Group 1 - Ondas Holdings Inc. (NASDAQ:ONDS) experienced a significant stock increase of 29.47%, closing at $8.72, following a $35 million investment in Performance Drone Works, an advanced robotics company [1][3] - The investment aims to enhance capabilities for warfighters, focusing on targeting, surveillance, sensing technology, and force protection [2] - Ondas plans to increase production of its C100 and AM-FPV systems, create new engineering jobs, and acquire essential components to support this initiative [3] Group 2 - Ondas secured a $20.9 million contract with the US Army for its C100 UAS and Multi-Mission Payloads (MMP) as part of the "Transformation in Contact" initiative [4] - The company completed the acquisition of Sentrycs CS Ltd., which specializes in Cyber-over-RF (CoRF) and Protocol-Manipulation counter-UAS technology [4] - Sentrycs' CoRF technology is designed to identify, track, and control unauthorized drones without disrupting communications, with 200 deployments across 25 countries [5]

Core Insights - Science Applications International Corp. (SAIC) has been awarded a $1.4 billion task order for the COBRA project to support the Department of War, focusing on multi-domain warfighting technologies [1][4] - The COBRA initiative aims to modernize existing military systems and enhance operational flexibility within the Combined Joint All-Domain Command and Control (CJADC2) ecosystem [2][3] - The project emphasizes the integration of various domains (sea, land, air, space, and cyber) to improve combat effectiveness and decision-making capabilities for military commands [3][4] Company Overview - SAIC is a leading mission integrator with a focus on technology and innovation, serving defense, space, civilian, and intelligence markets [4][5] - The company has approximately 24,000 employees and reported annual revenues of around $7.5 billion [5]

WEST HOLLYWOOD, Calif. and RAMAT EFAL, Israel, Nov. 20, 2025 (GLOBE NEWSWIRE) -- VisionWave Holdings, Inc. (Nasdaq: VWAV) (“VisionWave” or the “Company”) announced today that it has completed assembling its full due-diligence team for the proposed acquisition of Solar Drone Ltd., a wholly-owned subsidiary of BladeRanger Ltd. (TASE: BLRN), as previously disclosed in the Company’s LOI and Form 8-K filings. The Company has mobilized a combined force of legal, technical, regulatory, financial, strategic, and ad ...

Core Insights - Nokia and NestAI have formed a strategic partnership to enhance AI-powered defense solutions, with a combined investment of €100 million from Nokia and Tesi [1][8] - The partnership aims to innovate AI-native solutions for defense by leveraging Nokia's secure connectivity and NestAI's expertise in unmanned systems and command-and-control platforms [3][4] - NestAI is recognized as a rapidly growing physical AI lab in Europe, focusing on mission-critical applications across various domains including logistics, security, and defense [9] Group 1: Partnership and Investment - The strategic partnership between Nokia and NestAI is designed to accelerate the development of AI capabilities in unmanned systems and data-centric command-and-control systems [3][4] - Tesi's investment in NestAI reflects a commitment to support Finnish companies with significant potential in strategically important sectors [6] Group 2: Technological Focus - The collaboration will combine Nokia's expertise in secure, AI-native connectivity with NestAI's platforms to enhance operational effectiveness in defense [4][7] - NestAI's focus on open, modular, and interoperable platforms aims to build resilient AI technologies for real-world applications [9] Group 3: Industry Context - Connectivity is increasingly viewed as a strategic asset in defense, enabling faster and more informed decision-making through AI-driven technologies [2] - The partnership aligns with the broader goal of strengthening Europe's security and technological leadership in defense and critical infrastructure [5]

With a market cap of $53.4 billion, L3Harris Technologies, Inc. (LHX) is a leading global provider of mission-critical solutions for government and commercial customers, operating across four segments: Space & Airborne Systems, Integrated Mission Systems, Communication Systems, and Aerojet Rocketdyne. The company delivers advanced technologies ranging from satellite payloads and ISR systems to tactical radios and space propulsion. Shares of the Melbourne, Florida-based company have outpaced the broader ma ...

DroneShield shares plummeted after its US chief resigned, marking the latest challenge for the Australian defense technology firm that’s been trying to win over institutional investors https://t.co/hqi93XA3Vd ...

Core Insights - VisionWave Holdings, Inc. has filed a U.S. Provisional Patent Application for an "AI-Assisted Multi-Modal RF Fire-Control System for All-Domain Target Engagement," expanding its Vision-RF patent portfolio with a new rifle-mountable RF-sensing module [1][11] Technology Overview - The new RF-based system operates effectively day and night, in all weather conditions, and through obscurants, where traditional electro-optical systems may fail [2][4] - VisionWave's RF-native technology transforms RF waveforms into image-like data, providing range and Doppler information for detecting, classifying, and tracking threats [3][10] - The system eliminates the need for active infrared or laser emissions, reducing tactical signatures and enhancing operator safety [5][6] Development and Trials - VisionWave plans to advance the development of Vision-RF following Q4 2025, with field trials anticipated in 2026 involving soldier-scale rifle modules and vehicle integrations [11][12] Operational Benefits - The RF-native design supports persistent sensing and tracking capabilities, even when optical systems are compromised [15] - The modular architecture allows for scalability across various platforms, including dismounted, vehicle, and fixed-site systems [14][15] - The system aims to improve first-shot probability and reduce engagement timelines, enhancing operational effectiveness in combat scenarios [6][7]

South Korea’s major defense giants have amassed roughly $69 billion in order backlogs as of late 2024, according to media reports. Seoul is also accelerating investment in advanced weapons systems and expanding its defense ties, particularly with Europe. With the new EU–South Korea Security and Defence Partnership in 2024 and growing exports of vehicles and artillery, the country has become the second-largest arms supplier to European NATO members. Yet despite that enormous industrial footprint, remarkab ...

Geopolitical Landscape - The era of American unipolarity has ended [1] - Global power dynamics are shifting [1] Technological Advancement - Defense technology is evolving at an unprecedented rate [1] - AI is reshaping every domain [1] Company Focus - Palantir's UK head, Louis Mosley, discusses these changes [1]

Geopolitical and Technological Shifts - The world is experiencing a fundamental geopolitical shift with the end of American unipolarity, as adversaries like China emerge as near-peer competitors [1][2] - Concurrently, a revolution in artificial intelligence technology is anticipated to transform various aspects of life, including defense and military applications [2][3] Impact of AI on Defense - The changes brought by AI are expected to unfold over a short period, potentially within 5 to 10 years, comparable in scale to the industrial revolution [3] - The future of defense software will likely involve significant automation, raising questions about the necessity of human oversight in military processes [4][5] Investment and Growth Opportunities - The UK is positioned as a key player in defense technology development, boasting high-quality engineering talent essential for software development [6][7] - The company has already established a significant presence in London, with plans to expand its workforce significantly over the next five years, recognizing the UK's role as a premier military power in Europe [7][8]