Palantir And Rocket Lab Are Leading The AI Defense Trade — 2 More Stocks Riding The Boom

Benzinga_recent_news03-11

Palantir has become one of the Pentagon's most important software partners. The company won a $480 million U.S. Department of Defense contract in 2024 to develop the Maven Smart System, an AI platform...

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Here are two more stocks benefiting from rising military tech spending.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"PLT":"Defiance Leveraged Long Plus Income PLTR ETF","PLTR":"Palantir Technologies Inc.","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","BK4023":"应用软件","PLTD":"1倍做空PLTR ETF-Direxion","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4187":"航天航空与国防","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4543":"AI","PLTG":"2倍做多PLTR ETF-Leverage Shares","AVAV":"AeroVironment公司","AVXX":"2倍做多AVAV ETF-Defiance","PLTI":"REX PLTR Growth & Income ETF","BK4585":"ETF&股票定投概念","RKLB":"Rocket Lab USA, Inc.","PLTU":"2倍做多PLTR ETF-Direxion","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4547":"WSB热门概念","BK4613":"AI应用软件","PLTW":"PLTR周配息ETF-Roundhill","WAR":"U.S. Global Technology and Aerospace & Defense ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4603":"无人机概念股","PLTY":"PLTR期权收益策略ETF-YieldMax","PLTZ":"2倍做空PLTR ETF-Defiance","BK4588":"碎股","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC"},"translate_title":"Palantir和Rocket Lab引领人工智能国防交易——又有2只股票乘着热潮","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVAV":1.87,"PLTZ":0.6,"PLTG":0.6,"PLTR":1.96,"PLTD":0.6,"PLT":0.6,"PLOO":0.6,"PLTW":0.6,"WAR":1.85,"PLTA":0.6,"RKLB":1.91,"PLYY":0.6,"PLTI":0.6,"PLTY":0.6,"PTIR":0.6,"PLTU":0.6,"AVXX":0.6},"content_text":"Palantir has become one of the Pentagon's most important software partners.\nThe company won a $480 million U.S. Department of Defense contract in 2024 to develop the Maven Smart System, an AI platform designed to integrate satellite imagery, drone feeds and battlefield intelligence into targeting and decision-making systems.\nThat program has since expanded significantly. The U.S. Army added a $795 million contract modification in 2025, and the broader framework agreement with the Army could be worth up to $10 billion over the next decade.\nThose deals position Palantir as a central player in the military's shift toward AI-driven battlefield intelligence.\nMeanwhile, Rocket Lab is becoming increasingly important to the Pentagon's space-based defense architecture.\nIn December 2025, the company secured an $816 million U.S. Space Force contract to design and manufacture 18 satellites equipped with sensors for missile warning and tracking systems.\nThe program supports the Pentagon's effort to build a large constellation of defense satellites capable of tracking hypersonic missiles and other threats.\nMeanwhile, drone manufacturer AeroVironment, Inc. (NASDAQ:AVAV) has benefited from rising demand for unmanned and loitering munitions systems used by U.S. forces and allies.\nTogether, the four companies highlight a broader shift: defense spending is increasingly flowing toward AI software, satellites and autonomous systems — not just traditional weapons.\nPhoto: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618600966","isCrawlerRequest":true}