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The Market Online
2 days ago
- Business
- The Market Online
Palantir, Rheinmetall, RENK, and Dryden Gold: Winners in the crossfire of trade war and NATO agenda
Tariffs, defense, and infrastructure! No wonder there is a considerable gap of around EUR 172 billion in the German federal budget between 2027 and 2029. Although the federal government is attempting to counter this with spending cuts, tax increases will ultimately be necessary, as migration and climate costs are also taking their toll. Those in government who now have to juggle everything at once are in for a rough ride! Government revenues are expected to continue to decline due to the sluggish economy and high inflation, meaning the government will face higher refinancing costs due to rising interest rates. For investors, this means that the price of gold is likely to increase further, making selective investments in precious metals a sensible move. We will briefly analyze whether there is still room for growth in the well-performing defense and military stocks. This article is disseminated in partnership with Apaton Finance GmbH. It is intended to inform investors and should not be taken as a recommendation or financial advice. Palantir – People rushed to buy, but now the numbers are in! Palantir is currently the focus of investors after the Company announced a potential ten-year contract worth around USD 10 billion with the US Army. This deal would consolidate around 75 existing individual contracts and position the Company as a key partner for AI-powered data solutions in the defense sector. Analysts see this as strategic confirmation of Palantir's role as a beneficiary of the US government's massive AI investments, particularly in applications such as the Maven Smart System and Meta Constellation. Ahead of the upcoming quarterly figures, the stock has already climbed to over USD 160, driven by expectations of strong results. For the year as a whole, PLTR shares are now up 530%, and even including US military orders, the 2025 price-to-sales ratio is a staggering 100. For the second quarter of 2025, analyst consensus estimates revenue of around USD 939 million, which would represent growth of just under 39%. The excitement is mounting because if the outlook is positive and the pipeline in the government and industrial sectors continues to grow, the stock is likely to rise further. However, the most important factor is the whisper estimate of traders, which still has to be exceeded. Highly exciting! Rheinmetall dominates the European defense sector, with its share price increasing twentyfold since the start of the war in Ukraine – in 2025 alone, it rose by over 250%. The figures justify this performance. Driven by the booming defense business, revenue rose by 46% to EUR 2.3 billion in Q1 2025, while EBIT increased by 49% to EUR 199 million. At EUR 63 billion, the order backlog remains at a record level and is almost six times the annual revenue for 2024. The strategy remains clearly focused on defense: two plants are being converted, Hagedorn-NC is being acquired for powder supply, supplier status for the F-35 has been secured, and a partnership with Anduril for modern drone technology has been established. A missile competence center is also being set up with Lockheed Martin. Rheinmetall expects revenue to increase by up to 30% in 2025, with an EBIT margin of 15.5%. Analysts see the Company as the main beneficiary of rising NATO spending, but at EUR 1,940, the share price has almost reached the current average target of EUR 2,025 set by LSEG analysts. A possible stock split could bring new momentum and attract small investors. The Düsseldorf-based company will report on August 7, with consensus earnings per share expected to be EUR 3.88. Far removed from armaments and defense, but suitable for portfolio hedging, are gold investments. In addition to the quality of the deposit, the time to gold production, the existing infrastructure, and the jurisdiction are important factors for investors. With good fundamentals, Dryden Gold (TSXV:DRY) is increasingly coming into focus with the Elora Gold System in Ontario's Gold Rock Camp. The Company has already completed a fully funded 15,000-meter drill program and discovered several high-grade gold intersections and visible gold. Particularly in the Jubilee target area and the Pearl Zone, parallel, superimposed structures extending for approximately one kilometer are evident, a feature reminiscent of legendary deposits such as Red Lake. Drill hole KW-25-003 returned a spectacular 301.67 g/t gold over 3.90 meters, with new hits such as 15.30 g/t over 1.45 meters in the hanging wall, highlighting the potential. The broad, near-surface zones in Pearl also indicate an expanding system. With approximately 70,000 hectares of land, strategic acquisitions, and partners such as Centerra Gold and Alamos Gold, Dryden Gold is well-positioned. The environment is ideal: stable jurisdiction, low-cost energy, excellent infrastructure, and good relations with indigenous communities. Historical mines in the region, such as Musselwhite with 1.5 million ounces produced, demonstrate the potential of the area. CAD 5.8 million has been earmarked for further drilling in 2025, with the aim of not only defining resources but also making new discoveries. The combination of high-grade hits, an expanding target area, and strategic financing could make Dryden Gold one of the most exciting growth stories in the North American gold sector. Anyone looking to bet on the next big find should keep an eye on this company. With a gain of over 40% since the beginning of the year, Dryden shares can even hold their own in a comparison chart with popular defense stocks. In a comparison of returns since the beginning of the year, stocks like Palantir, Rheinmetall, and RENK are showing triple-digit returns. Dryden Gold is also benefiting from its high-quality deposit and recent successes, with growth of over 40%. Source: LSEG as of August 4, 2025 Let's return to defense stocks. Many investors are surely wondering why RENK shares are still trading at just under EUR 70. The mystery is easily solved: In July, tank manufacturer KNDS exercised an option agreement and acquired 9.17 million RENK shares from financial investor Triton. This increased KNDS's stake in the transmission manufacturer from 6.7% to 15.84%, making it the largest single shareholder. KNDS is a joint venture between Krauss-Maffei Wegmann and Nexter Defense Systems, important partners of RENK in the defense sector. The agreement ends lengthy negotiations and disputes over the purchase price and antitrust concerns. Triton continues to hold approximately 9.2% of the shares. At the same time, rumors are circulating about talks regarding a potential takeover in which RENK could play an important role as a technology supplier. This would lead to greater integration in the defense industry and enable synergies in technology and production. For investors, the high valuation of the transmission expert in these negotiations is justified; from a purely analytical perspective, RENK is clearly overvalued compared to Rheinmetall. After a sharp correction, the stock market is once again showing its sunny side. Global trends such as artificial intelligence and security policy tensions are fueling investors' imaginations, particularly in the technology and defense sectors. However, it remains uncertain whether classic defense stocks can still generate above-average returns. The potential appears much more realistic for precious metals, which are considered a proven hedge against geopolitical risks and economic uncertainty. Dryden Gold could benefit here, as the Company holds a first-class project in the heart of Ontario's Gold Belt, a location with rare value and exciting prospects. Conflict of interest Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as 'Relevant Persons') currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a 'Transaction'). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company. In this respect, there is a concrete conflict of interest in the reporting on the companies. 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Business Insider
3 days ago
- Business
- Business Insider
Palantir smashes expectations with $1 billion Q2 revenue as CEO boasts that skeptics have been 'bent into a kind of submission'
Palantir's CEO, Alex Karp, saw no reason to be humble after his company's blockbuster second-quarter earnings. "As usual, I've been cautioned to be a little modest about our bombastic numbers, but there's no authentic way to be anything but have enormous pride and gratefulness about these extraordinary numbers," he said as he kicked off his part of the earnings call on Monday. He struck a similar tone in his letter to shareholders. "The skeptics are admittedly fewer now, having been defanged and bent into a kind of submission," he wrote. The Denver-based AI software company beat analyst estimates Monday with adjusted earnings of 16 cents per share on $1 billion in revenue, topping LSEG projections of 14 cents and $940 million, respectively. The stock peaked at more than 5% in after-hours trading compared to when the market closed at 4 p.m ET. Palantir 's commercial revenue in the US nearly doubled since last year's second quarter to $628 million, while government revenue climbed 53% year-over-year to $426 million, mostly thanks to a 10-year, $10 billion contract with the US Army, which consolidated 75 contracts into one. Ryan Taylor, chief revenue officer and chief legal officer, said that the US Space Force awarded the company a $218 million delivery order and raised the spending ceiling for Palantir's Maven Smart System to $795 million in preparation for "significant demand." The company also raised its full-year revenue guidance midpoint to just north of $4 billion, a nine-point increase from last quarter. Karp concluded the call with a message for investors. "Maybe stop talking to all the haters — they're suffering," he said.
Washington Post
7 days ago
- Business
- Washington Post
Palantir gets $10 billion contract from U.S. Army
The U.S. Army issued Palantir a contract Thursday worth up to $10 billion over the course of the next decade. The new contract, the largest ever awarded to the software and data analysis company, cements Palantir's role as a major processor of data for the military. It comes on the heels of an additional $795 million the military allocated earlier this year to put into its artificial intelligence targeting software, Maven Smart System.
Business Insider
22-07-2025
- Business
- Business Insider
The US Air Force let AI help operators find targets to speed up kill chain decisions
The exercise saw operators use AI to speed up targeting acquisitions and decisions. The exercise saw operators use AI to speed up targeting acquisitions and decisions. US Air Force photo by Airman 1st Class Jennifer Nesbitt The exercise saw operators use AI to speed up targeting acquisitions and decisions. US Air Force photo by Airman 1st Class Jennifer Nesbitt This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. The US Air Force used artificial intelligence to speed up its targeting decisions in a recent exercise. The goal was to test how AI could improve the accuracy and timeliness of operator responses, the Air Force said, in order to have a more automated kill chain in a potential future fight. The four-day Experiment 3 exercise, held last month, was a stress test of future warfare technologies and tactics in a realistic combat scenario. "By replicating this novel methodology, we allowed tactical-level participants to explore how tools and workflows could shape kill chain execution for the future of warfighting," Lt. Col. Wesley Schultz, the director of operations for the 805th Combat Training Squadron/Shadow Operations Center-Nellis, said. A kill chain is a military decision process that guides how forces detect a threat, zero in on it, act, and evaluate the outcome. The US military is actively looking to evolve its kill chain through automation, AI, data-driven command and control decisions, and interconnected sensors, surveillance, and reconnaissance tools. During the training, operators used AI software to accelerate decision-making and targeting processes. It was designed to speed up those processes and "reduce the cognitive load" on human operators, the service said in a release. The Air Force and other military programs have been working on unmanned aircraft than can fly alongside piloted aircraft or on their own. US Air Force photo by Richard Gonzales Reducing the cognitive load, or mental effort, of warfighting personnel has become a priority, especially in recent years with the rise of AI. US military leaders and officials believe that AI can assist humans in assessing massive amounts of battlefield data to help make clearer decisions more quickly. The AI used was developed under the Maven Smart System, a larger US military AI initiative. During testing, the assessments made only by operators were compared to those made with AI recommendations. The testing was intended to explore the value of human-machine teaming. "Differences between machine-generated recommendations and operator decisions highlighted the complementary strengths of human judgment, such as intuition, experience and situational awareness, in time-sensitive targeting," the service said. Feedback from the exercise, as well as observations of how the AI operated, was then used to refine systems and processes. Former Secretary of the Air Force Frank Kendall said earlier this year that future warfare will be "highly automated, highly autonomous, action at long range, precision," and space will be a "decisive theater," adding that the "response times to bring effects to bear are very short" Related stories Business Insider tells the innovative stories you want to know Business Insider tells the innovative stories you want to know "We're going to be in a world," he said, "where decisions will not be made at human speed; they're going to be made at machine speed." And last year, he argued that mastery of artificial intelligence solutions could be key to winning the next major war. AI is being implemented across the military, changing how weapons systems and technologies are operated. US Army 25th Infantry Division/Staff Sgt. Brenden Delgado US military branches have been testing how to use AI to speed up decision-making. The Air Force has been looking at pairing the technology with uncrewed systems and drones, like collaborative combat aircraft. The service has let AI algorithms fly fighter jets, and there has been a lot of time and research invested in how artificial intelligence can augment pilot capabilities. AI as a tool can also complete back-end work in the military, such as better search functions for analyzing Department of Defense doctrine, understanding elements of specific locations, commands, or job positions, paperwork, and situation reports. The rise of AI in militaries has been met with skepticism and ethical concerns from experts and officials about its implementation, especially in combat scenarios. The Pentagon has maintained that its policy on AI will keep a human in the loop for decision-making, though some observers have argued that this may not be possible in a high-speed, data-driven future war. Others have noted that the technology may develop at a quicker pace than Washington or the Pentagon can regulate it. In recent Air Force testing, the human was kept in the loop. The AI functioned in a support role rather than hunting down targets independently with autonomy.
Yahoo
11-07-2025
- Business
- Yahoo
Could This Key Development Drive Palantir Stock to New Heights?
The U.S. Army is expanding its relationship with Palantir. The service is also planning to introduce a new artificial intelligence (AI)-centric job field for soldiers. Palantir isn't cheap, but offers a compelling opportunity for those with a long investing time horizon. 10 stocks we like better than Palantir Technologies › Artificial intelligence (AI) has been around in some form or fashion for over 50 years, but recent developments in the field of generative AI have attracted the attention of Wall Street and Main Street alike. These new AI systems have the ability to refine and distill massive amounts of data, create original content, and streamline processes -- thereby increasing productivity. Potential applications abound, and individuals, businesses, and governments are all looking for ways to cash in on AI. One of the undeniable beneficiaries of this trend is Palantir Technologies (NASDAQ: PLTR). The company has risen from near obscurity to be one of Wall Street's hottest properties. The stock is up 85% so far this year and boasts gains of 1,760% since the dawn of generative AI in late 2022. While some investors fear Palantir's growth will eventually fade, recent developments help illustrate the long runway ahead and why the stock might still be a buy, despite its astronomical valuation. Investors may recall that in May 2024, Palantir was awarded a $480 million, five-year contract by the U.S. Army for its Maven Smart System. The system integrates data from satellites, drones, and other intelligence sources, using AI and computer vision to scan the battlefield and identify enemy targets. The cutting-edge system also helps prioritize and track the movement of enemy systems, as well as identifying friendly forces in the area. By providing real-time data, Maven gives analysts actionable intelligence. Military leaders were so impressed with the system that in September, they added a $99.8 million addendum to the contract, expanding access to the Maven system across all branches of the U.S. military, including the Army, Air Force, Space Force, Navy, and Marine Corps. The expanded access improves the interaction and operational capabilities between different branches of the service. There's more. By May 2025, Pentagon leaders boosted the contract value by an additional $792 million over four years, bringing the total value of the project to more than $1.3 billion through 2029. A defense official cited the "growing demand" for the system as the catalyst for the increasing contract size. This contract is only one of many, but it helps to illustrate one of Palantir's secret weapons: that of "increasing demand." When users -- military or enterprise -- get their hands on Palantir's systems and actually use them, they begin to understand the myriad ways the system can be deployed. This leads to new users and additional use cases, and ultimately leads to Palantir expanding its relationships with existing customers. Finally, word broke this week that the U.S. Army is "laying the groundwork for a sweeping expansion of its AI capabilities," according to The service is developing a military occupational specialty (MOS) focused on AI. The career field, designated 49B, will be focused on AI and machine learning, which shows that the U.S. military is increasingly betting on AI as the future of modern warfare. As a leading provider of AI tools to the U.S. Army, Palantir will likely benefit from this development. Palantir introduced its Artificial Intelligence Platform (AIP) in April 2023, which helps businesses "leverage the power of large language models (LLMs) on their own privately held datasets." The company then adopted a strategy that has proven wildly successful since its introduction. To capitalize on the unprecedented demand for AIP, the company began hosting boot camps, "immersive, hands-on-keyboard sessions" that pair customers with Palantir engineers, which allows them to "go from zero to use case in just one to five days." Because users experience the platform firsthand, they quickly understand the value AIP can bring to their organization and its ability to solve company-specific business challenges. Furthermore, once these AI systems are established within an organization, chances are good that the company will ultimately expand its relationship with Palantir. Don't take my word for it. In the first quarter, Palantir's revenue of $884 million grew 39% year over year and 7% quarter over quarter -- but that only tells part of the story. U.S. commercial revenue, which includes AIP, grew 71% year over year and 19% quarter over quarter, and now accounts for 41% of Palantir's total sales -- not bad for a product that's only been around for about two years. There's more good news: Palantir's so-called "Rule of 40" score, which evaluates the company's revenue growth in relation to its profits, clocks in at 83%, showing a healthy balance of growth and profitability. That's up from just 38% less than two years ago and illustrates the quality of Palantir's earnings. To close out the quarter, Palantir's remaining performance obligation (RPO), or contractually obligated sales that haven't been recognized as revenue, jumped 46% to a record $1.9 billion, while the remaining deal value (RDV) of its U.S. commercial segment soared 127% to $2.32 billion. This gives investors visibility into Palantir's future and helps illustrate that its growth streak still has room to run. Palantir's track record of success and the unprecedented demand for its services come with a hefty price tag. The stock currently sells for a lofty 82 times forward sales and 234 times forward earnings. This is enough to make some investors run for cover, but the most commonly used valuation metrics tend to struggle with high-growth stocks. Because of its high multiples, Palantir stock is prone to wild swings of volatility and, as such, won't be a good fit for every investor. However, as my colleague Adia Cimino points out, valuations don't provide a complete picture, and "If you refused to buy these companies because of their high valuations, you might have missed out on owning some of the world's most successful technology stocks." There's little question that the adoption of AI is just getting started. Given Palantir's industry-leading government and enterprise-level AI solutions and its track record of expanding relationships, I would posit that these recent developments could help drive the stock to new heights. Those concerned about its valuation should consider buying just a small stake to start, or dollar-cost averaging into a position over time. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $694,758!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $998,376!* Now, it's worth noting Stock Advisor's total average return is 1,058% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Danny Vena has positions in Palantir Technologies. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Could This Key Development Drive Palantir Stock to New Heights? was originally published by The Motley Fool
