A small rare earth company lands a major nod from the U.S. government to help build homegrown processing for materials used in defense tech and electric motors. The plan aims to cut reliance on overseas supply chains, but key details still depend on final talks and follow-through.Read more

Centrus Energy sits in a rare spot where U.S. law and national security needs funnel government demand for enriched nuclear fuel through a single domestic provider. As the country pushes toward new reactor designs that need a specialized fuel, Centrus’ licensed role could become harder to ignore—while the bet hinges on policy follow-through and buildout actually happening.Read more

Palantir is turning its AI software into something customers rely on in day-to-day work across defense, aerospace, and other critical government use. Strong momentum and real-world results suggest it could become long-term infrastructure—though the market may still be catching up to what that means.Read more