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News / Aerospace, Defense & Space

EagleNXT Expands in Europe Amid Drone Demand
Aerospace, Defense & Space

EagleNXT Expands in Europe Amid Drone Demand

European demand for defense and counter‑UAS systems is accelerating, creating procurement opportunities for U.S. drone suppliers such as EagleNXT. Recent transactions and financing rounds — including a €150M package with an EU‑backed loan and a German–Ukrainian joint venture — plus an EU action plan signpost faster cross‑border coordination and more capital flowing into drone and counter‑drone capabilities.

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FAA resource shortfalls weaken oversight of United Airlines maintenance

FAA resource shortfalls weaken oversight of United Airlines maintenance

A federal watchdog says limited travel allowances, too few inspectors and weak workforce planning have reduced the FAA’s capacity to monitor United Airlines’ upkeep program. Several agency recommendations dating back to 2019 remain unfulfilled, leaving persistent review gaps in airlines’ safety-management processes.

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Aerospace, Defense & Space

PacifiCan puts $46.6M into B.C. defence tech and supply chains

PacifiCan is directing about $46.6 million to eight B.C. projects to accelerate dual‑use technologies, build testbeds and prepare suppliers to bid on defence contracts; RDII applications are open until April 15, 2026. Implementation hurdles remain — procurement predictability, accreditation and workforce bottlenecks identified in other RDII tranches mean results will depend on parallel policy and delivery fixes.

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VisionWave begins feasibility work on AI-managed distributed radar mesh
Aerospace, Defense & Space

VisionWave begins feasibility work on AI-managed distributed radar mesh

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Kim Jong Un displays 50 large-caliber rocket launchers ahead of party congress
Aerospace, Defense & Space

Kim Jong Un displays 50 large-caliber rocket launchers ahead of party congress

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Pentagon Commits $68M to Hypersonic Testing; Commercial Providers Move Up the Stack
Aerospace, Defense & Space

Pentagon Commits $68M to Hypersonic Testing; Commercial Providers Move Up the Stack

The Defense Department awarded $68 million across six vendors to accelerate hypersonic research and shorten test cycles, boosting demand for commercial, instrumented flight services. Broader procurement and budget priorities — including milestone‑driven buys and large test‑bed contracts — are tilting acquisition toward vertically integrated providers that can deliver high‑cadence, data‑rich flights and domestic sustainment.

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NASA report brands Boeing Starliner test a major mishap

NASA report brands Boeing Starliner test a major mishap

A NASA investigation has judged Boeing’s crewed Starliner test flight a major mishap, flagging systemic flaws in the vehicle and program oversight. The report ties the incident to leadership and cultural problems and leaves open questions about root causes and Boeing’s role in future crew transport work.

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UK presses Saudi Arabia to fund next-generation fighter program

UK presses Saudi Arabia to fund next-generation fighter program

Britain is intensifying diplomatic outreach to persuade Saudi Arabia to invest in the next-generation fighter program amid rising development costs and a competing project losing momentum. High-level visits and coordinated talks with Italy and Japan aim to convert political access into financial and industrial participation.

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CME launches CME Defence to expand Canadian defence manufacturing

CME launches CME Defence to expand Canadian defence manufacturing

Canadian Manufacturers & Exporters has launched CME Defence to help domestic firms convert new federal defence procurement priorities into industrial contracts and stronger supply chains. The program aligns with Ottawa’s wider Defence Industrial Strategy (including aspirational C$500 billion and domestic‑content targets) and will focus on supplier readiness, certification, and matchmaking — but its impact depends on paired financing, faster vetting and clear multi‑year contracting.

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Top European militaries join to build low-cost air-defence systems

Top European militaries join to build low-cost air-defence systems

Five of Europe’s largest defence spenders are forming a joint programme to design budget-friendly air-defence capability, with an announcement expected within days at a defence ministers’ meeting in Poland. The initiative is framed around lessons from the Ukraine conflict and aims to boost industrial cooperation across EU and NATO lines.

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MDA Space launches 49North to deliver Canadian multi‑domain C4ISR and mission‑critical systems
Aerospace, Defense & Space

MDA Space launches 49North to deliver Canadian multi‑domain C4ISR and mission‑critical systems

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Aerospace, Defense & Space

XTEND to List on Nasdaq After Merger; Eric Trump Joins Investment Round

Israeli robotics firm XTEND will go public through a reverse merger with JFB Construction, aiming for a roughly $1.5 billion valuation and $152 million of committed capital; completion is targeted for mid‑2026 and the combined company plans to trade under the ticker XTND. The transaction links XTEND’s existing Department of Defense engagements and autonomous platform technology to broader U.S. public markets, while introducing new governance, capital and regulatory dynamics.

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Aerospace, Defense & Space

BAE Systems posts record sales despite ongoing worker strikes

BAE Systems delivered its highest annual revenue on rising defence demand, lifting profit and shares, even as targeted factory strike action continues. The pay dispute centers on a gap between a 3.7% offer and a 5.2% demand, creating short-term operational risk amid strong order momentum.

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Trump warns UK over Chagos islands lease plan
Aerospace, Defense & Space

Trump warns UK over Chagos islands lease plan

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Orbit AI’s Genesis-1 Runs 2.6B-Parameter Model Onboard; Intellistake Weighs Blockchain Verification
Aerospace, Defense & Space

Orbit AI’s Genesis-1 Runs 2.6B-Parameter Model Onboard; Intellistake Weighs Blockchain Verification

Orbit AI’s Genesis-1 satellite is live and performing onboard AI inference with a 2.6-billion-parameter model, cutting data sent to Earth and slashing response times. Intellistake, which made a US$500,000 strategic investment, is exploring blockchain-based verification for future missions as planning advances toward Genesis-2.

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Aerospace, Defense & Space

KULR and Hylio to Produce NDAA-Compliant Batteries for Farming Drones

KULR Technology Group and Hylio announced a joint development effort to design and manufacture NDAA-compliant energy systems for agricultural unmanned aircraft in Texas. The work focuses on U.S.-based engineering, prototyping and qualification to support reliability, federal procurement and regional supply-chain resilience.

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Aerospace, Defense & Space

Federal support announced to expand Alberta defence manufacturing

Ottawa will unveil targeted backing to grow defence-related production in the Edmonton region, tying procurement priorities to demonstrated Canadian capacity. The move is presented as a regional implementation step in a broader Defence Industrial Strategy that sets national targets and new delivery tools to steer procurement and finance toward domestic suppliers.

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Canada invests $33M to strengthen Quebec defence suppliers
Aerospace, Defense & Space

Canada invests $33M to strengthen Quebec defence suppliers

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US Air Force targets year-end finish for Sentinel ICBM restructuring
Aerospace, Defense & Space

US Air Force targets year-end finish for Sentinel ICBM restructuring

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Aéro Montréal says federal Industrial Defense Strategy can channel defence contracts to Québec aerospace
Aerospace, Defense & Space

Aéro Montréal says federal Industrial Defense Strategy can channel defence contracts to Québec aerospace

Aéro Montréal welcomes the federal Industrial Defense Strategy as a real opportunity to steer defence procurement and investment toward Québec firms, and urges Ottawa to pair procurement signals with financing channels such as the Defence Investment Agency and a BDC ‘Defence Platform’ to de-risk supplier scale‑up. The cluster highlights procurement simplification, ITB policy modernization and faster security‑clearance and facility accreditation as immediate levers to turn national targets (C$500B and ~70% domestic sourcing) into local jobs, technology and exports.

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AeroVironment favored by JPMorgan as drone, space demand accelerates

AeroVironment favored by JPMorgan as drone, space demand accelerates

JPMorgan initiated coverage with an overweight stance on AeroVironment and set a $320 target, implying roughly a 31% upside from current levels. The bank cites rising global drone demand, new space and directed-energy capabilities from the BlueHalo acquisition, and stronger DoD commercial-style procurement as drivers of mid-teens revenue growth and margin expansion.

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China's Nuclear Submarine Surge Outpaces U.S. Launches, IISS Analysis Warns

China's Nuclear Submarine Surge Outpaces U.S. Launches, IISS Analysis Warns

An IISS study using shipyard imagery finds China launched 10 nuclear-powered submarines from 2021–2025 versus 7 for the United States, and moved roughly 79,000 tons of submarine hulls compared with the US's 55,500 tons. The buildup compresses Washington’s numerical edge at sea, stressing US production targets and raising short-term operational risk in the Indo-Pacific.

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Germany, Spain, Canada and Australia Ramp Up Funding for Domestic Launch Capabilities

Germany, Spain, Canada and Australia Ramp Up Funding for Domestic Launch Capabilities

A wave of government investments is accelerating sovereign launch programs across Europe, North America, and Australia, with targeted cash infusions aimed at private launch startups and pan‑European programs. Recent industry events — from Europe's heavy‑lift program momentum to manifest reshuffles and reliability shortfalls elsewhere — strengthen the strategic case for state funding to secure responsive, sovereign access to space.

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Orion heat-shield char prompted NASA to shorten Artemis 2 reentry; risk persists for later missions

Orion heat-shield char prompted NASA to shorten Artemis 2 reentry; risk persists for later missions

Post-flight analysis found ablative material from Orion's heat shield detached at more than 100 locations during Artemis 1 reentry, caused by trapped gases in the Avcoat layer. Separately, a recent SLS wet‑dress rehearsal was halted by a renewed liquid‑hydrogen leak, compressing Artemis 2 launch opportunities and amplifying schedule risk while NASA pursues a steeper, no‑skip reentry profile and expanded materials testing.

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US to Increase Deployments of Advanced Missile and Unmanned Systems to Philippines
Aerospace, Defense & Space

US to Increase Deployments of Advanced Missile and Unmanned Systems to Philippines

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Europe Makes Drones and C‑UAS Core to Its Defense Doctrine
Aerospace, Defense & Space

Europe Makes Drones and C‑UAS Core to Its Defense Doctrine

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Aerospace, Defense & Space

Defense Spending Surge Redirects $9.8B to Autonomous Systems and Lifts AI Budgets

Congress approved an $839 billion fiscal‑2026 defense appropriation that directs about $9.8 billion to autonomous and unmanned systems and raises the Pentagon’s IT envelope to $66 billion. Paired with roughly $15.1 billion in operational cyber funding and milestone‑linked commercial transactions (equity and contract tranches), the package is compressing the timeline from prototypes to fielded, certifiable autonomy and AI solutions.

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Poland Ties Arms Sales to Local Investment in 1 Trillion Zloty Defense Program
Aerospace, Defense & Space

Poland Ties Arms Sales to Local Investment in 1 Trillion Zloty Defense Program

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Aerospace, Defense & Space

UK weighs accelerating rise to 3% of GDP for defence spending

The prime minister is considering bringing forward a pledge to reach 3% of GDP on core defence within the current parliament, adding roughly £13–17bn a year by the late 2020s. Officials are also responding to pressure from NATO partners — who are urging that extra money be translated into deployable capability, ammunition and logistics — while the Treasury remains cautious and the Ministry of Defence finalises the defence investment plan.

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Auterion and Airlogix JV to Mass-Produce AI-Guided Strike Drones

Auterion and Airlogix JV to Mass-Produce AI-Guided Strike Drones

Auterion and Airlogix have created a Germany-based joint venture to mass-produce AI-guided, mid-range autonomous strike drones, targeting initial manufacturing in 2026 and responding to Ukrainian requests in the low thousands. The deal is emblematic of a broader European trend—backed by public and private financing and parallel industry JVs—to relocate battlefield-proven Ukrainian UAS production into EU jurisdictions to secure supply chains and meet NATO interoperability and export-control requirements.

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European Commission Unveils Continent‑Wide Counter‑UAS Action Plan
Aerospace, Defense & Space

European Commission Unveils Continent‑Wide Counter‑UAS Action Plan

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Wingcopter and TAF Industries Form JV to Shift Recon UAV Production to Germany
Aerospace, Defense & Space

Wingcopter and TAF Industries Form JV to Shift Recon UAV Production to Germany

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Canada pivots procurement to domestic firms, unveils C$500B defense-industrial plan
Aerospace, Defense & Space

Canada pivots procurement to domestic firms, unveils C$500B defense-industrial plan

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