Anthropic sought explicit contractual restrictions to prevent its AI from being used for mass domestic surveillance or fully autonomous weapons. The Pentagon, in contrast, insisted it must be able to deploy contractor technology for any lawful purpose. Negotiations broke down, the Department of Defense moved to terminate the contract, and it designated Anthropic a supply chain risk, effectively restricting many government agencies and defense contractors from working with the company.
The DoD's free GenAI.mil platform is the biggest overhang on the Ask Sage thesis. BigBear paid $250M for that acquisition, and if government agencies can get similar functionality for free, the return on that deal shrinks fast. Management needs to draw a clear line between what Ask Sage offers and what GenAI.mil does not.
The company focuses on autonomous drones and AI pilots for use in combat and in contexts where communications may be down or jammed. Its technology enables the surveillance, mapping, and monitoring of spaces (such as inside buildings) without the need for human intervention. Unlike its competitor, Skydio, Shield AI has been focused on military objectives from the beginning, yet its defence tech has also been sold for maritime, policing, and border control operations.
Planet Labs ( ) has been on a tear, soaring 388% in 2025 and up another 96% since reporting earnings one month ago. The stock is up an incredible 811% from its 52-week low of $2.79 per share. While it has been winning significant government contracts, such as yesterday's announcement that it won a nine-figure contract from the Swedish government, which drove the stock 12% higher, PL is unprofitable and likely won't be for some time.
On Oct. 2, the second day of the government shutdown, Homeland Security Secretary Kristi Noem arrived at Mount Rushmore to shoot a television ad. Sitting on horseback in chaps and a cowboy hat, Noem addressed the camera with a stern message for immigrants: "Break our laws, we'll punish you." Noem has hailed the more than $200 million, taxpayer-funded ad campaign as a crucial tool to stem illegal immigration.
Companies that have recently donated to Labour were awarded contracts worth almost 138m during the party's first year in government, according to new research that raises fresh concerns about the relationship between political donations and public spending. A report by the thinktank Autonomy Institute has identified more than 100 companies that have given money to political parties and then won government contracts, under both Conservative and Labour administrations.
So far this year, the stock is up more than 143%, and since its October 2022 IPO, PLTR has surged an eye-catching 1,890%. In September, it was reported that the company agreed to a £1.5 billion defense deal with the U.K. That comes not he back of an announcement in early August that the U.S. Army is consolidating 75 contracts into a single 10-year arrangement with Palantir valued at $10 billion.
Big Red released financial results that analysts viewed as fairly normal for the first quarter of the 2026 fiscal year. Profits were flat at $2.93 billion for the quarter and its earnings per share were lower than the same quarter last year. But what's sent the stock price skyrocketing nearly 30 percent after normal trading hours on Tuesday is anticipated future earnings.
