Palantir (PLTR) Q2 2025 revenue hit $1B with EPS $0.16, beating estimates on strong AI and government momentum.
Defense
Trump’s unpredictability overshadows NATO’s Hague summit, forcing allies to hike defense spending while confronting the Russian threat.
A U.S.-Ukraine ceasefire proposal tests public opinion as war-weary Ukrainians are more open to talks but reject territorial concessions.
France’s nuclear arsenal is insufficient to replace U.S. deterrence, but expanding it could bolster European strategic autonomy.
Trump seeks a minerals deal with Ukraine to get exclusive access to critical materials like gallium, which is vital in defense manufacturing.
Anduril exemplifies Silicon Valley’s venture capital-fueled disruption of the defense industry, emphasizing speed, innovation, and risk.
China’s gallium and germanium export ban disrupts U.S. supply chains for semiconductors, night vision goggles, and renewable energy technology.
The return of Trump leaves Ukraine’s Zelensky vulnerable. The EU will have to walk the walk on Russia to prevent further aggression.
A DHS briefing reveals new details about mysterious drones flying over New Jersey that have renewed concerns over Chinese espionage.
Russia’s war with the West risks escalating into a global conflict involving coalitions and potential nuclear confrontations.