Zaid Admani

So this was the first sign of a de-escalation in the war and markets are absolutely loving it.

It might finally be a good day to open up the public app and check your portfolio.

We haven't had one of those days in a while.

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We're staying on top of it.

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Let's run through some headlines, starting with Palantir and the Pentagon.

The Pentagon is officially adopting Palantir's AI as its core US military system.

In a memo seen by Reuters, the US Deputy Secretary of Defense said to Pentagon leaders that Palantir's Maven smart system will become an official program of record.

This basically locks in Maven as a core part of the U.S.

military's infrastructure, guaranteeing long-term funding and fast-tracks adoption across all branches of the military.

Maven is a software platform that can analyze massive amounts of data across drones, satellites, radars, intelligence supports, and sensors.

It then uses AI to identify possible threats or enemy targets in real time.

We're talking about enemy vehicles and weapon stockpiles.

Maven has essentially become the military's AI brain.

And this technology is being used right now in active operations.

So this is a huge win for Palantir.

Most of Palantir's recent growth has come from its commercial side of the business, but government contracts continue to serve as a foundational source of revenue.

Last summer, the company signed a $10 billion contract with the US Army.

On top of that, Palantir already had a contract with the Pentagon that is worth up to $1.3 billion.