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Defense Industry News 3 December 2025 - 7 December 2025

Scale AI in December 2025: Pentagon Setback, Meta Superintelligence Bet and IPO Watch

Scale AI in December 2025: Pentagon Setback, Meta Superintelligence Bet and IPO Watch

Over the three days from 5–7 December 2025, a flurry of news and analysis has reshaped how investors, policymakers and engineers view Scale AI, the San Francisco‑based data and infrastructure company behind many of today’s leading AI models. A rival startup has beaten Scale AI to a $708 million Pentagon contract, analysts are re‑pricing the company’s strategic value inside Meta’s “superintelligence” push, competitors are raising mega‑rounds off the back of a Scale AI customer exodus, and private‑market platforms have updated their pre‑IPO valuation data. At the same time, founder Alexandr Wang is back in the spotlight as profiles explain how
7 December 2025
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Northrop Grumman (NOC) Stock: Latest News, Price Targets and Investment Outlook as of December 7, 2025

Northrop Grumman (NOC) Stock: Latest News, Price Targets and Investment Outlook as of December 7, 2025

Northrop Grumman Corporation (NYSE: NOC) remains one of the pivotal U.S. defense primes, and as of December 7, 2025, its share price and analyst sentiment reflect a tug‑of‑war between strong long‑term fundamentals and growing short‑term caution. Northrop Grumman stock today: price, range and recent trend Northrop Grumman closed on December 5, 2025 at $548.97 per share, down roughly 0.7% on the day.Northrop Grumman Investor Relations+1 Over the last 12 months, the stock is up about 15–16%, trading in a 52‑week range of roughly $426 to $641, with average daily volume around 785,000 shares.Investing.com Despite respectable one‑year returns, recent trading has
7 December 2025
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Lockheed Martin Stock (LMT) on December 6, 2025: New F‑35 Contracts, Hypersonic Push and 2026 Forecasts Explained

Lockheed Martin Stock (LMT) on December 6, 2025: New F‑35 Contracts, Hypersonic Push and 2026 Forecasts Explained

Lockheed Martin Corporation (NYSE: LMT) is ending the week with a flurry of news: fresh Pentagon contracts, expanding hypersonics and missile capacity, a record backlog, and a higher dividend – all against a share price that has lagged the broader market in 2025. Below is a detailed look at what’s happening with Lockheed Martin stock as of December 6, 2025, and how recent news and Wall Street forecasts are shaping the investment narrative. Lockheed Martin stock snapshot today As of the latest trade on December 6, 2025, Lockheed Martin shares are trading around $452, up roughly 0.9% on the day.
7 December 2025
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Parsons Corporation (PSN) Stock Plunges After FAA Contract Loss – But New $3.5 Billion Defense Wins Keep the Long‑Term Story Alive (December 5, 2025)

Parsons Corporation (PSN) Stock Plunges After FAA Contract Loss – But New $3.5 Billion Defense Wins Keep the Long‑Term Story Alive (December 5, 2025)

Parsons Corporation (NYSE: PSN) just had one of its wildest trading days since going public. On Friday, December 5, 2025, the stock suffered a sharp double‑digit drop after the U.S. Federal Aviation Administration chose rival Peraton—not Parsons—as prime integrator for the massive “Brand New Air Traffic Control System” (BNATCS) modernization program. Reuters+1 Ironically, the sell‑off landed on the same day Parsons announced fresh wins across defense and infrastructure, including a $3.5 billion contract vehicle with the Defense Threat Reduction Agency (DTRA) and major transportation projects in Missouri and the Seattle area. Quiver Quantitative+2GlobeNewswire+2 Below is a full breakdown of what
5 December 2025
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RTX Stock Today: F‑35 Engine Deal, Canada Weapons Sale and AWS Space Alliance Power 2026 Outlook

RTX Stock Today: F‑35 Engine Deal, Canada Weapons Sale and AWS Space Alliance Power 2026 Outlook

December 5, 2025 RTX Corporation (NYSE: RTX), the aerospace and defense giant formerly known as Raytheon Technologies, is ending the week with its share price just below record highs as a wave of new defense and space contracts reshapes the stock’s 2026 outlook. As of Friday’s session, RTX is trading around $170 per share, slightly below Thursday’s close of $171.31 and roughly 5–6% under its 52‑week high of $181.31 set on October 28.MarketWatch+1 Over the past year, the stock has delivered an impressive rally of about 48%, with year‑to‑date gains north of 50%, outpacing both the broader market and many
5 December 2025
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RTX Stock Forecast for December 2025: New Billion‑Dollar Defense Deals, AWS Tie‑Up and Analyst Upgrades Explained

RTX Stock Forecast for December 2025: New Billion‑Dollar Defense Deals, AWS Tie‑Up and Analyst Upgrades Explained

Updated: December 4, 2025 – Ticker: RTX (NYSE: RTX) RTX Corporation, the aerospace and defense giant formerly known as Raytheon Technologies, is back in the market’s spotlight in early December 2025. A string of fresh contracts, a new cloud collaboration with Amazon Web Services (AWS), and broadly positive analyst sentiment are shaping the latest RTX stock forecast – just as the shares trade near the upper half of their 52‑week range. This article pulls together the current RTX stock news, forecasts and analyses as of December 4, 2025, to help you understand what’s driving the price action and where Wall
4 December 2025
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RTX Stock Forecast for December 2025: New Billion‑Dollar Defense Deals, AWS Tie‑Up and Analyst Upgrades Explained

RTX Stock Forecast for December 2025: New Billion‑Dollar Defense Deals, AWS Tie‑Up and Analyst Upgrades Explained

Updated: December 4, 2025 – Ticker: RTX (NYSE: RTX) RTX Corporation, the aerospace and defense giant formerly known as Raytheon Technologies, is back in the market’s spotlight in early December 2025. A string of fresh contracts, a new cloud collaboration with Amazon Web Services (AWS), and broadly positive analyst sentiment are shaping the latest RTX stock forecast – just as the shares trade near the upper half of their 52‑week range. This article pulls together the current RTX stock news, forecasts and analyses as of December 4, 2025, to help you understand what’s driving the price action and where Wall
4 December 2025
SAIC Stock Soars 16% After Q3 2026 Earnings Beat and Pentagon Contract Win: Is the Rally Just Getting Started?

SAIC Stock Soars 16% After Q3 2026 Earnings Beat and Pentagon Contract Win: Is the Rally Just Getting Started?

Science Applications International Corporation (NASDAQ: SAIC) is back on traders’ radar in a big way. On December 4, 2025, the stock surged roughly 16% after the company reported better‑than‑expected fiscal Q3 2026 earnings, raised full‑year guidance and highlighted a string of major U.S. government contract wins. Stock Titan+1 Even after this sharp move, Wall Street remains broadly cautious with a consensus “Hold” rating, while several quantitative and valuation models argue the shares are still undervalued. That clash of narratives is exactly what makes SAIC stock interesting right now. SAIC stock price today: a post‑earnings spike By late trading on December
4 December 2025
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BigBear.ai (BBAI) Stock Jumps on Defense‑AI Hype: Latest Price, Forecast and Dilution Risks as of December 4, 2025

BigBear.ai (BBAI) Stock Jumps on Defense‑AI Hype: Latest Price, Forecast and Dilution Risks as of December 4, 2025

BigBear.ai Holdings, Inc. (NYSE: BBAI) is back in the spotlight. The defense‑focused artificial intelligence stock is trading near multi‑month highs after a sharp rebound driven by its Ask Sage acquisition, new international deals, and a wave of interest in “mission‑ready” AI for national security. At the same time, investors are wrestling with falling revenue, heavy losses, and a plan to double the company’s authorized share count. As of the close on December 4, 2025, BigBear.ai stock changes hands around $6.88 per share, up roughly 12–13% on the day and well above its levels earlier in 2025. MarketBeat Below is a
4 December 2025
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IonQ, Inc. (IONQ) Stock Jumps on Quantum-AI and Defense Deals: December 4, 2025 Outlook

IonQ, Inc. (IONQ) Stock Jumps on Quantum-AI and Defense Deals: December 4, 2025 Outlook

IonQ’s stock is having another very “on‑brand” quantum day: volatile, loud, and hard to ignore. Around midday on December 4, 2025, IonQ, Inc. (NYSE: IONQ) was trading in the mid‑$50s, up double digits intraday after a string of headlines tying the company to biotech, defense drones, and big institutional money. StockAnalysis shows the shares around $54.20, up about 11%, in early afternoon trading. StockAnalysis+1 At the same time, fresh filings show Norges Bank, Norway’s central bank, has quietly taken a 1% stake, while analysts and commentators argue over whether IonQ is still the quantum market’s crown jewel or yesterday’s hype.
4 December 2025
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Archer Aviation (ACHR) Stock Today: Miami Air Taxi Network, Defense Deals and New Ratings – What December 4, 2025 Means for Investors

Archer Aviation (ACHR) Stock Today: Miami Air Taxi Network, Defense Deals and New Ratings – What December 4, 2025 Means for Investors

Archer Aviation Inc. (NYSE: ACHR) is back in the spotlight after a flurry of December headlines – from an ambitious air‑taxi network in Miami to deeper defense and Middle East partnerships, a major airport acquisition in Los Angeles, and fresh institutional buying. On December 4, 2025, Archer’s stock was trading around $8.4 per share, up modestly on the day and well off its 52‑week high near $14.6. That gives the company a market capitalisation in the neighborhood of $6 billion, with a 52‑week range of roughly $5.48 to $14.62 and a high beta of about 3.1, underlining its volatility. StockAnalysis
4 December 2025
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Palantir Technologies (PLTR) Stock on December 3, 2025: Price, Q3 Earnings Blowout, Army Mega‑Deal and 2026 Forecast

Palantir Technologies (PLTR) Stock on December 3, 2025: Price, Q3 Earnings Blowout, Army Mega‑Deal and 2026 Forecast

Palantir Technologies Inc. (NASDAQ: PLTR) is again one of the most talked‑about AI stocks on December 3, 2025. The share price is hovering around $173 per share, up roughly 1.5% today, after trading between about $169 and $174 during the session. StockAnalysis+1 After a spectacular multi‑year run, Palantir is now a lightning rod in the AI trade: bulls see a future trillion‑dollar software titan, while skeptics point to bubble‑level valuations and a growing backlash from high‑profile short sellers like Michael Burry. TS2 Tech+2Finviz+2 Below is a roundup of today’s key news, fresh forecasts and analyst commentary (December 3, 2025), plus
3 December 2025
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Stock Market Today

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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