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Defense Technology 29 January 2026 - 22 June 2026

Pentagon Could Outpace Tech Giants on Small Nuclear Projects

Pentagon Could Outpace Tech Giants on Small Nuclear Projects

Valar Atomics’ Ward 250 became the first DOE-authorized advanced reactor built outside a national lab to achieve criticality, signaling a shift as U.S. defense demand accelerates small nuclear deployment, with the Army allocating over $2 billion for microreactors—moving the sector from policy to production and raising near-term demand expectations.
22 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.
26 May 2026
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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.
15 May 2026
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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.
8 May 2026
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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.
4 May 2026
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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.
3 May 2026
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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.
26 April 2026
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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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Stock Market Today

  • Micron's Strong Quarter Highlights Memory Pricing Impact on AI Stocks Nvidia, Apple
    June 28, 2026, 2:00 PM EDT. Micron Technology's (NASDAQ:MU) record Q3 revenue of $41.46 billion and optimistic Q4 outlook underscore the strategic importance of memory in AI development. CEO Sanjay Mehrotra highlighted tight supply conditions lasting through 2027, with $22 billion in customer commitments. This memory scarcity is influencing pricing across the tech sector, notably raising costs for Apple (NASDAQ:AAPL), which increased prices for MacBook and iPad models, citing unprecedented component price surges. The Philadelphia semiconductor index dropped 7.9% last week as investors weigh if AI spending still drives profits or squeezes tech margins. Market watchers also note Qualcomm's attempts to address high-bandwidth memory scarcity with new products planned for 2027-2028. The upcoming June payrolls report may further shape market direction during the shortened U.S. trading week ahead of Independence Day.

Latest articles

AT&T shares dip as fiber build-out runs into legacy line disputes

AT&T (NYSE:T) gets cash bid after low spectrum spend, dividend date set for July

28 June 2026
AT&T jumped 3.2% to $22.72 since June 18 as investors cheered its minimal $120.77 million AWS-3 spectrum auction spend—just 0.7% of 2026 free cash flow—while rivals Verizon and T-Mobile spent billions; Friday’s trading volume hit 199% of average, and AT&T reaffirmed $18 billion-plus free cash flow and $8 billion in buybacks for 2026.
Keurig Dr Pepper moves on dividend talk as volume climbs before split trial

Keurig Dr Pepper moves on dividend talk as volume climbs before split trial

28 June 2026
Keurig Dr Pepper surged to $33.40 Friday with a 54.8 million share volume—428% of average—after going ex-dividend, outpacing peers as the S&P 500 fell; the spike, making up 45% of weekly trading, coincided with short interest at 5.16% of float and management changes, while KDP reaffirmed 2026 sales and earnings guidance.
Energy stocks this week: U.S. sector ETF holds flat as oil falls

Energy stocks this week: U.S. sector ETF holds flat as oil falls

28 June 2026
Brent crude plunged 10.86% last week as Hormuz flows improved, but the Energy Select Sector SPDR Fund (XLE) fell just 0.4%, signaling investors are no longer trading energy stocks in lockstep with oil prices; this divergence matters now as refiners benefit from tight diesel margins while oilfield services face risks from a Norway lockout and rising U.S. rigs.
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