Master the Palantir Stack

Daily Palantir Intelligence Briefing — Saturday, May 23, 2026

Key Development

The Met Police's £50m contract with Palantir has been blocked by City Hall, as reported by BBC News. This development is significant as it highlights the growing scrutiny and potential backlash against Palantir's involvement in government contracts, particularly those related to surveillance and data analytics.

Contracts & Government

City Hall has refused a £50m contract with Palantir for the Met Police, citing concerns over the company's involvement in surveillance and data analytics. Additionally, Oracle's increasing entanglement with the US government has raised concerns about the rise of AI surveillance, with Palantir also being mentioned as a key player in this space.

Market & Business

Palantir Technologies reported an 85% revenue increase in Q1 2026, raising its full-year guidance. The company continues to expand its AI platform, with strong growth in U.S. commercial revenue. This earnings report suggests that Palantir is maintaining its momentum in the market, despite facing criticism and backlash over its government contracts.

Strategic Implications

* Palantir's blocked contract with the Met Police may indicate a shift in public perception and government willingness to work with the company, potentially impacting its ability to secure future contracts.

* The company's strong revenue growth and expanding AI platform may position it for continued success in the commercial sector, but it must navigate growing concerns over surveillance and data analytics.

* As the AI surveillance state continues to grow, Palantir and other companies like Oracle will face increasing scrutiny and criticism, potentially impacting their relationships with governments and commercial customers.