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Defense Industry News 4 November 2025 - 19 November 2025

Rheinmetall (RHM.DE) stock falls despite €61 m Bundeswehr deal and €50 bn 2030 vision – all key news on 19 November 2025

Rheinmetall (RHM.DE) stock falls despite €61 m Bundeswehr deal and €50 bn 2030 vision – all key news on 19 November 2025

German defence group Rheinmetall AG (RHM.DE) delivered a full news cycle today: a fresh Bundeswehr contract, ambitious 2030 growth targets, multiple analyst upgrades – and yet a clearly weaker share price by late afternoon. Below is a structured roundup of everything that moved the Rheinmetall share on 19 November 2025, from contracts and strategy to analyst views and ownership changes.…
19 November 2025
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Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

Rheinmetall News Today (19 November 2025): €61m Bundeswehr Contract, New Skyranger Deal for Ukraine, and Fresh Analyst Upgrades

Rheinmetall AG remains at the centre of European defence headlines on Wednesday, 19 November 2025. The German group has secured a new €61 million contract to modernise the Army’s main combat training centre, confirmed the completion of Skynex air‑defence deliveries to Ukraine, approved a fresh Skyranger 35 batch for Kyiv, and drawn a wave of analyst upgrades after setting a…
19 November 2025
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Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

Rheinmetall Stock on 18 November 2025: 2030 Sales Target, Drone Deals and Analyst Upgrades Fuel Long‑Term Story

DÜSSELDORF, Germany – Rheinmetall stock spent Tuesday in the spotlight as the German defence champion used its Capital Markets Day to sketch one of the most ambitious growth plans in Europe’s defence sector, while also unveiling fresh moves in drones, supply chains and the US armoured vehicle market. Shares in Rheinmetall AG (XETRA: RHM, also traded as RHMG) closed around…
19 November 2025
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Elbit Systems (ESLT) Jumps on $2.3 Billion Contract Win as Q3 Earnings Loom – 17 November 2025 Update

Elbit Systems (ESLT) Jumps on $2.3 Billion Contract Win as Q3 Earnings Loom – 17 November 2025 Update

Elbit Systems Ltd. (NASDAQ: ESLT; TASE: ESLT) is back in the global spotlight today after announcing a massive $2.3 billion international defense contract, sending the stock sharply higher just one day before its third‑quarter 2025 earnings report. The deal, disclosed via a company press release that was also filed with the U.S. Securities and Exchange Commission on Form 6‑K, covers…
17 November 2025
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Saab AB (SAAB-B.ST) Jumps on €3.1bn Gripen Colombia Deal as New Drone and Solar Partnerships Emerge – 17 November 2025

Saab AB (SAAB-B.ST) Jumps on €3.1bn Gripen Colombia Deal as New Drone and Solar Partnerships Emerge – 17 November 2025

Swedish defence and security group Saab AB (publ) (B‑share ticker SAAB‑B.ST) is firmly in the spotlight today after a wave of fighter‑jet contracts, electronic‑warfare orders and new technology partnerships pushed the stock sharply higher and sparked fresh debate about valuation and future growth. By mid‑afternoon on Monday, Saab’s B‑share was trading around SEK 555, up roughly 5–6% on the day…
17 November 2025
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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 At the center of the storm: a tiny Black Hawk helicopter control knob…
16 November 2025
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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…
14 November 2025
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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 The move comes as investors digest a politically sensitive twist in a multi‑billion euro frigate programme for the German navy, fresh analyst…
14 November 2025
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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…
10 November 2025
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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…
10 November 2025
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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…
5 November 2025
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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…
4 November 2025
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Stock Market Today

  • Markets Drop as Amazon Earnings Raise Tech Sector Concerns
    February 6, 2026, 4:21 AM EST. Stock futures indicate a fourth consecutive day of declines following Amazon's weaker-than-expected earnings report, triggering heightened fears in the tech sector. Dow Jones futures fell 44 points (0.1%), S&P 500 futures dropped 0.2%, and Nasdaq 100 contracts slid 0.5%. Since Tuesday, major indexes have been retreating amid worries over artificial intelligence potentially disrupting software companies. Investor unease deepened after Alphabet, Google's parent company, announced plans to double capital spending, adding pressure on valuations and market sentiment.
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