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.
Anthropic sought explicit contractual restrictions to prevent its AI from being used for mass domestic surveillance or fully autonomous weapons. The Pentagon, in contrast, insisted it must be able to deploy contractor technology for any lawful purpose. Negotiations broke down, the Department of Defense moved to terminate the contract, and it designated Anthropic a supply chain risk, effectively restricting many government agencies and defense contractors from working with the company.
If you have ever considered returning to Palantir, this is the week to do it. The world is demanding every last unit of creative energy we can muster. If you return, you will be on a plane day one and committing code that matters within hours of getting your...
The DoD's free GenAI.mil platform is the biggest overhang on the Ask Sage thesis. BigBear paid $250M for that acquisition, and if government agencies can get similar functionality for free, the return on that deal shrinks fast. Management needs to draw a clear line between what Ask Sage offers and what GenAI.mil does not.
xAI agreed to that 'all lawful use' standard, a move that paved the way for the deal while other tech giants were still caught in negotiations. This allows Grok to be used in high-stakes environments, including weapons development and intelligence analysis.
Code Metal, a Boston-based startup that uses AI to write code and translate it into other programming languages, just closed a $125 million Series B funding round from new and existing investors. The news comes just a few months after the startup raised $36 million in series A financing led by Accel. Code Metal is part of a new wave of startups aiming to modernize the tech industry by using AI to generate code and translate it across programming languages.
The company focuses on autonomous drones and AI pilots for use in combat and in contexts where communications may be down or jammed. Its technology enables the surveillance, mapping, and monitoring of spaces (such as inside buildings) without the need for human intervention. Unlike its competitor, Skydio, Shield AI has been focused on military objectives from the beginning, yet its defence tech has also been sold for maritime, policing, and border control operations.
OPINION - Out with a "rules-based international order" and in with "U.S. core national interests", according to the U.S. National Security Strategy (NSS) of 2025. The NSS was not well-received by many of the 32 members of the North Atlantic Treaty Organization (NATO). Indeed, saying good-bye to the U.S. as the guarantor of global order will be difficult for many of our allies and partners, who will be expected to contribute more to their own defense and security.
Tensions between Israel and Iran have heavily influenced Middle Eastern politics for decades. Both nations have invested greatly in military strength, advanced technology, and regional influence. As their rivalry continues to play out through conflicts, cyber operations, and strategic acts, questions often arise about which country holds the upper hand. Israel is known for its cutting-edge defense systems, well trained forces, and close ties with Western powers,
Top talent, ambitious founders, and serious capital are flooding into a mission that matters, delivering products and solutions that will send us to the moon, deploy unimaginably capable unmanned aerial devices, and redefine what's possible in modern warfare. It's an exciting moment-one full of possibility and potential. But here's the problem: while everyone is focused on the moonshots, we're overlooking the foundation.
Palmer Luckey says he learned the hard way that relying on Silicon Valley talent can be a trap. The founder of Oculus VR and Anduril Industries recalled how, after Facebook (now Meta) acquired Oculus in 2014, his other company's hiring funnel narrowed almost exclusively to Bay Area engineers. Many, he said, were "very mercenary-minded" and more interested in résumé building than mission.
The Reindustrialize Summit emphasized the potential for startups and venture capitalists to drive an American manufacturing renaissance, amid a generational challenge with the Chinese Communist Party.
"The US Army is pushing radical transformation, preparing for a war that it hopes never happens, and striving to send China the message that it won't win should a fight come."
