Defense Industry

Defense tech startup Anduril is disrupting the industry with speed and AI. CEO Brian Schimpf emphasizes AI enhances human decision-making, not replaces it, and advocates for agile, tech-sector-inspired manufacturing. This approach is proving successful, enabling rapid production for major contracts. Meanwhile, the semiconductor market is experiencing extreme volatility, with significant losses followed by sharp rebounds driven by tech earnings.

Huntington Ingalls Industries (HII) appointed Roger Kelly as Vice President of Contracts and Pricing at Newport News Shipbuilding, effective October 2, 2025. Kelly, succeeding Matt Mulherin Jr., will oversee all contract negotiations, pricing strategies, and export/import compliance, reporting to Don Godwin. Kelly joined HII in 1999 as a nuclear engineer and previously served as Director of Contracts and Pricing, overseeing new construction contracts. He holds degrees in civil engineering and an MBA.