Artificial intelligence & autonomy

Coverage of defense AI, autonomy software and the procurement and assurance problems they create.

Why this segment matters

Defense AI faces an acquisition system built for hardware. Software that improves continuously fits poorly into processes designed around fixed requirements, milestone reviews and multi-year test cycles, and much of the activity in this segment concerns contracting mechanisms as much as technology — prototype agreements and software pathways intended to move faster than traditional programmes.

Assurance is the harder problem. Demonstrating that an autonomous system behaves predictably enough to be trusted with lethal or safety-critical decisions requires test and evaluation methods that remain immature, and policy on human involvement in engagement decisions varies between allies. This is why most fielded applications sit in decision support, target recognition assistance and maintenance prediction rather than autonomous engagement.

Coverage follows prototype and production awards, policy and doctrine announcements on autonomous systems, commercial technology firms entering defense contracting, and test and evaluation initiatives. Distinguish carefully between demonstrations and fielded capability in this segment — the terminology used in announcements often blurs the two.

4listed artificial intelligence & autonomy stocks

by conviction
PalantirNASDAQ: PLTRNext: Nov 2 · EarningsACT NOWBigBear.aiNYSE: BBAINo dated catalystASIDEPalladyne AIcappedNASDAQ: PDYNNext: Nov 11 · EarningsSPECULATIVESwarmercappedNASDAQ: SWMRNext: ~ Dec 31 · Start of production inSPECULATIVE
Palantir TechnologiesNASDAQ: PLTR

Palantir CEO Alex Karp says neurodivergent workers will thrive in the AI era. An autistic psychologist says he has a point

Palantir CEO Alex Karp discussed the value of neurodivergent employees in the context of the AI era.

Yahoo Finance·5d ago
Palantir TechnologiesNASDAQ: PLTR

I Said Palantir Stock Would Top $220 This Year. Here's What It Has to Prove on Nov. 2.

Palantir Technologies is preparing to report its third-quarter financial results, which are seen as a critical test of its growth narrative.

Yahoo Finance·5d ago
BigBear.aiNYSE: BBAI

AUSA: BigBear.ai's Ryan Legge

Yahoo Finance

Yahoo Finance·7d ago
Palantir TechnologiesNASDAQ: PLTR

Palantir Ruled Out a NATO “Kill Switch.” Here’s Why Its Q3 Expense Line Is the Real Test

Yahoo Finance

Yahoo Finance·7d ago
Sector

Winning the information war through ideas and perception

This article discusses the strategic requirement for a coordinated response to misinformation campaigns amplified by social media and artificial intelligence.

Google News·8d ago
Palantir TechnologiesNASDAQ: PLTR

Stagwell (STGW) and Palantir (PLTR) Expand AI Partnership to Transform Enterprise Marketing

Stagwell and Palantir have expanded their partnership to integrate AI-powered marketing solutions for enterprise clients.

Yahoo Finance·8d ago
Palantir TechnologiesNASDAQ: PLTR

With Robust Growth, Palantir Stock Is Worth Considering at a Premium

Palantir Technologies is positioned for potential growth through a new partnership deal with Knox Systems.

Yahoo Finance·8d ago
Palantir TechnologiesNASDAQ: PLTR

Palantir Elevates Aplos Data to Vanguard: Elite

Palantir has elevated Aplos Data to the highest tier of its partner network, Vanguard: Elite, to support the deployment of Foundry and AIP.

Yahoo Finance·8d ago
Palantir TechnologiesNASDAQ: PLTR

Palantir Accelerates Delivery of Sovereign AI to New Wave of Customers

Palantir Technologies announced that a new wave of flagship customers, including L3Harris, NVIDIA, and others, have accelerated their sovereign AI efforts using Palantir's Foundry, Ontology, and AIP platforms.

Yahoo Finance·9d ago
Palantir TechnologiesNASDAQ: PLTR

The Zacks Analyst Blog Highlights Microsoft, Palantir Technologies, Micron Technology, Lam Research and IonQ

Palantir Technologies is highlighted by a Zacks analyst blog as one of the companies poised to be shaped by AI spending, semiconductor demand, and quantum computing trends in 2027.

Yahoo Finance·9d ago
Palantir TechnologiesNASDAQ: PLTR

Not Palantir. Not Snowflake. This AI Software Stock Could Be the Biggest Winner of 2027.

The article compares Palantir and Snowflake in the context of AI software market leadership.

Yahoo Finance·10d ago
Sector

State Department orders staff to call AI ‘super intelligence’

The U.S. State Department has issued a directive to rebrand artificial intelligence initiatives as 'Super Intelligence' across all official communications and program designations.

Google News·10d ago
Palantir TechnologiesNASDAQ: PLTR

Palantir Stock Is Near a Record High. Should Investors Sell?

Yahoo Finance

Yahoo Finance·11d ago
BigBear.aiNYSE: BBAI

Can BigBear.ai Ride the Next Wave of Defense Technology?

Yahoo Finance

Yahoo Finance·14d ago
Palantir TechnologiesNASDAQ: PLTR

Ondas and Palantir Launch Regna AI to Expand Sovereign AI Capabilities

Palantir and Ondas have launched Regna AI to provide sovereign artificial intelligence solutions tailored for defense and enterprise operations.

Yahoo Finance·14d ago
Palantir TechnologiesNASDAQ: PLTR

Palantir Technologies (PLTR) Takes AI Onboarding Into Commercial Banking

Palantir Technologies is partnering with Customers Bank to deploy its Foundry and AIP platforms to automate commercial client onboarding workflows.

Yahoo Finance·15d ago
Palantir TechnologiesNASDAQ: PLTR

Customers Bank and Palantir Collaborate to Build an AI-Native Future for Banking

Customers Bank is deploying Palantir's Foundry and AIP platforms to improve its deposit onboarding experience.

Yahoo Finance·15d ago
Palantir TechnologiesNASDAQ: PLTR

Surf Air Mobility Expands Palantir-Powered AI Push With Fifth Aviation Software Deal

Surf Air Mobility has signed a software agreement with Flying Zebra to use its Palantir-powered OperatorOS aviation platform.

Yahoo Finance·15d ago
Palantir TechnologiesNASDAQ: PLTR

Palantir (PLTR) Stock Sees Modest Fair Value Lift As Analysts Back AI Execution

Analysts have increased their fair value estimates for Palantir Technologies due to strong execution in AI-driven software and data platforms.

Yahoo Finance·15d ago
BigBear.aiNYSE: BBAI

BigBear.ai vs. Rigetti Computing: Which Technology Stock Is a Better Buy in 2026?

Yahoo Finance

Yahoo Finance·16d ago