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While mega-cap tech names slide Wednesday morning, a tight cluster of cybersecurity stocks is breaking away from the pack in a move that has nothing to do with company earnings and everything to do with where investors are hiding.
One pillar of the semiconductor rally is coming under scrutiny
Palantir has rebounded since midyear, hitting a 2026 high Wednesday as the data analytics software giant delivers booming, AI-fueled growth.
Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.
Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor...
Michael Burry just disclosed short positions in Palantir, Nebius, and Micron, but the market is not reading his trade as a single unified bet, and at least one of his targets is moving in the wrong direction for him this morning.
Jensen Huang recently described software vendor CrowdStrike as Nvidia's top cybersecurity partner.
Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.
Palantir stock is slightly higher this year even as business growth accelerates. The FAA’s AI air traffic control system could be another revenue growth opportunity.
Chipotle Mexican Grill Inc (NYSE:CMG) spent this summer doing damage control, including removing affected jalapeños from restaurants after they were linked to a salmonella outbreak, while the broader restaurant industry faced a cyclospora outbreak linked to iceberg lettuce, and navigating a landscape that’s seen over 12,800 illnesses caused by foodborne outbreaks in the US. Now […]
Burry added to short positions in Micron, Nebius, Palantir and the iShares Semiconductor ETF.
Michael Burry Adds Fresh Shorts in Micron, Palantir as AI Boom Faces New Test
Palantir is up nearly 2,700% from its low and has emerged as a leading SaaS stock.
These quantum computing stocks can appeal to investors in ways that Palantir can't.
Palantir Technologies Inc. (NASDAQ:PLTR) is up roughly 10% year-to-date and about 1% over the past year. Wall Street expects strong commercial momentum for Palantir following its latest updates around AI sovereignty. Palantir’s AIPCon 11 focused heavily on AI sovereignty rather than new models or compute partnerships, reinforcing the idea that enterprises and governments need AI […]
Burry also advised shorting equipment makers Applied Materials and Lam Research at current prices.
Palantir's revenue growth remains strong, but its sharp rally has pushed the stock into a valuation debate on Wall Street.
His nationalization argument distinguishes frontier laboratories, but Palantir discloses AI liability of its own.
Amazon and Palantir will both profit from the AI market's breakneck expansion.
These tech stocks are growing at an impressive pace, and they are significantly cheaper than Palantir.
The AI-driven data aggregation company still has a bright future.
In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.
As AI developers imbue their chatbots with more agent-like abilities—allowing them to do things autonomously on users’ behalf—questions about legal liability are becoming increasingly urgent. Treasury Secretary Scott Bessent jumped into the debate Monday, saying it was the companies, not the government, that should be concerned about liability. OpenAI’s management should be held liable for its agents’ recent hack of Hugging Face, he said.
Palantir trades at a lower earnings multiple despite higher revenue valuation, while CrowdStrike battles reputational headwinds and profitability challenges.
Palantir's stock isn't cheap, but if its AI software becomes critical infrastructure for governments and businesses, a $5,000 investment today could look very different five years from now.
Palantir is bringing its data playbook to Chipotle’s kitchens.
Palantir Technologies (PLTR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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