Topic
Hardware, software and sensing systems built for military and security customers, including procurement, integration and export-controlled products.
Anduril opened an employee tender at $94.80 a share that values it near $90 billion, against $61 billion in May. On last year's $2.2 billion of revenue that is about 41 times sales, up from about 28 times in May.
Perspective Coverage
3 publishersReality
Applied Intuition is fielding offers that value it at $30 billion or more, double its $15 billion valuation of June 2025. Estimated recurring revenue doubled too, so the multiple stays near 36 times.
Perspective Coverage
5 publishersReality
BAE Systems unveiled a high-power microwave weapon at AUSA 2026 that it says has reached Technology Readiness Level 6. Only the microwave half of the pairing works without conventional ammunition, and no Army adoption is shown.
Reality
Ukraine's Third Army Corps says its heavy drones dropped armed ground robots roughly six miles behind Russian lines during Operation Vivaldi. Brave1 says only a few units can do it so far, so the open question is how fast unit-built kit reaches serial production.
Reality
Defense Secretary Pete Hegseth gave the Project Meridian study 120 days to report on what US forces need to fight future wars. Defense-tech vendors now have a report date to plan around, co-written by two executives whose companies already sell drones and satellites to the government.
Perspective Coverage
4 publishersReality
The investor sold out of the Starburst accelerator and has backed 14 industrial and hard-tech companies since January 2023, on a screen that pairs commoditized hardware with software talent and skips science.
Reality
AB Swiftstrike AI is folding AEye's STRATOS lidar into its autonomous counter-drone platform to see aircraft that stay off the air, on the strength of a detection range AEye states for objects at 0.93 miles.
Reality