Company
Anduril
- Episodes
- 10
- Share
- 1.0%
- Shows
- 10
- Net sentiment
- +0.25
Up from 0.9% of episodes in the weeks before; net sentiment was +0.50.
Bullish 4Mixed 2Neutral 2Bearish 2
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Anduril. Longest episodes first.
Bullish 4
- Won a $2.9 billion Navy contract for submarine component manufacturing.Closing Bell Overtime 10/6/26 · Closing Bell · Oct 6
- Investing $3.7B in a new shipyard to build autonomous submarines and components.NTD Evening News Full Broadcast (Oct 06) · NTD Evening News · Oct 7
- Central subject as a defense startup building drones, battlefield networking and reshaping US military procurement.Brian Schimpf: Drone warfare is changing everything · Make It Make Sense · Oct 6
- Won a nearly $3 billion Navy submarine contract and new Baltimore facility.11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26 · Squawk on the Street · Oct 6
Bearish 2
- Founder's willingness to build any weapon and political stances raise governance concerns.How Big Tech Is Fueling The Future Of War · Commonwealth Club of California Podcast · Oct 7
- Its AI surveillance towers are criticized as costly, ineffective, and expanding into domestic surveillance.AI Spy Towers And Mass Surveillance Tech Coming To Your Town Next · Taylor Lorenz’s Power User · Oct 9
Mixed 2
- Growing via acquisitions and venture funding, but Palmer Luckey's Taiwan arms sales are now on hold.Sharon Weinberger — Valley of Death: How Big Tech Is Fueling the Future of War - with Dustin Volz · Politics and Prose Presents · Oct 8
- Speakers praise its defense products while doubting its role in shaping official Pentagon strategy.WarTalk: AutoWarCom + Project Meridian · ChinaTalk · Oct 5
Neutral 2
- Discussed as a peer defense company; Thornton says he rarely thinks about it.E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company · How I Invest with David Weisburd · Oct 7
- Mentioned for a nearly $7 billion Navy shipyard contract for submarine production.2026 October 7 Commuter Top News Headlines l Trump’s Iran Remarks Spark Security Measures and Political… ~ Justice Department Taps Former Obama Official to Review Cornell… ~ Death Row Inmate Christa Pike Speaking After Execution Attempt Fails · The Commuter Top Headlines Podcast Network · Oct 7
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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