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Sunday, 3 August 2025

How Palantir has benefited since President Trump took office, securing new and expanded government contracts and becoming the S&P's top-performing stock of 2025 (Washington Post)

Washington Post:
How Palantir has benefited since President Trump took office, securing new and expanded government contracts and becoming the S&P's top-performing stock of 2025  —  From warfighting and tracking deportations to writing State Department cables with AI, the company is benefiting …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...