RT C Schmitz (@chrisschmitz)This is an indirect admission that the Block 40/45 E-3G that the USAF sent to the middle east are not up to the challenge of picking up iranian Shahed drones.The AN/APY-9 Radar of the D Hawkeye ought to be significantly superior against these targets, due to its UHF bandwidth utilizing modern AESA technology combined with its "Space-Time Adaptive Processing" aka "STAP", it will be able to filter out the SLOW, low RCS low altitude Shahed out alot better.The challenge for the (upgr ...

March 13, 2026 03:24 PM GMT Aerospace & Defense | North America Flyby: From Black Swan to Fat- Tail – Increasing Geopolitical Instability Provides Structural Support for US Defense The ongoing conflict in the Middle East underscores that geopolitical "fat-tail" events are no longer theoretical outliers, but recurring realities. In our view, structurally elevated global instability supports sustained growth in US defense spending, reinforcing our Attractive sector view. The ongoing conflict in the Middle Eas ...

RT Arya Yadeghaar (@AryJeay)The IRGC Navy says it carried out a combined missile & adrone strike on US fighter jet shelters at Sheikh Isa and Al Dhafra air bases, with high-explosive cruise missiles.The statement says it damaged repair/logistics areas and reduced Al Dhafra’s operational capacity, and says it will keep attacking until those bases are evacuated/destroyed. ...

It said it has reached a deal with Aumovio to offer opportunities to around 600 employees set to lose their jobs. ...

Hensoldt is looking to take on engineers from auto supplier Aumovio to help boost its ranks as the defense boom gathers pace. https://t.co/IzlzdyiZRp ...

Published on March 6, 2026 Contents Institutional Research Group Jim Corridore Lead Research Analyst, Industrials jim.corridore@pitchbook.com pbinstitutionalresearch@pitchbook.com | Key takeaways | 1 | | --- | --- | | The Iran war explained | 1 | | How PE investors view the Iran war | 2 | | Who makes these munitions and at what cost? 3 | | | How can PE invest in this space? | 5 | | The Iran war highlights aerospace & defense | | | investment staying power | 6 | INDUSTRY RESEARCH The Iran War Viewed Through ...

Asia Pacific Equity Research 11 March 2026 J P M O R G A N Trend Tapestry Counter-drones: Asia counter-drone exposure to combat evolving aerial threats We launch the JPM Asia Counter Unmanned Aerial Systems basket (Bloomberg: JPMACUAS), highlighting stocks in Asia that have exposure to counter-drone technology and capabilities. As drones become cheaper, more capable, and widely deployed across both conflict zones and civilian airspace, demand for C‑UAS (counter-Unmanned Aircraft Systems) solutions is accele ...

Group 1 - The S&P 500 Index has recently declined to its lowest level since November 2025, dropping to $6,632 from a year-to-date high of $7,700 [1][1][1] - The Federal Reserve is expected to maintain interest rates between 3.50% and 3.75%, signaling a cautious approach amid signs of stagflation [1][1][1] - The labor market showed weakness in February, with over 92,000 jobs lost and the unemployment rate rising from 4.3% to 4.4% [1][1][1] Group 2 - The average earnings growth for S&P 500 companies rose over 13% in Q4 2025, with notable performances from companies like Nvidia and Apple [1][1][1] - Upcoming earnings reports from companies such as Dollar Tree, Lululemon, and Micron are anticipated, though their impact on the S&P 500 Index may be limited [1][1][1] - The ongoing Iran war has driven crude oil prices to around $100, affecting energy prices and potentially leading to further downside for the S&P 500 Index [1][1][1] Group 3 - Technical analysis indicates that the S&P 500 Index has formed a bearish continuation pattern, with a potential target at the 38.2% Fibonacci Retracement level of $6,178 [1][1][1] - The index has fallen below the 50-day and 25-day Exponential Moving Averages, indicating continued downward pressure [1][1][1] - Oscillators such as the Relative Strength Index (RSI) and Percentage Price Oscillator (PPO) have been declining, suggesting further potential declines for the index [1][1][1]

Core Insights - The U.S. Army has awarded Anduril Industries a new enterprise contract aimed at streamlining operations and reducing costs while expediting deployment to Warfighters and U.S. Government stakeholders [1] Group 1: Contract Details - The 10-year contract has a total estimated value of up to $20 billion, including a five-year base period and a five-year optional ordering period [2] - The contract consolidates over 120 separate procurement actions into a single framework, enhancing management efficiency [3] Group 2: Operational Improvements - The new enterprise contract will eliminate redundancies and pass-through charges on subcontracts, leading to reduced procurement timelines [4] - This approach ensures rapid access to advanced software platforms, integrated hardware, data and compute infrastructure, and ancillary support services for soldiers [4] Group 3: Strategic Context - The decision to award the contract aligns with the U.S. Army's efforts to modernize its technology infrastructure and provide faster access to advanced solutions [5] - The announcement occurs amid broader tensions in the defense technology sector, particularly regarding AI use policies [6]

Hegseth is trying to gut legal oversight of the Trump administration's conduct at a time of war. In a video posted this week, Hegseth ordered a complete overhaul of how the military's lawyers in uniform, known as JAG officers and their civilian counterparts are organized. Hegseth claimed that the review is part of an effort to, quote, reduce waste, but The Atlantic reports this, quote, his plans have alarmed many current and former military lawyers who see the bureaucratic justifications as cover for what t ...