Amprius Technologies solidifies its U.S. supply chain through a strategic partnership with Nanotech Energy, positioning its high-performance silicon batteries to meet stringent defense procurement requirements and capture key aerospace contracts.
AST SpaceMobile (ASTS) has landed a contract with the U.S. Missile Defense Agency, marking a strategic pivot into the defense sector. The development coincides with the imminent launch of its BlueBird 7 satellite, a critical component of its direct-to-phone broadband constellation, positioning the company at the intersection of commercial telecom and government space communications.
Amprius Technologies' stock surged following the announcement of its first domestic manufacturing partnership with Nanotech Energy, a strategic move to establish a U.S.-based supply chain for its advanced silicon-anode batteries, crucial for defense and aerospace sectors under new sourcing rules.
In a move to rebalance bilateral trade, India has agreed to significant purchases of U.S. goods including petroleum, defense systems, and commercial aircraft under a newly announced agreement, a senior official confirmed.
Innodata Inc. (NASDAQ: INOD), a data engineering and AI services firm, has been awarded a place on a critical U.S. Missile Defense Agency contract vehicle, positioning it for future task orders in defense technology development and fueling analyst optimism for its 2026 growth trajectory.
In a move to reduce Western reliance on Chinese processing, REAlloys has secured a pivotal 10-year agreement with Kazakhstan's AltynGroup. The deal aims to funnel Central Asian rare earths directly into North American manufacturing, creating a new supply chain for critical defense and tech metals.
Voyager Technologies has commenced a significant expansion of its defense manufacturing facility in Pueblo, Colorado, marking one of the region's largest military-industrial investments in recent years. The project aims to bolster domestic production for missile defense and munitions, integrating advanced automation and AI-driven logistics.
The U.S. government's $1.6 billion commitment to USA Rare Earth signals a strategic pivot towards fostering competition in the critical minerals sector, reducing price supports and introducing new volatility. As policy shifts, industry leader MP Materials counters with record production and expanded magnet manufacturing, highlighting the intensifying race to secure a domestic supply chain for EVs and defense.
A Pentagon Inspector General report reveals that persistent, unauthorized drone flights over sensitive U.S. military sites are met with confusion over authority and fragmented policies, leaving critical assets vulnerable despite near-daily occurrences.
New market data reveals a stark generational divide in American drinking habits, with Gen Z contributing a mere 4% to total alcohol sales last year. The findings challenge long-held industry assumptions and highlight the enduring spending power of older consumers amid a broader shift toward premiumization and alternative beverages.
Photronics, the sole U.S.-headquartered supplier of advanced photomasks, has dramatically increased its 2026 capital expenditure forecast, signaling a strategic bet on long-term demand from semiconductor and defense sectors amid global supply chain reconfiguration.
Century Aluminum and Emirates Global Aluminium forge a landmark joint venture to construct the first new primary aluminum smelter in the United States in over four decades, a strategic move aimed at slashing import dependence and boosting domestic supply chains.
The Trump administration is pressuring major defense contractors to curb stock buybacks and dividends, demanding they reinvest more profits into production capacity to meet urgent Pentagon needs. While public commitments are scarce, industry reinvestment is rising under the threat of executive action.
In a significant push to expand domestic defense manufacturing, the Pentagon has finalized agreements with Lockheed Martin and L3Harris Technologies to dramatically accelerate production of key missile systems like THAAD and PAC-3 interceptors, part of a broader strategy to fortify the U.S. industrial base amid global tensions.
Amid rising global tensions and sustained U.S. defense spending, Lockheed Martin's unique role in stitching together America's missile and space defense architecture presents a compelling investment case, analysts argue.
As the U.S. Department of Defense advances its layered 'Golden Dome' missile defense concept, aerospace and defense giant RTX Corporation emerges with a commanding portfolio of existing, scalable systems—from Patriot interceptors to advanced radars—positioning it for sustained growth amid heightened global security demands.
Karman Holdings, a recent NYSE entrant, is capturing Wall Street's attention with its pivotal role in next-generation missile and hypersonic systems. As U.S. defense budgets swell, can this premium-valued contractor justify its lofty multiples?
Shares of the satellite broadband company surged last month, fueled by a key U.S. Missile Defense Agency contract and progress on its satellite constellation launch schedule, despite emerging competition.
Raytheon, an RTX business, achieves a critical ballistic flight test for the U.S. Army's new interceptor while securing over $1.2 billion in new defense contracts. These wins solidify its role in next-generation air defense but come as the company's stock trades near record highs, prompting investor scrutiny over future growth.
The U.S. Space Development Agency's major contract award to Rocket Lab marks a pivotal expansion for the launch provider into the lucrative defense sector, with analysts forecasting accelerated revenue growth and a path to profitability.
