Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Revenue growth is accelerating despite a steep multiple.
Wall Street's most bullish voice on C3.ai sees 50% upside while the average analyst calls for losses from here, and founder Thomas Siebel just put millions of his own dollars on the line to prove them wrong.
Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side, the question is whether he is a contrarian genius or a cautionary tale in slow motion.
Palantir just delivered the most explosive quarter in its history, yet its stock sits nearly flat for the year. Something has to give, and the gap between where shares trade today and where the numbers say they could go tells a striking story.
Chamath Palihapitiya expects this shift to emerge as AI model costs converge, reducing the advantage of being locked into a particular model provider.
Aug 14 () - Global equity funds attracted inflows for a 12th consecutive week through August 12, buoyed by optimism over a strong earnings season and data showing weaker-than-expected U. payroll growth and easing inflation, which tempered expectations of a Federal Reserve rate hike.
‘The Big Short’ investor is cutting overall exposure and shifting his portfolio as a recent market rally pushes his short book into the red.
GE's defense momentum continues as rising demand, major contracts and a strong project pipeline lift revenues, orders and profit.
AIP is changing how businesses operate -- and opening new opportunities for Palantir.
Shares of Ondas declined Thursday after the autonomous drone maker and Palantir partner posted a wider-than-expected second-quarter loss, overshadowing a more than 1,200% increase in revenue. Ondas stock fell 4.2% to $9.36 in premarket trading on Thursday after ending Wednesday up 0.3%. The West Palm Beach, Fla.,-based provider of artificial intelligence-powered autonomous drone systems posted second-quarter revenue of $83.77 million, increasing 1,236% from $6.27 million a year ago and above Wall Street’s call for $68 million.
Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning traces back to a single, rarely seen S&P 500 signal he says has only appeared three times since 1999.
Before Peter Thiel became a billionaire investor, PayPal co-founder and one of Silicon Valley’s most influential contrarians, he was reportedly a socially awkward child who faced years of bullying. Peter Thiel’s Childhood Was Marked By Bullying According to journalist Max...
Palantir has already handed investors an 800% gain over three years, and now a leveraged ETF promises to double every move the stock makes. But the mechanics of daily leverage introduce a hidden force that can quietly destroy returns even when you get the direction right.
In early August 2026, Palantir Technologies reported second-quarter results showing sales of US$1.94 billion and net income of US$1.06 billion, alongside stronger performance for the first half of the year and higher earnings per share than a year earlier. Management also raised full-year 2026 revenue guidance to between US$8.15–US$8.16 billion and reiterated expectations for GAAP profitability each quarter, underscoring confidence that demand for its AI platforms will support continued...
Inovio Pharmaceuticals (NASDAQ:INO) said the U.S. Food and Drug Administration has completed several key steps in its review of the company’s biologics license application for INO-3107, an investigational treatment for recurrent respiratory papillomatosis, or RRP, while the company continues prepara
Zeta Global's second quarter saw robust top-line growth, surpassing Wall Street’s revenue and profit expectations. Despite this, the market reacted negatively following the results. Management attributed the strong quarter to accelerated adoption of Zeta’s AI-powered Athena platform and deeper cross-industry partnerships, particularly with OpenAI, Palantir, and Snowflake. CEO David Steinberg emphasized that “Athena is fundamentally changing how customers interact with the Zeta platform,” highlig
I covered Michael Burry's first Palantir short thesis on June 4, when he called the stock a "sand castle" trading at 16 times intrinsic value. The stock dropped sharply the following day. Then Palantir reported one of the most extraordinary quarters in enterprise software history. On top of ...
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
Tesla Inc. (NASDAQ:TSLA) and Palantir Technologies Inc. (NASDAQ:PLTR) fell Wednesday even as a benign July inflation report lifted the broader tech market and sent the odds of a September Federal Reserve rate hike to 33%. Headline CPI rose 0.1% in...
Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an “otherworldly” second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why This Beat Hit So Much Harder than Most Revenue rose 93% […]
"Big Short" investor Michael Burry thinks Palantir stock is worthless.
Palantir's newfound momentum seems sustainable, driven by accelerating growth and a solid revenue pipeline.
Palantir just posted a quarter that left investors speechless, but trading at 150 times earnings with rivals racing to close the gap, the real question is whether its agentic moat is wide enough to hold.
