Défense 22 February 2026 - 26 March 2026

Iron Dome Acquisition sits at $10.10, faces bigger SPAC challenge
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Iron Dome Acquisition sits at $10.10, faces bigger SPAC challenge

Iron Dome Acquisition I Corp. units traded at $10.10 on Nasdaq early Tuesday, edging up 0.6% from the last close on light volume. The SPAC, which started trading recently, hovered just above its IPO price. The main Nasdaq session wasn’t open yet; June 2 is a regular trading day, with pre-market hours from 4:00 a.m. to 9:30 a.m. Eastern. Juneteenth, June 19, is the next full-market holiday. Iron Dome doesn't have much news for traders to work with. The company is a special purpose acquisition company, or SPAC, meaning it's just a cash shell raising funds to buy a private firm. So its unit price is mostly about the cash in trust and how investors see the sponsor's chances of
June 2, 2026
BAE Systems Share Price Today: Stock Slips Despite Pentagon Deal and Turkey Typhoon Boost
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BAE Systems Share Price Today: Stock Slips Despite Pentagon Deal and Turkey Typhoon Boost

Shares of BAE Systems edged lower in London on Thursday, adding to losses since last week’s top. At 1244 GMT, the stock was off 1.25% at 2,129 pence—roughly 10% under its March 18 high of 2,360p. The significance here: BAE still stands out as perhaps Europe’s top rearmament play. NATO on Thursday reported that defence budgets jumped 20% across Europe and Canada for 2025. BAE, for its part, recently pointed to a record 83.6 billion pounds in orders waiting to be filled, and it's guiding for 7% to 9% sales growth into 2026. Chief Executive Charles Woodburn described this as a "new era" in defence spending.
March 26, 2026
BAE Systems plc stock price holds firm after new U.S. Air Force deal keeps defence trade alive
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BAE Systems plc stock price holds firm after new U.S. Air Force deal keeps defence trade alive

Shares in BAE Systems barely budged Wednesday, as the British defense contractor reported new U.S. Air Force work related to the U-2 spy plane. The stock was last seen at 2,329 pence in delayed London trading, off just 0.04%. Even with only a slight uptick, the shift caught attention. Investors continue to shell out for fresh defense contracts, capitalizing on a surge in military budgets. Back in January, Reuters noted that Europe’s aerospace and defence index jumped roughly 55% over the past year as governments ramped up spending, eyeing stricter NATO requirements.
March 18, 2026
BAE Systems Stock Price Holds Near Record High After New U.S. Air Force Contract
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BAE Systems Stock Price Holds Near Record High After New U.S. Air Force Contract

Shares of BAE Systems ticked up 0.4% to around 2,331 pence on Tuesday, brushing a session high near 2,346 pence. The British defense group announced new U.S. Air Force work and hovered close to all-time highs. The stock stayed resilient as Reuters flagged a broader slip in European defence names. Resilience stands out, given BAE shares had already more than tripled since Russia invaded Ukraine in 2022 by the time results landed last month. In those numbers, BAE reported a record order backlog of 83.6 billion pounds—projects signed but not yet fulfilled—and guided for 2026 sales growth between 7% and 9%. Operating profit is set to increase 9% to 11%.
March 17, 2026
Electro Optic Systems Stock Jumps 18% After $45 Million Counter-Drone Orders
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Electro Optic Systems Stock Jumps 18% After $45 Million Counter-Drone Orders

Shares in Electro Optic Systems Holdings Ltd surged 18.34% on Friday, boosted by news of US$45 million in fresh counter-drone contracts. The Australian defence and space company’s stock finished at A$11.74, trading volume hitting 8.87 million shares. While EOS rallied, the ASX 200 slid 0.14%. The clock was ticking. Just one day before, ASX flagged that EOS’s December news—about that conditional US$80 million laser deal with Goldrone in South Korea—lacked sufficient detail for investors. The exchange told the company to take another look at its disclosure practices. This push followed a February rout triggered by short seller Grizzly Research. As shares clawed back, Global X ETFs Australia’s Billy Leung noted that investors seemed willing to “give management the benefit of
March 14, 2026
RTX Corporation’s Pratt & Whitney Wins Leidos AGM-190A Engine Contract as U.S. Pushes Missile Output
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RTX Corporation’s Pratt & Whitney Wins Leidos AGM-190A Engine Contract as U.S. Pushes Missile Output

EAST HARTFORD, Conn., March 10, 2026, 15:19 EDT Pratt & Whitney, the RTX subsidiary, on Tuesday announced it secured another order from Leidos Dynetics for its TJ150 engines, set for use in the AGM-190A small cruise missile—another notch in RTX’s missile propulsion portfolio. No dollar figure was released. The TJ150 puts out over 150 pounds of thrust and, according to the company, more than 2,700 units have shipped worldwide. “Speed and reliable performance”—that’s what the engine brings to current mission requirements, said Jessica Villardi, vice president of Fighter and Mobility Programs.
March 10, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work
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Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work

Palantir Technologies is dealing with fresh questions around its role in a major Pentagon AI initiative, as Anthropic moved to challenge a U.S. blacklist that barred contractors from using its tech. Early Tuesday, Palantir stock slipped roughly 0.4%. This is suddenly a big deal: Palantir’s Maven Smart Systems, which helps militaries sift through intelligence and targeting data, is running on prompts and workflows that use Anthropic’s Claude. Last week, Reuters put Palantir’s Maven-related contracts at over $1 billion, all riding on that platform.
March 10, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul
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Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul

Anthropic reignited questions over Palantir Technologies on Monday, filing suit against the Pentagon just as the company’s Maven military platform—developed partly on Anthropic’s Claude model—was already under pressure for a redesign after Washington blacklisted the AI firm. Last week, Reuters noted that Palantir’s Maven Smart Systems incorporates prompts and workflows powered by Claude. Palantir has a lot riding on this. Its Maven-linked contracts with the Defense Department and national-security agencies could be worth upwards of $1 billion, according to Reuters, making this Pentagon initiative a major battleground.
March 9, 2026
Peraso stock cools after 151% spike on Israeli drone-defense win as cash strain remains
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Peraso stock cools after 151% spike on Israeli drone-defense win as cash strain remains

Peraso Inc. shares slipped 3.9% to $1.96 ahead of Monday’s open, paring back some of Friday’s explosive 151.5% rally as traders weighed the potential impact of a military drone-related contract on the wireless chipmaker’s future. Late last week, Peraso announced its 60 GHz millimeter-wave chips—designed for fast, short-range data links—were picked by Israeli defense firm InTACT for a drone Identification Friend or Foe system, tech that enables operators to distinguish allied drones from adversaries. Peraso has little room for error as it hunts for fresh revenue and tries to stabilize its balance sheet. The board signaled in July that it’s weighing everything from a merger to selling assets, and is also looking for immediate funding to cover near-term needs. The
March 9, 2026
Palantir’s Pentagon AI platform scrambles after Anthropic gets ‘supply-chain risk’ label
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Palantir’s Pentagon AI platform scrambles after Anthropic gets ‘supply-chain risk’ label

The Pentagon has officially tagged AI startup Anthropic as a “supply-chain risk,” barring U.S. defense contractors from deploying Anthropic’s technology, according to people with knowledge of the decision. That designation is adding new pressure to Palantir Technologies’ military software business. Palantir finds itself in a tricky spot. According to people familiar with the matter, its Maven Smart Systems—used for military intelligence tasks and weapons targeting—leans heavily on prompts and workflows developed with Anthropic’s Claude. Those Maven contracts, spread across the Defense Department and other U.S. national security entities, could top $1 billion in value, Reuters previously reported.
March 6, 2026
Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild
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Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild

Palantir Technologies Inc is rushing to untangle its Pentagon-focused Maven Smart Systems from Anthropic’s AI, after a Trump administration directive told contractors to cut ties with the startup, say people familiar with the situation. That directive could mean Palantir has to ditch Claude—Anthropic’s AI model—and overhaul sections of a U.S. government platform linked to contracts with more than $1 billion at stake. https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/ The dispute erupts just as the U.S. military steps up its reliance on large language models—AI systems capable of writing and summarizing text—for both analysis and targeting. Contractors are hustling to secure “approved” supplier status. At the heart of all this: Maven, the Pentagon’s main AI initiative.
March 5, 2026
Nuburu (BURU) signs Maddox Defense JV for mobile 3D printing of drone parts
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Nuburu (BURU) signs Maddox Defense JV for mobile 3D printing of drone parts

Nuburu, Inc. announced March 2 it’s teaming up with Maddox Defense Incorporated in a binding joint venture, targeting the development and rollout of a modular, containerized mobile 3D printing platform for drone parts and other defense applications. The additive manufacturing system, Nuburu said, links U.S. product work with European commercialization, backed by Tekne S.p.A. Alessandro Zamboni, Tekne’s chairman and co-CEO, described the move as “a deliberate expansion ... into deployable industrial capability.” Nuburu Defense CEO Dario Barisoni highlighted “disciplined development, validation, and technical certification,” while Jason Maddox, Maddox’s CEO, called out the project’s “adaptable, scalable production capabilities.” The move comes as militaries look to bulk up drone fleets and speed up repairs despite tighter shipping lines and shrinking parts inventories.
March 4, 2026
Boeing stock stands out as defense ETFs jump after Iran strikes — what’s driving the trade
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Boeing stock stands out as defense ETFs jump after Iran strikes — what’s driving the trade

Boeing shares rose modestly on Monday afternoon as aerospace and defense stocks led U.S. markets higher. Boeing was up about 0.3% at $228.22, while the Invesco Aerospace & Defense ETF and the iShares U.S. Aerospace & Defense ETF gained about 2% and the S&P 500 ETF was slightly lower. The defense bid has been fueled by a widening U.S. military operation in Iran that followed joint U.S.-Israeli strikes over the weekend. The campaign has included Tomahawk cruise missiles and air strikes, according to a briefing by the chairman of the Joint Chiefs of Staff.
March 2, 2026
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