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30,513 signal articles · 144 in last 24h · 154,634 total before filter · latest 30m ago
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Can Palantir Deploy Fast Enough To Move Its Stock Higher?
Trefis10d agoneutral
Can Palantir Deploy Fast Enough To Move Its Stock Higher?

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

Investing.com10d agoneutral
Data retention concerns spark client pushback against Anthropic and OpenAI -report

Investing.com -- Escalating concerns over corporate data privacy are driving major enterprise and defense clients to restrict their use of frontier artificial intelligence models, according to reporting from The Information. The pushback highlights a growing friction point for AI developers such as Anthropic (NASDAQ:ANTP) and OpenAI (NASDAQ:OAI), as prominent clients, including NVIDIA Corporation (NASDAQ:NVDA), Palantir Technologies Inc (NASDAQ:PLTR), and Booz Allen Hamilton Holding (NYSE:BAH),

Palantir and Nvidia Are Building a Sovereign AI Stack. Who Captures More of the Economics?
Insider Monkey13d agoneutral
Palantir and Nvidia Are Building a Sovereign AI Stack. Who Captures More of the Economics?

Palantir Technologies Inc. (NASDAQ:PLTR) and NVIDIA Corporation (NASDAQ:NVDA) are pushing their partnership deeper into one of the most important emerging enterprise AI themes: keeping proprietary data and operational intelligence under customer control. On September 10, Palantir and Nvidia announced a sovereign AI architecture combining Nvidia’s Nemotron open models with Palantir Foundry and AIP. The first […]

Palantir (PLTR)’s CEO Bets his Own Money on Ukraine’s Ousted Tech-Warfare Architect
Insider Monkey13d agoneutral
Palantir (PLTR)’s CEO Bets his Own Money on Ukraine’s Ousted Tech-Warfare Architect

CNBC reported on September 2 that Palantir Technologies Inc. (NASDAQ:PLTR) CEO Alex Karp is set to become the first major investor in a new defense technology company launched by Mykhailo Fedorov, Ukraine’s former defense minister, who was dismissed by President Volodymyr Zelenskyy in July after roughly five months in the role. In a video Fedorov […]

Q&A: Kirkland & Ellis on AI and its deal with Palantir
Pitchbook13d agoneutral
Q&A: Kirkland & Ellis on AI and its deal with Palantir

Private equity advisers are racing to leverage AI and automate the services they provide to fund managers and their investors. Law firms, such as Kirkland & Ellis, have been among the most active adopters. The dominant name in private fund formation and sponsor-backed M&A, the firm rolled out its own AI platform in June, built with Palantir and designed to reshape the repetitive, boilerplate elements of fund formation work, such as drafting limited partnership agreements, closing investor commit

Can Snowflake Stock Keep Climbing On The Work Its AI Tools Bring In?
Trefis13d agoneutral
Can Snowflake Stock Keep Climbing On The Work Its AI Tools Bring In?

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

Inovio Nears FDA Decision on INO-3107 as Oct. 30 PDUFA Date Looms
MarketBeat14d agoneutral
Inovio Nears FDA Decision on INO-3107 as Oct. 30 PDUFA Date Looms

Inovio Pharmaceuticals (NASDAQ:INO) said its biologics license application for INO-3107, an investigational DNA medicine for recurrent respiratory papillomatosis, or RRP, remains under U.S. Food and Drug Administration review, with a target action date of Oct. 30. President and CEO Jacqueline Shea