Notícias

UBS just made a move on Palantir that most of Wall Street isn’t ready for.

INOD's AI growth is accelerating as customer concentration eases, margins expand and new opportunities broaden its revenue base.

Shyam Sankar, CTO of Palantir Technologies Inc., expressed his concern over the politicization of AI safety. In a post on X on Monday, Sankar criticized the “Effective Altruists,” accusing them of attempting a coup by deciding the pace of technological...

Palantir's fundamentals are running hotter than any large-cap software peer this year, yet the stock keeps sliding while insiders cash out. One senior Wall Street analyst thinks the market has this badly mispriced, and her reasoning deserves a closer look.

Palantir's multiple looks stretched on every traditional measure, yet the earnings math is quietly doing something that could make the valuation argument obsolete before most investors notice it.

Software stocks have outperformed over the past three months as the sector.

Burry gained fame after predicting the subprime market crash.

AI demand, strong growth, and Wall Street optimism keep the spotlight on Palantir as traders await the next catalyst.

The next half-decade is full of opportunities and uncertainty.

Burry made a fortune by shorting the mortgage bond market ahead of the financial crisis.

Palantir, Marvell, and Snowflake could be good buys on a pullback.

Palantir and Nvidia have reportedly tightened restrictions around Anthropic’s advanced AI models over data-retention concerns. Palantir has demanded irrevocable zero-data-retention guarantees before making the models available through its software, while Nvidia limits Claude to less-sensitive internal work. At Palantir Technologies Inc. (NASDAQ:PLTR), that lands inside its sovereign-AI pitch. At Microsoft Corporation (NASDAQ:MSFT), it creates an […]

Palantir and Nvidia are teaming up on sovereign AI.

Palantir Technologies, available to view in more detail at this Simply Wall St summary page, has become a high profile AI and data software stock, and with the price recently closing at US$173.31 the key issue now is whether that level is supported by the cash flows the business can generate. Over the past 3 years the share price has climbed by a very large amount, which puts extra pressure on the valuation case to be grounded in the company’s underlying cash generation. New partnerships...

UBS sees strong AI demand and says Palantir’s valuation looks attractive compared with software peers despite investor concerns over growth.

Palantir Technologies Inc (NYSE:PLTR) received a higher $250 UBS price target as demand outstrips capacity, with management describing customer adoption as still early. According to a UBS note, Palantir executives disputed that language models could replace Palantir, citing imprecision, while...

The latest deal resolves neither the valuation problem nor the profitability gap. So what's in it for investors?

Palantir Technologies' (PLTR) software demand is running ahead of the company's ability to meet it,

Palantir revealed what CEO Alex Karp believes could be the company's secret sauce for long-term success.

FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.

Certain Wall Street analysts expect major losses for shareholders of Palantir and SpaceX.

The stock is trading near its 52-week low, but it may have significant upside in the long run.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Data concerns are pushing major AI customers to rethink where frontier models can be used.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Palantir's year-long consolidation, surging commercial AI demand, record bookings and exceptional profitability strengthen its case as a buying opportunity.

The companies want guarantees that AI providers won't retain or learn from their proprietary data before they expand use of frontier models

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

Nvidia Corp. (NASDAQ:NVDA), Palantir Technologies Inc. (NASDAQ:PLTR) and Booz Allen Hamilton Holding Corp. (NYSE:BAH) are reportedly tightening their use of advanced AI models over concerns about exposing sensitive corporate information. The companies are demanding stronger guarantees or dropping some advanced...

Palantir Technologies' (PLTR) AIPCon 11 highlighted growing demand for data sovereignty, with custom