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Defense Industry News 27 October 2025 - 16 November 2025

Weapons Makers ‘Conned’ the U.S. Army: Dan Driscoll Targets $47,000 Black Hawk Button and Unveils Historic Acquisition Shake‑Up

Weapons Makers ‘Conned’ the U.S. Army: Dan Driscoll Targets $47,000 Black Hawk Button and Unveils Historic Acquisition Shake‑Up

U.S. Army Secretary Dan Driscoll has ignited one of the fiercest debates over Pentagon spending in years, accusing major defense contractors of effectively “conning” the military and American taxpayers — and pairing those accusations with the most sweeping overhaul of the Army’s acquisition system in decades. HSToday+3Reuters+3Breaking Defense+3 At the center of the storm: a tiny Black Hawk helicopter control knob that can be manufactured for roughly $15 — but is currently tied to a $47,000 replacement bill. How a $47,000 Black Hawk button became the symbol of a broken system Driscoll’s campaign against inflated costs has been building for
Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir (PLTR) Stock Today: Closes at $174.05 on Nov. 14, 2025 as Analyst Caution Meets U.K. Defense Push

Date: Friday, November 14, 2025 (after U.S. market close) Ticker: NASDAQ: PLTR Key takeaways Palantir stock price today (Nov. 14, 2025) Palantir Technologies’ shares closed at $174.05, up 1.11% on the day. Trading was volatile: the stock fell as low as $164.58 intraday before rebounding to a session high of $177.18. Total volume approached 61.7 million shares, above many large-cap software peers. In the first hours after the bell, after‑hours quotes fluctuated—~$174.64 at 4:30 p.m. ET, then ~$171.88 by 8:00 p.m. ET. Investing.com+1 For context, Palantir ended Monday at $193.61, so despite today’s bounce the stock finished the week about
14 November 2025
Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

On Friday, 14 November 2025, shares in German defence group Rheinmetall AG (RHM) extended their recent correction, trading around €1,670–1,680 in Xetra by midday – a drop of roughly 4% versus Thursday’s close of €1,750.50 and around 16–17% below the early‑October record high of €2,008. DIE WELT+1 The move comes as investors digest a politically sensitive twist in a multi‑billion euro frigate programme for the German navy, fresh analyst assessments ahead of Rheinmetall’s Capital Markets Day, and new disclosures on major shareholders – all against the backdrop of strong underlying defence demand in Europe. finanzen.ch+2Reuters+2 1. What moved Rheinmetall’s share price today? By late morning and into early afternoon
Germany’s Submarine Builder TKMS Debuts Amid Defense Boom – Is It the Next Rheinmetall?

TKMS Stock Jumps 4% on Nov 10, 2025: Why Thyssenkrupp Marine Systems Is Rebounding After a Volatile Post‑IPO Start

FRANKFURT — November 10, 2025. Shares of Thyssenkrupp Marine Systems (TKMS) rebounded sharply on Monday, rising about 4% intraday to ~€73.95 and trimming losses from a rough first full week of trading after October’s blockbuster listing. The move follows a string of weaker sessions that left the stock down double digits week‑over‑week. Wallstreet Online Key takeaways (Nov 10, 2025) Today’s move: Rebound after a tough week By late morning in Frankfurt, TKMS traded near €73.95, up about 4.1% versus Friday, with community trackers also flagging a ~−14% print for the prior week. Monday’s pop follows a choppy first fortnight that
10 November 2025
Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin Targets Up to 200 F‑35 Deliveries in 2025 as Backlog Hits $179B — What’s New on November 10, 2025

Published: November 10, 2025 Lockheed Martin is pushing for its strongest F‑35 production year yet, with multiple outlets and company disclosures indicating a stretch goal of as many as 200 jets in 2025 as global demand accelerates and the order book swells to a record $179 billion. The latest developments span fresh international activity, a thicker backlog, and ongoing recovery from last year’s TR‑3 delays—setting up a pivotal fourth quarter for the world’s largest defense contractor. Defence Industry Europe+2TipRanks+2 At a glance F‑35 production: from recovery to record pace After clearing the 2024 bottleneck caused by Technology Refresh 3 (TR‑3)
Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Company Background and Business Model Palantir Technologies is a pioneering data analytics and software company founded in 2003 by Peter Thiel, CEO Alex Karp, and others. Originally known for its work with U.S. intelligence agencies, Palantir built its reputation developing “big data” platforms for defense and national security. Its flagship Gotham platform is widely used by government and military clients to synthesize intelligence data, while its Foundry platform serves commercial enterprises in industries from finance to healthcare. In 2023, Palantir launched its new Artificial Intelligence Platform (AIP) to bring the power of large language models and AI agents into these
BigBear.ai (BBAI) Stock’s Wild Ride: Palantir Shock, Defense AI Deals & 2025 Outlook

BigBear.ai (BBAI) Stock’s Wild Ride: Palantir Shock, Defense AI Deals & 2025 Outlook

Company Overview & Recent Performance BigBear.ai Holdings, Inc. is a small-cap AI analytics company specializing in decision support for government and defense clients. In essence, BigBear develops AI/ML software and data analytics to help agencies (and some commercial clients) with tasks like intelligence analysis, logistics optimization, cybersecurity, and autonomous systems. Its mission-focused niche has drawn comparisons to Palantir, albeit on a much smaller scale – BigBear’s market capitalization is roughly $2.4 billion versus Palantir’s hundreds of billions marketbeat.com. This means even incremental success for BigBear could translate into high growth percentages, but the company also lacks the diversified product suite
BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

Company Overview & Stock Performance Holdings is a mission-focused AI analytics provider specializing in national security and enterprise decision support. The company’s software fuses data from disparate sources and employs machine learning to aid critical operations – from military planning and intelligence analysis to supply chain optimization and airport security ir.bigbear.ai ir.bigbear.ai. Headquartered in McLean, VA, BigBear.ai went public via SPAC in late 2021 and initially struggled (its stock collapsed ~90% in 2022). However, in 2023–2025 it transformed into one of the stock market’s hottest small-cap AI plays, thanks to a confluence of defense-tech hype and headline contract wins. BigBear’s
US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

U.S. Antimony (UAMY) Stock Rockets 1500% on $245M Pentagon Deal – Bubble or Buy?

Current Stock Price & Recent Performance United States Antimony’s stock has been on a historic run. As of Oct. 30, 2025 UAMY closed around $8.40 fintel.io ng.investing.com, still nearly nine times its Sept 2024 price (~$0.78) but far below its mid-Oct intraday peak (~$19.71) ts2.tech ng.investing.com. The year-to-date performance is extraordinary: TS2.Tech notes the stock “skyrocketed” ~1400–1500% from under $1 to nearly $20 in October ts2.tech. Even after the pullback, UAMY remains up close to 800–900% YTD ts2.tech. The stock’s chart resembles a parabola and a rollercoaster at once. After trading under $2 through early Oct, the Pentagon contract news
CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

Raytheon Contract Sparks Huge Rally CPI Aerostructures’ stock took off explosively on news of a lucrative missile contract with Raytheon Missiles & Defense. The company announced on October 30 that Raytheon (now part of RTX) has tapped CPI Aero to manufacture structural missile wing assemblies for an undisclosed missile platform globenewswire.com. The order is single-source and fixed-price – indicating CPI will be the sole supplier of these components – with production slated to begin in 2026 globenewswire.com. Investor reaction was immediate and euphoric. CVU shares, which closed at $2.36 the previous day, gapped up sharply at the open and at
Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir (PLTR) Stock Skyrockets to Record High on AI and Defense Deals – Bulls vs. Bears Clash

Key Facts: – Price Surge: As of Oct. 29, 2025, PLTR closed around $195 investing.com, after hitting an intraday peak near $198. The stock is up roughly 300% in 2025 ts2.tech, making it one of the year’s hottest tech winners. – Market Cap: At these levels Palantir’s market value is on the order of $400–425 billion ts2.tech ts2.tech – rivaling or exceeding legacy defense giants (e.g. Lockheed, Northrop) ts2.tech. – Major Deals: 2025 has seen a flurry of big contracts and partnerships. Highlights include a 10-year U.S. Army program (up to $10B) and a UK Ministry of Defence AI pact
US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

UAMY Stock Skyrockets ~1500% on Pentagon Antimony Deal Amid Critical Minerals Boom

UAMY Stock Rollercoaster Ride in Late 2025 United States Antimony’s stock has been on a wild rollercoaster through October. The tiny miner’s shares, which traded below $1 as recently as mid-September, exploded into the double-digits after the Pentagon contract news hit ts2.tech ts2.tech. In the frenzy, UAMY surged to an intraday high of $19.71 on Oct. 14 (an all-time high) before sharp profit-taking set in stockanalysis.com. By Oct. 24 the stock closed at $12.01 stockanalysis.com, and it continued to swing dramatically. In Monday trading on Oct. 27, UAMY plunged about 20% by midday to ~$9.50 stockanalysis.com, reflecting the extreme volatility
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