Anduril

Robotics & Defense

Castelion puts a $450,000 hypersonic missile under a Super Hornet's wing

The ex-SpaceX startup published its missile on a Navy Super Hornet and claims 80% of Lockheed's PrSM capability at a much lower price. The order trail says the Pentagon believes it.

November 6, 2026two-minute read

Robotics & Defense

The Army invites second builders for Lockheed Martin's $4.9 billion missile contract; replies due October 30

The Army opened bidding on Lockheed Martin's own missile, with responses due October 30, after the Iran war gutted US missile stocks. The bottleneck is not factories but the intellectual property Lozano calls "the keys to the kingdom".

October 20, 2026three-minute read

Robotics & Defense

The Defense Department paid Palantir $2.05 billion in a year. The short case runs through the commercial line

A single $637.5 million task order anchors the flow, the stock closed at a record $209.05 on October 9, and the third-quarter report lands on November 2. The bear case has to run through the commercial line the AI labs now contest.

October 13, 2026three-minute read

Secondary market

Lockheed Martin answers Mach Industries' 1,000-mile missile with a ramjet and a $300 million production line

Qualcomm cuts jobs worldwide, launches Anduril laptop as handset chips fall 20% before its November 4 report

Maryland promised Anduril nearly $500 million in tax breaks before its legislature votes on $75 million

Castelion puts a $450,000 hypersonic missile under a Super Hornet's wing

The Army invites second builders for Lockheed Martin's $4.9 billion missile contract; replies due October 30

The Defense Department paid Palantir $2.05 billion in a year. The short case runs through the commercial line