"As long as that aggressive investment continues by hyperscalers and service providers..., that will provide a certain level of resilience and will cushion some of the impact of any slowdown," Minton said.
CEO Chris Calio emphasized the urgency of delivering critical products for national security, stating, 'We understand that our products are critical to national security. And I can tell you across the organization, we absolutely feel the responsibility and urgency to deliver more and to deliver it faster.'
The attacks forced a reckoning with one of the most consequential design flaws in global digital infrastructure: the concentration of military and civilian data on the same physical servers, in facilities that could become military targets the moment a conflict begins.
Giulio Douhet proposed a revolution in warfare, stating that victory would come from large-scale aerial bombardments targeting civilians and infrastructure rather than just combatants.
Anduril has been 'for the most part, a defensive company in the Middle East' as the war rages into its fourth week, according to Matthew Steckman.
KeyBanc lowered its price target to $295 from $330 and kept its Overweight rating after adjusting estimates post-earnings. The firm attributes the target reduction to recent changes to the SCAR program and timing in contract awards. Despite the revision, KeyBanc's broader conviction on AeroVironment is unchanged: the firm maintains that AeroVironment is positioned to capitalize on the proliferation of UAS/cUAS and increased government spending in defense and space-related programs.
All you would need is a ship under a foreign flag positioned offshore to launch hundreds of drones, or even a truck carrying them. When I served as deputy administrator at the National Nuclear Security Administration, overseeing nuclear programs, the drone threat was something we were deeply concerned about.
The attacks are part of the IRGC's recent operations against Amazon data centres in Dubai and other strategic centres in the region. Amazon and Microsoft in these operations has dealt a serious blow to the enemy's technological and information infrastructure.
For most of the twentieth century, airpower was one of the most costly components of military strength. Fighter jets, strategic bombers, and advanced missile systems necessitated massive financial investments, highly skilled personnel, and sophisticated logistical support networks. Only great military forces had the ability to sustain these capabilities.
Russia has attacked Ukraine with a new type of long-range drone that uses a powerful jet engine to fly 600 miles with a 200-pound explosive warhead, Kyiv's military intelligence agency said. The Ukrainian intelligence directorate, or GUR, released a statement on Sunday providing new details about what it dubbed the "Geran-5." GUR said the drone was used during an attack in early 2026.
More than 1,000 drones a high proportion of which are likely to be Shahed 136s have targeted Iran's Gulf neighbours since the US and Israel first attacked Tehran on Saturday morning. On Monday afternoon, the UAE said it had been attacked by 689 drones and had downed 645 meaning 44 drones, a little over 6% of the total, got through.
Ukraine's defense intelligence agency, GUR, has identified over a dozen American and Chinese electronics parts that it says were found in a new Russian jet-powered attack drone. GUR published its new analysis of the drone, dubbed the Geran-5, on Monday, as part of its ongoing directory of key foreign components used in Russia's weapons or defense industry. The intelligence directorate published images of what it said was the drone's wreckage last week,
