defense spending

Palantir reports 70% revenue growth and 79% EPS growth with 137% commercial surge, though 100x P/E valuation leaves limited room for error amid recent 26% pullback.

Six major EU nations form coalition to speed policy decisions on competitiveness and security, aiming to counter US-China competition amid concerns from smaller member states.

Global defense budgets surge as nations invest in AI and counter-drone technology. India raises spending 15%, EU commits $178 billion, boosting defense contractor demand.

Germany's manufacturing expanded in February for the first time in three years, driven by defense spending. Growth remains fragile amid trade pressures and weak economic outlook.

Coast Guard awards $14B icebreaker contract to smaller shipbuilders like Bollinger and Davie Defense, bypassing major defense contractors to address Arctic capability gaps versus Russia.

Congress approved $839B defense bill with $9.8B for autonomous systems and AI, reflecting Pentagon's strategic focus on integrating advanced technologies into military operations.