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Karp's nationalization argument distinguishes frontier labs, while Palantir's own filing acknowledges AI liability.

Palantir Technologies (NasdaqGS:PLTR) is back in focus as Surf Air Mobility appoints former Palantir executive Barrett Brown as President of SurfOS, a Palantir-powered platform for commercial aviation software. SurfOS is positioned as Surf Air Mobility's operating system for airline and aircraft partners, with Palantir's software underpinning its data and AI capabilities. Investor Michael Burry has expanded short positions that include exposure to Palantir, which signals prominent skepticism...

While shorting the market’s favorites, he’s quietly going all in on names most investors have written off.

McKinsey anticipates that sovereign AI could capture up to 40% of future artificial intelligence spending through 2030.

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Venture Capital and […] The post Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum appeared first on CorpGov.

Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

Palantir trades at a much richer valuation than Salesforce, but only one pays you to hold it. Here's how growth, margins, and payouts stack up.

New contracts and expanding government work are adding to the momentum behind Palantir's sharp stock rally.

The recent rally in software stocks has been a tailwind for Palantir, and investors shouldn't rule out more upside over the next couple of years.

Palantir is growing at an impressive rate, but Wall Street doesn't think it can keep it up.

UBS analyst Karl Keirstead just put a $250 price target on Palantir stock.

Supported by several partnerships, analyst confidence in Palantir remains moderately bullish, despite the stock lagging behind the Dow over the past year.

Ondas acquired three defense businesses for $56 million upfront, with up to $32 million in earnouts.

Palantir’s government boom just hit a political roadblock

Palantir Technologies Inc. stock tops $190 for the first time in nearly a year. Here are the three key catalysts.

Silicon Valley is having an unusual moment, and Palantir’s CEO has something to say about it.

Regulators are rewriting the rulebook, companies are scrambling to adjust and market reactions are uneven enough to create both opportunity and risk. That mix can reward investors who position early and avoid the wrong exposure. This article walks through three large cap stocks flagged by our Global Large-Cap Multi-Sector ETFs screener that appear closely tied to the latest policy shifts, and explains why their stories deserve a closer look right now. The stocks covered below are only a...

The stock market fell as Treasury yields skyrocketed and oil prices rose, but Palantir and Palo Alto flashed buy signals.

Ex-Labour deputy Tom Watson joins Palantir as the firm eyes UK growth, sparking political backlash amid a blockbuster year for Palantir stock.

Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 3% Wednesday after Rosenblatt argued the Federal Aviation Administration’s new AI rollout could still benefit the company, even though Palantir lost the $875 million modernization deal tied to it. Rosenblatt analyst John McPeake reiterated...

Frontier-model risk strengthens Palantir's controlled-deployment pitch without removing its own legal exposure.

Surf Air Mobility stock soars on a major commercial deal with SkyDance Air. But SRFM shares remain unattractive to own in 2026.

The FAA's new AI flight-management system gives Palantir another potential avenue to expand its government business.

Up 76% in 3 months, can Palantir stock keep powering higher?

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

The famed investor added to bearish positions on Micron and other semiconductor stocks because he believes prices for AI chips will drop soon.

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.