such as guns, lasers and, now, interceptor drones. Importantly, there is no publicly announced formal joint…

Stock Market Today

  • AI-Driven Software Stocks Face Continued Pressure Amid Market Skepticism
    February 4, 2026, 9:15 AM EST. AI-driven software stocks are under renewed pressure despite optimism from Nvidia CEO Jensen Huang who argues AI will enhance rather than replace traditional software tools. Recent launches like Anthropic's Claude Cowork agent, which automates tasks across sectors, have intensified fears of disruption. Shares of key software players including Salesforce, Thomson Reuters, and Intuit plunged double digits, while the U.S. Software index recorded its sixth straight decline to April levels. Analysts from Deutsche Bank signal growing market differentiation and wariness as AI reshapes business models. Investors remain cautious, skeptical that legacy software vendors can compete with rapid innovation by AI startups focused on displacing incumbents.
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