Headlines

How long can Palantir’s ‘creative monopoly’ last?

Palantir CEO Alex Karp’s description of the company’s quarterly earnings in August 2025 as “once in a generation” wasn’t far-fetched. It surpassed US$1 billion in quarterly revenue for the first time, after only turning profitable in 2022. Its surge has made it an outlier:

No Article 5-like security guarantees for Ukraine

The idea of offering unilateral US security guarantees to Ukraine is an appalling idea that risks war with Russia. It means the US is willing to go to war to defend Ukraine, and gives the Ukrainians a license to stir up trouble, instigate provocations and drag America into a

Trump’s hatred demonstrates Europe’s importance

When the American president, vice-president and sundry acolytes spend their time badmouthing and attacking Europe, the key question is not whether they are right or wrong, nor even how European leaders should respond. The key question is why these self-described America

US Magnificent Seven will look less so in 2026

The S&P 500’s Magnificent Seven, namely Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, may look far less magnificent by 2026 as intensifying competition in the AI race erodes the dominance they have enjoyed for much of the past decade. For investors, this shift