defense ai

Defense artificial intelligence is moving from analyst chatter into a real procurement theme, and that shift helps explain why Wedbush’s Dan Ives is now framing Palantir, Oracle, and Microsoft as the core trio to watch. The argument is simple, but consequential: Palantir is already embedded at...

Palantir, Oracle, and Microsoft are emerging as the clearest public-market beneficiaries of the Pentagon’s accelerating appetite for artificial intelligence, and that is exactly why Dan Ives’ latest call is drawing so much attention. The Wedbush analyst’s framing is simple but powerful: defense...