Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the fiscal 2026 OMB budget proposal and its increased AI spending allocations, Ives named names. It’s going to be massive. I mean, look, it ... Wedbush’s Ives: Palantir, Oracle, Microsoft to dominate defense AI integration