Department of Defense

The Department of Defense’s Office of Strategic Capital on Thursday announced a $725 million conditional loan commitment with Energy Fuels Inc. (AMEX:UUUU) to expand domestic rare earth processing at its White Mesa Mill in Utah and fund a new rare earth metals and alloy facility in the U.S....

While Leidos Holdings Inc (NYSE:LDOS) has a strong defense portfolio well aligned with the U.S. Department of Defense's priorities, the impact is offset by intensifying pressure across the "once blooming" health care portfolio, according BofA Securities. • Why are LDOS shares at support? The...

The space sector is catching its breath Wednesday — and for the first time since SpaceX (NASDAQ:SPCX) went public last week and triggered a sector-wide selloff, many publicly traded space names are green. Momentus Inc. (NASDAQ:MNTS) and AST SpaceMobile, Inc. (NASDAQ:ASTS) are leading the charge...

While Wall Street fixates on Nvidia Corp. (NASDAQ:NVDA) and the hyperscaler AI arms race, a cluster of small-cap defense tech companies is building contract backlogs that suggest the real AI spending wave hasn’t fully arrived yet. BigBear.Ai, Inc. (NYSE:BBAI), Palladyne AI Corp. (NASDAQ:PDYN...

The U.S. military launched strikes against Iran Tuesday evening in direct retaliation for the downing of an American Apache helicopter on Monday. IDEF shares are climbing. See the chart and price action here. U.S. Central Command announced the action on X: “U.S. Central Command (CENTCOM)...

The Golden Dome missile defense shield project initiated by President Donald Trump could cost about $1.2 trillion over 20 years, according to the Congressional Budget Office (CBO), far exceeding the Pentagon’s previous projection of $185 billion. The CBO estimate released on Tuesday ...

Anthropic is moving closer to restoring ties with the U.S. Department of Defense after President Donald Trump said the artificial intelligence company was improving its standing with his administration, raising the prospect that the Pentagon could revisit its ban.  Trump's comments followed a White...

Oklo Inc. (NYSE:OKLO) CEO Jacob DeWitte said Thursday that nuclear energy is the key to humanity’s next leap beyond Earth, telling CNBC’s “The Exchange” that reactors will underpin virtually every ambitious mission planned for space in the coming decades. OKLO stock is up...

Lockheed Martin (NYSE:LMT) announced on Friday that it has secured a multibillion-dollar contract from the U.S. government to accelerate the production of its PAC-3 Missile Segment Enhancement (MSE). • Lockheed Martin stock is trading at elevated levels. Where are LMT shares going?...

Sen. Mark Warner (D-Va.) and Sen. Adam Schiff (D-Calif.) have demanded an investigation into potential insider trading within the government. The senators sent letters to the Securities and Exchange Commission (SEC) Chairman Paul Atkins and the Department of Defense (DoD) Inspector General...

San Francisco Federal Court District Judge Rita Lin sided with Anthropic in its request for a preliminary injunction in its legal battle against the Trump administration, calling it "illegal First Amendment retaliation." This decision temporarily halts the government’s actions to blacklist...

More than 30 employees from Google, OpenAI and Google DeepMind have filed an amicus brief supporting Anthropic's lawsuit  against the U.S. Department of Defense (DoD). • Alphabet stock is showing upward bias. What’s ahead for GOOG stock? Participants in the brief include senior research...

The Pentagon’s DOW, otherwise known as the Defense Department, didn't buy L3Harris Technologies Inc (NYSE:LHX) common stock. It bought something far more useful: leverage over how fast missiles get built. Track LHX stock here. Instead of buying common stock, the Pentagon backed a new,...

President Donald Trump has intensified pressure on major defense contractors, targeting their reliance on stock buybacks and executive compensation at the expense of production speed.  RTX stock is moving. See the chart and price action here.  Trump made an announcement at Mar-a-Lago on...

Forget "hot tech"—this year's explosive winner isn't a chipmaker or an AI play. Oklo Inc. (NYSE:OKLO) has seen its shares surge nearly 700% year-to-date, outperforming the S&P 500's 12% gain. But behind the rally lies a far bolder story: a bid to build the micro nuclear reactors that could...