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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Palantir Technologies (PLTR) Could Be 5% Overvalued On Peter Zaffino Hire
Simply Wall St.22d agoneutral
Palantir Technologies (PLTR) Could Be 5% Overvalued On Peter Zaffino Hire

Palantir Technologies (PLTR) is back in focus after the company announced that former AIG chief executive Peter Zaffino will join as Global Head of Financial Services from January 2027. For context, Palantir Technologies’ share price has pulled back 3.47% over the past day to US$179.92, while the 30 day share price return of 46.21% and 90 day share price return of 26.53% point to strong recent momentum. That is in addition to a 1 year total shareholder return of 14.53% and a very large 3 year...

AI has become a 'non-negotiable', Sam Altman says at G20 summit
Yahoo Finance Video22d agoneutralVIDEO
AI has become a 'non-negotiable', Sam Altman says at G20 summit

Big Tech CEOs convened in North Carolina to speak at the G20 summit on Wednesday, laying out the virtues and benefits of AI to world leaders. Yahoo Finance Breaking Business News Reporter Jake Conley discusses OpenAI (OPAI.PVT) CEO Sam Altman's comments at the event.

Jim Cramer Explains Why Palantir’s Rule of 40 Dominance Proves Bears Wrong
Insider Monkey22d agoneutral
Jim Cramer Explains Why Palantir’s Rule of 40 Dominance Proves Bears Wrong

During the August 31 episode of Mad Money, Jim Cramer highlighted Palantir Technologies Inc. (NASDAQ:PLTR) as one of the market’s standout performers. He commented: Second is Palantir which rallied 51%. My take is that Palantir shouldn’t have ever been down to begin with based on the Rule of 40 that we typically use to judge […]

Investing.com22d agobearish
Palantir stock tumbles as Google encroaches on defense AI market

Investing.com -- Palantir Technologies (NYSE:PLTR) shares plunged 7% on Wednesday. While the broader market context remains complex, the sharp sell-off appears directly tied to Google’s sudden entry into Palantir’s most lucrative territory: specialized government and defense AI. The decline accelerated shortly after Google DeepMind unveiled Gemini 3.8 Flash Cyber, a specialized artificial intelligence model built explicitly for cybersecurity, vulnerability detection, and automated patching. Cruc

3 Mega-Cap Stocks with Solid Fundamentals
StockStory22d agoneutral
3 Mega-Cap Stocks with Solid Fundamentals

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

As AI Models Become Commoditized, Palantir Is Betting Its Ontology Is the New Moat
Insider Monkey23d agoneutral
As AI Models Become Commoditized, Palantir Is Betting Its Ontology Is the New Moat

After attending a technology demonstration with a small group of investors, Baird came away incrementally positive on Palantir Technologies Inc. (NASDAQ:PLTR) . Firm analyst William Power reiterated an Outperform rating on the stock with a $200.00 price target, remaining confident in the company’s ability to modernize enterprise operations and lead in agentic AI. Ontology: The New […]