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Defense Technology 26 December 2025 - 4 June 2026

Redwire Gains Again With Drone Contracts Testing Defense Shift Timeline

Redwire Gains Again With Drone Contracts Testing Defense Shift Timeline

Redwire shares jumped 17.5% premarket Tuesday to $20.55 after new U.S. Army and NATO drone contracts. The company reported a $15 million Stalker drone order from the Army and a high eight-figure NATO deal for Penguin Mk3 drones. Redwire posted Q1 revenue of $97 million, up 57.9% year-over-year, with a backlog of $498.1 million. Markets reopened after the Memorial Day holiday closure.
Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir Technologies faces renewed investor pressure after shareholders representing $336.1 billion backed a call for an independent human-rights review of its software. The push comes as Palantir’s AI tools draw attention in Ukraine, where CEO Alex Karp signed a data-sharing deal with the military. Shareholders will vote on disclosure and rights proposals at the June 3 annual meeting. Palantir’s board opposes the measures.
HawkEye 360 Stock Jumps 30% After $416 Million IPO as Defense-Space Demand Builds

HawkEye 360 Stock Jumps 30% After $416 Million IPO as Defense-Space Demand Builds

HawkEye 360 shares surged 30% in their NYSE debut Thursday, valuing the satellite intelligence firm at $3.15 billion after a $416 million IPO. The company, based in Herndon, Virginia, operates over 30 satellites and reported 2025 sales of $118 million, mostly to the U.S. government. HawkEye plans to use IPO funds to pay down debt and cover a recent acquisition. Most of its revenue comes from the National Reconnaissance Office.
Blaize Stock Jumps as $15 Million Winmate AI Deal Targets Defense Hardware

Blaize Stock Jumps as $15 Million Winmate AI Deal Targets Defense Hardware

Blaize Holdings shares jumped 33.5% to $2.71 after announcing a partnership with Taiwan’s Winmate Inc. to integrate Blaize AI chips into rugged field systems. The companies target about $15 million in business in the first year, though this reflects a sales goal, not confirmed revenue. Trading volume exceeded 34 million shares. Blaize reports first-quarter results May 14.
Planet Labs’ SpaceX Launch Puts Sweden Defense Satellite Deal Into Orbit

Planet Labs’ SpaceX Launch Puts Sweden Defense Satellite Deal Into Orbit

Planet Labs launched three Pelican satellites Sunday on a SpaceX rideshare from Vandenberg, including its first under contract with the Swedish Armed Forces. Initial contact and commissioning have begun. The satellites feature high-resolution imaging and onboard Nvidia Jetson hardware for edge computing. SpaceX confirmed deployment of all 45 payloads on the CAS500-2 mission.
AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

AeroVironment’s LOCUST Laser Weapon System shot down multiple drones during a U.S. Navy carrier test on the USS George H.W. Bush, according to Pentagon records. The test comes as U.S. forces seek cheaper counter-drone options. AeroVironment shares fell 2.8% to $196.28 following the news. The company recently agreed to acquire BlueHalo in a $4.1 billion all-stock deal.
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.
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.
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.
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.
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.
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.
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.
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Stock Market Today

  • Corning Surges 305% on AI-Driven Optical Fiber Demand and Solar Ambitions
    June 8, 2026, 9:34 AM EDT. Corning Inc. (GLW) delivered a remarkable 305% stock return over the last 12 months, outpacing the S&P 500's 30% gain. The surge is driven by booming demand for high-grade optical fiber used in AI-powered data centers, with sales in its Optical Communications division rising 36% in the latest quarter. Corning secured large, long-term contracts with hyperscale customers, mirroring its successful flat-panel TV era strategies by locking in demand before production. The company also expanded its solar business, recording an 80% sales increase, though growth faces challenges due to operational setbacks at a new wafer facility, incurring $30 million in Q2 expenses. Despite solar hurdles, Corning's core EPS rose 30% to $0.70, highlighting strong earnings powered by AI segment growth. Investors remain focused on balancing growth potential against ongoing capital investment in solar.

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Plug Power Stock Faces a Make-or-Break Week After Friday’s 10% Drop

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8 June 2026
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ABAT Shares Jump on DOE’s $115M Lithium Grant Return

ABAT Shares Jump on DOE’s $115M Lithium Grant Return

8 June 2026
American Battery Technology Co shares soared 29.58% to $4.03 premarket after the U.S. Department of Energy fully reinstated a $115 million grant for its Nevada lithium refinery, restoring federal funding for the Tonopah Flats Lithium Project with no change to awarded funds or milestones, though risks remain from permitting, financing, and volatile lithium prices.
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