Why the Pentagon-Anthropic Showdown Proves AI Defense Spending Is Just Getting Started

Published on March 3, 2026

By now you’ve likely seen the news that the Department of War (DOW) issued a Friday-evening ultimatum to Anthropic, maker of the Claude AI chatbot, demanding unrestricted military access to its technology.

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Magnificent 7 Fatigue? Investing in ‘The Best of the Rest’

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The Magnificent 7 stocks have been leading the market for the better part of three years, but time and the evolution of the AI investment cycle are revealing degrees of “magnificence” as fortunes diverge. Active equity investor Ibrahim Kanan is eyeing the race as the baton is passed to the next leg of prospective market leaders.