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.
Oracle wins Pentagon software deal worth up to $7bn
The Navy-negotiated framework consolidates the military’s scattered Oracle licences, on a $3.31bn base that could nearly double if a five-year option is exercised. Oracle has secured a contract with the US Department of War worth as much as $6.99bn, the large…
$100 Million CFO Puts a Price on Executive Security
Companies are pouring more money into private jets, personal drivers, home surveillance and cyber defenses to protect senior leaders. But few can say exactly how much risk that spending removes. Between 2023 and 2024, for example, Intel Corporation expanded i…
Hegseth: “Greatest Threat” to US Would Be Failing to Give Pentagon $1.5T Budget
Over half of the Pentagon’s budget annually goes toward private contractors, like Palantir.
Wired for War: Palantir rewards its best Ukrainian salesman
Former Ukrainian Defense Minister Mikhail Fedorov has been offered a job at Palantir, illustrating the revolving door between Kiev and the Silicon Valley defense sector
Big Tech, big offices: Google supersizes Miami presence on heels of Larry Page, Sergey Brin’s resi spree
Google’s parent company, Alphabet, supersized its office space in Miami, adding fuel to market boosters’ assertion that tech firms are serious about the Magic City and aren’t merely establishing small offices here to dodge high-tax states. Alphabet more than…
Real Story of Ukraine’s Ministry of Defense Crisis
The abrupt dismissal of Ukraine’s Defense Minister Mykhailo Fedorov has ignited public outrage and exposed deep division within the country’s leadership. Hundreds took to the streets in Kyiv and other cities, waving signs reading “Hands off Fedorov” and “Sto…
Ukraine: America’s Enduring Proxy War on Russia
In his farewell address of January 1961, Dwight Eisenhower warned Americans against the “acquisition of unwarranted influence, whether sought or unsought, by the military-industrial complex,” and the danger that “public policy could itself become the captive …
Can Nigeria’s drone industry deliver Africa’s defence sovereignty
Military manufacturing may be growing, but defence sovereignty depends on far more than production.
McCormick says Pa. is positioned to be a leader in defense production, innovation
U.S. Sen. Dave McCormick has invited a who’s who list of leaders in the defense, technology, finance and government sectors to Pennsylvania next week to discuss the state’s prominent role in our national defense and opportunities to expand that ro…
What to Expect From Palantir’s Q2 2026 Earnings Report
With a market cap of $309.3 billion, Palantir Technologies Inc. (PLTR) is a leading software company specializing in artificial intelligence (AI), data integration, and advanced analytics for government agencies and commercial enterprises. The Aventura, Flori…
Palantir Wins Larger Contract With Major Mexican Insurer GNP Seguros. This Could Move the Needle for PLTR Stock.
If you click 'Accept all', we and our partners, including 249 who are part of the IAB Transparency & Consent Framework, will also store and / or access information on a device (in other words, us… [+1046 chars]
Palantir Wins Larger Contract With Major Mexican Insurer GNP Seguros. This Could Move the Needle for PLTR Stock
The insurance industry is now putting AI to work. A 2026 outlook from Alpha FMC shows insurers are now using AI across underwriting, claims, and pricing to improve results. And the pace is picking up. A report from Zscaler (ZS) found that finance and insuranc…
Trump’s Portfolio Has Directly Benefited From His Global Military Escalations
The president purchased up to $24.3 million in stocks from arms manufacturers and other Pentagon contractors last year.
SpaceX Shares Rebound Above $150 After Data Center Lawsuit Recently Threatened Its $45 Billion Anthropic Deal
SpaceX shares rose 2.76% after a brief dip due to a legal dispute over a data center tied to a major AI contract. Despite volatility, analysts remain optimistic about the stock's potential.
Anduril lands first NATO contract for Lattice air command platform, adding to a $61B defense tech empire
Anduril's NATO contract could enhance interoperability among allied forces, potentially leading to broader defense collaborations and innovations. The post Anduril lands first NATO contract for Lattice air command platform, adding to a $61B defense tech empir…
20VC x SaaStr: Washington Lifts the Fable 5 Ban, Sam Floats Handing the Government 5%, and Why Every Tech Giant Is Racing to Become the Next IBM
With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll We’re back in the studio. Or at least the Riverside. On the docket this week: Washington lifting the 19-day Fable 5 ban and what a structured pre-approval process means for shipping models going forward.…
The price of Palantir’s politics
Palantir's growing notoriety, insiders and investors fear, will imperil its core business with the U.S. government. Find out more.
The Secret History of Polymarket – Part 1
Part I of a two-part series exposing the truth behind the world’s most popular prediction market and its dark ambitions to alter both markets and representative government forever Shayne Coplan, now the world’s youngest “self-made” billionaire, is the public …