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The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.
Palantir's market capitalization has skyrocketed ever since the rapper started repping the company's merch. Why does hip hop have such an outstanding reputation for betting on Wall Street?
Palantir Technologies (NasdaqGS:PLTR) is shifting political donations toward Democrats ahead of the 2026 US midterm elections after years of association with Trump aligned circles. The company is seeking broader ties in Washington as it prepares for possible changes in Congressional control and closer scrutiny of data and defense contractors. Peers with similar Trump era links are making comparable donation moves as they respond to heightened oversight and information requests from...
A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.
Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.
MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.
Investing.com -- Anthropic is the hardest U.S. technology company to recruit employees away from, according to AI recruitment specialist JC Christian, who shared his rankings during a Truist Securities investor call.
Palantir just crossed into a new phase of the AI boom.
“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]
Palantir Technologies is a highly rated stock that broke out to a recent high on Thursday, closing up 4.75% for the day. Income investors who want to generate some option premium on Palantir stock could look at a covered-call trade. A covered-call strategy is one way to slightly reduce the risk on a long stock position while also generating some premium.
PLTR's Rule of 40 surges to 155% as revenue growth hits 93% and adjusted operating margin reaches 62%, highlighting AI-driven execution.
Peter Thiel is a billionaire venture capitalist most famous for co-founding PayPal and Palantir.
A value investor ran Palantir through the same stress test he uses on every high-growth stock, and the result left him with a very specific price and a frank admission about what he still cannot explain.
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.
INOD's 49% gross margin and 58% revenue growth highlight the potential for stronger AI-driven profitability.
Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep missing.
Wall Street's hottest trend could prove costly for investors in two of the highest-flying AI stocks.
Companies closely aligned with President Donald Trump are reportedly seeking stronger ties with Democrats ahead of the midterm elections, preparing for a possible shift in House control. Companies such as Meta Platforms Inc. (NASDAQ:META) are making substantial donations to Democrats,...
A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.
Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.
Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.
