News

Nvidia just backed a smaller cloud’s bet that regulated buyers care less about scale and more about who owns the outcome.

The CEO tied the whole business to its hottest segment's pace for the next 18 months. Here's what that implies in dollars.

Palantir’s real-world AI exposure could help it weather both continued AI spending and a potential slowdown, according to D. A. Davidson’s Gil Luria.

Dan Ives says Oracle's earnings and a string of AI-fueled beats give software stocks their clearest signal yet.

Palantir Technologies (NASDAQ:PLTR) used its AIPCon event to highlight customer deployments of its Foundry, Ontology and Artificial Intelligence Platform products across supply chains, aviation safety, defense manufacturing, insurance, media, pharmaceuticals and industrial operations. Speakers repea

The weekly technology ranking places Axon at No. 27 and Palantir at No. 63, one of its sharpest valuation calls.

Burry Pulls the Trigger on Nvidia and Palantir Put Options as Market Risks Rise

Nvidia’s chief also expressed confidence in achieving 70% revenue growth next year.

Joe Lonsdale—a Republican donor, Trump administration ally and co-founder of Palantir—criticized the president’s proposal to give $5,000 to American adults if the GOP keeps control of Congress. “For the record, I am hugely in favor of winning the midterms, and love much about this admin, but am strongly against bread and circus bribes,” Lonsdale, who co-hosted an event on the convention’s sidelines, wrote on social media on Wednesday night.

The partnership expands Palantir's commercial reach, but the valuation demands financially visible contracts.

Memory maker Micron reports fiscal 2026 fourth-quarter earnings on Sept. 30.

Two AI leaders are targeting a highly sensitive global market

Nvidia and Palantir Unleash New AI System for Critical Supply Chains

Jim Cramer wrote off Palantir as ice cold just 48 hours before Nvidia revealed which software company it trusts to run every component inside its most advanced AI rack, and the timing raises an uncomfortable question about who actually understands this platform.

NVIDIA (NASDAQ:NVDA) and Palantir (NASDAQ:PLTR) unveiled a jointly developed sovereign AI stack aimed squarely at the industrial supply chain, with NVIDIA becoming customer zero. The system pairs NVIDIA’s open Nemotron models and cuOpt optimization software with Palantir Foundry, AIP, and the Palantir Ontology to coordinate materials allocation from wafer to first token. The scope is […]

Michael Burry just quietly closed one of his biggest bearish AI bets, but he insists he has not gone bullish. The reason behind his retreat reveals something uncomfortable about the cost of being right too early.

Palantir announced expanded partnerships with Nvidia and Fujitsu at AIPCon 11 and touted its "sovereign AI" strategy.

Nvidia and Palantir Technologies are the dream team of artificial intelligence, bringing together hardware and software. The two companies said Thursday they were combining their capabilities to create AI to improve supply chains but it wasn’t doing much for the shares. “Organizations across complex industries — including agriculture, manufacturing, pharmaceutical, retail, technology and governments — can use the AI stack to optimize their own unique supply chain operations,” the companies said in a statement.

Rackspace Technology (NASDAQ:RXT) shares rose 13% on Thursday morning after the company said it joined the NVIDIA Cloud Partner Program and plans to offer NVIDIA Blackwell-powered artificial intelligence infrastructure for regulated enterprises and governments. Under the collaboration, Rackspace will combine NVIDIA accelerated computing with Palantir software and governed private-cloud infrastructure.

Palantir Technologies (NASDAQ:PLTR) and Fujitsu Limited renewed their strategic partnership, with Fujitsu entering a new agreement covering Palantir AIP and Palantir Foundry and becoming a Global Forward Deployed Engineering (FDE) Partner. The partnership, which began in 2020, will expand Fujitsu’s investment in deployed engineering capabilities for enterprise customers in Japan and international markets.

Palantir just posted what its CEO called an otherworldly quarter, yet the stock keeps sliding. The path to $250 exists, but it hinges on three specific conditions that could just as easily unravel.

Nvidia and Palantir Technologies are the dream team of artificial intelligence, bringing together hardware and software. The two companies said Thursday they were combining their capabilities to create AI to improve supply chains but it wasn’t doing much for the shares. “Organizations across complex industries — including agriculture, manufacturing, pharmaceutical, retail, technology and governments — can use the AI stack to optimize their own unique supply chain operations,” the companies said in a statement.

Its own disclosures sketch the three-year range -- and one assumption matters most.

The partnership starts inside Nvidia and could expand into critical supply chains.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Iren may have multiple gigawatts in its control that investors do not know about.

Inovio Pharmaceuticals (NASDAQ:INO) is approaching an October 30 PDUFA date for INO-3107, its lead DNA medicine candidate for recurrent respiratory papillomatosis, or RRP, President and CEO Jacky Shea said during a Cantor Fitzgerald fireside chat. Shea described Inovio as a clinical-stage company d

The deals build on Palantir's broader push to position Foundry, AIP and Ontology as the operating layer connecting different AI models, infrastructure and enterprise data.

President Donald Trump sold stock in Palantir and Meta Platforms in June, according to a recent disclosure.

During the Mad Money episode aired on September 8, Jim Cramer designated Palantir Technologies (NASDAQ:PLTR) as a portfolio wide receiver. Comparing the high-flying software maker to Cincinnati Bengals star wide receiver Ja’Marr Chase, he stated: How about some wide receivers? In terms of your stock portfolio, wide receivers are the equivalent of pure growth stocks. […]