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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate
Simply Wall St.7d agoneutral
Palantir Technologies (PLTR) AI Deal Rush Meets A Fair Value Debate

Palantir Technologies (PLTR) is back in focus after a cluster of AI focused partnerships with Method Security, NVIDIA and Nebius, raising fresh questions about how these deals might influence the stock’s long term narrative. Recent trading reflects that story taking hold. Palantir Technologies has a 7 day share price return of 6.22% and a 90 day share price return of 37.14%. However, the 1 year total shareholder return is slightly down at 0.45%, while the 3 year total shareholder return is...

💬Money Quote: Palantir’s Alex Karp on AI’s Political Fallout
The Wall Street Journal7d agobearish
💬Money Quote: Palantir’s Alex Karp on AI’s Political Fallout

📣 “You can’t have a revolution where I become 50 times wealthier and everyone else becomes 10% wealthier. It’s going to drive political insanity.” —Palantir CEO Alex Karp, sharing his belief with CNBC’s “Squawk on the Street” that the advent of artificial intelligence could lift most people economically and still ultimately create economic inequality.

Nebius Group (NBIS) Is Down 12.9% After Becoming Palantir’s Preferred Sovereign AI Cloud Partner – Has The Bull Case Changed?
Simply Wall St.8d agoneutral
Nebius Group (NBIS) Is Down 12.9% After Becoming Palantir’s Preferred Sovereign AI Cloud Partner – Has The Bull Case Changed?

On 8 September 2026, Palantir Technologies and Nebius Group announced a partnership making Nebius Palantir's preferred sovereign AI infrastructure provider, integrating Nebius' AI-native cloud and inference endpoints into Palantir's commercial perimeter to give eligible customers more control over compute, data, and models. This alliance highlights Nebius' positioning as an AI-first cloud platform built specifically for demanding AI workloads, potentially broadening its reach through...

Palantir Technologies (PLTR) Tightens Rules On External Generative AI Models
Simply Wall St.8d agoneutral
Palantir Technologies (PLTR) Tightens Rules On External Generative AI Models

Palantir Technologies (NasdaqGS:PLTR) has tightened rules on advanced generative AI, curbing use of OpenAI and Anthropic models across its platforms. Alongside Nvidia and Booz Allen, the firm has introduced stricter controls on external AI tools to address data security and safety concerns. Palantir now requires zero data retention guarantees before Anthropic’s models can be integrated into its enterprise and government solutions. Palantir's push for zero retention on Anthropic models is a...