Defense Giants Face AI Questions [Yahoo! Finance]
Boeing Company (The) (BA)
Last boeing company (the) earnings: 4/29 07:30 am
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Source: Yahoo! Finance
This article first appeared on GuruFocus The Boeing Company ( NYSE:BA ) and Lockheed Martin ( NYSE:LMT are now being asked by the Pentagon to take a closer look at how much they rely on Anthropic's Claude AI, in what appears to be an early step toward deciding whether the model could pose a supply chain risk. Warning! GuruFocus has detected 4 Warning Sign with BA. Is BA fairly valued? Test your thesis with our free DCF calculator. According to Axios, the Defense Department reached out to both companies to understand where and how Claude might be used across their operations. Boeing's defense unit said it does not currently have any active contracts with Anthropic. Lockheed confirmed it was contacted and is reviewing its level of exposure in light of a possible risk designation. The Pentagon is expected to expand this review to other major defense contractors to get a broader picture of AI dependence across the industry. The timing is notable, as Defense Secretary Pete Hegse
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News
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BA
Earnings
- 1/27/26 - Beat
BA
Sec Filings
- 2/26/26 - Form 4
- 2/26/26 - Form 4
- 2/24/26 - Form 144
- BA's page on the SEC website