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Defense Technology News 14 July 2025 - 10 November 2025

Anduril’s Fury (YFQ‑44A) Completes First Flight in 556 Days, Accelerating the Air Force’s CCA Program — What’s New Today (Nov. 10, 2025)

Anduril’s Fury (YFQ‑44A) Completes First Flight in 556 Days, Accelerating the Air Force’s CCA Program — What’s New Today (Nov. 10, 2025)

Published: November 10, 2025 Key takeaways Fury is flying — and where it flew The Air Force confirmed Anduril’s YFQ‑44A completed its first flight on Oct. 31 and is now in the flight‑test phase of the CCA program. The sortie occurred from Southern California Logistics Airport in Victorville—near Edwards AFB, where much of the envelope expansion will continue. Air & Space Forces Magazine What “semi‑autonomous” meant on Day One During the debut, Anduril’s prototype managed its own flight controls and throttle and could return to land at the push of a button—while a human monitored, rather than remotely piloted, the
BIO-key (BKYI) spikes on major Middle East defense biometric deployment — stock reacts as company expands EMEA footprint [Nov. 7, 2025]

BIO-key (BKYI) spikes on major Middle East defense biometric deployment — stock reacts as company expands EMEA footprint [Nov. 7, 2025]

BIO‑key International, Inc. (Nasdaq: BKYI) said today it has secured a “significant” new identity and biometric security deployment with a major defense‑sector security organization in the Middle East, a win the company calls one of its largest security‑sector deployments in the region to date. The unnamed customer selected BIO‑key to protect critical infrastructure and sensitive access environments using the company’s biometric‑centric, multi‑factor authentication stack; financial terms were not disclosed. The project is being delivered with Cloud Distribution, a Saudi‑based value‑added distributor that BIO‑key partnered with this year. GlobeNewswire Market reaction: Before the opening bell, BKYI shares jumped roughly 47–55% in
DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield’s Wild Ride: 400% Defense-Tech Surge, October Crash, and a $25 Million Deal – What’s Next?

From 10× Surge to 30% Plunge: DroneShield’s Rollercoaster Few stocks illustrate 2025’s defense-tech frenzy better than DroneShield. The Sydney-based counter-drone specialist entered the year as a little-known penny stock (around A$0.60), then rode a wave of war-driven demand to an all-time high of A$6.70 in October businessnewsaustralia.com. By early autumn, DroneShield had gained well over 1000% in 2025 – a stunning rise fueled by investor excitement over its anti-drone systems and booming military orders. “Drones are and remain a huge theme, and the fight against them even more so,” noted one market observer, explaining the hype behind DroneShield’s story finanztrends.de.
BigBear.ai Stock’s 300% Surge Sparks Palantir Comparisons in Defense AI Frenzy

BigBear.ai’s 300% Defense AI Stock Rally: Palantir Comparisons & Wild Swings – Can BBAI Keep Soaring?

Recent Developments: Defense Deals Drive Optimism BigBear.ai’s status as a pure-play “AI for defense” contractor has been reinforced by a string of new deals in recent weeks. On October 13, the company announced a strategic partnership with Silicon Valley firm Tsecond Inc. to deliver AI-enabled edge computing hardware for U.S. national security missions ts2.tech. The plan integrates BigBear’s ConductorOS software with Tsecond’s rugged BRYCK data modules, allowing military and intel teams to run AI analytics on the battlefield in real time without needing cloud connectivity ts2.tech ts2.tech. BigBear’s CEO, former DHS chief Kevin McAleenan, said the goal is to provide
BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Holdings is a small-cap “defense tech” stock that has caught retail investors’ eye in 2025. Its core business is AI-driven analytics and decision support for defense, security, and critical infrastructure. The company’s CEO, Kevin McAleenan (former U.S. Homeland Security Secretary), has been aggressively pursuing military and government contracts. Recent headlines have delivered a double dose of optimism: a new battlefield AI partnership and a border-security deployment, both of which helped send the stock sharply higher. On Oct. 13, BigBear.ai announced a strategic alliance with Tsecond, Inc., a Silicon Valley defense hardware maker. The two will merge BigBear’s ConductorOS AI
BigBear.ai’s 300% Defense AI Stock Surge: Next Palantir or Overhyped Gamble?

BigBear.ai’s 300% Defense AI Stock Surge: Next Palantir or Overhyped Gamble?

A Wild Ride for BBAI Stock in 2025 BigBear.ai’s stock has turned into one of 2025’s most dramatic thrill rides on Wall Street. The little-known AI contractor began the year as a sub-$2 penny stock, but enthusiasm over artificial intelligence – especially for defense and national security – ignited a speculative frenzy around BBAI shares. Over the past 12 months, the stock price has climbed over 300% in total return ts2.tech. Much of that gain came in sudden explosive jumps: for example, on October 13 the stock leapt ~22% in a single day after BigBear announced a high-profile military tech partnership
BigBear.ai (BBAI) Stock Skyrockets on New Defense AI Deals – Is It the Next Palantir?

BigBear.ai’s Stock Skyrockets 300% on Defense AI Boom – Is BBAI the Next Palantir or Just Hype?

Stock Price Rally and Recent Volatility BigBear.ai’s stock has been on a tear in 2025, but not without turbulence. After starting the year as a little-known penny stock, BBAI caught fire amid the artificial intelligence boom and a flurry of government contract wins. Year-to-date, the share price has roughly doubled (up ~80–100%) ts2.tech, and over the past 12 months it’s climbed an astonishing 314% in total return simplywall.st. Much of that gain came in a few explosive moves: for instance, on October 13 the stock jumped about 22% in one day after BigBear announced a new military-tech partnership ts2.tech. The
Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

UK Partnership Sparks Growth Hopes Palantir’s biggest news this month came from across the pond. In mid-September the UK Ministry of Defence and government struck a strategic partnership with Palantir, pledging up to £1.5 billion of investment and designating London as Palantir’s European defense HQ gov.uk. This deal — tied to President Trump’s London visit — will embed Palantir’s AI data tools across UK military, intelligence and policing (including systems tested in Ukraine) gov.uk. UK Defence Secretary John Healey hailed it as “a major vote of confidence in UK leadership in defence, data and AI technology” gov.uk. The partnership includes plans
BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai’s Stock Skyrockets on Defense AI Deals – Is BBAI the Next Palantir? 🚀

Stock Price Soars Amid Defense AI Boom BigBear.ai’s stock has been on a tear in October as investors pile into defense-focused AI names. On October 13, shares spiked 22% in a single day after the company announced a new AI partnership, leaping from the mid-$7 range to about $8.80 ts2.tech. It was BBAI’s biggest one-day jump in over a year. Heavy trading continued as the rally carried into Oct. 14, when the stock hit an intraday high of $9.39 stockinvest.us. By mid-week, BBAI hovered near $9 – more than double its value at the start of 2025 ts2.tech. However, the
Oshkosh Unveils Autonomous “X-MAV” Launcher with 4 Tomahawks at AUSA 2025 – Game-Changer for Ukraine?

Oshkosh Unveils Autonomous “X-MAV” Launcher with 4 Tomahawks at AUSA 2025 – Game-Changer for Ukraine?

Sources: Official Oshkosh press materials and defense media reports oshkoshdefense.com navalnews.com kyivindependent.com united24media.com defensemirror.com aljazeera.com. These include Oshkosh Defense announcements and coverage by Naval News, Army Recognition, Kyiv Independent, United24, DefenseMirror and Al Jazeera.
Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s AI-Fueled Surge Faces Army Security Scare – October 2025 Stock Report

Stock Performance and Momentum (2024–2025) Palantir’s stock has been on a phenomenal two-year run, minting early investors hefty gains. After surging 373% in 2024, PLTR continued its ascent in 2025, rising roughly 140% year-to-date as of October 6 ts2.tech. This rally has made Palantir one of the S&P 500’s top performers and lifted its market capitalization into the hundreds of billions. In the past year alone, the stock climbed ~363% 247wallst.com, vastly outperforming the broader market. For context, since its late-2020 IPO (at ~$10/share), Palantir’s stock has appreciated nearly 19× over five years 247wallst.com – an almost unheard-of trajectory. This
2025 Fighter Jet Revolution: New Stealth Fighters, Global Deals, and Sky-High Showdowns

2025 Fighter Jet Revolution: New Stealth Fighters, Global Deals, and Sky-High Showdowns

China publicly unveiled the Shenyang J-35 stealth fighter in 2025, with at least two J-35 prototypes seen at the SAC aircraft plant signaling low-rate production and a land-based J-35A variant. An upgraded J-15T naval fighter was revealed, featuring new indigenous engines, catapult launch capability for China’s carrier Fujian, an AESA radar, and compatibility with PL-10 and PL-15 missiles. The United States unveiled the F-47 NGAD in March 2025, Boeing winning the contract to build the world’s first crewed sixth-generation fighter, with a projected fleet of 220–250 NGADs and advanced AI copilots and modular design. Turkey’s TF-X Kaan completed its maiden
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