"To accelerate current weapons development timelines, DARPA is considering an alternative development paradigm to increase the nation's magazine depth and breadth."
Asgard will help it realise the ambitions of the government's 2025 Strategic defence review, which promised to 'deliver a tenfold increase in lethality over the next 10 years' via a combination of enhanced 'firepower, surveillance technology, autonomy, digital connectivity and data'.
The modern battlefield is increasingly defined by software. To maintain our advantage, we must be able to acquire and deploy software capabilities with speed and efficiency. Enterprise contracts are a key part of our modernization strategy, allowing us to consolidate software agreements, eliminate redundancies, and accelerate the delivery of critical tools.
Our war fighters are leveraging a variety of advanced AI tools. These systems help us sift through vast amounts of data in seconds so our leaders can cut through the noise and make smarter decisions faster than the enemy can react. Humans will always make final decisions on what to shoot and what not to shoot and when to shoot, but advanced AI tools can turn processes that used to take hours and sometimes even days into seconds.
The Islamic Revolutionary Guard Corps (IRGC) has threatened to strike 18 US technology and defense-related companies operating in the Middle East, including GE, which has contributed to a bearish sentiment among investors.
America succeeds in space when American companies compete, innovate, and grow. I'm encouraged to see Congress taking meaningful steps to strengthen the industrial base that underpins both our civil and national security space missions.
Microsoft (NASDAQ:MSFT)'s $170 million Air Force cloud contract signals the massive defense modernization wave reshaping Pentagon technology buying. While Microsoft grabs headlines, the real winners are companies building hardware that protects American interests: fighter jets, missile systems, submarines, and bombers. These aren't software plays - they're steel, titanium, and composite fiber companies with decade-long backlogs and bipartisan budget support. We ranked the top five defense and aerospace stocks based on profitability margins, operational efficiency, balance sheet strength, and positioning in the defense modernization cycle.
Ondas said Q4 revenue landed between $29.1 million and $30.1 million, comfortably above the $27 million to $29 million range it had guided to in January. For the full year, revenue came in at $49.7 million to $50.7 million versus prior guidance of $47.6 million to $49.6 million. Adjusted EBITDA losses narrowed in line with expectations, and the company reiterated its 2026 revenue target of $170 million to $180 million.