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Anduril’s $100 Billion Talks Assume a Capability Gap the UK and US Just Tried to Measure

I’m generally skeptical of defense-tech valuations that double in a matter of months, because most of them are pricing in a procurement win that hasn’t…

Arkenstone Defense Emerges From Stealth With $35 Million to Fix Pentagon’s Commercial Onboarding Problem

Arkenstone Defense has come out of stealth with $35 million in seed funding aimed at a problem that has quietly throttled the Pentagon’s push for…

Farnborough International Airshow from 20 to 24 July 2026 at the Farnborough International Exhibition & Conference Centre in Hampshire, UK

Farnborough International Airshow has confirmed a second wave of speakers for its Aerospace Global Forum (AGF) and Space Zone Theatre programmes, bringing together senior leaders…

NATO to Begin Formal Negotiations with Saab for Up to Ten GlobalEye AEW&C Aircraft

NATO Secretary General Mark Rutte announced at the NATO summit in Ankara, Türkiye, that the Alliance will open formal negotiations with Saab over the potential…

SES Space & Defense Secures Five-Year Space Force Satellite Services Contract

SES’s wholly-owned subsidiary, SES Space & Defense, has won a five-year Blanket Purchase Agreement (BPA) with the U.S. Space Force’s Space Systems Command to deliver…

Lockheed Martin and Rheinmetall Sign MOU for European ATACMS Co-Production

Lockheed Martin (NYSE: LMT) and Rheinmetall have signed a memorandum of understanding to establish co-production of ATACMS missiles in Europe, announced during the NATO Summit…

Advancing Rapid Defense Innovation Symposium (ARDIS) 2026, September 15-16, 2026, Ridgecrest, CA

The Advancing Rapid Defense Innovation Symposium (ARDIS) returns in 2026, bringing senior military strategists, government officials, defense and technology executives, researchers, investors, and national security…

Ondas (ONDS) Acquires Cyberhawk for $125 Million, Extending Its Defense Autonomy Platform Into Critical Infrastructure

On June 18, 2026, Ondas Inc. (Nasdaq: ONDS) announced a definitive agreement to acquire Cyberhawk Holdings Limited for approximately $125 million, funded roughly 95% in…

Teledyne FLIR Defense Selected by U.S. Army for LASSO Loitering Munition Program

Teledyne FLIR Defense, part of Teledyne Technologies Incorporated, has secured a significant win with the U.S. Army selecting its Rogue™ 1 loitering munition system for…

Heaviside Industries Raises $28M to Push Autonomous Warfare Into Its Next Phase

The emergence of Heaviside Industries from stealth with a $28 million Series A isn’t just another defense-tech funding announcement—it’s a pretty clear signal of where…

Israel Approves F-35 and F-15IA Squadron Purchases Worth Tens of Billions

Israel’s Ministerial Committee on Defense Procurement has approved the simultaneous acquisition of F-35 and F-15IA aircraft in quantities sufficient to form two new fighter squadrons,…

DEFSEC Pushes Battlefield Awareness Forward with BLISS Deployment to Yuma

There’s something quietly significant about a shipment like this—two compact systems heading into the desert at Yuma Test Center doesn’t sound dramatic on the surface,…

Farnborough International Airshow 2026, July 20–24, Farnborough, England

Farnborough International Airshow 2026 has announced the UK Government’s biggest participation in the event’s history, underlining the show’s growing strategic importance as a meeting point…

6K Energy and CRG Defense Form Seven-Year Pact to Build U.S. Defense Battery Supply Chain

6K Energy and CRG Defense have announced a strategic seven-year collaboration aimed at establishing a secure domestic battery supply chain for U.S. defense and other…

Boeing MQ-25A Stingray First Operational Flight Advances U.S. Navy Carrier Aviation

MQ-25 Stingray First Flight: The Navy’s Unmanned Future Takes Off Boeing and the United States Navy have successfully completed the first test flight of an…

L3Harris Secures $1 Billion Pentagon-Style Backing Ahead of Missile Solutions IPO

L3Harris Technologies has taken a major step in reshaping its defense portfolio, closing a $1 billion strategic investment from the Department of War into its…

DFEN Unwinds the War Premium

The Direxion Daily Aerospace & Defense Bull 3X ETF is doing exactly what a 3x leveraged vehicle is built to do when the narrative that…

The Industrial Gap Behind Europe’s Rearmament Numbers

Europe’s defense budgets have nearly doubled in four years. Spending rose from 218 billion euros in 2021 to a projected 392 billion euros in 2025.…

WiFi in the Military: Convenience Meets a Very Different Kind of Reality

The idea of WiFi in a military context feels slightly off at first, almost too civilian, too casual. We tend to associate wireless networks with…

ATARS Meets the M-346: Why Leonardo and Red 6 May Be Rewriting the Logic of Fighter Training

Leonardo’s decision to integrate Red 6’s Advanced Tactical Augmented Reality System, or ATARS, into the M-346 matters because it pushes military flight training closer to…

Dark Eagle: The U.S. Army’s Long-Range Hypersonic Weapon, Brief Overview

The U.S. Army’s Long-Range Hypersonic Weapon, known as Dark Eagle, is a ground-launched system designed to strike high-value and time-sensitive targets at distances of roughly…

The Army Just Launched a Solicitation for a Heavier ISV — Here’s What We Know

On March 30, 2026, the Army released a solicitation for a heavier ISV with exportable power for on-the-move command and control. Up to three vendors could win contracts for 606 ISV-H vehicles. Here’s what’s known and what’s still open.

The ISV’s $308 Million Budget Request — and Why Congress Is Pushing Back

The Army asked for $308.6M and 1,275 ISVs in FY2026. The Senate wants to add $34M more. The House wants to cut $274M. Here’s where the ISV budget battle stands and what the “ahead of need” designation means.

From Prototype to Full-Rate Production: The ISV’s Development Timeline

From a 2018 acquisition strategy to Full-Rate Production in 2023: the ISV’s development timeline, the $214.3M GM Defense contract, reliability test results, and a full fielding breakdown by unit as of November 2025.

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Recent Posts

  • Anduril’s $100 Billion Talks Assume a Capability Gap the UK and US Just Tried to Measure
  • Arkenstone Defense Emerges From Stealth With $35 Million to Fix Pentagon’s Commercial Onboarding Problem
  • Farnborough International Airshow from 20 to 24 July 2026 at the Farnborough International Exhibition & Conference Centre in Hampshire, UK
  • NATO to Begin Formal Negotiations with Saab for Up to Ten GlobalEye AEW&C Aircraft
  • SES Space & Defense Secures Five-Year Space Force Satellite Services Contract
  • Lockheed Martin and Rheinmetall Sign MOU for European ATACMS Co-Production
  • Advancing Rapid Defense Innovation Symposium (ARDIS) 2026, September 15-16, 2026, Ridgecrest, CA
  • Ondas (ONDS) Acquires Cyberhawk for $125 Million, Extending Its Defense Autonomy Platform Into Critical Infrastructure
  • Teledyne FLIR Defense Selected by U.S. Army for LASSO Loitering Munition Program
  • Heaviside Industries Raises $28M to Push Autonomous Warfare Into Its Next Phase

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Paper Raises $34 Million and Figma (FIG) Has Already Lost Half Its Value on the Thesis
Google Frozen v2 AI Chip Could Deliver 10x Efficiency Gains Over Current TPUs
The Case for Shorting Budget Airlines as Oil Prices Rise
Morgan Stanley’s $2.3 Billion Capital Markets Haul Signals the AI Boom Is Just Getting Started
Blackstone’s Futronic Deal Bets on Actuators as AI Robotics’ Physical Bottleneck
Zhongji Innolight’s $8 Billion IPO Is a Customer Event for Marvell, Not a Competitive One
Wall Street Splits Between Oversupply Fears and an AI-Proof Supercycle Thesis
The AI Iron Curtain: Xi’s Shanghai Keynote Is the Fulton Speech of the AI Cold War
Enterprise Money Is Leaving Old School IBM for AI Infrastructure Companies
Why EU Tech Is Falling Behind the US: A Structural Diagnosis, Not a Cultural One
Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
How WiFi Changed Media
Canva Acquires Simtheory and Ortto to Build End-to-End Work Platform
Netflix Price Hikes, The Economics of Dominance in a Saturated Streaming Market
America’s Brands Keep Winning Even as America Itself Slips

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Cameras Are Designed for Human Eyes, and AI Vision Pays the Cost
Meshy Raised $400 Million at a $1.5 Billion Valuation and Announced It Two Different Ways
Ropedia Raises $30 Million for Physical AI Training Data, But the Dataset Math Doesn’t Hold Up
South Korea’s July Chip Exports Surge 180.6% as AI Supercycle Accelerates
How CuspAI’s Inverse Design AI Turns Materials Discovery Into a Search Engine
Etched in Talks to Raise Funds at $20 Billion Valuation, With a Separate $10 Billion Round Led by Sequoia
Moonshot AI Unveils Kimi K3, Raising the Bar for Open AI Models
Nvidia’s Open-Source Bet Is Really a Wager on Where AI Margin Settles
TerraFirma Raises $100M Series A to Turn Heavy Construction Equipment Into Robots
PrismML, the Startup That Shrinks AI Models to Run on an iPhone, Is in Talks With Apple
San Francisco AI Summit 2026: Korea-US AI and Semiconductor Summit, July 24, San Francisco, California
SIGGRAPH 2026 in Los Angeles: NVIDIA’s Physical AI Day, a First Games Summit, and the Bolt Graphics Zeus Bet
Inside AMD Advancing AI 2026: Lisa Su Puts Helios on Stage as OpenAI, Meta, Anthropic and Cerebras Line Up Behind It
Remaining 2026 Tech Conferences: Black Hat, Dreamforce, Web Summit Lisbon and AWS re:Invent
2026 Esri User Conference — July 13–17, San Diego
HubSpot UNBOUND 2026: Analyst Day Set for September 17 in Boston
The Signal for the Event-Tech Sector
The 10 Most Significant Tech Events and Earnings to Watch This Summer
RAISE Summit, July 8-9 2026, Paris
CJS Securities 26th Annual New Ideas Summer Conference, July 9, 2026, White Plains, NY
Jensen Huang Is Right About Open Models and Wrong About Cybersecurity
Glow Emerges From Stealth With $180 Million Series A At $1.2 Billion Valuation
Cisco Releases Antares-350M and Antares-1B Open-Weight AI Models for Vulnerability Detection
OpenAI Models Breached Hugging Face Infrastructure While Cheating on Cybersecurity Benchmark
Empirical Security Raises $25 Million Series A to Expand AI-Driven Threat Prediction
Synthetic Insiders: How AI-Generated Fake Employees Are Bypassing Corporate Cyber Defenses
China’s Kimi K3 Model Is Strong but Not Yet a Frontier AI Security Risk
Risk Ledger Raises £24 Million Series B for Supply Chain Cyber Risk Platform
Cribl Acquires Israeli Threat Detection Startup CardinalOps for $100 Million
Cybersecurity Stocks Rally as IBM CEO Flags Cyber Fears as a Top Customer Priority

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