Anduril Bets $6.6 Billion on Virginia-Class Submarine Production
Anduril’s Virginia-class submarine play is bigger than a single contract. The defense startup announced a $3.7 billion self-funded...
Boeing’s PAC-3 MSE Seeker Contract Puts It at the Center of Patriot’s Production
Boeing’s (BA) PAC-3 MSE seeker contract, valued at approximately $14.7 billion over seven years, cements the company’s role...
European Defense Startup Funding Races Toward $10.5 Billion Record in 2026
European defense startup funding is on track for a record $10.5 billion this year, according to Dealroom, and...
Nvidia, Micron, and the Jobs Report That Moved Markets
Three forces drove last week’s market action: a softer-than-expected jobs report that lifted rate-hold odds, a record-breaking Micron...
Rivian R2 Deliveries Beat Estimates, But Losses Frame the Real Test
Rivian R2 deliveries reached a record 19,248 vehicles in Q3 2026, up 46% year-over-year and ahead of analyst...
Accenture Earnings Beat Signals the AI Pivot Is Paying Off
Accenture’s (ACN) earnings beat in fiscal Q4 2026 was not a mild outperformance: it was the company’s strongest...
BMW Neue Klasse Battery Plant Opens Ahead of Schedule in Bavaria
The BMW Neue Klasse battery plant at Irlbach-Straßkirchen, Bavaria, has entered series production ahead of its original timeline,...
Raytheon SM-6 Missile Contract Tops $24B as Pentagon Races to Rebuild Stockpiles
The Raytheon SM-6 missile contract, worth up to $24.4 billion over five years with two additional option years,...
MH-139A Grey Wolf Order Signals a Program Back on Track
The U.S. Air Force has placed its first full-rate production MH-139A Grey Wolf order, covering four helicopters at...
Isuzu 2026/27 Production Outlook Stays Flat as Hormuz Blockade Bites
The Isuzu 2026/27 production outlook is effectively going nowhere, with Automotive World’s latest forecast pegging core output (Japan...
Boeing Lands $2.38B F-15EX Lot 7 Contract for 22 Eagle IIs
The U.S. Air Force awarded the F-15EX Lot 7 contract to Boeing on September 29, 2026, covering 22...