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Defense Technology 24 November 2025 - 19 March 2026

Ondas Stock (ONDS) Falls as 3.36 Million-Share Filing Clouds Europe Drone-Defense Push

Ondas Stock (ONDS) Falls as 3.36 Million-Share Filing Clouds Europe Drone-Defense Push

Ondas shares fell 3.9% to $10.83 after a March 18 filing registered 3.36 million shares for resale by former Bird Aerosystems owners. The company said it will not receive proceeds from these sales. Ondas also announced a joint venture with Heidelberg and highlighted its Sentrycs unit’s role in drone defense at the World Economic Forum. The company recently acquired INDO Earth Moving, which won a $140 million military contract.
19 March 2026
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Ondas (ONDS) Stock Price Rises After BIRD Aerosystems Deal Adds Missile-Defense Tech

Ondas (ONDS) Stock Price Rises After BIRD Aerosystems Deal Adds Missile-Defense Tech

Ondas Inc. shares rose 1% in premarket trading Wednesday after acquiring BIRD Aerosystems, adding missile-defense and surveillance technology. The company also announced a $15.8 million demining order in Israel and pre-announced higher-than-expected Q4 and 2025 revenue. Ondas agreed Monday to buy defense contractor Mistral for $175 million in stock. AeroVironment shares fell 10% premarket after cutting its outlook.
11 March 2026
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Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud unit is moving Pentagon-related workloads off Anthropic’s Claude AI after the Pentagon labeled Anthropic a supply-chain risk. The move follows Anthropic’s refusal to remove safety limits on its AI, prompting a lawsuit against the government. Other agencies and contractors are also shifting away from Anthropic. Amazon remains a key Anthropic partner, with up to $8 billion invested.
10 March 2026
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Gaxos.ai Stock Jumps After America First Defense Wins Navy License for Counter-Drone System

Gaxos.ai Stock Jumps After America First Defense Wins Navy License for Counter-Drone System

Gaxos.ai shares jumped 42% premarket Friday after America First Defense, which Gaxos agreed to buy a 19.99% stake in for $2.9 million, secured a Navy license for its Detachable Drone Highjacker counter-drone system. The technology was developed at the Naval Postgraduate School. Gaxos’ latest revenue came mainly from health services and AI software, with $692,974 in the first nine months of 2025. No deployment date or revenue outlook for the new system was disclosed.
6 March 2026
Ondas inks World View partnership after $10 million stake, chasing high-altitude defense ISR

Ondas inks World View partnership after $10 million stake, chasing high-altitude defense ISR

Ondas invested $10 million in World View Enterprises and signed a partnership to develop integrated intelligence, surveillance, and reconnaissance systems. The deal aims to combine World View’s high-altitude balloons with Ondas’ drone and counter-drone technology. Ondas shares fell about 6% in premarket trading Wednesday. No timeline for joint product sales was disclosed.
4 March 2026
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nLIGHT stock jumps as laser maker tees up 70kW weapon demo in Saudi show

nLIGHT stock jumps as laser maker tees up 70kW weapon demo in Saudi show

nLIGHT shares rose 6.3% to $48.50 Monday after the company said it will debut a 70kW-class laser weapon system at the World Defense Show in Riyadh next week. Trading volume hit 650,000 shares. The company recently leased more space in Colorado to expand laser production and expects Q4 revenue above prior estimates, with $24–25 million tied to defense projects.
2 February 2026
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Ondas (ONDS) stock price drops as Optimus drone hits DCMA Blue UAS cleared list

Ondas (ONDS) stock price drops as Optimus drone hits DCMA Blue UAS cleared list

Ondas Inc shares fell about 8% to $11.29 Thursday after its American Robotics Optimus drone was added to the DCMA’s Blue List of approved unmanned systems. Trading volume topped 74 million shares. The company also disclosed details of its $224.6 million acquisition of Israel-based Sentry CS Ltd in a new SEC filing. Next earnings report is scheduled for March 11.
29 January 2026
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DroneShield Limited Stock (ASX:DRO): Latest Contract Wins, Governance Reset, and Analyst Forecasts as 2026 Nears

DroneShield Limited Stock (ASX:DRO): Latest Contract Wins, Governance Reset, and Analyst Forecasts as 2026 Nears

DroneShield shares last closed at A$3.29 on 24 December after rebounding from November’s sharp sell-off. The company announced a $6.2 million Asia-Pacific military contract via a local reseller, with delivery and payment due in 2026. The ASX was closed for Boxing Day on 26 December. Investors remain focused on governance changes and ongoing contract momentum.
26 December 2025
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Ondas Holdings (ONDS) Stock: Latest News, Analyst Forecasts, and What’s Driving the Defense-Tech Story (Dec. 25, 2025)

Ondas Holdings (ONDS) Stock: Latest News, Analyst Forecasts, and What’s Driving the Defense-Tech Story (Dec. 25, 2025)

Ondas Holdings last traded near $9.07 in a shortened session on Dec. 24, 2025, after announcing two $8.2 million counter-UAS airport orders in Europe in November and December. The company also secured a national border-protection tender on Dec. 3, involving deployment of thousands of autonomous drones. Investors remain focused on Ondas’ ability to integrate acquisitions and scale operations.
25 December 2025
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DroneShield Limited (ASX:DRO) Stock Today: New $6.2m Asia-Pacific Military Contract, Governance Reset, and 2026 Analyst Forecasts (24 Dec 2025)

DroneShield Limited (ASX:DRO) Stock Today: New $6.2m Asia-Pacific Military Contract, Governance Reset, and 2026 Analyst Forecasts (24 Dec 2025)

DroneShield Limited (ASX:DRO) announced a $6.2 million Asia-Pacific military contract via a reseller, with delivery and payment expected in 2026. The reseller is a subsidiary of a global, publicly listed firm distributing to a major military customer. Shares closed at A$3.29 on December 24 after a volatile session. The company has secured 14 contracts from the same channel over two years, totaling over $48 million.
24 December 2025
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Ondas Holdings (ONDS) Stock Surges on Defense Robotics Momentum: Latest News, Forecasts, and Analyst Views (Dec. 20, 2025)

Ondas Holdings (ONDS) Stock Surges on Defense Robotics Momentum: Latest News, Forecasts, and Analyst Views (Dec. 20, 2025)

Ondas Holdings shares surged 18.2% to $9.22 on December 19, with trading volume hitting 125 million. The move followed a series of defense-focused announcements, including a new COO appointment and the completed acquisition of Roboteam. Analyst coverage has increased, while SEC filings show new share issuance and a significant non-cash charge.
20 December 2025
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Ondas Holdings Inc Stock (ONDS) Slides on Dec. 16, 2025 as Stifel Initiates Coverage, Investors Weigh Debt Exchange and Defense-Drone Growth

Ondas Holdings Inc Stock (ONDS) Slides on Dec. 16, 2025 as Stifel Initiates Coverage, Investors Weigh Debt Exchange and Defense-Drone Growth

Ondas Holdings shares fell about 12% to $7.69 on Tuesday after the company disclosed an exchange tied to its OAS unit that could add up to 7.33 million shares and trigger a one-time, non-cash charge of up to $60.5 million in Q4. The drop came despite Stifel initiating coverage with a Buy rating and a $13 price target. Trading volume spiked Monday, with over 40 million shares changing hands.
16 December 2025
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Palantir Stock Forecast 2026: Navy’s $448M “ShipOS” Deal, New Defense Clearances, and the DiamondCluster Debate

Palantir Stock Forecast 2026: Navy’s $448M “ShipOS” Deal, New Defense Clearances, and the DiamondCluster Debate

Palantir Technologies won a $448 million U.S. Navy contract for AI-driven submarine maintenance and shipbuilding. The company’s stock has surged nearly 2,700% since early 2023 but recently dropped over 20% from its highs. Analysts remain split, with some forecasting sharp gains and others warning of a potential 72% decline. Palantir raised its 2025 revenue outlook to $4.4 billion, up 53% year-over-year.
10 December 2025
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US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

The US Navy awarded Palantir Technologies a $448 million contract to deploy an AI-powered “ShipOS” platform across its submarine industrial base. ShipOS will integrate data from Navy shipyards, major submarine builders, and over 100 suppliers to address shipbuilding delays. The initial rollout targets Virginia- and Columbia-class submarine programs. Palantir’s Foundry and AIP platforms will provide the system’s data and AI backbone.
10 December 2025
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Ondas Holdings (ONDS) Stock on December 8, 2025: New Ukrainian Drone Deal Caps a Wild Year for This Autonomous Defense Play

Ondas Holdings (ONDS) Stock on December 8, 2025: New Ukrainian Drone Deal Caps a Wild Year for This Autonomous Defense Play

Ondas Holdings said December 8 it will invest up to $11 million in Ukraine’s Drone Fight Group, aiming to bring DFG’s combat-tested drones to U.S. and allied markets. The announcement follows a year in which Ondas’ market cap soared to $3.4 billion, with shares trading near $9.30, up over 6,500% from a year ago. Ondas plans to manufacture the drones in the U.S. and showcase them to U.S. defense and tech leaders.
8 December 2025
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Anduril Industries Bets Big on Japan and AI-Driven Warfare as Drone Glitches Test Its ‘Fail Fast’ Strategy (December 2025 Update)

Anduril Industries Bets Big on Japan and AI-Driven Warfare as Drone Glitches Test Its ‘Fail Fast’ Strategy (December 2025 Update)

Anduril Industries announced plans between December 5–7, 2025, to expand into Japan with investments ranging from hundreds of millions to billions of dollars in local manufacturing. The move came as the company faced scrutiny over drone crashes and software failures, and drew new attention from investors, policymakers, and defense analysts. CEO Chris Brose appeared at the Reagan National Defense Forum during the same period.
7 December 2025
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BigBear.ai (BBAI) Soars 15% on Defense‑AI Hype: Ask Sage Deal, New Forecasts and Key Risks as of December 4, 2025

BigBear.ai (BBAI) Soars 15% on Defense‑AI Hype: Ask Sage Deal, New Forecasts and Key Risks as of December 4, 2025

BigBear.ai shares surged 15% to about $7.02 on December 4, 2025, with volume hitting 170 million, nearly 80% above average. The spike followed news of an Ask Sage AI acquisition, a Malaysia aerospace deal, and heavy call-option trading. Market cap reached roughly $3.1 billion. Q3 revenue fell 20% year-over-year to $33.1 million, with adjusted EBITDA dropping to –$9.4 million.
5 December 2025
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DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

DroneShield and Electro Optic Systems, two Australian firms, became central to NATO’s drone defenses in Europe and Ukraine in 2025, supplying jamming and laser systems amid rising drone incursions. Their technologies are deployed side by side, though no formal joint venture exists. In June, DroneShield secured a record US$61.6 million contract for handheld counter-drone systems with a European military.
4 December 2025
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Stock Market Today

  • Stocks Show Hidden Volatility Despite Calm Index Levels
    March 19, 2026, 10:28 AM EDT. U.S. and Canadian stock indexes fell 1-2% amid rising oil prices and inflation fears but year-to-date shifts remain modest with U.S. stocks down 3% and the TSX up 2%. Beneath surface stability, several major stocks face sharp declines of 30-60% from 52-week highs, including tech firms like Salesforce and Oracle and Canadian blue chips such as Shopify. Barclays found single-stock volatility at a record high, seven times greater than overall market moves, signaling elevated risks. Contrasting trends are at play: tech stocks fall on AI concerns while energy stocks surge over 40% thanks to supply disruptions in oil markets. This offsetting dynamic and turmoil in private credit markets mask deeper market instability not reflected in broad indexes.
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