Typically, military revolutions take some years to be fully realized. AI is likely to follow a similar but much shorter ...

We came across a bearish thesis on Lockheed Martin Corporation (NYSE:LMT) on Substack by Northwest Frontier Capital. In this ...

The air force is testing two finalists for its first-generation CCA, with UAV makers General Atomics Aeronautical Systems and Anduril competing. “Substantial development efforts to produce ...

Emerging competition from startups like Anduril and Kratos further complicates Lockheed’s strategic position. The Collaborative Combat Aircraft (CCA) program’s initial contract loss highlights ...

The U.S. Air Force is looking to acquire at least 1,000 Collaborative Combat Aircraft (CCA) over at least three increments fielded in two-year cycles starting in fiscal 2028. Anduril’s Fury and ...

Already, two firms have been down-selected to produce the first round of CCAs in Anduril Industries' Fury and a version of a General Atomics' Gambit multi-purpose customizable drone: One can read more ...

Anduril Anduril claims the drone has "next-generation flight ... The flyaway cost of an F-35 is around $100 million while CCA drones are expected to cost around $30 million (a MQ-9 Reaper drone costs ...

“I don’t think it’s like, believable to say you can cancel the F-35 and wait three years for the next capability,” Anduril CEO Brian ... how other factors like CCA could play a role.

Anduril Industries has acquired Numerica’s radar and command and control businesses for an undisclosed sum to expand its portfolio of mission systems and air and missile defense capabilities.