1 hour ago
3
Jeremy Phillips
Mon, April 6, 2026 astatine 7:32 AM CDT 5 min read
-
Dan Ives of Wedbush Securities says defence AI is simply a generational spending rhythm with Palantir (PLTR) arsenic the archetypal mover, portion Oracle (ORCL) and Microsoft (MSFT) volition seizure infrastructure and endeavor layers.
-
Palantir’s U.S. Government gross deed $570M successful Q4 2025, up 66% twelvemonth implicit year, portion Oracle Cloud infrastructure gross grew 84% YoY to $4.888B and Microsoft’s Azure expanded 39% YoY, showing monolithic request crossed the defence AI stack.
-
Defense AI spending is simply a structural fund enactment alternatively than a aviator program, positioning the 3 companies to seizure software, infrastructure, and endeavor layers arsenic geopolitical tensions thrust caller subject warfare paradigms.
-
If you're focused connected picking the close stocks and ETFs you whitethorn beryllium missing the bigger picture: status income. That is precisely what The Definitive Guide to Retirement Income was created to solve, and it's escaped today. Read much here
Dan Ives of Wedbush Securities has been 1 of the loudest voices calling defence AI a generational spending cycle, and his latest comments marque the concern thesis much concrete. Asked astir the fiscal 2026 OMB fund connection and its accrued AI spending allocations, Ives named names.
It's going to beryllium massive. I mean, look, it speaks to 1 of the slug thesises with Palantir. And I deliberation that's truly the archetypal one. If you're going to spot erstwhile it comes to truthful galore bundle names and tech names that are really, I think, going to beryllium much and much integrated connected the defence side. And I deliberation it comes down to AI technology. Palantir is the archetypal 1 we saw, but you're going to spot Oracle, you're going to spot Microsoft. You're going to spot galore of these different players getting a piece.
If you're focused connected picking the close stocks and ETFs you whitethorn beryllium missing the bigger picture: retirement income. That is precisely what The Definitive Guide to Retirement Income was created to solve, and it's escaped today. Read much here
Dan Ives, Wedbush Securities
Ives framed the existent geopolitical situation arsenic driving a "whole caller warfare" paradigm that makes AI exertion indispensable astatine the subject level, not conscionable successful enterprise. I've been pursuing his AI spending thesis beauteous overmuch each week for the past 2 years, and this is the clearest he's been astir which companies beryllium astatine the apical of the defence integration stack.
Palantir Technologies (NASDAQ:PLTR) built its instauration connected authorities quality work. Its Gotham level is already embedded wrong defence and quality workflows, which is wherefore Ives calls it the archetypal mover. The numbers backmost that up: U.S. Government gross deed $570M successful Q4 2025, up 66% twelvemonth implicit year, portion full Q4 gross reached $1.407B, up 70% YoY. CEO Alex Karp has been nonstop astir the positioning: "We are an n of 1...Palantir is unsocial successful choosing to exclusively absorption connected scaling the operational leverage made imaginable by the accelerated advancements of AI models."
English (CA) · 
English (US) · 
Spanish (MX) ·