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Defense Contracts News 17 December 2025 - 29 January 2026

Salesforce stock slips after hours as traders parse $5.6B U.S. Army contract

Salesforce stock slips after hours as traders parse $5.6B U.S. Army contract

Salesforce shares fell 0.2% to $228.05 Wednesday, then dropped another 1.6% after hours following news of a $5.6 billion U.S. Army contract ceiling awarded to Computable Insights LLC for Salesforce products and services. The 10-year IDIQ deal runs through June 2035 but does not guarantee the full amount. Salesforce also granted over 139,000 restricted stock units to new hires from recent acquisitions.
29 January 2026
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Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

Redwire Corp shares fell 6% to $13.35 on Wednesday, reversing a 30% surge after landing a spot on the U.S. Missile Defense Agency’s SHIELD contract vehicle. The company said SHIELD has a $151 billion ceiling but no guaranteed revenue, with future gains dependent on specific task orders. Trading volume topped 48 million shares by mid-afternoon. Investors are waiting for details on funded work and contract timelines.
28 January 2026
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Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

Salesforce said it secured a $5.6 billion, 10-year contract vehicle with the U.S. Army to expand access to its data and cloud technology. The agreement is indefinite-delivery, indefinite-quantity, with revenue dependent on Army task orders. Salesforce shares closed up 0.6% at $229.40 Monday. Investors await the Feb. 25 earnings report for details on contract impact.
27 January 2026
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Airbus stock price closes higher as French Navy drone deal lands; engine supply still the swing factor

Airbus stock price closes higher as French Navy drone deal lands; engine supply still the swing factor

Airbus shares closed up 1.2% at 217.40 euros on Friday after France awarded its helicopters unit and Naval Group a contract for six VSR700 uncrewed systems. Financial terms were not disclosed. Investors await Airbus’ Feb. 19 results for updates on 2026 production and cash targets. The pan-European STOXX 600 ended flat.
18 January 2026
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Airbus stock eyes Monday test after French Navy drone order; share price closed higher Friday

Airbus stock eyes Monday test after French Navy drone order; share price closed higher Friday

Airbus shares closed Friday up 1.19% at 217.40 euros after its helicopter division won a French Navy contract for six VSR700 drones and Ghana ordered new helicopters. The VSR700s will be operational from 2028. Investors await updates on an ATR 42-500 incident and Airbus’ full-year results due Feb. 19. Supply chain delays continue to affect A320neo production.
17 January 2026
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Rocket Lab stock jumps 9% as RKLB traders weigh insider-sale filing and defense-contract backdrop

Rocket Lab stock jumps 9% as RKLB traders weigh insider-sale filing and defense-contract backdrop

NEW YORK, Jan 3, 2026, 10:45 ET — Market closed Rocket Lab shares jumped 8.9% on Friday, closing at $75.99, as investors continued to trade the space and defense supplier aggressively into the first full trading days of 2026. StockAnalysis The move matters now because Rocket Lab’s rally has been tied to investor focus on U.S. defense-related space spending, while insiders and early holders have begun to outline potential share sales through regulatory filings. SEC With U.S. markets closed on Saturday, traders are looking to Monday for whether Friday’s rebound holds after the stock’s sharp intraday volatility. StockAnalysis Rocket Lab
3 January 2026
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Boeing stock jumps nearly 5% as $2.7B Apache support contract, risk-on trade lift Dow

Boeing stock jumps nearly 5% as $2.7B Apache support contract, risk-on trade lift Dow

NEW YORK, Jan 2, 2026, 5:49 PM ET — After-hours Boeing Co shares rose 4.9% on Friday and were last up the same amount at $227.77 in after-hours trading, lifting a key Dow component on the first trading day of 2026. Reuters The move matters because Boeing (BA.N) is one of the Dow’s most influential names, and a sharp swing in the stock can meaningfully shift the index’s daily point move. Friday’s jump helped the Dow snap a four-session losing streak even as the broader market finished mixed. Reuters It also lands as investors look for early-year signals after a
3 January 2026
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Boeing’s $2.04 billion B-52 engine upgrade contract puts Port San Antonio in the spotlight

Boeing’s $2.04 billion B-52 engine upgrade contract puts Port San Antonio in the spotlight

NEW YORK, January 1, 2026, 19:21 ET Boeing (BA.N) has landed a $2.04 billion U.S. Air Force task order to advance the B-52 Commercial Engine Replacement Program, with work planned at Port San Antonio in Texas alongside sites in Oklahoma City, Seattle and Indianapolis. The work is expected to run through May 31, 2033, and begins with about $35.8 million in fiscal 2026 research-and-testing funding, a Defense Department contract notice showed. KSAT The award matters now because it moves the B-52 re-engining effort into hands-on integration and testing after a major design checkpoint, a step needed to keep the bomber
2 January 2026
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Ondas (ONDS) jumps on $10M defense orders as CEO discloses share sale

Ondas (ONDS) jumps on $10M defense orders as CEO discloses share sale

NEW YORK, January 1, 2026, 19:20 ET — Market closed. Ondas Holdings Inc shares rose sharply in the final U.S. trading session of 2025 after the company said it secured about $10 million in new autonomous systems orders. The Nasdaq-listed stock closed up 8.6% at $9.76 on Wednesday and was last at $9.73 in after-hours trade. StockAnalysis+1 U.S. stocks did not trade on Thursday due to the New Year’s Day holiday, setting up Friday’s session as the first regular trading day of 2026. Intercontinental Exchange+1 The new orders matter because Ondas is pitching its autonomous systems unit as a defense-and-security
2 January 2026
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Boeing stock dips after hours as Pentagon awards $2.7 billion Apache support contract

Boeing stock dips after hours as Pentagon awards $2.7 billion Apache support contract

NEW YORK, December 31, 2025, 5:20 PM ET — After-hours Boeing shares slipped in after-hours trading on Wednesday after a Pentagon contracts notice showed the company won an Army award worth about $2.7 billion tied to Apache helicopter support. Boeing stock was down about 0.6% at $217.12. U.S. Department of War The latest award matters because Boeing is leaning on steadier defense work to balance a still-scrutinized commercial jet business. With markets heading into a holiday break, investors have been quick to latch onto any sign of durable revenue and cash generation going into 2026. U.S. Department of War+1 A
31 December 2025
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Boeing stock today slips as year-end trading thins, despite $8.6B Pentagon F-15 deal

Boeing stock today slips as year-end trading thins, despite $8.6B Pentagon F-15 deal

NEW YORK, December 31, 2025, 13:16 ET — Regular session Boeing shares were down about 0.4% at $217.61 in midday New York trading on Wednesday, underperforming only slightly in a subdued, year-end session. The move comes as Wall Street drifted lower in holiday-thin trading on the final session of 2025, with the Dow, S&P 500 and Nasdaq all modestly in the red at midday. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity, pointing to profit-taking when liquidity is low. Reuters For Boeing, the soft tone has kept the
31 December 2025
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Rocket Lab stock rises as traders revisit Space Force satellite deal after Friday slump

Rocket Lab stock rises as traders revisit Space Force satellite deal after Friday slump

NEW YORK, December 29, 2025, 11:50 ET — Regular session Rocket Lab Corp shares rose 1.6% to $71.78 by 11:50 a.m. ET, rebounding from an 8.5% slide in the prior session. The stock traded between $69.32 and $72.74 on Monday, and has ranged from $14.72 to $79.83 over the past 52 weeks. The Nasdaq was down 0.7% and the S&P 500 fell 0.5%. Google+1 The move comes as year-end trading thins out and price swings widen in some high-momentum names. Rocket Lab has been one of the more volatile space-linked stocks this month as investors weigh defense contract wins against
29 December 2025
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Rocket Lab stock rebounds as year-end turbulence keeps Space Force contract in focus

Rocket Lab stock rebounds as year-end turbulence keeps Space Force contract in focus

NEW YORK, December 29, 2025, 10:17 ET — Regular session Rocket Lab Corp shares rose 2.4% to $72.36 by 10:11 a.m. ET on Monday, a bounce after last week’s sharp swings. MarketBeat The move matters because Rocket Lab’s stock has been whipsawed by defense-contract headlines into year-end, a period when thin volumes can exaggerate price moves. Shares jumped 17.7% on Dec. 19 and nearly 10% on Dec. 22 before sliding 8.5% on Friday, historical pricing showed. Observer News Enterprise Investors are still digesting what the company’s latest Space Development Agency award could mean for Rocket Lab’s push beyond its small-launch
29 December 2025
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Rocket Lab (RKLB) Stock Today: Midday Pullback as Investors Digest a Landmark $816M Space Force Contract and a Record 2025 Launch Year

Rocket Lab (RKLB) Stock Today: Midday Pullback as Investors Digest a Landmark $816M Space Force Contract and a Record 2025 Launch Year

As of 12:16 p.m. ET in New York on Friday, December 26, 2025, U.S. markets are open for a normal trading session (9:30 a.m. to 4:00 p.m. ET). Nasdaq In that post-holiday, typically low-liquidity environment, Rocket Lab Corporation (NASDAQ: RKLB) is seeing a notable midday pullback after an explosive December run. Shares were down roughly 6% around the low-$70s late morning/midday, after previously closing around $77.18. MarketBeat The timing is classic: December 26 often lands inside the so-called “Santa Claus rally” window, but trading volumes can be thin—and thin markets can exaggerate moves in high-beta names like RKLB. MarketWatch Below
26 December 2025
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Rocket Lab Stock (RKLB) Week Ahead: Record Close After $816M Space Force Satellite Deal—Catalysts, Forecasts, and Key Risks to Watch

Rocket Lab Stock (RKLB) Week Ahead: Record Close After $816M Space Force Satellite Deal—Catalysts, Forecasts, and Key Risks to Watch

As of Sunday, December 21, 2025, Rocket Lab Corporation stock (NASDAQ: RKLB) is heading into a holiday-shortened trading week after a stunning two-day surge that pushed shares to a record close of $70.52 on Friday, December 19. The rally has been fueled by a major U.S. national-security satellite award—Rocket Lab’s largest contract to date—alongside fresh launch momentum that capped off a milestone year for its Electron rocket. StockAnalysis+2MarketWatch+2 What happens next may depend less on headlines about “space hype” and more on whether Rocket Lab can convert a growing defense backlog into predictable manufacturing execution—while keeping investors confident in its
21 December 2025
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Rocket Lab Stock (RKLB) Surges After $816M Space Force Satellite Contract — News, Forecasts and Analyst Outlook for Dec. 20, 2025

Rocket Lab Stock (RKLB) Surges After $816M Space Force Satellite Contract — News, Forecasts and Analyst Outlook for Dec. 20, 2025

Rocket Lab Corporation (NASDAQ: RKLB) ended the week in the spotlight after its stock surged to a fresh record close on Friday, Dec. 19, powered by a headline defense win that could reshape the company’s space-systems narrative. As of Saturday, Dec. 20, investors and analysts are digesting what the Space Development Agency (SDA) award means for Rocket Lab’s revenue visibility, backlog profile, and competitive position heading into 2026—when the market expects a major inflection point with the debut of Neutron, Rocket Lab’s reusable medium-lift rocket. MarketWatch+1 Below is a detailed roundup of the latest news and the most widely cited
21 December 2025
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Rocket Lab (RKLB) Stock in Focus After Space Force DiskSat Launch, JAXA Tech Demo Mission, and New $805M SDA Award

Rocket Lab (RKLB) Stock in Focus After Space Force DiskSat Launch, JAXA Tech Demo Mission, and New $805M SDA Award

Dec. 19, 2025 — Rocket Lab is ending the week at the center of both the space economy and Wall Street attention, after a rapid-fire stretch of mission milestones, fresh analyst optimism on industry consolidation, and a major U.S. defense procurement update that puts the company alongside the biggest aerospace primes. On Thursday, Rocket Lab shares surged at a double-digit clip after the company successfully executed the STP-S30 mission for the U.S. Space Force—five months ahead of schedule—deploying four experimental “DiskSat” spacecraft into low Earth orbit. The Motley Fool+1 Today, the Space Development Agency (SDA) added to that momentum by
19 December 2025
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Palantir Stock (PLTR) News Today: Tech Force Buzz, Navy ShipOS Deal, and Analyst Targets in Focus (Dec. 17, 2025)

Palantir Stock (PLTR) News Today: Tech Force Buzz, Navy ShipOS Deal, and Analyst Targets in Focus (Dec. 17, 2025)

Dec. 17, 2025 — Palantir Technologies Inc. (NASDAQ: PLTR) is back in the spotlight as investors weigh a fresh mix of catalysts: a Street-high price target from Bank of America, a new federal tech modernization push that lists Palantir among private-sector partners, and a steady drumbeat of government and national-security related contract headlines. At the same time, the stock’s valuation remains a central point of contention, and legal and political risks are increasingly part of the PLTR narrative. Shares traded around $184–$185 in late morning New York time on Wednesday, down roughly 1%–2% on the session. StockAnalysis Why Palantir stock
17 December 2025
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
Alphabet shares fell 2.53% to $322.86 Friday, marking a fourth straight decline as investors questioned heavy AI-related spending. The Nasdaq slipped Thursday after Alphabet detailed up to $185 billion in capex, while the Dow and S&P 500 rose Friday on chipmaker gains. U.S. markets reopen Monday, with attention on Alphabet’s outlook and upcoming jobs and inflation data.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
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