Booz Allen Hamilton Holding shares are trading higher after Truist Securities upgraded the stock from Hold to Buy and raised its price target from $70 to $85.

Global Cyber Warfare Market Size and Forecast to 2031 | AI-Driven Defense, Space Security, and Cloud Adoption Fuel 14.1% CAGR and a USD 28.75 Billion Opportunity

The global cyber warfare market is projected to grow from USD 14.99 billion in 2026 to USD 28.75 billion by 2031, with a CAGR of 14.1%. Growth is driven by increasing cyber threats to military networks, AI-driven defense solutions, space-based security demands, and defensive cyber operations. The Middle East is positioned for the second-highest regional growth rate.

Anthropic Launches Cyber Mission To Equip Defenders With AI Tools, Research, And Resources To Strengthen Software And Systems Security

Palantir Looks Like a Consulting Company. Its Numbers Tell a Different Story.

Despite criticism that Palantir operates like a consulting firm, its financial metrics reveal a highly scalable software business. With 93% YoY revenue growth, 62% operating margins, and $1.2B in adjusted free cash flow, Palantir demonstrates economics typical of software companies rather than labor-intensive consulting. The company's forward-deployed engineers deploy its AI Platform (AIP) across customer organizations, enabling rapid expansion. While trading at high valuation multiples (P/S of 78, P/E of 160), the author argues these metrics are less relevant given the company's exceptional growth and margin expansion trajectory.