L3Harris Technologies Inc.

NEW YORK, March 6, 2026 /CNW/ -- As per the latest Equity Insider report, there's a quiet arms race unfolding above the atmosphere and inside every classified network on the planet, and the money behind it is staggering.  The global space militarization market is projected to reach $63.38 billion in 2026 as nations accelerate investment in satellite surveillance, orbital defense, and AI-integrated space operations. On the ground, the counter-drone market is surging from $6.64 billion in 2025 toward $20 billion by 2030, growing at a 25.1% compound annual rate as threats evolve faster than doctrine^[1]. Companies building across this intersection of space, cyber, and multi-domain defense include VisionWave Holdings (NASDAQ: VWAV), L3Harris Technologies (NYSE: LHX), CrowdStrike (NASDAQ: CRWD), AST SpaceMobile (NASDAQ: ASTS), and Parsons (NYSE: PSN).

Consider what the Department of Defense is actually spending. Its FY2026 budget request for IT and cyberspace activities totals $66.1 billion, with $14.3 billion dedicated to cyberspace operations alone, up nearly a billion from the prior year^[2]. Military satellite communications represent a $44.80 billion global market, with North America commanding the largest share as SATCOM remains the backbone of intelligence, surveillance, and global force coordination^[3]. These are not aspirational numbers. They are purchase orders, and someone has to fill them.

VisionWave Holdings (NASDAQ: VWAV) recently provided an operational update confirming that C.M. Composite Materials, an Israeli manufacturer of advanced aerospace composite components based in Modi'in, continues manufacturing without interruption during wartime conditions. C.M. holds a formal designation as an "Essential Facility" under Israel's Emergency Labor Services Law, authorizing continued production during periods of national emergency. Production activities, employee transportation, and manufacturing schedules remain in place in accordance with government safety directives.

The company has entered into definitive agreements to acquire a 51% controlling stake in C.M. Composite Materials, a certified aerospace manufacturer whose structural composite assemblies are utilized in Israel's multi-layer missile defense architecture including Iron Dome and the Barak 8 long-range air defense system developed jointly by Israel Aerospace Industries and India's Defense Research and Development Organization. An independent valuation prepared by BDO Consulting Group placed C.M. at $50 million, with the company reporting approximately $17.3 million in revenue and $3.0 million in net income before tax under IFRS standards for fiscal year 2025.

The company recently closed a $20 million senior financing to support general corporate purposes, working capital, and strategic initiatives. VisionWave has also executed a $10 million Statement of Work for the development of qSpeed-Mine, a cryptocurrency mining acceleration platform built on the company's QuantumSpeed computational acceleration engine. The milestone-based SOW spans approximately 32 weeks, with full revenue structured for recognition during calendar year 2026.

"This is about extracting materially more value from the infrastructure that already exists," said Dr. Danny Rittman, Chief Technology Officer of VisionWave. "The goal of QuantumSpeed is to improve system-level efficiency by optimizing how work is coordinated and executed at scale, which directly impacts unit economics without changing cryptographic assumptions."

The company's wholly owned subsidiary Solar Drone recently reported executive meetings in Italy advancing business development for drone cleaning solutions in select Middle Eastern markets, following live demonstrations of its patented high-pressure drone payload system across multiple Italian sites.

VisionWave also demonstrated real-world performance of SaverOne's RF-based Vulnerable Road User detection before a major vehicle manufacturer, where the system identified pedestrians and flagged trajectory risks pre-visual contact. The company established a $7.0 million strategic exchange with SaverOne that could yield 51% fully diluted ownership, while continuing to advance its dual-market autonomous systems platform integrating QuantumSpeed with AI-driven sensing and autonomy technologies for defense, homeland security, and commercial infrastructure applications.

CONTINUED… Read this and more on VisionWave at: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/

In other industry developments and happenings in the market include:

L3Harris Technologies (NYSE: LHX) recently received a new contract valued at nearly $400 million to produce additional solid rocket boost motors and Liquid Divert and Attitude Control Systems for the Missile Defense Agency's Terminal High Altitude Area Defense system. THAAD is one of the nation's primary defenses against short, medium, and intermediate-range ballistic missiles.

"THAAD is the only U.S. system designed to intercept targets outside and inside the atmosphere, making it a critical part of the United States' missile defense system," said Ken Bedingfield, President of Missile Solutions at L3Harris. "THAAD is paramount to the security of this nation and our allies, and we are dedicated to delivering our proven propulsion for years to come."

THAAD has achieved a 100% success rate in intercept tests, with 17 for 17 system intercepts since production began. In 2024, the company delivered the 1,000th solid rocket boost motor and 1,000th LDACS unit ahead of schedule. L3Harris manufactures the THAAD solid rocket boost motor in Huntsville, Alabama, and Camden, Arkansas, with the LDACS thruster system produced in Los Angeles.

CrowdStrike (NASDAQ: CRWD) recently released its 2026 Global Threat Report, revealing that AI-enabled adversary operations surged 89% year-over-year while the average eCrime breakout time fell to just 29 minutes. The fastest observed breakout occurred in only 27 seconds. Adversaries are actively exploiting AI systems, injecting malicious prompts into GenAI tools at more than 90 organizations.

"This is an AI arms race," said Adam Meyers, Head of Counter Adversary Operations at CrowdStrike. "Breakout time is the clearest signal of how intrusion has changed. Adversaries are moving from initial access to lateral movement in minutes. AI is compressing the time between intent and execution while turning enterprise AI systems into targets."

The report draws on intelligence from more than 280 named adversaries tracked by the company's threat hunters and analysts. China-nexus intrusions increased 38% in 2025, with the logistics vertical seeing the greatest targeting increase at 85%. Cloud-conscious intrusions rose by 37% overall, with a 266% increase from state-nexus threat actors targeting cloud environments for intelligence collection.

AST SpaceMobile (NASDAQ: ASTS) recently received a $30 million prime contract from the U.S. Space Development Agency for the Europa Track 2 Commercial Solutions program under the Hybrid Acquisition for Proliferated Low-earth Orbit initiative. The agreement leverages the company's BlueBird satellite constellation to demonstrate resilient, low-latency tactical satellite communications directly to government end devices.

"Selection for SDA's Europa Track 2 program validates AST SpaceMobile's ability to rapidly operationalize commercial space capabilities for national security," said Chris Ivory, CEO of AST SpaceMobile USA. "By leveraging our existing low Earth orbit dual-use satellite technology, we support the Government's defense efforts, delivering immediate connectivity with our BlueBird satellites and scaling quickly to advanced tactical use cases."

This marks the first prime contract for AST SpaceMobile USA, the company's wholly owned defense subsidiary. Through on-orbit demonstrations, the program will validate seamless integration with existing tactical military radios and demonstrate how commercial satellite infrastructure can be rapidly applied for defense applications as part of the Department of Defense's Proliferated Warfighter Space Architecture.

SealingTech, a Parsons (NYSE: PSN) company, recently received an Intent to Award notification from U.S. Cyber Command for a sole-source contract to begin production on the Joint Cyber Hunt Kit solution. The three-year contract has an anticipated ceiling value of up to $500 million, supporting defensive cyber technologies for the Defense Innovation Unit and USCYBERCOM.

"Parsons is dedicated to providing exceptional, mission-ready solutions that enable the U.S. military to maintain its position as the world's most formidable and lethal fighting force," said Mike Kushin, President of Defense and Intelligence at Parsons. "The company's acquisition of SealingTech, and their JCHK success demonstrates our combined vision to develop exquisite, agile technology that aligns with our customer's needs and protects national security."

SealingTech has supported the U.S. Department of Defense for more than a decade, establishing itself as a trusted delivery partner with more than 500 Cyber Fly-Away Kits deployed to defense and intelligence customers. Parsons acquired SealingTech in 2023 to bolster full-spectrum cyber operations solutions for the defense and intelligence communities.

SOURCE: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/

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SOURCES:

^1. https://www.marketsandmarkets.com/PressReleases/counter-cuas-systems.asp

^2. https://www.meritalk.com/articles/pentagon-unveils-1-01t-fy2026-budget-with-cyber-space-ai-focus/

^3. https://www.fortunebusinessinsights.com/military-communications-market-102696

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Next-Generation Defense Systems Drive High-Growth, AI-Powered Upgrade Cycle Across Global Militaries

Market News Updates News Commentary

NEW YORK, Feb. 19, 2026 /PRNewswire/ -- The AI-Controlled Intelligent Radar Systems industry is quickly becoming one of the most important areas in modern defense technology. In simple terms, these systems combine traditional radar hardware with artificial intelligence software that can 'think' and adapt in real time. Instead of relying only on human operators to interpret signals, AI helps radar systems automatically identify drones, missiles, aircraft, and other threats faster and more accurately. That means fewer false alarms, better tracking, and stronger overall defense capabilities. For investors, this shift from hardware-only systems to AI-enhanced platforms opens the door to higher-margin software revenue layered on top of long-term defense contracts. Active Companies in military/defense industries of note include: VisionWave Holdings Inc. (NASDAQ: VWAV), L3Harris Technologies (NYSE: LHX), Raytheon, an RTX (NYSE: RTX), Rackspace Technology® (NASDAQ: RXT) and Palantir Technologies Inc. (NASDAQ: PLTR).

Demand is rising as global tensions increase and governments work to protect against new types of threats, including low-cost drones and advanced missile systems. Countries are modernizing their air and missile defense networks, and AI-powered radar is becoming a core piece of that upgrade cycle. The broader global military radar market is projected to surpass $50 billion within the next few years, with AI-driven systems representing one of the fastest-growing segments. As defense budgets expand in the U.S., Europe, and Asia-Pacific, intelligent radar is moving from being a 'nice-to-have' feature to a critical national security requirement.

For investors, this sector offers several attractive qualities: multi-year government contracts, predictable funding pipelines, and recurring revenue from software updates and system upgrades. Beyond the battlefield, AI-controlled radar also has growing use in border security, critical infrastructure protection, and even smart transportation systems. The combination of AI, advanced semiconductors, and next-generation sensing technology creates strong competitive barriers, favoring companies with deep technical expertise. Overall, the industry presents a long-term growth opportunity tied to both national security priorities and the global push toward smarter, more automated defense systems.

VisionWave (NASDAQ: VWAV) Initiates Development of AI-Controlled Intelligent Radar System with Distributed Mesh Decoy Architecture - VisionWave Holdings Inc. ($VWAV) ("VisionWave" or the "Company") today announced it has begun early-stage architecture and feasibility work on a conceptual AI-controlled intelligent radar system concept designed, which if successfully developed, may potentially enhance the survivability and continuity of sensing by distributing radar-related functions across a network of mesh-connected RF units.

The system concept is grounded in a resilient, distributed-sensing approach: rather than relying on a single radar site to concentrate critical functionality, the architecture, as currently contemplated, distributes sensing and RF activity across multiple nodes that can cooperate under centralized—or federated—control. By design, the system is intended to reduce single-point fragility and support graceful degradation, maintaining operational utility even if some nodes are lost, impaired, or intermittently connected. There can be no assurance that this conceptual approach will prove technically feasible or achieve the intended resilience outcomes.

Concept Overview - VisionWave is designing a modular system with three main parts. First, a fusion and orchestration component coordinate the network—assigning tasks to nodes, monitoring their health, and combining data from multiple sources. Second, distributed mesh units provide detection and reporting, and can adjust their RF behavior as needed. This allows the system to scale to different mission areas and operate under real-world conditions.

Third, an AI control layer manages the mesh as one system. It continuously adapts how the nodes behave—such as when and how they transmit or report—based on real-time conditions and confidence levels. This helps maintain a clear sensing picture while making it harder to identify any single node as the 'main' radar.

AI-Enabled Orchestration and Adaptive Control - In VisionWave's concept, AI is not treated as an add-on feature; rather, it is intended to be a coordinating mechanism that enables a distributed network to behave as a coherent sensing system. The AI layer is expected to support adaptive orchestration such as resource-aware scheduling, node-role assignment, anomaly and health monitoring, and policy-based control of network behavior. These capabilities are expected to, if successfully implemented, to increase robustness under uncertain conditions, enabling the system to respond intelligently to partial outages, changing link quality, and evolving operational constraints. No assurances can be given that the AI layer will achieve these objectives or that development will progress as planned.

Intended Advantages - VisionWave believes this design may, if successfully developed and deployed, offer certain potential benefits compared to a traditional single radar site. By spreading capability across many nodes, the system is meant to be more resilient—if some nodes are lost, performance could degrade gradually instead of failing completely. This is conceptual and remains unproven.

Because the system is distributed, critical functions are not tied to one obvious location. The modular design also makes it scalable: you can add or remove nodes to match coverage needs and budget. Finally, AI control is expected to adapt in real time so it can potentially maintain operating under conditions change. All such advantages are aspirational and subject to substantial development, testing, regulatory, and market risks.

Engineering Focus and IP Strategy - The early program phase is concentrated on system architecture definition, modeling and simulation, and the development of foundational workflows including fusion and tracking, secure device management, and cybersecurity posture appropriate for distributed fielded systems. VisionWave is also evaluating implementation pathways that enable incremental demonstrations—starting from simulation and prototype validation, and progressing toward broader-scale testing. There can be no assurance that any patents will be issued or that the IP strategy will successfully protect the Company's rights.

In parallel, VisionWave is advancing an intellectual property strategy intended to protect key architectural elements of the system, including orchestration approaches, distributed-node role definitions, and AI-supervised network behavior policies. The Company expects this strategy to include a combination of patent filings, trade secret protections, and formal invention disclosures.

"Distributed sensing is a proven resilience principle in communications and computing. We believe similar architectural thinking can materially improve radar survivability and operational continuity. Our effort is focused on laying down the architecture, validating the system modes, and progressing our IP position around AI-controlled orchestration and mesh-enabled sensor concepts," said Dr. Danny Rittman, Chief Technology Officer of VisionWave. Continued… Read this full release and additional news for VWAV by visiting: https://finance.yahoo.com/quote/VWAV/news/

Other recent developments in the military/A.I./Defense industries of note include:

L3Harris Technologies (NYSE: LHX) has received a new contract valued at nearly $400 million to produce additional solid rocket boost motors and Liquid Divert and Attitude Control Systems (LDACS) as a supplier to the prime contract for the Missile Defense Agency's Terminal High Altitude Area Defense (THAAD) system. THAAD is one of the nation's primary defenses against short, medium and intermediate-range missiles.

"THAAD is the only U.S. system designed to intercept targets outside and inside the atmosphere, making it a critical part of the United States' missile defense system," said Ken Bedingfield, President, Missile Solutions, L3Harris. "THAAD is paramount to the security of this nation and our allies, and we are dedicated to delivering our proven propulsion for years to come."

Raytheon, an RTX (NYSE: RTX) business, was awarded a contract from the Air Force Research Laboratory to develop a domestic production capability for thin film lithium niobate (TFLN) wafers, a material essential to high‑speed, secure communications and advanced sensing systems.

TFLN is used in next-generation photonics for many defense applications and a broad set of commercial applications, including AI and computing technologies, data centers, and telecommunications. With supply currently dominated by foreign sources, Raytheon aims to ensure the U.S. has a secure, domestic alternative that will be available to the entire defense industrial base and commercial industries.

Rackspace Technology® (NASDAQ: RXT), a hybrid multicloud and AI solutions company, and Palantir Technologies Inc. (NASDAQ: PLTR), a global leader in operational artificial intelligence platforms, announced a strategic partnership to help enterprises rapidly deploy and operate Palantir's Foundry and Artificial Intelligence Platform (AIP) in production to achieve measurable business outcomes.

Through this partnership, Rackspace's governed operating model will provide consistent security, operating controls and compliance from edge to core to cloud enabling customers to deploy AI use cases with Palantir in production in weeks or months versus months or years. The companies are also collaborating to run Palantir software in Rackspace's Private Cloud and UK Sovereign data centers. This is especially critical for regulated industries where AI deployments must meet strict data sovereignty and compliance requirements.

Organizations struggle to extract business value from AI and data platforms because deploying and operating these systems at scale requires specialized expertise they often don't have in-house. As Palantir's strategic partner in data migration and global implementation services, Rackspace will help customers prioritize their most high-impact business problems, then deliver implementation, including data readiness, hosting, and ongoing managed operations of Palantir's platform to realize outcomes. As part of this collaboration, Rackspace has 30 Palantir-trained engineers to provide data migration and apply a forward deployed approach to solving high impact customer problems and is on track to scale to over 250 in the next 12 months.

DISCLAIMER: MarketNewsUpdates.com (MNU) is a third party publisher and news dissemination service provider, which disseminates electronic information through multiple online media channels. MNU is NOT affiliated in any manner with any company mentioned herein. MNU and its affiliated companies are a news dissemination solutions provider and are NOT a registered broker/dealer/analyst/adviser, holds no investment licenses and may NOT sell, offer to sell or offer to buy any security. MNU'S market updates, news alerts and corporate profiles are NOT a solicitation or recommendation to buy, sell or hold securities. The material in this release is intended to be strictly informational and is NEVER to be construed or interpreted as research material. All readers are strongly urged to perform research and due diligence on their own and consult a licensed financial professional before considering any level of investing in stocks. All material included herein is republished content and details which were previously disseminated by the companies mentioned in this release. MNU is not liable for any investment decisions by its readers or subscribers. Investors are cautioned that they may lose all or a portion of their investment when investing in stocks. This press release was distributed on behalf of VisionWave Holdings, Inc. For current services performed MNU expects to be compensated forty nine hundred dollars for news coverage of the current press releases issued by VisionWave Holdings, Inc. by the Company. MNU HOLDS NO SHARES OF ANY COMPANY NAMED IN THIS RELEASE.

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