AI Defense Contractors

AI Security

+9

OpenAI Just Raised $110 Billion. Amazon, Nvidia, and SoftBank Are Betting the AI Race Is Far From Over, Here's What It Means for Your Portfolio

Mar 3, 2026

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10 min read

OpenAI Just Raised $110 Billion. Amazon, Nvidia, and SoftBank Are Betting the AI Race Is Far From Over, Here's What It Means for Your Portfolio

OpenAI signed a Pentagon deal to run AI on classified military networks

Andrew Green

Artificial Intelligence Defense Market

+11

The Pentagon Just Committed $13.4 Billion to AI Weapons. Here's Which Stocks Are Positioned to Win

Feb 18, 2026

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9 min read

The Pentagon Just Committed $13.4 Billion to AI Weapons. Here's Which Stocks Are Positioned to Win

$13.4B in FY2026 AI + autonomy spending. OpenAI, Google, Anthropic, and xAI each hold $200M Pentagon contracts.

Andrew Green