SpaceX and Palantir Outpace Traditional Defense Giants in Valuation Surge

SpaceX's potential $350 billion valuation and Palantir's AI-driven growth highlight a shift in the defense and aerospace industry.

Palantir's market cap has soared to $174 billion, surpassing traditional defense contractors like RTX, Lockheed Martin, and Boeing.
SpaceX is reportedly considering a tender offer that would value the company at $350 billion, up from $210 billion earlier this year.
Palantir's growth is fueled by its AI-driven platforms, including its Artificial Intelligence Platform (AIP), which supports military and commercial decision-making.
Recent partnerships, such as collaborations with Shield AI, Booz Allen Hamilton, and Anduril Industries, emphasize Palantir's expanding role in defense and AI innovation.
Critics warn of Palantir's high valuation and potential market corrections, with analysts expressing concerns over its price-to-sales and price-to-earnings ratios.