Palantir signs in Mexico: the commercial shift away from the Pentagon accelerates
Palantir secures a new commercial contract in Mexico and demonstrates its ability to grow beyond major US agencies.
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S&P 500: Air Escapes AI Stocks - Deep Rotation Confirmed at Quarter-End
As this quarter draws to a close, the S&P 500 declines under the weight of "overinflated" AI mega-caps—while Palantir, a symbol of defense AI, faces a severe valuation test. The value-growth rotation that began on June 23 is now confirmed.
Jun 29, 2026 at 17:16 6 2
