News & Intel
LiveDaily AI-curated intelligence on Palantir Foundry, Ontology, AIP, Apollo, contracts, and community feedback. Updated automatically via GitHub Actions every day at 7 AM UTC.
Key Development
Palantir Adapts Political Positioning Amid Midterm Realignment Risks
As the midterm political horizon brings the distinct prospect of a House flip, corporate lobbying and engagement strategies are shifting. Reports indicate that Palantir—alongside peers like Meta and Paramount Skydance—is actively courting Democrats to hedge against potential congressional investigations. For an enterprise deeply embedded in federal defense and intelligence contracts, preemptive bipartisan outreach is a necessary risk-mitigation maneuver to insulate its government revenue streams from shifting legislative majorities.
Contracts & Government
Surveillance State Narrative Intensifies Amid Defense Strain
Public scrutiny regarding national security tech infrastructure remains high. Defense reports highlighting a "beyond critical" shortage of advanced missile interceptors in Europe—strained by recent conflict—underscore the urgent need for military logistics optimization. Palantir's software platforms (Gotham and Foundry) remain central to managing these complex, strained defense supply chains, even as watchdogs and local municipalities (such as Chicago's recent targeting of contractors working with federal immigration and foreign defense partners) continue to press against federal and municipal data integration networks.
Market & Business
Enterprise Software Soars on Upbeat AI Earnings Sentiment
Palantir shares jumped alongside enterprise software peers (including Twilio, Zoom, and PagerDuty) following strong broader tech earnings signals. The market continues to re-rate enterprise tech as corporate commentary confirms that artificial intelligence is actively driving top-line software growth rather than displacing existing enterprise architecture. This macro tailwind reinforces investor confidence in Palantir’s commercial monetization velocity, particularly for AIP (Artificial Intelligence Platform).
Strategic Implications
- Bipartisan Institutional De-risking: Palantir’s outreach to Democrats demonstrates a mature, pragmatic approach to political risk management. Enterprise clients can take confidence that the company is actively securing its regulatory and congressional flank ahead of potential mid-term power shifts.
- Supply Chain Stress as a Sales Catalyst: Acute military and defense inventory shortages in Europe highlight the hard limits of legacy logistics. This operational pain point serves as a powerful validation vector for Palantir's defense software, driving urgency for automated inventory and asset-tracking ontology implementations.
UnprocessableEntity in Workshop
I’m running into an issue in workshop that I believe might be a bug. Any time I try to filter an object set variable on a property, and use a variable as the value to compare, I get an error saving the workshop with “UnprocessableEntity” as the cause. This seems to be something really straightforward that used to work and I can’t figure out what I could have done to break it. Full Error message: Failed to save module. Please ensure that all your variables and widgets are used and correctly configured. Error: [Conjure] UnprocessableEntity 1 post - 1 participant Read full topic
Need a suggestion/Guidance
My end goal is to have a simple way to connect my foundry instance to a local llm setup on my macbook. The Data Connection Agent approach would be the simplest setup it seems like, but it has HW/SW requirements that make it hard to run on a Mac target. I am looking into secure tunnel initiator now but I am wondering if there is a simpler product offering that would make this setup easier? also first post so I hope I’m not violating any policies here 2 posts - 2 participants Read full topic
Stocks Rally as Nvidia Earnings Boost AI Optimism
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (...
Stocks Supported by Strong Tech Earnings
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (...
U.S. Has “Beyond Critical” Missile Shortage Thanks to Trump’s Iran War
The Iran war has gravely exacerbated the U.S. military’s advanced missile interceptor shortage in Europe.The shortage is “beyond critical,” as supplies have been quickly and unexpectedly drained by the Iran war, according to a Europe-based U.S. defense offici…
West Point Professor Fired for Refusing to Lie About Climate Change
A science professor says he was fired from the U.S. Military Academy at West Point, New York, for refusing to ignore the human causes of climate change, and is now suing the institution in federal court.Dr. Adam Kalkstein, a professor of geography, told The N…
TMF will have $200M to spend next year without appropriations, official says
The federal government plans to announce new projects receiving modernization dollars at the end of next month, ahead of a possible expiration for the fund.
Max Miller Threatens to Air Ex-Father-in-Law’s Dirty Laundry
Representative Max Miller is needling his former father-in-law, Senator Bernie Moreno.The embattled Ohio Republican representative issued a veiled threat against Moreno at the Cuyahoga County family court Wednesday, claiming that his marriage to Moreno’s daug…
Stock Indices Settle Higher as Nvidia Earnings Spur a Tech Stock Rally
The S&P 500 Index ($SPX ) (SPY ) closed up by +0.72% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.20%, and the Nasdaq 100 In...
4 ETFs That Deposit Cash Into Your Account Every Friday and Yield 20 to 45 Percent. Here Is What They Actually Pay.
Four ETFs promise weekly cash deposits and yields stretching past 40 percent, but the number plastered on the marketing sheet and the number that actually la...
A Judge Has Blocked the Pentagon’s Attempt to Blacklist Anthropic
A federal judge has called the Department of Defense’s designation of Anthropic as a national security supply-chain risk “illegal and baseless.”
Have Flock Cameras Awakened a Sleeping Luddite Giant?
They are watching us, everywhere, all the time. Big government, big tech, the NSA, Blackrock, Oracle, Palantir… The thousand tentacled data Cthulhu known collectively as the surveillance state… “They” are everywhere. They are all the time. And they are watchi…
Twilio, Palantir Technologies, Zoom, PagerDuty, and nCino Shares Are Soaring, What You Need To Know
What Happened? A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models. Share…
Meta, Palantir, Paramount Skydance Court Democrats as Midterms Raise Prospect of House Flip: Report
Trump-aligned companies are reportedly courting Democrats, preparing for possible investigations if Republicans lose House in the midterms.
Links 8/28/2026
Our meteoritic daily links: cyborg cockroaches, collapsing glaciers, back to stealing frozen Russian assets, and fallout from US defeat in Iran.
Chicago Mayor Brandon Johnson Targets Companies Working With ICE, Israel
Chicago of all places says it is going to root out "corruption." But that just means companies that work with Trump or Israel. The post Chicago Mayor Brandon Johnson Targets Companies Working With ICE, Israel first appeared on Le·gal In·sur·rec·tion.
The Tucker Carlson–Kremlin Bond Just Got Stronger
A version of the below article first appeared in David Corn’s newsletter, Our Land. The newsletter comes out twice a week (most of the time) and provides behind-the-scenes stories and articles about politics, media, and culture. Subscribing costs just $5 a mo…
Palantir's Kool-Aid Moment: The Math Behind Karp's Forecast
Palantir shares have surged despite insider selling, as CEO Alex Karp's bold free cash flow forecast reshapes DCF valuations, splitting bulls and bears on th...