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Defense Technology 29 May 2025 - 22 October 2025

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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Stock Market Today

  • Micware Co., Ltd. Celebrates Nasdaq IPO with Closing Bell Ceremony
    June 8, 2026, 12:13 PM EDT. Micware Co., Ltd. (Nasdaq: MWC), a Japan-based software developer specializing in automotive and mobility IT solutions, marked its IPO by ringing the Nasdaq Closing Bell at Times Square. The event was led by Founder and CEO Kenji Narushima, highlighting the company's entry into the U.S. public market following its initial public offering.

Latest articles

Dow Jones gains with chip stocks ahead of inflation data

Dow Jones gains with chip stocks ahead of inflation data

8 June 2026
Chip stocks surged, powering the Nasdaq up 1.72% and the S&P 500 1.09% higher, while the Dow rose 0.48% to 51,110 as investors bought back Friday’s losses after a strong jobs report fueled Fed-rate worries; May CPI inflation data Wednesday and oil prices remain key risks for market direction.
Growth ETFs Draw Attention Again as Investors Eye Big Tech Weighting

Growth ETFs Draw Attention Again as Investors Eye Big Tech Weighting

8 June 2026
Invesco QQQ Trust surged 2.2% and Vanguard growth ETFs gained over 1% as tech stocks rebounded, spotlighting growth ETFs’ outperformance—VUG returned 15.42% annually over five years, beating VOO—amid record $7.43 billion U.S. equity fund inflows driven by AI-led rallies, but concentrated tech bets mean higher volatility if sentiment shifts, especially with inflation and Fed risks looming.
Alphabet’s $80 billion AI stock sale puts Google’s rally to the test

Alphabet AI Search Drives Wall Street Target Hikes, Cloud Margins Still Draw Scrutiny

8 June 2026
Alphabet has ordered over 3 million TPUs from Intel for 2028 as it ramps up AI infrastructure, prompting Piper Sandler to raise its price target to $445 on rapid AI-assisted search growth, while UBS warns faster Google Cloud TPU revenue could pressure margins; Alphabet shares recently traded at $362.21, down $6.32, after boosting its equity offering to $84.75 billion to finance the AI buildout.
$95 Billion Dividend ETF May Not Be As Safe As It Looks

$95 Billion Dividend ETF May Not Be As Safe As It Looks

8 June 2026
SCHD’s top 10 holdings now make up about 43.5% of assets, raising concentration risk just as investors pile in for safety after a tech-led selloff; with $95.17 billion in assets, a 3.24% yield, and a 0.06% expense ratio, SCHD traded up 0.4% to $32.44 Monday, but its performance and risk profile now hinge more than ever on a handful of big stocks.
Wall Street’s Chip Rebound Lifts Nasdaq — Inflation Test Comes Next

Wall Street’s Chip Rebound Lifts Nasdaq — Inflation Test Comes Next

8 June 2026
Intel soared 8.5% to lead a 4.6% surge in chip stocks after reports Alphabet tapped it to make 3 million in-house chips and Nvidia was evaluating its technology, powering a 1.43% Nasdaq jump as investors returned to AI trades ahead of Wednesday’s key inflation data; Citigroup raised its S&P 500 target to 8,100, but Goldman Sachs warned the Fed may keep rates unchanged through 2026.
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