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Palantir just handed Nebius a coveted sovereign AI label, but traders are punishing one side of the partnership and rewarding the other in ways that reveal exactly where the market thinks the real leverage sits.
Palantir's blowout growth numbers look like pure software success, but a closer look at how the company actually wins its deals reveals a business model that the current valuation may be dangerously misreading.
Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) have entered into a partnership that will integrate Nebius’s cloud and artificial intelligence computing infrastructure with Palantir’s enterprise platform for commercial customers. Under the agreement, Palantir has selected Nebius as its preferred sovereign AI infrastructure partner, with the companies aiming to give eligible customers greater control over the computing resources, data and models used to run artificial intellige
Palantir named Nebius its preferred sovereign AI infrastructure partner
The deal extends Palantir CEO Alex Karp’s broader push for sovereign AI and his criticism of pay-per-token pricing models used by major AI providers.
The people who know Nvidia, Palantir, and Meta best are sending all the wrong signals to investors.
Michael Burry’s accounting critique of Palantir Technologies Inc. (NASDAQ:PLTR) resurfaced in September 5 coverage, reviving the question of whether its economics resemble a software company or a consultant. His original post dates to February 19. Accenture plc (NYSE:ACN) offers a useful comparison because it earns money helping companies deploy technology, including Palantir’s. A billing balance […]
Ark Invest Pulls $25 Million From Palantir Stock
Strong earnings and a bigger full-year outlook pushed Palantir far ahead of the broader technology sector.
Palantir has seen a parabolic jump in its stock price following its earnings report, and it can sustain its impressive momentum in the coming year.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
The tech stock has fallen considerably from a high of more than $9 that it hit last year.
Companies have long worried about artificial intelligence exposing sensitive data. Palantir Technologies Inc. CEO Alex Karp says they’re focused on the wrong threat. Speaking at the G20 Innovation Ministerial, Karp argued that the real strategic risk isn’t losing data —...
Michael Burry had plenty to say about Palantir’s market cap.
The Big Short investor's numbers come straight from the AI specialist's own filings. What they mean is another matter.
September 4 delivered a stark rotation. Memory, connectivity, chip-equipment, and power stocks rallied while Adobe fell 6.7% and Palantir dropped 4.5%. Adobe’s decline followed news that Anil Chakravarthy will become chief executive on December 1, while Palantir faced a broader move away from richly valued software. Adobe Inc. (NASDAQ:ADBE) and Palantir Technologies Inc. (NASDAQ:PLTR) test […]
With inflation data guiding expectations for future central bank moves, many investors are looking for companies that can hold their own if borrowing costs stay high for longer than hoped. Solid profitability, strong returns on shareholder equity and sensible use of debt can help cushion portfolio shocks. This article highlights three stocks from a quality focused screener that filters for robust balance sheets and resilient business performance. The three stocks below are only a sample from...
Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity. Snowflake Inc., CrowdStrike Holdings Inc. and Palantir Technologies Inc. could benefit as AI adoption accelerates, according to Silvant Capital Management. Michael Sansoterra, chief investment officer...
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same […]
Thiel is known for his ability to spot a future winner.
The U.S. Army moved its Tactical Intelligence Targeting Access Node, or TITAN, into production on September 1. Palantir received a $127 million delivery order, while Anduril received $65 million. The eight initial systems are scheduled over 18 months, and the Army anticipates another order in fiscal 2027. Yet Palantir Technologies Inc. (NASDAQ:PLTR) fell roughly 6% […]
Palantir Technologies is back in focus as fresh research lifts fair value estimates from US$185.70 to US$191.68, while price targets in recent reports cluster in a higher US$200 to US$245 range. Analysts are updating these targets after what they describe as an exceptional Q2 2026 report, stronger AI related demand, and new guidance that has split opinion on how much upside is still left. Read on to see how this evolving narrative could shape the way you think about Palantir Technologies from...
Palantir Technologies currently trades at $182.42 and has been a dream stock for shareholders. It’s returned 583% since September 2021, blowing past the S&P 500’s 69.5% gain. The company has also beaten the index over the past six months as its stock price is up 19.1% thanks to its solid quarterly results.
A wholly owned subsidiary just landed eight TITAN systems. Burry says none of it justifies the price.
SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching SPY and QQQ pull ahead.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?
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