Défense 2 February 2026 - 9 March 2026

L3Harris Lands U.S. Air Force ABMS Role, Putting Digital Battlefield Networks in Focus
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L3Harris Lands U.S. Air Force ABMS Role, Putting Digital Battlefield Networks in Focus

L3Harris Technologies has been chosen by the U.S. Air Force to develop secure digital infrastructure for the Advanced Battle Management System. The company did not disclose the contract value. L3Harris reported first-quarter orders of $7.8 billion and a backlog of $40.7 billion. The Air Force has begun fielding ABMS-related systems, including operational deployments in Africa.
May 11, 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 dropped 3.9% to $1.96 in premarket trading Monday after soaring 151.5% Friday on news its mmWave chips were selected by Israeli defense firm InTACT for a drone IFF system. The company, facing cash concerns and exploring strategic options, did not disclose the program’s value or deployment timeline. Peraso ended September with $1.865 million in cash and warned of doubts about its ability to continue operating.
March 9, 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 must remove Anthropic’s Claude AI from its Maven Smart Systems after a Trump administration order halted contractor work with Anthropic. The overhaul could take months and affects U.S. defense contracts worth over $1 billion. Lockheed Martin and other contractors face similar pressure as Washington considers labeling Anthropic a supply-chain risk. Palantir, the Pentagon, and Anthropic declined to comment.
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 signed a binding joint venture with Maddox Defense to develop a mobile 3D-printing system for drone and defense parts, funding up to $4 million for Phase I. The partners plan to form a 60/40 commercialization company if initial tests succeed. Nuburu shares traded at $0.28 pre-market. The company recently completed a reverse stock split after a trading halt on NYSE American.
March 4, 2026
RTX stock jumps as Middle East war jitters send money into defense names
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RTX stock jumps as Middle East war jitters send money into defense names

RTX shares jumped 4.7% to $212.16 in after-hours trading Monday after U.S. and Israeli air strikes killed Iran’s Supreme Leader, raising fears of wider conflict. Defense and energy stocks gained as oil prices climbed and investors anticipated higher military spending. U.S. stocks closed mixed after a volatile session. Traders are watching Middle East headlines and Friday’s U.S. jobs data.
March 3, 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 0.3% to $228.22 on Monday as aerospace and defense ETFs outperformed the S&P 500, following U.S. military strikes in Iran. A MarketWatch screen highlighted Boeing’s low price-to-sales ratio and high projected sales growth despite a high earnings multiple. Traders watched support near $230 as the stock pulled back from January highs. Boeing plans to open a fourth 737 MAX line in Everett, Washington this summer.
March 2, 2026
Kratos Defense stock jumps in premarket as Middle East shock lifts defense names
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Kratos Defense stock jumps in premarket as Middle East shock lifts defense names

Kratos Defense shares jumped 10.2% to $94.96 in premarket trading Monday, following a $1.17 billion stock offering priced at $84 per share. The move came as defense stocks rallied after Middle East tensions pushed U.S. futures lower and oil higher. Lockheed Martin and RTX gained around 6%, AeroVironment over 10%. Kratos’ offering is expected to close Monday, with underwriters holding a 30-day option for more shares.
March 2, 2026
Northrop Grumman stock jumps in premarket as Iran conflict puts defense names back in focus
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Northrop Grumman stock jumps in premarket as Iran conflict puts defense names back in focus

Northrop Grumman shares jumped 5.5% to $764.40 in premarket trading Monday after U.S. B-2 bombers, built by the company, struck Iranian targets over the weekend. U.S. stock index futures fell more than 1% as oil prices surged 8% and traders shifted into defense stocks. Some oil shipments through the Strait of Hormuz were suspended following the attacks. Investors await fresh U.S. economic data later Monday.
March 2, 2026
BAE Systems share price jumps nearly 8% as Middle East conflict lifts FTSE defence stock
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BAE Systems share price jumps nearly 8% as Middle East conflict lifts FTSE defence stock

BAE Systems shares rose 7.9% to 2,278 pence in early London trading Monday, nearing a 52-week high after a new buyback filing. The move followed heightened Middle East tensions and rising oil prices, with Brent crude up 6.4% to $77.57. BAE reported buying 103,006 shares for cancellation at an average price of 2,126.09 pence. The stock ended Friday at 2,112 pence.
March 2, 2026
RTX stock price heads into Monday after Navy clears Raytheon StormBreaker; dividend shift in play
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RTX stock price heads into Monday after Navy clears Raytheon StormBreaker; dividend shift in play

RTX shares closed at $204.92 Friday, trading ex-dividend for a 68-cent payout. Raytheon said the U.S. Navy cleared its StormBreaker weapon for operational use on F/A-18E/F Super Hornets. About 10.3 million RTX shares changed hands as investors watched for updates on Pratt & Whitney engine supplies. Airbus this week blamed Pratt & Whitney for jet output shortfalls.
February 22, 2026
Babcock shares jump as UK weighs faster defence spending push
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Babcock shares jump as UK weighs faster defence spending push

Babcock shares rose 3.2% to 1,340.5 pence in London after Prime Minister Keir Starmer called for faster defence spending and reports surfaced of an earlier 3% GDP target. The company disclosed a buyback of 8,045 shares on Feb. 13. Babcock stock remains down 6.3% over the past week. Investors await the March 3 government fiscal forecast for details on funding and priorities.
February 16, 2026
Germany’s $41 billion military space splurge: lasers, spy satellites and 100+ secure comms satellites
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Germany’s $41 billion military space splurge: lasers, spy satellites and 100+ secure comms satellites

Germany is considering a €35 billion military space plan focused on an encrypted satellite network of over 100 satellites, its space commander said. The proposal includes spy satellites, space planes, and non-kinetic tools like jamming and lasers to disrupt hostile satellites. Berlin aims to prioritize domestic and European suppliers for the project.
February 3, 2026
Musk says Starlink clampdown is working as Ukraine rolls out whitelist to block Russian drones
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Musk says Starlink clampdown is working as Ukraine rolls out whitelist to block Russian drones

Ukraine will require Starlink terminals to be verified and will disable unregistered devices after reports that Russian forces used the system on attack drones. SpaceX says recent steps to block unauthorized Russian use are working. Kyiv and SpaceX are implementing a whitelist to restrict access. Ukrainian officials say Russian drones with Starlink are harder to jam and shoot down.
February 2, 2026
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