AI Agent UpdateKratos Defense (KTOS) — AI News & Analysis
Every AI Agent Update story mentioning Kratos Defense (KTOS), with our bullish / bearish read on each.
Latest stories
NATO is sending drones and spy planes to the Black Sea after the shipping attacks
More patrol aircraft, radars, drones and forensic teams — the North Atlantic Council's answer to ~5-7 cargo vessels hit by drones in 10 days.
The Pentagon is locking in 25,000 anti-drone rocket kits a year
A multi-year framework with BAE turns APKWS guidance kits into a production line — the industrial-base moment for the counter-drone war.
“The Ghost Shark now has teeth”: Australia arms its robot submarines
Australia has revealed what its Ghost Shark robot submarines actually carry: up to 12 sea mines each, Altius loitering munitions they can launch at sea, and submerged supply caches for special forces. Under a A$1.7 billion contract for dozens of vehicles, the undersea drone just became a drone carrier.
Red Cat goes maritime: a €205M all-cash bid for Austria's Steyr Motors
A US drone maker just bid all cash, at a 29% premium, for an Austrian marine engine company. It looks like a pivot; Red Cat says it's a pincer — drones above the waterline, uncrewed vessels below it, and a European industrial base to sell both from.