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Jon Keegan

Tech titans team up to sell AI to US defense and intelligence clients

Last week, the Biden administration directed the government to “Harness the Power of AI for US National Security” in the first-ever National Security Memorandum on AI.

AI companies got the message loud and clear and are moving full steam ahead to sell their AI products to the US government, fears of Skynet be damned.

Today, data-analytics platform Palantir Technologies announced that it’s teaming up with AI startup Anthropic to bring the company’s Claude AI models, already available on Palantir’s AI Platform, to Amazon’s AWS cloud-computing platform.

In a press release, Shyam Sankar, Palantir’s Chief Technology Officer, said:

“Our partnership with Anthropic and AWS provides US defense and intelligence communities the tool chain they need to harness and deploy AI models securely, bringing the next generation of decision advantage to their most critical missions.”

Palantir was cofounded by venture capitalist and mentor to JD Vance Peter Thiel, and sells its data platform to several sectors of the US government, including the military and intelligence agencies. The CIA’s venture-capital firm In-Q-Tel was an early investor.

By partnering with Palantir — an established contractor who deals with sensitive national-security data — Anthropic’s Claude large language models will be able to be used in certain classified environments, including critical national-security data requiring “maximum protection.”

Just this week, Meta announced that it was making its Llama AI models available for defense and national security applications.

Today, data-analytics platform Palantir Technologies announced that it’s teaming up with AI startup Anthropic to bring the company’s Claude AI models, already available on Palantir’s AI Platform, to Amazon’s AWS cloud-computing platform.

In a press release, Shyam Sankar, Palantir’s Chief Technology Officer, said:

“Our partnership with Anthropic and AWS provides US defense and intelligence communities the tool chain they need to harness and deploy AI models securely, bringing the next generation of decision advantage to their most critical missions.”

Palantir was cofounded by venture capitalist and mentor to JD Vance Peter Thiel, and sells its data platform to several sectors of the US government, including the military and intelligence agencies. The CIA’s venture-capital firm In-Q-Tel was an early investor.

By partnering with Palantir — an established contractor who deals with sensitive national-security data — Anthropic’s Claude large language models will be able to be used in certain classified environments, including critical national-security data requiring “maximum protection.”

Just this week, Meta announced that it was making its Llama AI models available for defense and national security applications.

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Electronic Arts launches a platform to put more ads in its games

Video game publishing giant EA launched a new platform on Monday designed to make the process of selling immersive ad space in its popular games easier.

The company says the platform, called EA Advertising, allows brands to “integrate directly into gameplay through dynamic, real-time placements, from stadium signage to custom in-game content.”

More so than other studios, EA has incorporated advertising into its most popular titles. As Kotaku points out, the company’s ad efforts stretch as far back as 2006. Several of its sports franchises already feature partnerships with brands like Visa, Lowe’s, Red Bull, and PepsiCo.

In-game advertising hasn’t exactly been embraced by fans, but industry experts expect it to ramp up as companies seek more revenue to offset higher games budgets and surging memory costs. EA rival Take-Two has taken a different approach, with CEO Strauss Zelnick recently saying the company was “not at risk of doing brand partnerships” in the forthcoming “Grand Theft Auto VI,” and that ads in full-price games seems “unfair.”

The $55 billion deal to take EA private, led by Saudi Arabia’s Public Investment Fund, is set to close at the end of this month. Being the largest leveraged buyout in history, EA will likely look for more ways to boost revenue to cover interest payments.

More so than other studios, EA has incorporated advertising into its most popular titles. As Kotaku points out, the company’s ad efforts stretch as far back as 2006. Several of its sports franchises already feature partnerships with brands like Visa, Lowe’s, Red Bull, and PepsiCo.

In-game advertising hasn’t exactly been embraced by fans, but industry experts expect it to ramp up as companies seek more revenue to offset higher games budgets and surging memory costs. EA rival Take-Two has taken a different approach, with CEO Strauss Zelnick recently saying the company was “not at risk of doing brand partnerships” in the forthcoming “Grand Theft Auto VI,” and that ads in full-price games seems “unfair.”

The $55 billion deal to take EA private, led by Saudi Arabia’s Public Investment Fund, is set to close at the end of this month. Being the largest leveraged buyout in history, EA will likely look for more ways to boost revenue to cover interest payments.

business

JM Smucker says it sold $1 billion worth of Uncrustables in FY2026

After years of booming sandwich sales, JM Smucker has finally earned a billion-dollar crust.

On Tuesday, the company reported results for fiscal year 2026, highlighting better-than-expected profits driven by higher prices for coffee and sweet baked goods. However, at another point on the earnings call, CEO Mark Smucker pointed to one particularly jammy figure: in line with previous forecasts, the company sold $1 billion worth of its (almost always) crustless sandwiches, Uncrustables, in the last year alone.

business

Paramount reportedly offers concessions to resolve multistate antitrust investigation

Paramount has reportedly offered up some concessions in an effort to prevent an antitrust lawsuit by California and about 10 other states, according to Bloomberg reporting on Monday.

Reuters first reported on the potential suit from a group of unnamed states last week, which could throw a wrench in Paramount’s plans to buy rival Warner Bros. Discovery in a Hollywood megamerger.

The list of concessions is unknown, though Bloomberg previously reported that Paramount is open to divesting some of its kids TV assets to appease EU regulators.

Late last month, reports said US regulators appeared likely to approve the $110 billion merger, following a meeting between Paramount CEO David Ellison and DOJ antitrust staffers.

The list of concessions is unknown, though Bloomberg previously reported that Paramount is open to divesting some of its kids TV assets to appease EU regulators.

Late last month, reports said US regulators appeared likely to approve the $110 billion merger, following a meeting between Paramount CEO David Ellison and DOJ antitrust staffers.

$98B ⛽

The IATA released its latest financial outlook for the airline industry over the weekend, forecasting a $98 billion jump in the sector’s collective fuel bill. The world’s largest trade group representing airlines expects the oil spike to halve profits by 49% from last year to $23 billion.

The group also expects profit margins to halve year over year, falling from 2025’s 4.2% to 2%. Still, revenue is expected to climb to $1.17 trillion from $1.07 trillion.

A surge in the cost of jet fuel has rocked US and global airlines this year, leading Delta Air Lines, United Airlines, American Airlines, Southwest Airlines, JetBlue, and others to raise fares and ancillary charges like bag fees. Low-cost carriers, which operate on smaller margins, have been squeezed the hardest, resulting in Spirit’s shutdown.

“It’s a tough year for all airlines, especially those whose balance sheets had not yet recovered from COVID. And, of course, for those operating in the Gulf,” said IATA Director General Willie Walsh, who added that demand is holding up and about half of passengers expect to spend more on travel this year. “That bodes well for a strong northern summer peak season. The big unknown is how long travelers and shippers can tolerate the higher costs of connectivity.”

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