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30,521 signal articles · 139 in last 24h · 154,680 total before filter · latest 1h ago
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Palantir Changed The Number It Wants You To Judge It By
Trefis15d agoneutral
Palantir Changed The Number It Wants You To Judge It By

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.

What's Happening With CRWV Stock?
Trefis16d agoneutral
What's Happening With CRWV Stock?

CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.

Palantir Wants to Kill the 'Pay-Per-Token' AI Economy
Benzinga16d agoneutral
Palantir Wants to Kill the 'Pay-Per-Token' AI Economy

Every AI prompt comes with a cost. For most enterprises, that means paying third-party providers every time employees use a model — without ever owning the intelligence those interactions create. Palantir Technologies Inc‘s (NASDAQ:PLTR) latest partnership with Nebius Group N.V. (NASDAQ:NBIS) suggests the company is pushing a fundamentally different idea: AI shouldn’t be a recurring subscription. It should become an asset that companies build, improve and keep. • Palantir Technologies shares are