AeroVironment Crushes Q4 Forecasts: Tactical Drone Enters a Supercycle
AVAV soars after record results. The market validates the thesis: tactical drones have become a permanent budget line for Western armies.
Jul 2, 2026 at 10:17 8 8
Ukraine raises the cost of war for Moscow: deep strikes, diplomatic victories, and testing Putin's resilience
A series of Ukrainian successes-drones over Moscow, diplomatic breakthroughs, consolidated Western support-is reshaping the cost balance of the conflict. Each deep Ukrainian strike is a financial variable: Russia’s war budget, European defense contracts, commodity prices.
Jun 24, 2026 at 10:00 9 6
Daniel Schmidt
GCAP: The Multi-Billion-Dollar Contract Passes the Point of No Return for the Future Tri-National Fighter
The UK-Japan-Italy Global Combat Air Programme has just secured a major contract described as a "major step forward." For non-American defense investors, this signals that the program is politically irreversible—and industrially open to partnerships.
22 h ago 7 9
Daniel Schmidt
E-7 Wedgetail: Congress Allocates $1.55 Billion to Revive Program - Naval Hawkeye Spared
Washington continues to accelerate its aerial modernization: $1.55 billion to relaunch the Boeing E-7 Wedgetail, aerial complement to the THAAD ×4 contract signed with Lockheed Martin.
Jun 26, 2026 at 15:55 14 14
Daniel Schmidt
U.S. Military Demands Leave Asian Allies in Strategic Uncertainty
Washington urges Japan, South Korea, and the Philippines to double their defense budgets—a demand that generates as many industrial opportunities as it does regional geopolitical tensions.
Jun 25, 2026 at 22:34 11 10
Daniel Schmidt
THAAD ×4 and E-7 Wedgetail: U.S. Congress Revives Defense Production at Full Speed
$35 billion to quadruple THAAD production, $1.55 billion to revive the E-7 Wedgetail: Washington approves an industrial remilitarization unseen since the Cold War.
Jun 25, 2026 at 22:34 13 10
Daniel Schmidt
Lockheed Martin Unveils Low-Cost Hypersonic Glider: Hypersonics Enters Industrial Phase
After years of costly R&D and mixed test results, Lockheed Martin unveils a hypersonic glide body designed for mass production. A strong signal for defense budgets and the US-China-Russia hypersonic race.
Jun 24, 2026 at 18:35 14 10
Daniel Schmidt
Rocket Lab VICTUS HAZE: New TacRS Record and Strengthened Position in Tactical Space Defense
Rocket Lab completes end-to-end VICTUS HAZE mission and sets new Tactically Responsive Space (TacRS) record. Against a backdrop of rising defense budgets, this operational demonstration shifts market perceptions of tactical space capability responsiveness.
Jun 24, 2026 at 10:00 9 8
Daniel Schmidt
Rocket Lab Completes VICTUS HAZE: New Record for Tactical Responsiveness in Defensive Space Launch
The VICTUS HAZE mission by Rocket Lab sets a new TacRS record - operational validation of the tactical responsive launch concept for US defense, with direct implications for DoD budgets and the space race.
Jun 23, 2026 at 21:44 6 4
Daniel Schmidt
Rocket Lab Completes VICTUS HAZE and Sets New TacRS Record: Military Space Responsiveness Scales Up
On June 22, 2026, Rocket Lab successfully completed the end-to-end VICTUS HAZE mission, breaking its own TacRS responsiveness record. This is no longer a one-time feat-it's a reproducible operational capability that repositions the company in the eyes of the DoD.
Jun 23, 2026 at 12:41 7 5
Daniel Schmidt
Rocket Lab Completes VICTUS HAZE: TacRS Record Redefines Military Space Responsiveness
Rocket Lab has just completed end-to-end the VICTUS HAZE mission, setting a new record for tactical space responsiveness (TacRS). A game-changing demonstration for the resilience of U.S. military constellations.
Jun 23, 2026 at 04:28 7 5
Daniel Schmidt
Rocket Lab Successfully Completes VICTUS HAZE: Tactical Space Resiliency Reaches New Heights
In less than 24 hours, Rocket Lab launched, put into orbit, and delivered an operational satellite to the US Space Force. A record that redefines the parameters of military space - and its investment.
Jun 23, 2026 at 02:45 5 4