Defense Industry News 13 June 2025

US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

Company Background United States Antimony Corp. is a Texas-based critical-minerals developer specializing in antimony – a silvery metal used to harden lead (e.g. bullets), produce flame-retardants and advanced battery alloys. The company was founded decades ago and today owns and operates the only two antimony smelters in North America mining.com. Its Montana and Mexican facilities process raw antimony ore into oxide, metal and trisulfide for industrial and military customers, and also recover zeolite and precious metals as byproducts. U.S. Antimony’s board recently added national security expert General Jack Keane, underscoring its strategic mission usantimony.com. In mid-2025 the company shifted its

12 October 2025

Defense Industry·NYSE:UAMY·Stock Market

MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

Rare Earth Boom: MP Materials Stock Skyrockets on Pentagon Deal, China Curbs – Hype or Game-Changer?

China’s Rare Earth Stranglehold Sparks U.S. Action Rare earth elements – a group of 17 metals like neodymium, praseodymium, dysprosium, and terbium – may not be household names, but they are the lifeblood of modern tech and defense industries. They power the magnets in electric vehicle motors and wind turbines, enable the miniaturization of smartphones and precision-guided missiles, and are critical for fighter jet engines and satellites. For years, the United States has been almost entirely dependent on imports of these resources, especially from Chinats2.tech. In fact, China currently accounts for roughly 70% of the world’s rare earth ore production and over 90% of processing

10 October 2025

China Economy·Defense Industry·Stock Market

BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai (NYSE: BBAI) is a “mission-ready AI” company focused on defense, national security and critical infrastructure ir.bigbear.ai ir.bigbear.ai. – The stock has been extremely volatile: after a rocky summer it jumped sharply in fall 2025, rising roughly 78–82% year-to-date (as of late Sep) and about 422% over 12 months ts2.tech. – As of Oct. 9, 2025, BBAI closed around $7.49 per share nasdaq.com (up ~2.9% on the day), down from its all-time high (~$16.12 in Apr 2022 tradingview.com). – Recent deals: partnerships include the U.S. Navy UNITAS 2025 exercise with SMX (AI for maritime awareness) and a biometric customs pilot

10 October 2025

Artificial Intelligence·Defense Industry·NYSE:BBAI·Stock Market

Nuburu’s Blue Laser Revolution: Defense Pivot Propels BURU Stock to Skyrocket

Key Facts & Stock Snapshot (as of Oct 8, 2025) Company Background: From Blue Lasers to Defense Tech Pivot Nuburu’s Origins: Nuburu was founded in 2015 to develop high-power, high-brightness blue lasers for industrial applicationsir.nuburu.netir.nuburu.net. Blue lasers operate at shorter wavelengths than traditional infrared lasers, allowing much higher absorption in metals like copper, aluminum, gold, etc. The result is dramatically faster and higher-quality welding and 3D printing of these materials – up to 8× faster weld speeds with minimal defects compared to IR lasersts2.techts2.tech. Nuburu’s flagship products (e.g. AO series and newer NUBURU BL series lasers at 125–250 W) were designed for use in battery manufacturing, electric

8 October 2025

Defense Industry·Innovation·NYSEA:BURU

Blue Laser Pioneer Nuburu (BURU) Shines with Defense Pivot – Stock Soars & Key 2025 Insights

Stock Performance & Financials Nuburu’s stock has been on a rollercoaster in 2025, reflecting its high-risk, high-reward narrative. After spending most of the summer trading in the teens of cents, BURU exploded in late September and early October 2025 as the company rolled out its defense-tech gameplan. In the first week of October alone, the penny stock rallied about 78%, spiking from ~$0.12 to an intraday high of $0.34coincentral.com on heavy trading volume. Retail investor enthusiasm surged – Stocktwits message volume jumped 1,500%, with bullish sentiment “hitting extremely bullish levels” (98/100) as traders cheered the defense pivotcoincentral.comcoincentral.com. On October 3, shares leapt 36%

7 October 2025

Defense Industry·NYSE:BURU·Stock Market·Technology

Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Key Facts (Oct 1–10, 2025) Corporate Announcements & Innovations Lockheed Martin kicked off October with key company news. On October 1, the firm announced a successful series of U.S. Army flight tests of its new Precision Strike Missile (PrSM)news.lockheedmartin.com. In late September, soldiers at White Sands Missile Range fired PrSMs from both a HIMARS launcher and a modernized M270A2 rocket launcher, marking the first dual-launcher operational testnews.lockheedmartin.com. “This milestone validates the soldier’s ability to fire PrSM from all platforms… and certifies mission readiness,” said Carolyn Orzechowski, Lockheed’s VP of Precision Fires, noting the company is “pushing the boundaries of innovation”

5 October 2025

Aerospace·Defense Industry·Space Exploration

Rolls-Royce Soars to Record High: What’s Fueling the Unstoppable Rally?

Rolls-Royce Rockets 40%+ in 2 Years: Jet Engine Boom and £11B Submarine Deal Fuel Rally

Current Stock Performance (Oct 2025) Rolls-Royce shares are at multi‑year highs after a remarkable rally. On Oct 3, 2025 the stock was around 1,176.5p reuters.com, near its all-time peak (1,196p) reuters.com. This compares with only ~520p a year ago – a +124% gain nasdaq.com. The 2‑year surge is roughly +400%, reflecting a turnaround since mid‑2023 reuters.com. The stock trades at a market‑leading valuation (P/E ~17×) that still trails U.S. peers (e.g. GE’s ~21×), reflecting rapid earnings growth reuters.com nasdaq.com. YTD, RR.L has handily outperformed the FTSE 100 (the broader index hit record highs at quarter‑end reuters.com) and sector indexes. Trading volume

3 October 2025

Aerospace·Defense Industry·Stock Market

Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

Stock Performance Overview The stock chart above (Oct 1, 2025) shows high volatility and volume as ONDS reacted to corporate news. After climbing into the high-$7s in late Sept, shares fell ~5% on Oct 1 (closing $7.18 on ~40M shares) following the share offering announcement investing.com. ONDS has experienced explosive growth: according to InvestingPro data, it “has surged over 460% in the past year” investing.com. Volume has been extremely high (tens of millions per day), reflecting retail interest and the enlarged float. Notably, a 40M-share public offering at $5.00 (gross $200M) was priced in mid-Sept and closed in late Sept stocktitan.net, expanding the share count

2 October 2025

Defense Industry·Drones·Growth Stocks·Stock Market

Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

The Rise and Fall of DroneShield’s Stock DroneShield, headquartered in Sydney, specialises in technologies that detect and defeat unmanned aerial systems. Its DroneGun and DroneSentry products combine radar, radio‑frequency sensors and signal jamming to intercept drones without kinetic damage. Over the past year, geopolitical conflicts and high‑profile drone attacks have driven governments and critical infrastructure operators to invest heavily in counter‑UAS solutions. DroneShield responded by signing new contracts, including two U.S. Department of Defense orders worth US$7.9 million, which pushed its total deliveries above 4,000 systems Proactiveinvestors. Investors interpreted these contracts as validation of the firm’s technology and future revenue potential.

2 October 2025

ASX:DRO·Defense Industry·NASDAQ:ASML·Stock Market

DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield’s share surge comes on the heels of specific contract announcements and sales milestones. On September 17, 2025, DroneShield confirmed it had secured two new U.S. Department of Defense contracts totaling AUD $7.9 million for handheld counter-drone systems (mainly the RfPatrol) channellife.com.au. The company also announced that its cumulative deployments had now passed 4,000 devices worldwide – a threshold underscoring the maturity and trust in its technology. As DroneShield’s U.S. CEO Matt McCrann noted, “Passing 4,000 systems in service is an important milestone… It underlines the performance and dependability of our solutions in the field, and the trust placed in DroneShield by those who

1 October 2025

ASX:DRO·Defense Industry·Stock Market

Wall Street Braces for Shutdown: Stocks Rally as Fed Cuts Loom – Tech & Defense in Focus

Sources: Reuters, CNBC, Bloomberg, company filings reuters.com globenewswire.com reuters.com reuters.com reuters.com reuters.com reuters.com.

29 September 2025

Defense Industry·Federal Reserve·Stock Market·Technology

Stealth Revolution: Lockheed’s New Vectis Drone Poised to Redefine Air Combat

Lockheed’s “Vectis” – A New Era for Stealth Drones Lockheed Martin’s famed Skunk Works – known for iconic secret projects like the U-2 and F-117 – has lifted the veil on a new stealth drone that could revolutionize future air warfare. Dubbed “Vectis” (Latin for “lever,” reflecting the leverage it gives commanders twz.com), the jet-black unmanned aircraft was unveiled ahead of the Air & Space Forces Association conference in September 2025. Skunk Works officials describe Vectis as a “survivable, lethal, and reusable” autonomous drone that embodies decades of Lockheed’s expertise in stealth technology, advanced fighters, and uncrewed systems theaviationist.com theaviationist.com.

22 September 2025

Aerospace·Defense Industry·Drones·NYSE:LMT

China’s J-35 Stealth Fighter: Inside the Navy’s New F-35 Rival

The J-35 naval variant traces back to the FC-31 “Gyrfalcon” program, with its first carrier-focused prototype flight in late October 2021 featuring enlarged folding wings, reinforced landing gear, and a catapult launch bar. By mid-2025, evidence indicates the J-35 naval version has entered low-rate initial production, with photos showing PLAN markings and serial numbers 0011 and 0012 on two examples. The land-based J-35A first flew on September 26, 2023 and was publicly unveiled at Airshow China in November 2024 wearing PLAAF insignia and the number 75. The J-35 is a twin-engine, single-seat stealth fighter about 17.3 meters long with an

22 July 2025

Defense Industry

F-35 Lightnig II Uncovered: Inside the $1 Trillion Stealth Fighter Dominating the Skies

The F-35 is a family of three variants: F-35A conventional takeoff and landing (CTOL), F-35B short takeoff/vertical landing (STOVL), and F-35C carrier-capable version. The aircraft first flew in 2006, with IOC achieved by the F-35B in July 2015, the F-35A in August 2016, and the F-35C in early 2019. As of mid-2025, more than 1,170 F-35s have been delivered worldwide, with the U.S. planning to buy 2,456 and partners adding 900-plus for a fleet exceeding 3,000 by about 2035. Unit flyaway costs for Lot 15–17 averaged $82.5 million for the F-35A, $109 million for the F-35B, and $102 million for

15 June 2025

Aerospace·Defense Industry

Ukraine’s Mega 2025 Tenders Revealed: Multi‑Billion Projects Shaping Energy, Defense & More

The Dniester PSP Hydro Plant Expansion (Phase) by Ukrhydroenergo had a contract awarded in 2024 worth over UA,h 4 billion to expand the Dniester Pumped Storage Power Plant and boost hydroelectric capacity with multi-year construction. Tyligulska Wind Farm – Phase II Expansion, led by DTEK, involves €450 million announced in January 2025 to purchase 64 Vestas wind turbines adding about 384 MW, with ~60 MW online by winter 2025 and 500 MW by 2026. Ukrenergo High-Voltage Line & Substations, funded at roughly €84 million (loan+grant) agreed in May 2025, plans a new 330 kV transmission line and rebuild of substations

14 June 2025

Defense Industry·Energy Sector

Skyrocketing Fighter Jet Market 2025: Tech Triumphs and Global Rivalries Fuel a New Arms Race

By late 2024, the F-35 Lightning II had surpassed 1,000 deliveries worldwide, fueling Lockheed Martin’s market dominance and its ubiquity across more than a dozen nations. Lockheed Martin continues F-16 production into a 50th year with new Block 70/72 variants exported to Slovakia and Bahrain. Boeing is delivering the F-15EX Eagle II to the U.S. Air Force, while the F/A-18E/F Super Hornet line ends in 2025 and India’s export bid remains pending. Dassault secured a 42-aircraft Rafale F4 tranche in 2023 to be delivered from 2027, with Indonesia also ordering 42 Rafales. Saab has 96 firm Gripen E/F orders (60

13 June 2025