Notícias

PLTR's customer base rose 24% to 1,049 as AI adoption fueled revenue growth, but valuation and contract risks remain key tests for momentum.

Being early proved costly as AI stocks kept climbing

August was a good month for tech stocks, particularly these software giants.

ARK shifted more than $50 million into Block and Rocket Lab while trimming several high-profile growth names.

Broadcom, Nvidia, Palantir, Fortinet and Quanta Services draw attention as markets brace for key data and rate decisions.

Moderna stock led the index after melanoma vaccine data, while a hedge fund's forced unwind turbocharged a rebound in enterprise software

Nasdaq Recovers in August as Big Tech Earnings Outshine Oil and Rate Fears

Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question about valuation versus velocity.

Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month.

Palantir stock has traded sideways in 2026, but it could break out in the next year.

Palantir Technologies stock has posted very strong multi year gains, while valuation checks now suggest the shares trade close to an intrinsic value estimate from a Discounted Cash Flow (DCF) model and look expensive on traditional market multiples. A roughly 11x return over 3 years is a very large move that leaves Palantir in a very different place than earlier investors experienced. Investor focus on Palantir’s role in AI driven data analytics for government and commercial customers can...

Open-weight models could unlock another layer of growth

Baird Sees More Upside for Palantir as Enterprise AI Adoption Accelerates

We examine why software stocks are rebounding and highlight software ETFs.

Pentagon work is nearing a $1 billion annual run-rate

Moderna stock surged 158% in August to lead the S&P 500, while Edison International plunged 27% to rank last in the index.

Palantir just posted a 51% single-month surge and the kind of revenue guidance that has analysts scrambling to revise their models, yet the stock still trades near Wall Street's consensus target. Here is whether the math actually supports a path to $300 by 2027.

The outspoken Palantir CEO believes his company, together with Nvidia, adds real value and everything in between is not worth investing in.

Gorilla Technology is funding a billion-dollar AI data center buildout across Asia on a speculative-grade credit rating, and the stock just jumped 5% anyway. The tension between that balance sheet and those ambitions is exactly what investors need to understand before sizing a position.

Sen. Adam Schiff (D-Calif.) said artificial intelligence companies should help shoulder the economic costs of AI’s rollout while calling for tax reforms to address America’s growing wealth inequality. Schiff Calls For AI Companies To Share Costs On Saturday, Schiff made...

The agent platform and the pricing choice behind the surge were both on the record before the reported results caught up.

PLTR emerges as the stronger defense AI pick than BBAI, backed by faster growth, U.S. government demand, profitability and robust cash generation.

PLTR stock continues to rise amid strong quarterly results and bullish commentary about Palantir's Maven smart system.

August turned out to be a pretty good month for S&P 500 investors. And some stocks wound up having a great month.

Intel stock is rising but software names such as ServiceNow trade lower. Energy stocks are jumping as oil prices rises after U.S. strikes against Iran.

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

Palantir's market capitalization has skyrocketed ever since the rapper started repping the company's merch. Why does hip hop have such an outstanding reputation for betting on Wall Street?

Palantir Technologies (NasdaqGS:PLTR) is shifting political donations toward Democrats ahead of the 2026 US midterm elections after years of association with Trump aligned circles. The company is seeking broader ties in Washington as it prepares for possible changes in Congressional control and closer scrutiny of data and defense contractors. Peers with similar Trump era links are making comparable donation moves as they respond to heightened oversight and information requests from...

A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.

Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.