Stock Briefing: Strategic Moves & AI Surges
February 26, 2026
This week’s briefing covers significant developments in defense, energy, and artificial intelligence. From massive government contracts to strategic pivots in autonomous tech, here is the latest on Mirae Asset, Hanwha Ocean, Doosan Enerbility, Tesla, and Palantir.
Mirae Asset Securities
The SpaceX Bet Pays Off
Mirae Asset Securities has emerged as a top performer globally in early 2026, largely driven by its strategic investments in SpaceX. Reports indicate the stock has seen significant gains as investors view it as a proxy for the anticipated IPOs within Elon Musk’s empire.
- AI Revenue Growth: The firm is projecting operating profits to approach $1.4 billion in 2026, bolstered by AI transformation and data center investments.
- Shareholder Returns: Mirae announced a $435 million shareholder return program, including the cancellation of over 11 million shares.
Source: Bloomberg, Seoul Economic Daily
Hanwha Ocean
Securing North American Naval Defense
Hanwha Ocean has solidified its position in the North American defense market through a landmark agreement to strengthen Canada’s shipbuilding capabilities.
- Canadian Partnership: Hanwha will support the design and construction of a Training and Recruitment vessel for Ontario Shipyards, slated to begin in 2026.
- Strategic Impact: This deal is viewed as a “proof point” for future collaborations, potentially opening doors to larger submarine and naval contracts in the region.
Source: Naval News, CBC News
Doosan Enerbility
Riding the SMR Wave
With the global push for carbon-neutral power sources for AI data centers, Doosan Enerbility is capitalizing on the nuclear renaissance.
- SMR Special Act: The South Korean National Assembly passed legislation to promote Small Modular Reactor (SMR) development, removing policy uncertainty.
- Global Orders: The company aims for 1.1 Trillion Won in SMR orders this year, supported by contracts like the recent Czech nuclear equipment deal.
Tesla
Physical AI & The Robotaxi Question
2026 is shaping up to be a pivotal year for Tesla’s transition from an EV maker to an AI robotics company.
- xAI Investment: A $2 billion stake in xAI emphasizes Tesla’s focus on “Physical AI,” with the “Gen 3” Optimus robot expected later in Q1.
- FSD Milestone: Full Self-Driving software logged 1 billion miles in just the first 50 days of 2026. However, scrutiny remains high regarding Robotaxi safety and deployment.
Source: Financial Content, Electric Vehicles
Palantir
Dominating GovTech & Commercial AI
Palantir continues to defy valuation concerns with massive contract wins and explosive growth in the commercial sector.
- Billion-Dollar Deal: The DHS awarded Palantir a contract worth up to $1 billion to deploy AI and data analytics platforms.
- Commercial Surge: U.S. commercial growth hit 137%, prompting analyst upgrades and reinforcing the company’s “Outperform” status despite a high earnings multiple.
Source: SiliconANGLE, MarketWise