Group 1 - General Dynamics' information technology unit has secured a contract worth $988 million to modernize the U.S. Navy's fleet systems [1]

TEL AVIV, Israel, Jan. 12, 2026 /PRNewswire/ -- Axon Vision (TASE: AXN), a leading provider of AI-powered solutions for defense applications, announced today that it has received an order from Leonardo DRS for the delivery of its new AI-based system for C-UAS missions. Valued at approximately $350,000, the contract covers the delivery of an initial set of systems that provides end-to-end detection, classification, tracking, and interception of aerial threats (C-UAS) and other rapidly evolving threats requi ...

RESTON, Va.--(BUSINESS WIRE)-- #LimitlessPotential--CACI International Inc (NYSE: CACI) announced today that it has secured a five-year, single-award task order valued at up to $416 million to provide technology to the U.S. Navy's Naval Sea Systems Command (NAVSEA) Navy Maritime Maintenance Enterprise Solution (NMMES) program. This SeaPort-Next Generation (NxG) task order underscores CACI's commitment to supporting the Navy's and the Department of Defense's (DoD) state-of-the-art, resilient, and secure mari ...

Core Insights - VisionWave Holdings, Inc. has announced the formation of a strategic joint venture aimed at expanding its intellectual property and technology execution capabilities [1][2] - The joint venture will serve as a dedicated operating platform to accelerate the development, integration, and commercialization of high-security electronic design automation and defense-grade technologies [2][3] Strategic Value Creation - The joint venture is pivotal for VisionWave's strategic roadmap, supporting the development and potential commercialization of the company's technologies [3] - VisionWave's defense technology leadership is based on a growing portfolio of proprietary systems, including real-time autonomous frameworks and edge-AI platforms, designed for battlefield and secure infrastructure applications [4] - The joint venture will centralize execution for integrating and scaling technologies, further enhanced by an existing commercial engagement with a major Israeli financial institution [4] QuantumSpeed™ Integration - A key driver of the joint venture is VisionWave's acquisition of QuantumSpeed™, a proprietary computational acceleration engine expected to enhance computational applications [5] - The integration of QuantumSpeed™ into the joint venture platform is a strategic consideration, positioning the venture to pursue additional opportunities [5] Leadership Perspective - The joint venture establishes a foundational technology execution platform that supports ongoing technology development efforts [6] - The goal is to unify intellectual property and enhance performance through QuantumSpeed™, aiming for long-term growth [7] Platform Structure and Governance - The joint venture will operate as a centralized execution and commercialization platform for designated technologies and projects, without issuing new shares [9] - Governance and operational execution are aligned with VisionWave's long-term intellectual property and platform strategy [9] - Additional technologies and collaborations may be introduced into the joint venture with governance approvals, further expanding the company's strategic influence [10]

Core Viewpoint - Kratos Defense & Security Solutions is expanding its operations in Birmingham, Alabama, with a new 40,000-square-foot facility to support growth in its products sector, including advanced defense technologies [1][2][3]. Group 1: Expansion and Growth - The Birmingham expansion is a response to increasing demand for Kratos' defense and national security programs, demonstrating the company's commitment to Alabama's skilled workforce and advanced manufacturing capabilities [2][4]. - The new facility will enhance Kratos' product offerings, including HORUS, CRADLE, and UltraSpec, which align with the company's core mission areas [1][3]. Group 2: Workforce and Infrastructure - Since Kratos acquired the Birmingham operations three years ago, the workforce has doubled, indicating significant growth and the need for state-of-the-art facilities to attract top talent [3]. - Kratos now owns 52 acres in the Oxmoor Valley area, where it operates advanced laboratory facilities for various defense-related technologies, including strategic deterrence systems and hypersonic platforms [4]. Group 3: Company Overview - Kratos is recognized as a leader in the defense sector, focusing on internally funded investments to rapidly develop military-grade hardware and software solutions [2][5]. - The company aims to be a disruptive change agent in the industry, emphasizing affordability and efficiency in its product development processes [5].

Core Insights - V2X, Inc. has been awarded a contract under the Missile Defense Agency's SHIELD IDIQ contract, valued at a ceiling of $151 billion, to enhance defense capabilities and national security [2][3]. Group 1: Contract Details - The SHIELD IDIQ contract aims to support rapid innovative solutions and advance technologies for national defense [2]. - V2X will collaborate with the MDA and industry partners to deliver innovative defense capabilities across various mission areas [2]. Group 2: Company Alignment and Expertise - The SHIELD IDIQ aligns with V2X's ongoing efforts to protect the nation, including support for key sensor and missile defense programs like COBRA DANE and COBRA KING [3]. - V2X's expertise in early warning radar systems, sustainment, and systems engineering directly supports the goals of the SHIELD contract and the Golden Dome initiative [3][4]. Group 3: Strategic Importance - The SHIELD award reinforces V2X's alignment with the Golden Dome American program, which focuses on modernizing U.S. defense posture and addressing emerging threats [4]. - V2X will leverage its technical expertise in advanced analytics, rapid prototyping, and cybersecurity to contribute to national strategic defense innovations [4]. Group 4: Company Overview - V2X integrates physical and digital environments to enhance mission readiness and security, employing approximately 16,000 professionals globally [6]. - The company utilizes AI and machine learning capabilities to tackle challenges across all operational domains [6].

Under these contracts, Elbit Systems will provide a comprehensive EW suite designed to protect the helicopter platform from missile threats, enhance aircraft survivability, and increase mission effectiveness. The solution integrates state-of-the-art electronic sensing, signal processing, and countermeasure capabilities, providing early warning, threat identification, and automated response to a broad range of threats. In addition, the company will supply its Mini-MUSICâ"¢ DIRCM system, designed to protect s ...

Core Insights - Ocean Power Technologies Inc has secured a contract valued at over $5 million with the US Coast Guard, marking a significant milestone in the company's mission to provide autonomous maritime surveillance solutions [1][4] - The contract is seen as a strategic inflection point for the company, indicating a shift towards a growth phase characterized by multi-buoy and multi-vehicle contracts, as well as commercial integration of vehicle docking and charging [2][8] Company Developments - The CEO highlighted the benefits of the new system, which offers a unified operating picture that simplifies technical complexities for end-users [2] - The company has been preparing inventory in advance of this deal, allowing for rapid deployment of pre-built buoys to the Coast Guard [7] - The collaboration with defense technology firm Anduril is crucial for integrating various data sources into a common operating picture for the Coast Guard and Homeland Security [5][6] Future Outlook - The contract is expected to be the beginning of a growth phase, with the company anticipating more contracts of a similar nature, particularly in the area of multi-buoy and multi-vehicle deployments [8] - The focus on commercial integration of vehicle docking and charging from buoys is a key area of excitement for the company moving forward [8]

Fund Performance and Strategy - The 1789 Capital Growth Equity Fund has experienced significant growth, with assets increasing from $200 million to $2 billion by December 31, 2025, and is now closed to new investors [1] - The firm has launched a new 1789 Real Estate fund, which has raised $1 billion in a few months, targeting migration from high-tax states to Southern Florida [2] Investment Focus - The fund aims to capitalize on the demand for commercial space, housing, hospitals, and schools due to population shifts from states like New York to Florida [2] - Notable investments include Elon Musk's SpaceX, which may go public this year with a potential valuation of $1 trillion, and AI company Groq, which partnered with Nvidia in a deal valued at approximately $20 billion [3] Defense Technology Investments - The fund holds a position in Anduril, a defense tech company founded by Palmer Luckey, which is set to begin large-scale manufacturing of an autonomous fighter jet for the U.S. Air Force [5][6] - The YFQ-44 is described as an autonomous "loyal wingman" that operates alongside manned pilots, enhancing operational capabilities [6] Other Notable Investments - The fund has invested in GrabAGun, an online gun retailer, which has seen a significant stock price increase of 15.34% recently [8] - Trump Jr. has indicated that the investment in GrabAGun represents a "catalyst for change" amid a cultural shift regarding Second Amendment rights [9]

Industry Overview - Global military spending reached $2.7 trillion in 2024 and is projected to rise to $6.6 trillion by 2035 if current trends continue [1] - U.S. President Donald Trump proposed a $1.5 trillion defense budget for 2027, which is expected to generate excitement in the defense sector [2] Company Profile: Lockheed Martin - Lockheed Martin is a defense technology company operating in four segments: aeronautics, space, mission & fire control, and rotary & mission systems [3] - For Q3 2025, Lockheed Martin reported revenue of $18.6 billion and an EPS of $6.95 [3] Financial Performance - Lockheed Martin's stock has increased by 17% over the past six months due to a positive outlook for the defense sector [4] - The company ended Q3 2025 with a record order backlog of $179 billion, providing clear cash flow visibility [5] - Lockheed reported free cash flow of $3.3 billion for the quarter, indicating an annualized potential of $13.2 billion [6] - The company has increased its share repurchase authorization to $9 billion and raised its quarterly dividend by 5% to $3.45 per share [6] - Lockheed has raised its revenue guidance for 2025 to a mid-range expectation of $74.5 billion [6]