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I covered Michael Burry's first Palantir short thesis on June 4, when he called the stock a "sand castle" trading at 16 times intrinsic value. The stock dropped sharply the following day. Then Palantir reported one of the most extraordinary quarters in enterprise software history. On top of ...
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
Tesla Inc. (NASDAQ:TSLA) and Palantir Technologies Inc. (NASDAQ:PLTR) fell Wednesday even as a benign July inflation report lifted the broader tech market and sent the odds of a September Federal Reserve rate hike to 33%. Headline CPI rose 0.1% in...
Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an “otherworldly” second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why This Beat Hit So Much Harder than Most Revenue rose 93% […]
"Big Short" investor Michael Burry thinks Palantir stock is worthless.
Palantir's newfound momentum seems sustainable, driven by accelerating growth and a solid revenue pipeline.
Palantir just posted a quarter that left investors speechless, but trading at 150 times earnings with rivals racing to close the gap, the real question is whether its agentic moat is wide enough to hold.
Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.
Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.
The defense spending supercycle has only just begun.
It's growing fast, it's poised to succeed, and the price is right.
Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.
Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap gain. On Monday night (August 3, 2026), Palantir Technologies Inc. (NASDAQ:PLTR) launched its comeback with strong quarterly results, driving its stock up as much as […]
Palantir Technologies delivered Q2 results that notably surpassed Wall Street expectations, leading to a significant positive market reaction. Management credited surging demand for its artificial intelligence (AI) platform, especially in the U.S. commercial and government sectors, as the primary driver of the quarter’s performance. CEO Alexander Karp emphasized that the company’s “forward deployed engineering model” and focus on customer-specific solutions were key in translating AI advancement
A $220 price target points to a 26% potential upside.
Cathie Wood's ARK unloaded PLTR shares last week. However, the amount sold was small, and Palantir's business looks strong.
Ark Invest's ETFs took profits after the AI stock's impressive week.
Palantir's booming business now faces a valuation test
Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone predicted.
Palantir Technologies (NasdaqGS:PLTR) is reported to be the primary operating system behind the U.S. military's AI driven targeting in Iran through the Pentagon's Maven Smart System. The system is rapidly increasing the speed and volume of target identification, while existing missile production capacity is creating a bottleneck in execution. This gap between AI enabled targeting and missile availability is raising fresh questions about U.S. defense planning, supply chains, and dependence on...
Ondas is rapidly expanding its defense and infrastructure business, but with short interest near 40%, investors are betting it won't be able to turn its massive backlog into revenue fast enough.
Is this AI stock still buyable, or already priced for perfection?
Michael Burry Sends Fresh Challenge to Palantir Bulls With 2027 Puts
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