AVAV $144.65 -1.10% ▼ BA $212.25 +0.90% ▲ BAH $72.80 -0.95% ▼ CACI $623.61 -1.06% ▼ CW $566.75 -0.35% ▼ GD $359.39 -1.79% ▼ HEI $325.48 -0.37% ▼ HII $285.93 -2.08% ▼ HWM $259.27 -0.85% ▼ IRDM $47.21 +1.42% ▲ KBR $36.82 -1.89% ▼ KTOS $47.82 -0.58% ▼ LDOS $133.05 -0.86% ▼ LHX $256.45 -2.08% ▼ LMT $525.28 -1.36% ▼ MRCY $82.42 -2.45% ▼ NOC $514.98 -2.09% ▼ PLTR $174.33 -4.44% ▼ RTX $200.79 -0.65% ▼ SAIC $126.75 +0.20% ▲ TDG $1,162.05 +0.36% ▲ TXT $79.07 -0.38% ▼ AVAV $144.65 -1.10% ▼ BA $212.25 +0.90% ▲ BAH $72.80 -0.95% ▼ CACI $623.61 -1.06% ▼ CW $566.75 -0.35% ▼ GD $359.39 -1.79% ▼ HEI $325.48 -0.37% ▼ HII $285.93 -2.08% ▼ HWM $259.27 -0.85% ▼ IRDM $47.21 +1.42% ▲ KBR $36.82 -1.89% ▼ KTOS $47.82 -0.58% ▼ LDOS $133.05 -0.86% ▼ LHX $256.45 -2.08% ▼ LMT $525.28 -1.36% ▼ MRCY $82.42 -2.45% ▼ NOC $514.98 -2.09% ▼ PLTR $174.33 -4.44% ▼ RTX $200.79 -0.65% ▼ SAIC $126.75 +0.20% ▲ TDG $1,162.05 +0.36% ▲ TXT $79.07 -0.38% ▼
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Defence Markets · Original Coverage

Palantir in Focus as Investor Attention Turns to AI-Focused Software Names

Palantir in Focus as Investor Attention Turns to AI-Focused Software Names A recent Yahoo Finance piece examining where investors are placing their artificial intelligence bets highlighted Snowflake, CrowdStrike, and Palantir Technologies as companies drawing significant market interest. The discussion reflects a broader shift in technology investment, as market participants look beyond chipmakers toward software firms […]

Sep 5, 2026
Defence Markets · Original Coverage

Peter Thiel’s Latest AI Stock Move Draws Attention to the Defence Software Space

Peter Thiel’s Latest AI Stock Move Draws Attention to the Defence Software Space A recent analysis from The Motley Fool highlighted a stock purchase by billionaire investor Peter Thiel — the co-founder of data analytics firm Palantir Technologies — in an artificial intelligence-linked company whose shares have climbed roughly 560% over the past decade. Notably, […]

Sep 5, 2026
Defence Markets · Original Coverage

Retailer Coles Ends Data Partnership with Palantir Amid Scrutiny

Retailer Coles Ends Data Partnership with Palantir Amid Scrutiny Australian supermarket giant Coles has terminated its commercial relationship with Palantir Technologies, according to reporting by SMH.com.au. The move ends the grocer’s use of the US-based data analytics firm, which has drawn criticism from activist groups because of its long-standing contracts with intelligence and defence agencies. […]

Sep 5, 2026
Defence Markets · Original Coverage

Palantir Director Reports Stock Sale Worth Close to $245,000

Palantir Director Reports Stock Sale Worth Close to $245,000 A member of Palantir Technologies’ board of directors has disclosed the sale of company shares valued at nearly $245,000, according to a regulatory filing reported by TradingView. Insider transactions of this kind are routine disclosures under securities rules, which require directors, officers, and large shareholders to […]

Sep 5, 2026
Defence Markets · Original Coverage

Peter Thiel Adds to Palantir Stake in Latest Insider Filing

Peter Thiel Adds to Palantir Stake in Latest Insider Filing Peter Thiel, the billionaire venture capitalist and co-founder of Palantir Technologies Inc. (NASDAQ: PLTR), has purchased additional shares of the data-analytics and artificial intelligence software company, according to a filing reported by The Motley Fool. The stake remains his largest single equity position, underscoring his […]

Sep 5, 2026
Defence Markets · Original Coverage

Concentration Questions Surround SCHG as Palantir Shares Slip

Concentration Questions Surround SCHG as Palantir Shares Slip A recent analysis from 24/7 Wall St. has drawn attention to the composition of the Schwab U.S. Large-Cap Growth ETF (SCHG), noting that the fund’s stake in Apple exceeds the combined weight of Tesla, Meta Platforms, and Palantir Technologies. The commentary raises a broader question for growth-focused […]

Sep 5, 2026