Dj Ibd: Nvidia, Palantir Snubbed, But Top Funds Get Googly-Eyed Over This Breakout Ai Stock

SAN DIEGO, CA AND DENVER, CO / ACCESS Newswire / December 4, 2025 / Cubic Corporation and its DTECH Mission Solutions business unit, a recognized industry leader in providing trusted, scalable, and intuitive edge compute and networking platforms, today announced a strategic relationship with Palantir Technologies Inc. , to drive large-scale internal transformation across Cubic's value chain and deliver enhanced outcomes for shared military customers, such as the U.S. Army.

The strategic relationship will leverage Palantir's Artificial Intelligence Platform (AIP) to drive end-to-end digital transformation across Cubic's supply chain, procurement, manufacturing, transportation, and commercial operations. By streamlining these processes, the collaboration aims to reduce lead times and accelerate time-to-market, helping Cubic outcompete across industries. Additionally, the relationship aims to enable Cubic to unlock new revenue streams with transportation and defense customers and improve margins through enhanced supply chain and procurement optimization-all while delivering to customers faster, scaling the business more efficiently, and decoupling growth from headcount.

As part of this initiative, Cubic and Palantir are exploring integrating Palantir's software into the DTECH compute and networking hardware at the tactical edge for customers such as the U.S. Army, further enhancing operational agility and decision-making at the front lines.

"It's exciting to partner with companies like Cubic with a dual-purpose DNA," said Mike Gallagher, Head of Defense at Palantir Technologies. "We are proud to support Cubic in answering the rallying cry from the Department of War to prioritize speed and innovation."

"We're thrilled to collaborate with Palantir to deliver next-generation, tactical-edge solutions enhanced with artificial intelligence to meet the U.S Department of War's call for faster adoption of commercial innovation and cloud-native architectures," said Anthony Verna, Senior Vice President and General Manager of Cubic DTECH Mission Solutions. "DTECH compute and networking hardware, combined with Palantir Software, delivers resilient, interoperable solutions that empower decision-making and operational dominance throughout the mission-chain.

Together, Palantir and Cubic are committed to delivering rapid, data-driven solutions that empower the U.S. Army and the warfighter, ensuring mission readiness and operational excellence.

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About Palantir Technologies Inc.

Foundational software of tomorrow. Delivered today. Additional information is available at https://www.palantir.com.

About Cubic DTECH Mission Solutions

Cubic DTECH Mission Solutions delivers edge computing and networking platforms designed to support the next-generation tactical edge by providing ruggedized, SWaP-optimized solutions for AI/ML acceleration, secure networking, and dynamic routing. These platforms enable mission-critical applications such as real-time ISR data processing, automated target recognition, EW signal analysis, and distributed command and control, all at the edge.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding the expected benefits of our software platforms and any associated certifications. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customers; the failure of our platforms to satisfy our customers or perform as desired; the frequency or severity of any software and implementation errors; our platforms' reliability; and our customers' ability to modify or terminate their contract. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.

Media Contacts:

Palantir

media@palantir.com

Cubic Defense 

Geri MacDonald 

geri.macdonald@cubic.com

Touchdown PR for Cubic Defense

Jocelyn Disque

Cubicdefense@touchdownpr.com

SOURCE: Cubic Defense

View the original press release on ACCESS Newswire

By Jack Hough

The economy has shifted from a lowercase k to an uppercase one, a Wall Street researcher told me this past week. I nodded and hoped it wasn't a Kevorkian reference. It turns out it's all in the arms. The k's rising one and falling one signify different groups moving in opposite directions; the rich are thriving, while the rest are struggling. With a capital K, the rising arm is more prominent, just as swelling asset prices make now an even better time than usual to be rich.

And the lower arm? It doesn't so much represent the poor, who tend to stay poor but at least receive inflation adjustments on government assistance, says Mike Reid, senior U.S. economist for RBC Capital Markets. "It's really the middle-income folks...say, the 20th to 80th percentile. Those are the folks who are being pinched the most." Reid sees implications for investors and policymakers. If top earners are driving spending growth, for example, the economy might be more exposed than usual to stock market volatility.

Meanwhile, I see a worrisome trend for letter-based financial metaphors. Already, we have S-shaped growth curves, L-shaped recessions, V- and U-shaped recoveries, and W-shaped whatevers. If interpreting the economy now hinges on fine differences between upper and lower cases, sloppy penmanship could lead to financial ruin. It's time to look beyond the alphabet for something more descriptive.

Let's look at an example. Reid points out that from 1970 to 2010, there was just under one retiree for each new worker, whereas now the ratio has ballooned to about 2.5 to 1. "You don't need this strong job growth to support a stable unemployment rate," he says. But if stocks tank, boomers eyeing lower portfolio values could hold on to their jobs for longer, exacerbating any uptick in unemployment. This feels important enough to warrant a metaphor, yet too complicated to be summed up by any single letter — even a cursive capital G, if those still exist.

What we need is a name that evokes young people waiting for old people to turn over their spots. I'm torn between Pickleball Hours at the Town Basketball Court Effect and Restroom at a Rolling Stones Concert Dilemma.

Other strategists have spotted important market wrinkles. At BofA Securities, Jill Carey Hall, who oversees U.S. small- and mid-cap research, points out that earnings growth underlying the S&P SmallCap 600 index is expected to jump from 6% this year to 17% next year. Small companies would go from being growth laggards to leaders. Historically, when that has happened, small-caps have outperformed large-caps 75% of the time, by an average of nine percentage points a year.

This is both too tempting to ignore and too long-awaited to trust. Over the past 15 years, the large-cap S&P 500 index has returned 640%, trouncing its small-cap sibling by more than 280 points. That has left small-caps 30% cheaper than large-caps relative to this year's projected earnings. The ideal metaphor here will call to mind something small that is poised to go fast, but isn't nearly assured of success. If you ask me, 2026 is displaying a Chihuahua on an E-Bike Setup. Tiny dogs appear ready to zoom. But their little paws can't reach the handlebars, so really, anything could happen.

Among large-cap stocks, has anyone else noticed a developing Fat Cannibal Staredown? That's where market behemoths, who have been feasting on small competitors for decades, begin to hungrily eye one another's total addressable markets. Alphabet, No. 3 by market value, has developed its own zippy artificial-intelligence chips with help from No. 6 Broadcom, and is now seen as a threat to No. 1 Nvidia, who says its chips are set apart by their software, long the domain of Microsoft, which is busy battling for cloud AI work with Amazon.com, which is now selling AI chips of its own. Tesla, which has fallen out of the top seven, now says it's all about robo-taxis, but Alphabet's Waymo is the early leader there. Alphabet's YouTube is giving streamers like Netflix and Amazon pause, but Amazon's rapid rise in advertising is a menace to Alphabet and Meta Platforms.

A Fat Cannibal Staredown is always a volatile situation, especially when combined with a Muffin Top Market — technology, media, and telecom now combine for 45% of the S&P 500 index. If we're lucky, all of that emerging AI wizardry will help more than it hurts. Deutsche Bank says that AI next year will either weaken a fragile job market or boost productivity by more than half a point. It's a classic Family Reunion Bearhug From a Cousin You Like but Who Talks Too Much About Crypto Conundrum, and I have mixed feelings.

Would it be awkward here to change topics to obesity meds and erectile function? Definitely? I wish you had said something sooner.

It's just that Oppenheimer & Co. has been highlighting the role that obesity meds, along with new treatments for cancer, infectious diseases, movement disorders, and more, can play in extending longevity and quality of life. Next up might be more attention on erectile function, which Oppenheimer calls a harbinger of health. Women outlive men by an average of 5.8 years and rising in the U.S., and heart disease, diabetes, and emotional distress are leading reasons. Erectile dysfunction is often the first detectable symptom of these, and it appears to be both a cause and effect. Treat ED, in other words, and you might extend lives.

That makes it surprising that leading ED treatments, called PDE5 inhibitors, and better known as Viagra and Cialis, are about a quarter-century old. Oppenheimer points to a tiny Swedish company called Dicot Pharma and its experimental treatment LIB-01. It has been shown in preliminary trials to work for weeks, not just hours — in a when-needed way rather than an intrusive one, as I understand it, but I don't have the medical grasp of a trained men's downstairs-ologist. Dicot will need more capital and lengthy trials, and it might succeed or flop, but it's nice to see new movement in a neglected field.

Write to Jack Hough at jack.hough@barrons.com. Follow him on X and subscribe to his Barron's Streetwise podcast.

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