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One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which names would go down first if that engine cuts out. The consumer stocks in your portfolio may be more exposed than you think.
Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel the entire thesis before 2030 arrives.
ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.
Palantir Technologies stock has had a very strong run over the past few years, yet the current checks suggest it is not an obvious bargain and the intrinsic value estimate from a Discounted Cash Flow (DCF) model now looks broadly in line with the share price. Palantir Technologies has returned about 10.9% over the past three years, which is a very large gain in total and sets a high bar for future returns from today's level. AI driven defense and government software demand can support long...
Thiel Macro is suddenly back in action with a roster that seems less concerned about an AI bubble, and more concerned with an AI bottleneck.
The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).
A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.
Company projects $190 billion to $200 billion for 2028, against a $47 billion run rate in May
Wood's latest trades reveal where conviction is building
While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.
Regulation of different aspects of AI from all levels of government could crimp many companies’ operations. But some are less vulnerable to oversight.
AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless execution.
Energy stocks edged higher premarket Monday, with the State Street Energy Select Sector SPDR ETF (XL
Palantir's revenue is growing over 90% year over year, but the company's stock price is trading at a historically high level.
The AI software maker is worth $418 billion after growing revenue 93% last quarter. Whether the stock beats the market from here hinges on a single growth rate.
Palantir's rapid growth could continue to lift the stock.
Despite rapid growth, shares of this AI-fueled software company are cheap.
Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That’s why Thiel Macro’s Q2 filing is particularly shocking, returning with ...
If Palantir can continue its success, the sky is the limit.
A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the July Producer Price Index was completely flat month-over-month—coming in below expectations for a 0.2% increase—following the Consumer Price Index print (released earlier in the week) which showed a mild 0.1% monthly increase and an annual inflation rate cooling to 3.4%. Together, the data points suggest price pressures are moderating across both wholesale and consumer levels, taking the urg
BUENOS AIRES, Aug 15 (Reuters) - Palantir chair and co-founder Peter Thiel has bought a 1% stake in Argentina's Vista, one of the largest oil companies operating in the country's Vaca Muerta shale
CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models other coming out today.
Cathie Wood, chief of Ark Investment Management, often locks in gains when her favorite tech stocks surge. That's what she's doing with Palantir Technologies (PLTR), trimming her position after the stock jumped more than 30% over the past month, fueled by a sharp post-earnings rally. Last year, the ...
SCHG, VUG, and QQQ each take a different structural approach to large-cap growth, and those differences compound into a significant performance gap over ten years. One fund has a defensible claim as the best vehicle for the AI era, but the case involves real tradeoffs most investors overlook.
The company's second-quarter results caused a major rally in the stock.
After a dramatic weekly rally, a caller on the August 11 episode of CNBC’s Mad Money pointed out the rapid trajectory of Palantir Technologies Inc. (NASDAQ:PLTR). The caller noted that the stock had jumped 44.1% in less than a week and appeared to face virtually no direct competition in its specialized enterprise software space. Jim […]
Palantir surged and PLTY holders collected a strong return, but a quiet structural trade-off inside the fund quietly kept some of that rally out of reach. Understanding exactly what you own changes how you should think about the yield.
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