Wedbush's Ives: Palantir, Oracle, Microsoft to dominate defense AI integration [Yahoo! Finance]
Palantir Technologies Inc. Class A (PLTR)
Company Research
Source: Yahoo! Finance
Oracle (ORCL) and Microsoft (MSFT) will capture infrastructure and enterprise layers. Palantir's U.S. Government revenue hit $570M in Q4 2025, up 66% year over year, while Oracle Cloud infrastructure revenue grew 84% YoY to $4.888B and Microsoft's Azure expanded 39% YoY, showing massive demand across the defense AI stack. Defense AI spending is a structural budget line rather than a pilot program, positioning the three companies to capture software, infrastructure, and enterprise layers as geopolitical tensions drive new military warfare paradigms. If you're focused on picking the right stocks and ETFs you may be missing the bigger picture: retirement income. That is exactly what The Definitive Guide to Retirement Income was created to solve, and it's free today. Read more here Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the fisc
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PLTR
Earnings
- 2/2/26 - Beat
PLTR
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/18/26 - Form 4
- 3/16/26 - Form 144
- PLTR's page on the SEC website