
Analyst Felix Prehn argues most retail investors missed the 500-1,000% gains in Palantir, Intel and Seagate.
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Analyst Felix Prehn argues most retail investors missed the 500-1,000% gains in Palantir, Intel and Seagate.

Wall Street's savviest asset managers are selling a stock that's rallied over 2,600% since the start of 2023, in favor of a company with otherworldly artificial intelligence (AI) ambitions.

After an exceptional earnings report, Palantir Technologies stock stands out as a compelling opportunity.

AI companies have issued roughly $220 billion of debt this year, according to BNP Paribas data, adding to a supply wave that has helped push long-term Treasury yields near their highest levels in years.In response to the bond selloff, Treasury...

Palantir's surging AI demand, government strength and modular sales model give it the edge over UiPath despite its richer valuation.

Palantir's U.S. commercial revenue is exploding and its Rule of 40 score just hit 155, yet Wall Street analysts barely see any upside from here. Our model tells a very different story, and it comes with a specific date attached.
Palantir Soars 43%, But Cathie Wood Just Made a $27 Million Exit

Peter Thiel's fund reveals an 8-stock 13F filing dominated by utilities, betting AI needs power more than chips.

Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most investors have not priced in.

President Trump's accounts executed more than 1,000 trades in a single month, including moves in a major defense contractor timed suspiciously close to a surprise geopolitical agreement, and Congress just passed a fix that deliberately leaves him out.

A 55% net margin would be extreme in any industry. What's inside the number matters more than the number itself.

The AI superstar is growing fast, but that does not neccesarily mean a rising stock price.

Palantir is trading just above a buy zone. Investors should be on the lookout as the stock clears a potential add-on entry.

The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.

Friday’s midday bid across AI is concentrated in government-facing names, not enterprise software. Palantir Technologies (NASDAQ:PLTR) stock is up 4% to $181.25, clearing a $180 level that traders had been watching. BigBear.ai (NYSE:BBAI) stock is rising 4% to $3.20, moving in sympathy with the leader. Meanwhile, ServiceNow (NYSE:NOW) stock is unchanged/flat at $129.81 as the ... Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Win

These two hot hypergrowth stocks have significant upside potential.

Thiel Macro loaded up on Amazon shares during the second quarter.

Palantir just posted one of the most explosive growth quarters in software history, yet the stock sits nearly flat for the year. Here is what has to happen next for shares to reach $300.
Palantir and Snowflake just reported quarters that force a real choice between two competing visions of how agentic AI reaches enterprise workflows, and the numbers reveal something surprising about which model actually holds up under pressure.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Palantir, Match Group and Unity Software have been highlighted in this Investment Ideas article.

Polymarket surveillance now runs in-house. Coplan told the CFTC an ex-FBI hire tracks every trade on chain.

This recent rally brought Palantir back into the green compared to a year ago. Is now a good time to buy the stock?
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