The Boeing Company

Lockheed Martin Corporation

Aircraft and defense stocks are holding up just slightly worse than the S&amp;P 500 this year

Boeing shares surge after new agreement with the Pentagon. Is it worth buying them?

Northrop Grumman Corporation

Palantir Technologies Inc.

The U.S. military department called the story "completely false and fabricated"

Pentagon chief's broker tried to buy defense stocks ahead of war with Iran - FT

Anthropic says it is limiting the use of its technology given the potential for AI errors

Anthropic has filed a lawsuit against the U.S. Department of Defense. The dispute with the authorities has made the AI startup popular

US President Donald Trump has ordered all US federal agencies to "immediately stop" using the technology and software of AI startup Anthropic, he <a href="https://truthsocial.com/@realDonaldTrump/posts/116144552969293195">wrote</a> in the social network Truth Social on Friday, February 27. The statement came amid pressure on AI developer Claude from the Department of Defense: the agency <a href="https://www.cnbc.com/2026/02/27/anthropic-pentagon-ai-policy-war-spying.html">demanded</a> that the company it has a contract with give it full access to AI functions.

Trump has banned the use of AI from Anthropic in the US public sector

NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel Corporation

Alphabet Inc.

U.S. Defense Secretary Pete Hegseth has given Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access to his model, Axios sources <a href="https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario">said</a>. "The only reason we are still negotiating with these people is because we need them, and we need them right now. The problem for these guys is that they are that good," one of the sources told the publication. Investor Yevgeny Marchenko <a href="https://t.me/BizLike/7057">speculates</a> in his Kubyshka Telegram channel that this is a new phase in the relationship between the government and the AI industry.


A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

Apple Inc.

Spotify Technology S.A.

Alibaba Group Holding Limited

Danaher Corporation

Masimo Corporation

Medical company Danaher is preparing a $10 billion deal to buy Masimo, strengthening its position in the fast-growing medical monitoring market. Elon Musk's SpaceX and xAI are participating in the Pentagon's competition to create voice-controlled autonomous drone swarms, bringing them into a new, more sensitive field of AI weapons. On these and other topics - in our roundup of key developments for the morning of February 17.

Main by morning: Apple competes with YouTube and Spotify, Alibaba has a new AI model

American defense contractor Lockheed Martin <a href="https://investors.lockheedmartin.com/news-releases/news-release-details/lockheed-martin-reports-fourth-quarter-and-full-year-2025">presented a</a> strong financial forecast for 2026 and reported on a new contract with the U.S. Department of Defense. After publication of the report securities of the company added 4.23% (according to data on closing on January 29). For January, they have already risen by 28.7%, <a href="https://www.marketwatch.com/story/lockheed-martins-stock-is-having-its-best-month-in-half-a-century-thanks-president-trump-2b3c38ea?mod=newsviewer_click">draws the attention of </a>MarketWatch. All this may indicate that this month may become for Lockheed Martin securities the best since January 1980, when shares of the defense company added 30.4%, writes MarketWatch.

January could be Lockheed Martin's best month in 46 years. What does this have to do with Trump?

Freeport-McMoRan Inc.

Ero Copper Corp.

Southern Copper Corporation

Anglo American plc

Glencore plc

Alcoa Corporation

Century Aluminum Company

Kaiser Aluminum Corporation

Critical Metals Corp.

MP Materials Corp.

NioCorp Developments Ltd.

First Majestic Silver Corp.

Endeavour Silver Corp.

Pan American Silver Corp.

Peabody Energy Corporation

Cameco Corporation

Cheniere Energy, Inc.

Robots, artificial intelligence, and automation no longer exist only in code. They consume electricity, metals, and fuel. AI has become a new, very voracious consumer of raw materials, comparable in scale to entire industries. This triggers a commodity supercycle and redistributes capital in favor of those who control the basic resources of the new economy. Vitaly Kononov, an analyst at Freedom Broker's commodities sector, named the new beneficiaries of this supercycle.

Beneficiaries of AI and robotization: the commodity supercycle and investment ideas

The U.S. Department of Defense has concluded that Chinese e-commerce leaders and AI developers Alibaba Group and Baidu, as well as carmaker BYD and five other companies from China, should be included in a list of organizations assisting the Chinese military. That's according to a letter to Congress sent by the Defense Department about three weeks before Presidents Donald Trump and Xi Jinping met Oct. 30 in South Korea, where the leaders agreed on a package of measures that included lowering duties and temporarily suspending some export restrictions.

Pentagon wants to blacklist Alibaba and BYD as Chinese companies - Bloomberg

Kratos Defense & Security Solutions, Inc.

AeroVironment, Inc.

Since the beginning of 2025, the market value of many U.S. defense companies has increased by at least 25%

Defense stocks rose. Pentagon calls for doubling missile production - WSJ

Citigroup Inc.

Palantir's capitalization exceeded $400 billion after the publication of a successful quarterly report. The American company specializing in intelligence gathering and processing showed a 48% growth in revenue in the second quarter (ended June 30) to more than $1 billion. In a <a href="https://www.palantir.com/q2-2025-letter/en/">statement</a> to shareholders, founder Alexander Karp said that the company plans to become "the dominant software developer of the future". For Onivest, journalist Roman Mighty looked into why Palantir is attracting investor attention and why human rights and civil rights activists don't like a future that could be dominated by such a company.

The all-seeing eye of the military: How Palantir became an AI supplier to corporations and the Pentagon


Investbank reiterated a buy recommendation on Palantir shares and expects strong results in the August 4 report