
Despite popular belief, optimism about the artificial intelligence (AI) revolution isn’t universal on Wall Street.
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Despite popular belief, optimism about the artificial intelligence (AI) revolution isn’t universal on Wall Street.

Palantir stock is flat on the year, but meaningful upside could be on the horizon.

The famous investor sees consulting-industry-like risks in Palantir, but several of the company's operating metrics tell a different story.

Palantir CEO Alex Karp says AI labs like Anthropic are pushing nationalization to dodge liability, not for safety.

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...

Palantir Technologies Inc. has hired Tom Watson, a former Labour deputy leader, as a new executive in the UK, where it faces a barrage of criticism threatening a major contract.

Palantir climbs 30 places and Rocket Lab 34 places in the Roundtable 100 this week.

Burry is putting his bearish reputation back to work

Karp argues the push for oversight could be a bid for nationalization.

Chipotle is piloting a Palantir-built food safety dashboard after a summer of outbreaks, putting employee data in the hands of a company seeded by the CIA's venture arm.
Thales is pitching export-control independence against Maven, turning data sovereignty into a procurement variable.

Jim Cramer reaffirmed his $250 Palantir target as UBS and D.A. Davidson matched it. Wall Street's average sits at $202.

📣 “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.

Palantir Technologies’ CEO called for “reasonable guidelines” on AI and said developers should face civil and criminal liability for the consequences of their technology.

Palantir CEO Alex Karp says AI companies are concerned about the liability risk posed by their product and that some businesses might want to be nationalized.

Burry could have another "big short" in his portfolio.

The company said the technology is designed to provide a more consistent and centralized view of risks across its system.

Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.

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Surf Air Mobility has signed its first commercial OperatorOS agreement with Sprintbach Aviation, creating a revenue-sharing arrangement tied to flights managed through the software.
The platform scores stores on health inspections, pest incidents and employee illness

Chipotle is adding AI-driven analytics to food safety as outbreaks, supply chain risks pressure industry.

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 (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...

Palantir Technologies Inc. (PLTR) reached $174.34 at the closing of the latest trading day, reflecting a +1.03% change compared to its last close.
Hypergrowth could support the thesis, but valuation remains demanding

Palantir Technologies (PLTR) trades near $172.56, and the options market has already drawn the year ahead in dollars. The one-year band runs from $96.77 at the floor to $307.69 at the ceiling. That is not a forecast. It is the size of the uncertainty you are holding, and it raises a question about position size rather than direction.
Palantir is already worth more than $400 billion, but Ives thinks the AI story could get much bigger.

A long-running AI concern is becoming harder to ignore
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