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Defense technology news from BusinessTech News. Coverage of Pentagon contracts, defense AI, autonomous weapons, hypersonics, missile defense, drone warfare, and the prime contractors and venture-backed startups competing for DoD budgets. Reporting on Lockheed Martin, RTX, Northrop Grumman, Anduril, Palantir, and Shield AI alongside the policy fights over export controls and procurement reform. Analysis of how new technology changes the balance of capability between US, allied, and adversary forces.
Palantir reports first-quarter earnings tonight with options pricing a 10% post-print swing. Wall Street is modeling 74% revenue growth and 115% EPS growth. The market is not betting on whether PLTR beats. It is betting on the gap between the print and the guide.
