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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 doubles down on national security with Nvidia AI alliance
TheStreet83d agoneutral
Palantir doubles down on national security with Nvidia AI alliance

Palantir Technologies is betting big on a simple idea: The U.S. government should never have to depend on someone else's AI model to protect the country. That idea is now a formal partnership. Palantir (PLTR) recently announced it is teaming with NVIDIA to give federal agencies and companies that ...

Needham Maintains Buy Rating on Zeta Global Holdings (ZETA) Stock
Insider Monkey83d agobullish
Needham Maintains Buy Rating on Zeta Global Holdings (ZETA) Stock

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the Best AI and Technology Stocks to Buy Now. On June 24, Needham maintained a “Buy” rating on the company’s stock and maintained a price objective of $25. According to the firm, the company’s new partnership with AI software firm Palantir remains strategically positive. The agreement focuses on […]

Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock
24/7 Wall St.84d agoneutral
Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock

Shares of Palantir (NASDAQ:PLTR) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you’re short or are hanging onto bearish put options. Dr. Michael Burry recently announced that he’d covered half of his short position around a week ... Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock

Palantir CEO gets painfully honest about AI’s biggest problem
TheStreet85d agoneutral
Palantir CEO gets painfully honest about AI’s biggest problem

Palantir (PLTR) CEOAlex Karp just pitched the company’s next big AI moment as a trust crisis. In a fresh television appearance on CNBC’s "Squawk Box," Karp said the AI boom has created a problem most businesses aren’t too eager to say out loud. Investors are chasing bigger models and faster ...

Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Insider Monkey85d agoneutral
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?

We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks. TheFly reported on June 29 that Bit Origin Ltd. (BTOG) announced the purchase of approximately $11 million worth of NVDA Blackwell B300 AI infrastructure assets. The acquisition […]

Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
24/7 Wall St.85d agoneutral
Palantir vs. SanDisk: Two Paths to AI Riches, One Winner

Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI. SanDisk sells the NAND flash memory that feeds hyperscaler datacenters. Comparing them shows how the AI buildout is minting winners at opposite ends of the stack. ... Palantir vs. SanDisk: Two Paths to AI Riches, One Winner

Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners
24/7 Wall St.85d agoneutral
Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners

Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR) is now the cheapest he has ever seen it. That is a striking sentence about a company still trading at a trailing P/E of 146x. Cramer’s exact framing, after watching CEO Alex Karp’s recent interview, was “I will say this ... Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners

Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge
24/7 Wall St.85d agoneutral
Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge

Palantir Technologies (NASDAQ:PLTR) co-founder and CEO Alex Karp argued this week that generative AI sales to enterprises are structurally broken. In his words, “something has gone completely wrong” in the industry, and customers buying token-based access to frontier large language models are paying to expose their intellectual property and their “alpha” while getting little value ... Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their C