Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Palantir has gone from ice cold to white hot in a matter of weeks, and Wall Street analysts cannot agree on what that rally is actually worth. The gap between the most bullish and most bearish targets reveals a fundamental disagreement about where this AI story goes from here.
Investors typically gravitate toward several market strategies, including income, growth, or value.
More government oversight could be better for humanity, but also serves to cover AI companies’ butts.
Palantir Stock Rises After Alex Karp's Stark Warning on AI Lawsuits
Palantir's latest rally is being accompanied by a shift in options positioning that investors may want to watch.
OpenAI and Anthropic neared a binding model testing deal as Alex Karp doubts one of them ever files an S-1.
With President Donald Trump and Vice President J.D. Vance chiming in on potential AI regulation in recent days, Palantir Technologies CEO and co-founder Alex Karp took his turn to comment on the topic on Thursday in a TV interview. AI...
“The Big Short” investor keeps his Palantir short play even as the AI stock rebounds.
Palantir is an excellent company, but it’s also an expensive stock.
Key TakeawaysPalantir’s Q2 2026 growth is almost entirely a U. S.
Sovereign AI, keeping control of your own data, is becoming Wall Street's next big AI trade for Nvidia and Palantir.
Palantir Technologies (NasdaqGS:PLTR) announced a series of new global alliances with Fujitsu, NVIDIA, Method Security and Nebius. The renewed Fujitsu agreement aims to expand Palantir software across international manufacturing and other sectors for digital operations projects. Palantir reported a new NVIDIA supply chain effort, Method Security's Cardinal cybersecurity program, and a preferred AI infrastructure role with Nebius. The fresh Fujitsu, NVIDIA, Method Security and Nebius deals...
The software maker is growing faster than ever, yet its shares sit about where they were a year ago. So is the stock finally reasonably priced?
Palantir is in the AI defense spotlight, but a pair of hardware-focused rivals may offer a steadier way to play the same trend.
NVIDIA CEO Jensen Huang calls cybersecurity a major growth market, as the company deepens AI security partnerships with CrowdStrike, Cisco, and Palantir, all of which show strong results and analyst optimism.
Cathie Wood just bought more shares of Archer Aviation for her company's flagship ETF.
Palantir just posted revenue growth above 90% year-over-year with a Rule of 40 score that has Wall Street rubbing its eyes, yet the five-year model tells a far more complicated story than the bull hype suggests.
Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR) used to be a regular feature on Jim Cramer’s radar in 2025. The CNBC TV host praised the firm with no end as he remained optimistic about its ability to help businesses reduce costs and also play a role in the Trump administration’s cost cutting efforts. Cramer also […]
Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.
A fight over business secrets could reshape the AI debate
Palantir, AT&T, and Spotify have lagged the market in 2026, but UBS rates each of the stocks as strong buys.
Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.
Palantir's Q2 2026 commercial revenue more than doubled to $945 million, outpacing government growth and narrowing the segment gap to just $45 million.
Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.
Trump has called AI risks a hoax while Amodei, Altman and Musk want a slowdown
Warren Buffett steps down as Berkshire chairman, tech stocks and crypto assets are rising, oil prices fall, and more news to start your day.
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