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Covenant, a Defense Tech Startup Backed by Andreessen Horowitz and Peter Thiel, Opens Missile Factory in Dallas

09/09/2026, 03:36 AM economy announcement defense aero_defense

Covenant, a defense tech startup backed by prominent investors, has launched a new factory in Dallas aimed at producing cost-effective missiles for the U.S. military, highlighting a shift in defense manufacturing dynamics amid ongoing geopolitical tensions.

Analysts UBS upgraded Lockheed Martin (LMT) to Buy and raised target price to $674 (upside +28%)

09/08/2026, 04:37 AM investing rating_growth Analysts: analysts, UBS defense finance

UBS has upgraded Lockheed Martin to a 'buy' rating, citing significant potential for earnings growth that the market has not yet recognized, with a new price target suggesting a 28% upside from current levels.

Palantir CEO Alex Karp Invests in New Defense Technology Startup Founded by Former Ukrainian Defense Minister Mykhailo Fedorov

09/02/2026, 02:36 AM announcement ai defense

Mykhailo Fedorov, former Ukrainian Defense Minister, is establishing a defense technology company with backing from Palantir CEO Alex Karp, aiming to leverage Ukraine's wartime technological advancements for military applications in Ukraine and allied nations.

Analysts expect Northrop Grumman (NOC) to reach $625 following breakout above $570 on strong volume

08/19/2026, 07:36 AM investing forecast Analysts: analysts defense

Northrop Grumman's stock has recently broken above a significant resistance level, reflecting strong investor confidence driven by its record backlog and improved financial outlook, which could lead to further gains in the near future.

Drone Stocks Surge Following Trump’s Tariff Announcement on Foreign-Made Components

08/14/2026, 07:37 AM economy stock_growth defense finance

The announcement of import tariffs on foreign-made drone components by President Trump has led to a significant rally in drone stocks, highlighting the administration's focus on boosting domestic manufacturing and national security.

Pentagon Urges Defense Contractors to Accelerate Weapons Production Amid Depleted Stockpiles

08/09/2026, 03:32 AM politics announcement defense finance

The Pentagon is urging U.S. defense contractors to rapidly increase weapons production due to significant depletion of munitions amid ongoing conflicts, which could impact military readiness and safety.

Fire Point CEO Iryna Terekh Highlights Ukraine’s Drone Production Growth Amid Ongoing Conflict with Russia

08/07/2026, 10:30 PM politics growth defense

Ukraine's Fire Point, a leading drone manufacturer, has rapidly expanded its operations to support the country's military efforts against Russia, emphasizing the importance of military strength in diplomatic negotiations. The company aims to produce over 100,000 drones by year-end, reflecting a significant shift in Ukraine's defense strategy amidst ongoing conflict.

Hadrian Secures Nearly $8 Billion Valuation Following Latest Funding Round Led by Baillie Gifford and J.P. Morgan

08/06/2026, 03:36 AM economy fundraising defense ai

Hadrian, a manufacturing startup focused on defense technology, has raised funding that values the company at nearly $8 billion, reflecting a significant increase in investor interest in the defense sector amid rising geopolitical tensions.

Rheinmetall (RHM.DE) Lowers 2026 Guidance Following Cancellation of German F126 Warship Project

08/06/2026, 12:36 AM decline defense

Rheinmetall has lowered its 2026 revenue guidance by 300 million euros due to the cancellation of a significant warship project, despite reporting strong sales and profit growth in the first half of the year. This adjustment reflects ongoing concerns about the defense sector's ability to fulfill orders amid changing government priorities.

Leonardo’s CEO Lorenzo Mariani Anticipates Further Acquisitions Amid Surge in European Defense Spending

07/31/2026, 07:36 AM announcement defense

Leonardo's CEO has indicated a strategic focus on acquisitions to capitalize on the growing demand for defense capabilities in Europe, driven by geopolitical tensions and increased military spending.

Topic: defense