palantir

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...

David Einhorn’s stark warning that the runaway spending on artificial intelligence could sow a crisis even more destructive than the 2008 financial collapse has refocused investor and corporate scrutiny on the enterprise‑AI boom — and for good reason. Recent quarterly results from enterprise AI...

The Department of Defense (DoD) is currently reassessing its allocation of Microsoft 365 E5 licenses, a move driven by the Department of Government Efficiency's (DOGE) broader initiative to curtail federal expenditures. This review aims to determine the actual necessity of these licenses among...

Palantir’s Bold Bid for a Government Data OS In a statement that has raised both eyebrows and questions, Palantir Technologies UK is pitching the idea of a “common operating system” for UK government data. In a recent witness submission to the UK COVID-19 Inquiry, Louis Mosley—Palantir’s...