Kratos Defense

Business

York Space Systems Soars onto NYSE, Fueling Ambitions in Government Space Race

York Space Systems (NYSE: YSS) has successfully launched its initial public offering, marking a significant milestone as it begins trading on the New York Stock Exchange. The move is set to accelerate the company's expansion in satellite manufacturing and solidify its position as a key contractor for U.S. national security and defense programs in orbit.

Feb 2, 2026

World

A New Axis Emerges: Meloni and Merz Forge Conservative Alliance, Diminishing Macron's Role in EU Leadership

Italian Prime Minister Giorgia Meloni and German Chancellor Friedrich Merz have signed a landmark partnership pact in Rome, signaling a potential shift in the European Union's traditional Franco-German power center. The accord, focusing on defense, migration, and trade, comes as France grapples with political instability and a weakened presidency.

Feb 2, 2026

Business

Insider Bets Signal Hidden Gems: Three European Small-Caps Poised for a Rebound

Amidst a patchy economic recovery, European small-cap stocks are back in focus. A surge in insider buying activity points to potential undervaluation in select names across property, cybersecurity, and defense tech sectors.

Feb 2, 2026

Business

Salesforce Secures Major U.S. Army AI Contract, Joins Wildfire Tech Coalition

Salesforce expands its enterprise footprint with a landmark $5.6 billion defense contract and a new role in an AI-driven wildfire response initiative, signaling a strategic push into mission-critical government and infrastructure sectors.

Feb 2, 2026

Business

Whistleblower Alleges Google AI Support Aided Israeli Military Contractor, Violating Ethics Pledge

A former Google employee has filed a formal complaint with the SEC, accusing the tech giant of breaching its own AI ethics principles by providing customer support to an Israeli defense contractor using AI to analyze drone footage, according to documents obtained by The Washington Post.

Feb 2, 2026

Business

TransDigm Set to Report Q4 Earnings Amid Strong Aerospace Sector Momentum

Aerospace and defense supplier TransDigm prepares to release its fourth-quarter results before market open on Tuesday, with analysts anticipating double-digit revenue growth and steady performance in a buoyant sector.

Feb 2, 2026

Business

Mercury Systems Braces for Q4 Earnings Amid Sector Momentum

Defense electronics specialist Mercury Systems (MRCY) is set to report quarterly results after Tuesday's close, with analysts projecting a revenue dip despite recent stock strength and positive industry tailwinds.

Feb 2, 2026

US

Secrecy vs. Scrutiny: Legal Battle Erupts Over Sealed Filings in Charlie Kirk Assassination Case

Prosecutors and a media coalition are challenging the defense's push to seal court documents in the high-profile case against accused assassin Tyler Robinson, igniting a fierce debate over public access and a fair trial.

Feb 2, 2026

Business

U.S. Bets Big on Rare Earth Independence with $3.1 Billion Mine-to-Magnet Push

USA Rare Earth secures a landmark $1.6 billion in federal loans and equity, coupled with a $1.5 billion private placement, to build a domestic supply chain from Texas mines to Oklahoma magnets, reducing reliance on China for critical defense and green tech components.

Jan 31, 2026

Business

TTM Technologies Secures Major $200M Raytheon Radar Deal, Fueling Valuation Debate

TTM Technologies (TTMI) has landed a significant multi-year agreement, valued at up to $200 million, to supply critical components for Raytheon's next-generation LTAMDS radar system. The deal arrives as the defense contractor's stock surges, reigniting discussions on whether its current valuation fully reflects future growth prospects and inherent risks.

Jan 31, 2026

Business

Standex International Posts Record Orders as Strategic Shift Fuels Growth

Standex International's fiscal Q2 results showcase robust organic growth and record order intake, driven by a multi-year strategic pivot towards new product innovation and high-growth markets like grid infrastructure and defense.

Jan 31, 2026

Business

L3Harris Secures Key Navy Contract to Develop Red Wolf Precision-Strike System for Marine Corps

Defense contractor L3Harris Technologies has been awarded a U.S. Navy contract to advance the Marine Corps' precision-strike capabilities with its long-range Red Wolf missile system, designed to counter maritime threats in the Pacific.

Jan 30, 2026

Business

Clear Street Boosts Critical Metals Target to $20 on Saudi Rare Earth Venture

Analyst firm Clear Street has raised its price target for Critical Metals Corp. (CRML) to $20, citing a strategic joint venture with a Saudi industrial group to build a rare earth processing facility. The move aims to diversify supply chains away from China and support Western defense needs.

Jan 30, 2026

Business

Standex Hits Inflection Point: Record Margins and $100M+ Growth Forecast Signal Strategic Pivot

Standex International Corporation (NYSE: SXI) capped off its fiscal 2025 with a powerful fourth quarter, announcing record adjusted operating margins of 20.6% and laying out an ambitious roadmap for over $100 million in revenue growth for the coming year. CEO David Dunbar declared a "turning point" for the diversified industrial manufacturer, citing scaled growth drivers in electronics, engineering technologies, and fast-growing markets like grid modernization and defense.

Jan 30, 2026

Business

Carpenter Technology Raises 2026 Outlook on Record Earnings, But Shares Retreat

Specialty metals maker Carpenter Technology (CRS) posted record quarterly operating income and lifted its 2026 guidance, fueled by robust aerospace and defense demand. Despite the strong performance, its stock price has pulled back sharply, presenting a potential valuation disconnect for investors.

Jan 30, 2026

Business

Huntington Ingalls' Naval Legacy on Display as USS John F. Kennedy Begins Sea Trials

The commencement of sea trials for the nuclear-powered aircraft carrier USS John F. Kennedy coincides with the 140th anniversary of its builder, Newport News Shipbuilding, underscoring Huntington Ingalls Industries' entrenched role in U.S. naval defense and its long-term investment profile.

Jan 30, 2026

World

Alaska, Not Greenland, Should Be America's Arctic Security Priority, Publisher Argues

Arctic policy expert Alice Rogoff contends that U.S. strategic focus and resources should shift to fortifying Alaska's defenses rather than pursuing acquisition of Greenland, citing Alaska's superior positioning against potential missile threats.

Jan 30, 2026

World

Iran Draws Red Line on Missile Program as Regional Tensions Simmer

Iran's foreign minister has unequivocally declared the nation's missile and defense capabilities non-negotiable, even as diplomatic efforts intensify to prevent a military escalation with the United States. The statement comes amid a complex backdrop of regional mediation and internal unrest.

Jan 30, 2026

World

Iran Signals Openness to U.S. Talks, Draws Red Line on Missile Program

Iran's foreign minister stated readiness for 'fair' negotiations with Washington but firmly ruled out discussing its defense capabilities, as regional powers intensify diplomacy to avert a military confrontation.

Jan 30, 2026

Business

Salesforce Secures Major Army AI Contract, Launches Wildfire Tech Venture in Strategic Pivot

Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.

Jan 30, 2026