NATO's MSS deal signals Palantir Technologies Inc.’s role as core AI infrastructure for Western defense; 129 Q4 deals, $1.73B backlog, and 40% YoY growth validate long-term recurring revenue ...
Themes Transatlantic Defense ETF is rated Hold due to elevated valuations and decelerating growth among top holdings despite recent outperformance. NATO’s cap-weighted structure concentrates exposure ...
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