national security

Rocket Lab, Firefly Aerospace, and Redwire report record revenues and backlogs in Q1, driven by surging defense and national security spending.

ASML CEO endorses Nvidia's China export strategy, confirming his company maintains a two-to-three generation technology gap and has shipped no EUV machines to China.

Microsoft, Google, and xAI agree to provide early AI model access to U.S. government for national security evaluations through CAISI.

U.S. government gains $34.5B on $11.1B Intel stake as stock surges amid AI chip demand and domestic manufacturing priorities.

Futurum CEO backs Nvidia exporting older GPUs to China as national security strategy, amid Commerce Department controversy over H200 export approvals.

State Department approves $8.6 billion in weapons sales to Gulf allies amid Iran tensions, as global military expenditure reaches unprecedented $2.9 trillion.

Senator Chris Coons demands clarification from Commerce Secretary Lutnick over conflicting statements about Nvidia H200 chip exports to China, citing national security concerns.

U.S. national security probe confirms critical mineral shortages, with tungsten surging 490% and silver facing sixth consecutive deficit year.

Trump administration accuses China of stealing U.S. AI technology via 'distillation' tactics, threatens sanctions and export restrictions to protect American innovation.

Critical Metals gains 92.5% control of Greenland's Tanbreez rare earth deposit with $120M U.S. backing, targeting production by late 2028.

Palantir outlines 22-point strategic vision positioning AI as critical to great power competition, emphasizing defense and surveillance applications as essential to national security.

USA Rare Earth acquires Serra Verde for $2.8B, securing Western rare earth independence with 15-year government offtake backing.

AEVEX debuts on NYSE at $20/share, surges 13.6% to $30.60 amid strong defense sector demand driven by US-Iran tensions.

Red Cat Holdings will release Q1 2026 results May 7, followed by investor webinar at 4:30 p.m. ET discussing financial performance.

Trump signs S. 3971 extending SBIR-STTR programs through 2031. Programs have invested $81 billion supporting 34,000+ small businesses.

Treasury Secretary Bessent and Fed Chair Powell warned major U.S. bank CEOs about cybersecurity risks from Anthropic's new Mythos AI model in urgent closed-door meeting.

Powerus, Aureus Greenway's merger target, raised $50M from Seoul-based KCGI to expand autonomous defense manufacturing in U.S. and South Korea.

Planet Labs and BlackSky's willingness to halt satellite feeds per U.S. government requests strengthens their competitive positions and secures lucrative defense contracts.

USA Rare Earth accelerates Round Top mine timeline to late 2028, acquires Less Common Metals, and commissions Stillwater magnet facility with $3.5B in secured funding despite widening losses.

Federal judge blocks Pentagon's restrictions on Anthropic AI models. David Sacks criticizes Anthropic as 'ruthless' amid conflict-of-interest dispute involving Pentagon official and Perplexity AI.