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Recurring briefings on reshoring, defense, semiconductors, and supply chains.

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Breaking Defense

What to expect at America’s largest missile defense expo

Breaking Defense Video

A look at what we expect to see at this year’s Space and Missile Defense Symposium.

Read 2 hours ago·Aug 10, 2026
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Breaking Defense

The defense sector is under water: Maritime investments reflect growing threats

Aleksandar Jovovic and Katy Buda

A recent sequence of undersea-focused defense acquisitions is a welcome pivot to a critical warfighting domain, two CSIS experts argue.

Read 3 hours ago·Aug 10, 2026
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Breaking Defense

Epirus secures $11 million Marine Corps contract for HAVOC system

Diana Stancy

The system will feature a “universal sled mount” to pair it with various manned and unmanned vehicles across the service, Epirus said.

Read 4 hours ago·Aug 10, 2026
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Breaking Defense

Boeing to sell three subsidiaries to eVTOL firm Archer

Michael Marrow

Pending regulatory approval, the sales of drone maker Insitu, air traffic management firm SkyGrid and electric aircraft maker Wisk Aero are expected to close by the end of the year.

Read 4 hours ago·Aug 10, 2026
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Breaking Defense

Air Force seeks AI tool to help manage Minuteman III ICBM sustainment

Michael Marrow

The new AI tool could help cut down the cumbersome labor needed to sift through roughly 60 different data sources, according to the Air Force.

Read 5 hours ago·Aug 10, 2026
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Marketplace Morning Report

The end of the K-shaped economy — or not

David Brancaccio

Treasury Secretary Scott Bessent says the K-shaped economy is turning C-shaped, meaning low-income wage growth is beginning to outpace growth for higher earners. But experts said the evidence for that claim may be lacking. This morning, we’ll discuss if it’s a fair characterizat…

Read 6 hours ago·Aug 10, 2026
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Breaking Defense

If software and agentic AI are key to mission success, accelerate them to the front lines

Breaking Defense

[Sponsored] A commercial prototype in a sandbox is different from deploying AI across classified networks.

Read 8 hours ago·Aug 10, 2026
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Marketplace Morning Report

Senate will wait for new rules on crypto

David Brancaccio

Over the weekend, the U.S. Senate adjourned for its August recess without passing the “Clarity Act,” which would change the way cryptocurrencies would be regulated. The bill, largely backed by the crypto industry, would treat many cryptocurrencies like commodities rather than se…

Read 8 hours ago·Aug 10, 2026
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Defense One

AI agents conspired to hack into networks and steal data during an experiment: study

Patrick Tucker

When researchers imposed difficult missions, AI tools forged identities, escaped sandboxes—and tried to cover it all up.

Read 12 hours ago·Aug 10, 2026
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Marketplace Morning Report

Signs of strain in the labor market

David Brancaccio

The latest jobs report for July is out. The economy lost 23,000 jobs last month, but analysts were expecting more than 80,000 jobs to be created. This morning, we have some context behind the headline numbers. Plus, we got dozens of financial results this week. Some of the big n…

Read 3 days ago·Aug 7, 2026
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Marketplace Morning Report

What are the costs of social media's harm to kids?

David Brancaccio

Yesterday, a New Mexico court ordered Meta, the parent company of Facebook and Instagram, to pay more than $500 million to address harms to young people from its platforms. It's the second phase of a landmark trial, and the combined fines from both parts are north of $940 millio…

Read 3 days ago·Aug 7, 2026
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Defense One

Defense Business Brief: The enduring case for small USVs | Battleship costs balloon | Rainey joins Bain Capital

Lauren C. Williams

Seasats CEO Mike Flanigan isn’t really interested in building ship-sized drone boats.  “We don't plan to build bigger systems,” Flanigan told Defense One .  Instead, Seasats is all in on small unmanned surface vessels with three variants: Lightfis…

Read 4 days ago·Aug 7, 2026
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Defense One

Rough waters help firm demo ‘expeditionary manufacturing’ aboard warship

Jennifer Hlad

Firestorm Labs says it 3D-printed thousands of parts as waves buffeted USS Essex.

Read 4 days ago·Aug 7, 2026
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Defense One

Officials hedge SpaceX aircraft-tracking satellite bet with three smaller company contracts

Thomas Novelly

Rocket Labs, STR, and one mystery company are the latest space-based AMTI awardees.

Read 4 days ago·Aug 6, 2026
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Defense One

Did AI blow a $450M Army contract decision? Company lawsuit says yes

Christian Robles

The Defense Department is increasingly using AI in "high-impact" bid evaluations.

Read 4 days ago·Aug 6, 2026
Newsletters

Marketplace Morning Report

The job losses that won't show up in jobless claims

David Brancaccio

We got the latest reading of jobless claims today. Last week, 199,000 people filed for first-time unemployment claims. Thing is, there were large-scale firings of Haitians and Syrians with Temporary Protected Status, but because they aren't eligible for unemployment insurance, t…

Read 4 days ago·Aug 6, 2026
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Marketplace Morning Report

Maine community rallies to save hospital delivery ward

David Brancaccio

We've been reporting a lot on the rural healthcare crisis recently. Later today, a community in rural Maine will likely learn whether its local hospital will lose labor and delivery services. The state’s largest health system has proposed closing the birthing unit at Lincoln Hos…

Read 4 days ago·Aug 6, 2026
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Defense One

US has too few interceptors to deter war with China, experts say

Patrick Tucker

A new report from Heritage is the latest to sound alarms over the expenditure of munitions in Trump's Iran war.

Read 5 days ago·Aug 6, 2026
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Third Wave

Freedom Fund Capital

Raymond Castillo

Day 1 of an ambitious investing journey

Read 11 months ago·Sep 19, 2025
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Third Wave

Don't Shoot the Messenger

Raymond Castillo

The gift and pain of having people that can tell you the truth

Read 3 years ago·Feb 7, 2024
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Third Wave

Tech, health, marketing, and anything worth being curious about

Raymond Castillo

Welcome to Raymond’s Newsletter by me, Raymond Castillo.

Read 6 years ago·Dec 9, 2020
Newsletters

CSIS ChinaPower

Is it a Risk for America that China Holds So Much U.S. Debt?

chinapower2017

Many worry that China’s ownership of American debt affords the Chinese economic leverage over the United States. This apprehension stems from a misunderstanding of sovereign debt and of how states derive power from their economic relations. The post Is it a Risk for America that…

Read 11 years ago·Feb 2, 2016
Directory

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Recurring briefings on reshoring, defense, semiconductors, and supply chains. 8 sources / 7 live / 1 manual.

Newsletters

Barron's Industrial

Barron's

Manual

Markets coverage of industrial companies, defense primes, and the real economy — earnings, M&A, and capital flows.

marketsindustrialsbusiness
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Breaking Defense

Breaking Defense

Live feed

Daily defense industry news — Pentagon procurement, prime contractor moves, and new-entrant defense tech.

defenseprocurementindustry
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CNAS Briefs

Center for a New American Security

Live feed

Defense and national security briefs from CNAS — emerging tech, supply chains, and the reshaping of the American defense industrial base.

defensenational securitysupply chain
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CSIS ChinaPower

Center for Strategic and International Studies

Live feed

Data-driven analysis of China's military, economic, and industrial power — essential for understanding the reindustrialization imperative.

chinanational securityanalysis
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Defense One

Defense One

Live feed

National-security reporting on defense acquisitions, technology, and the people inside the American military-industrial apparatus.

defensenational securityreporting
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Lawfare

Lawfare

Live feed

Law, policy, and national security — the regulatory and legal machinery behind CHIPS Act, DPA, and defense procurement.

lawpolicynational security
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Marketplace Morning Report

David Brancaccio

Live feed

Daily business news with recurring beats on factories, trade, tariffs, and the American manufacturing landscape.

businessdailymanufacturing
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Third Wave

Third Wave

Live feed

A founder-operator newsletter on American industrial renaissance, defense tech, and the revival of domestic production.

industrial policyfoundersdefense tech