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Defense Technology 29 May 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)

Anduril’s YFQ‑44A “Fury” completed its first semi-autonomous flight for the U.S. Air Force’s Collaborative Combat Aircraft program in California on Oct. 31. The jet managed its own controls without remote piloting. Development took 556 days from design to flight. General Atomics’ rival YFQ‑42A also began flight testing in early November.
10 November 2025
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 announced a major biometric security deployment with an unnamed Middle East defense-sector client, calling it one of its largest regional wins. Shares of BKYI surged as much as 55% in pre-market trading and hovered around $0.63 by early afternoon. The project uses BIO‑key’s multi-factor authentication and is delivered with Saudi partner Cloud Distribution. Financial terms were not disclosed.
7 November 2025
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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?

DroneShield shares surged over 400% year-to-date, peaking near A$6.70 in October before dropping 32% amid profit-taking and market jitters. The company posted record Q3 revenue of A$92.9 million, up 1000% year-on-year, and secured a A$25.3 million Latin American contract in November. Despite no negative company news, valuation remains high at 97× earnings, dividing analyst outlooks.
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?

BigBear.ai Holdings (NYSE: BBAI) shares jumped nearly 300% in 2025, peaking at $9.39 in October before retreating to $6.78. The surge followed new U.S. defense AI contracts and airport facial recognition rollouts. Q2 revenue fell 18% to $32.5 million, with a $228.6 million net loss. Analysts remain divided, with most ratings at “Hold” and price targets below current levels.
29 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?

BigBear.ai shares surged over 300% year-on-year, spiking 22% on Oct. 13 after announcing a defense AI deal, then retreating to the mid-$6 range amid volatility. Q2 2025 revenue dropped 18% to $32.5 million, with a $228.6 million net loss and a lowered sales forecast. Analysts remain cautious, with most rating the stock “Hold” and a $6 price target, despite bullish calls citing government AI demand.
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?

BigBear.ai shares jumped over 80% year-to-date in 2025, spiking 22% on Oct. 13 after a new defense AI deal, but fell to $7.11 by Oct. 21 amid sharp volatility. Q2 revenue dropped 18% to $32.5 million, with a $228.6 million net loss. Analysts remain split, with most rating the stock “Hold” and targets below current levels. Next earnings report is due Nov. 10.
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?

Palantir shares closed near $180 on Oct. 20, 2025, up about 300% this year, with market cap around $400 billion. The company secured a UK government deal in September worth up to £1.5 billion, including a new London HQ and its largest-ever UK defense contract. Q2 revenue rose 48% year-over-year to $1.03 billion. Palantir reports Q3 results Nov. 3.
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? 🚀

BigBear.ai shares jumped 22% on Oct. 13 after announcing a military AI partnership, reaching $9 before closing at $7.42 on Oct. 17. The company secured new U.S. defense contracts but reported Q2 revenue down 18% to $32.5 million and a net loss of $228.6 million. Wall Street rates the stock Hold, with a $6 average target. BigBear ended Q2 with $390 million in cash and a $380 million backlog.
18 October 2025
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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?

Oshkosh Defense unveiled its Family of Multi-Mission Autonomous Vehicles (FMAV) at AUSA 2025 in Washington, D.C., featuring heavy, medium, and light unmanned ground vehicles for missile and drone operations. The X-MAV carries Tomahawk missiles, M-MAV handles MLRS rockets, and L-MAV supports anti-drone and logistics roles. All variants run on proven U.S. military chassis and can operate autonomously or with remote control.
14 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

Palantir Technologies shares have surged over 130% year-to-date in 2025, following record Q2 revenue of $1 billion and raised full-year guidance. The company secured a $10 billion U.S. Army deal and a £1.5 billion U.K. defense contract. A leaked Army memo on security flaws briefly sent shares down 7.5%, but reassurances helped the stock rebound 3% by October 6. Palantir also signed a major healthcare AI partnership with OneMedNet.
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

F-22 Raptors from Langley AFB conducted their first direct strikes on Iran’s Fordow and Natanz sites in June 2025 as part of Operation Midnight Hammer, alongside B-2 bombers. A KC-46A tanker suffered a mid-air boom separation while refueling F-22s in July; no damage was reported. Lockheed Martin received a $270 million contract to upgrade F-22 infrared defenses. No F-22 retirements occurred in 2025; the fleet remains at about 185 jets.
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

Alan Turing’s team decrypted Enigma at Bletchley Park in the 1940s, providing Allied intelligence. In 2025, China announced a 12,800-kilometer quantum-encrypted satellite link to South Africa. Since 2022, Starlink terminals have enabled encrypted Ukrainian battlefield communications. NATO and the U.S. are testing quantum-resistant and space-based network technologies for military use.
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 unveiled the Shenyang J-35 stealth fighter and upgraded J-15T naval fighter in 2025, signaling low-rate production and new carrier capabilities. The U.S. revealed the Boeing-built F-47 NGAD, the first crewed sixth-generation fighter, with a projected fleet of up to 250 jets. India and Pakistan fought a brief air conflict over Kashmir in May, ending with a U.S.-brokered ceasefire. Greece finalized a $3.8 billion deal for 20 F-35As.
14 July 2025
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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, Chinese scientists sent a 1 Gbps laser data link from geostationary orbit to Earth using a 2-watt beam, surpassing Starlink’s typical speeds by five times. The AO-MDR system boosted signal quality to 91% despite turbulence. No Starlink satellites were affected; the test was a demonstration. U.S. officials warn such technology could threaten satellites if power levels increase.
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

Violent non-state actors conducted 1,122 drone attacks from 2006 to 2023, peaking at 265 in 2023. The Ukraine war saw both sides using drone swarms, prompting the U.S. to send VAMPIRE anti-drone kits. Counter-drone systems now combine radar, RF, and kinetic interceptors. The global anti-drone market is projected to reach up to $15 billion by 2030, with North America leading.
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, including off-the-shelf DJI Mavic quadcopters and $400–$500 FPV kamikaze drones linked to 60–80% of Russian losses. Ukraine conducted the world’s first fully unmanned joint attack by end-2024. Domestic production capacity reached up to 4 million drones per year by February 2025, with around 500 manufacturers operating in the country.
29 May 2025
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