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Palantir Secures $480M Army TITAN Contract Extension
PLTR awarded continuation of AI-enabled targeting system for next-gen ground vehicles. Contract ceiling raised to $960M through 2028.
Anduril Lattice OS Integration with JADC2 Confirmed
Pentagon confirms Anduril command platform selected for Joint All-Domain interoperability test. Proxies: PLTR, AXON, RTX.
Oklo Receives NRC Site Permit — First Advanced Fission Approval
Micro-reactor company clears major regulatory milestone for Idaho deployment. Stock surges 5.4% on volume.
⚠ CRWD Threat Intel: Nation-State APT Targeting Defence Subs
CrowdStrike Falcon OverWatch detects coordinated intrusion campaign against Tier-2 prime contractors. CISA advisory expected.
IonQ Achieves 99.7% 2-Qubit Gate Fidelity
Trapped-ion quantum processor hits reliability threshold for enterprise error correction. Partnership with Azure Quantum deepens.
Lockheed F-35 Block 4 Software Delay — GAO Report
Government Accountability Office flags 18-month slip in TR-3 software delivery. Congress may cap production.
RTX Patriot System Sale to Poland — $4.7B FMS Deal
State Dept approves Foreign Military Sale of 8 Patriot fire units to Poland. RTX primary contractor.
NVIDIA H200 Allocation: DoD Gets Priority Queue
Pentagon secures dedicated H200 GPU allocation for classified AI workloads. $400M procurement through DISA.
China Taiwan Strait: PLA Navy Exercises Escalate
Satellite imagery confirms 47-vessel PLA Navy exercise in Taiwan Strait. Largest since 2024. Defence primes rally.
Fed Governor Waller: "Data Supports Holding Rates Through Q3"
In prepared remarks, Waller signals no rate cuts before September. Defence stocks stable, growth names dip.
Bitcoin Tests $108K Resistance — Institutional Inflows Surge
BTC spot ETF inflows hit $2.1B weekly. Grayscale outflows slow. Correlation with /NQ tightening.
/ES Futures Gap Up on Strong China PMI — /NQ Leads
S&P 500 futures +0.8% pre-market. Nasdaq futures +1.1%. Risk-on sentiment prevails ahead of PCE data.