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Defense Technology News 29 May 2025 - 3 November 2025

DroneShield’s Wild Ride: 400% Defense-Tech Surge, October Crash, and a $25 Million Deal – 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. 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.
3 November 2025
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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 missionsts2.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 connectivityts2.techts2.tech. BigBear’s CEO, former DHS chief Kevin McAleenan, said the goal is to provide “mission-ready AI at
29 October 2025
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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
28 October 2025
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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
23 October 2025
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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 returnsimplywall.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 partnershipts2.tech. The next day, BBAI
22 October 2025
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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
20 October 2025
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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 $8.80ts2.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 $9.39stockinvest.us. By mid-week, BBAI hovered near $9 – more than double its value at the start of 2025ts2.tech. However, the ride has been
18 October 2025
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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 6ts2.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 years247wallst.com – an almost unheard-of trajectory. This momentum is driven
7 October 2025
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F‑22 Raptor’s Explosive 2025: Combat Missions, Big Upgrades & a New Lease on Life

F‑22 Raptor’s Explosive 2025: Combat Missions, Big Upgrades & a New Lease on Life

In June 2025, F-22 Raptors from the 1st Fighter Wing deployed from Langley AFB to the Middle East as part of Operation Midnight Hammer, joining a strike package of 125 U.S. aircraft including B-2 bombers dropping 30,000-pound bunker-buster bombs on Iran’s Fordow and Natanz, marking the Raptor’s first direct strikes against a nation-state. On July 8, 2025, a USAF KC-46A Pegasus tanker suffered a mid-air refueling boom separation while refueling F-22s off the U.S. East Coast, the F-22 returning safely with no damage, and it was the second such KC-46 boom detachment in a year. In January 2025 Lockheed Martin
22 July 2025
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Unbreakable Military Signals: The Untold Story of Secure Military Communications

Unbreakable Military Signals: The Untold Story of Secure Military Communications

At Bletchley Park in the 1940s, Alan Turing and colleagues decrypted Enigma messages, providing ULTRA intelligence that aided Allied victory. The United States began launching military communications satellites in the 1960s, and by 1982 the second- and third-generation DSCS satellites offered nuclear-hardened, anti-jamming, high-data-rate links worldwide. In 1976, Diffie–Hellman introduced public-key cryptography, and DES was adopted by the United States in the late 1970s. Link-16, a NATO-standard data link, exchanges encrypted sensor data—such as tracks and coordinates—between aircraft, ships, and ground units in real time. Since the 2022 Russian invasion of Ukraine, SpaceX Starlink terminals have become a critical backbone
20 July 2025
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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
14 July 2025
Space‑Laser Shockwave: Inside China’s 2‑Watt Orbital Beam That Claims to Outgun Starlink and Reshape the Security Balance in Space

Space‑Laser Shockwave: Inside China’s 2‑Watt Orbital Beam That Claims to Outgun Starlink and Reshape the Security Balance in Space

In June 2025, Wu Jian of Peking University of Posts & Telecom and Liu Chao of the Chinese Academy of Sciences directed a 2-watt laser from 36,000 km in geostationary orbit to a ground station, achieving 1 Gbps. The test claimed the 1 Gbps downlink is five times faster than Starlink downlinks, per the South China Morning Post. The AO-MDR scheme combines adaptive optics and mode-diversity, routing eight spatial modes through a 1.8 m telescope and real-time selecting the three cleanest channels. Usable signal quality rose from 72% to 91% despite atmospheric turbulence thanks to AO-MDR. Starlink consumer downlinks typically
22 June 2025
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Sky Wars: The Rising Drone Threat and High-Tech Counter-Drone Warfare

Sky Wars: The Rising Drone Threat and High-Tech Counter-Drone Warfare

From 2006 to 2023, violent non-state actors carried out 1,122 drone attacks, with a peak of 265 in 2023. The 2018 Gatwick airport incident highlighted the public-safety risks posed by off-the-shelf quadcopters. The Ukraine war has been described as the first “drone war,” with both sides deploying swarms of small drones for surveillance and strikes, and in 2023 the U.S. supplied Ukraine with VAMPIRE kits (vehicle-mounted laser-guided rockets) for drone defense. Counter-drone systems use a layered approach—radar, RF, EO/IR, and acoustic sensors—with Fortem DroneHunter using compact R20 and R30 radars to spot small UAS out to several kilometers. RF detection
16 June 2025
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Drones in Ukraine (2022–2025): A Comprehensive Report

Drones in Ukraine (2022–2025): A Comprehensive Report

By late 2023, nearly every Ukrainian combat brigade had integrated drones, with dedicated UAV units for surveillance, artillery spotting, and attack missions. Small off-the-shelf DJI Mavic quadcopters, priced around $1,500–$3,000, were widely used for frontline reconnaissance and artillery correction. FPV kamikaze drones cost as little as $400–$500 to assemble and have been linked to a large share of Russian losses, with estimates of 60–80%. UkrJet’s UJ-22 has an 800 km range for long-range strikes, while Antonov’s Lyuty reportedly has a 750 km range and a sub-$200,000 price per unit. By end-2024 Ukraine conducted the world’s first fully unmanned joint attack
29 May 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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