2 days ago
Palantir (PLTR) CEO Alex Karp has dropped a blunt theory about the AI industry's safety push.
The outspoken AI executive said that some companies might need government ownership to escape the financial consequences of their technology.
In his CNBC interview, Karp framed nationalization as the destination he believes those businesses are moving toward, with liability protection the prize.
His startling comments come as the industry's conversation shifts towards safeguards and whether development should slow down. Moreover, that also raises the question of who shoulders the risks created along the way?
Karp zeroes in on customers' intellectual property. He said businesses working with Palantir believe that their ideas and data are being fed into AI models, putting their competitive advantages at risk.
#businesses #alex #cnbc #moreover
The outspoken AI executive said that some companies might need government ownership to escape the financial consequences of their technology.
In his CNBC interview, Karp framed nationalization as the destination he believes those businesses are moving toward, with liability protection the prize.
His startling comments come as the industry's conversation shifts towards safeguards and whether development should slow down. Moreover, that also raises the question of who shoulders the risks created along the way?
Karp zeroes in on customers' intellectual property. He said businesses working with Palantir believe that their ideas and data are being fed into AI models, putting their competitive advantages at risk.
#businesses #alex #cnbc #moreover
2 days ago
PLTR trades near $176 and a $5,000 stake could grow to $8,162 in the bull case or fall to $4,629 in the bear case by 2031.
Palantir posted 93% revenue growth in Q2 2026, raised full-year guidance to $8.15 billion, and hit a Rule of 40 score of 155.
A P/E near 250 and beta of 1.6 mean any growth stumble or government budget shift could rapidly compress the stock toward the bear case.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Palantir didn't make the cut. Enter your email to see the names that beat PLTR. The report is free. Enter your email and see if any of your stocks made the cut.
Palantir Technologies (NASDAQ:PLTR) has become one of the most closely watched names in enterprise AI, riding a wave of sovereign-AI demand that pushed U.S. commercial revenue up 149% year-over-year in the second quarter of 2026.
#year #bear #Growth
Palantir posted 93% revenue growth in Q2 2026, raised full-year guidance to $8.15 billion, and hit a Rule of 40 score of 155.
A P/E near 250 and beta of 1.6 mean any growth stumble or government budget shift could rapidly compress the stock toward the bear case.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Palantir didn't make the cut. Enter your email to see the names that beat PLTR. The report is free. Enter your email and see if any of your stocks made the cut.
Palantir Technologies (NASDAQ:PLTR) has become one of the most closely watched names in enterprise AI, riding a wave of sovereign-AI demand that pushed U.S. commercial revenue up 149% year-over-year in the second quarter of 2026.
#year #bear #Growth
3 days ago
Palantir Technologies (Nasdaq: PLTR) and Rocket Lab Corporation (Nasdaq: RKLB) are among the biggest climbers in the Roundtable 100 this week.
While Palantir climbed 30 places to No. 33, Rocket Lab rose 34 places to No. 45.
Published with TheStreet, the Roundtable 100 ranks 100 publicly traded technology growth ****** ets. The Blue Ribbon Committee ****** ysts score each ****** et on team, safety, value, innovation and market dominance, with the average forming its power ranking.
Committee member Sam Badawi said the ****** ysts moved Palantir from No. 67 to No. 33 after the AI giant's revenue growth accelerated from 85% to 93% year over year and adjusted operating margin widened to 62%.
"This continues to strengthen through AIP, Foundry, and the Ontology, which are becoming deeply embedded into mission-critical government and enterprise workflows," he remarked.
#NASDAQ #rocket #places #technologies
While Palantir climbed 30 places to No. 33, Rocket Lab rose 34 places to No. 45.
Published with TheStreet, the Roundtable 100 ranks 100 publicly traded technology growth ****** ets. The Blue Ribbon Committee ****** ysts score each ****** et on team, safety, value, innovation and market dominance, with the average forming its power ranking.
Committee member Sam Badawi said the ****** ysts moved Palantir from No. 67 to No. 33 after the AI giant's revenue growth accelerated from 85% to 93% year over year and adjusted operating margin widened to 62%.
"This continues to strengthen through AIP, Foundry, and the Ontology, which are becoming deeply embedded into mission-critical government and enterprise workflows," he remarked.
#NASDAQ #rocket #places #technologies
3 days ago
Palantir Technologies (NASDAQ:PLTR) CEO Alex Karp just added a third front to the fight over artificial intelligence (AI) safety on Thursday, arguing that the companies developing the technology -- the Anthropics and OpenAI's of the world -- should face civil and criminal penalties if AI causes the damage their CEOs are warning of.
Speaking with CNBC, Karp said that he agreed that "reasonable guidelines" for the industry should be enforced, but that "you can't do it" and that "the first line of defense" instead should be to hold companies and their leaders responsible for their own actions.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Karp was weighing in on an ongoing and high-profile debate within the industry. After Anthropic CEO Dario Amodei penned an essay warning that AI capabilities were improving too quickly for researchers to understand and control them and that action must be taken to ensure the public's safety, he was joined by several AI leaders with calls for a slowdown and increased oversight.
Here's a look at what they had to say:
#safety #Companies #warning #leaders
Speaking with CNBC, Karp said that he agreed that "reasonable guidelines" for the industry should be enforced, but that "you can't do it" and that "the first line of defense" instead should be to hold companies and their leaders responsible for their own actions.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Karp was weighing in on an ongoing and high-profile debate within the industry. After Anthropic CEO Dario Amodei penned an essay warning that AI capabilities were improving too quickly for researchers to understand and control them and that action must be taken to ensure the public's safety, he was joined by several AI leaders with calls for a slowdown and increased oversight.
Here's a look at what they had to say:
#safety #Companies #warning #leaders
4 days ago
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.
What You Are Actually Risking On A Palantir Position
That range is where the options market puts roughly a two-in-three chance over the twelve months ahead. On a $10,000 holding, that is about $4,400 at risk down to the floor. Up to the ceiling there is about $7,800 of room. The two sides are not the same size because a stock cannot fall below zero but can rise without limit.
Outside that band sit two tails: roughly a one-in-six chance the stock finishes above the ceiling, and the same chance it finishes below the floor. So $96.77 is the edge of the ordinary, not the bottom of it.
Palantir Has Been Moving More Than Its Options Imply
#options #position
What You Are Actually Risking On A Palantir Position
That range is where the options market puts roughly a two-in-three chance over the twelve months ahead. On a $10,000 holding, that is about $4,400 at risk down to the floor. Up to the ceiling there is about $7,800 of room. The two sides are not the same size because a stock cannot fall below zero but can rise without limit.
Outside that band sit two tails: roughly a one-in-six chance the stock finishes above the ceiling, and the same chance it finishes below the floor. So $96.77 is the edge of the ordinary, not the bottom of it.
Palantir Has Been Moving More Than Its Options Imply
#options #position
4 days ago
In July, Microsoft (MSFT) CEO Satya Nadella surprised AI stock investors with an uncomfortable way to think about what they were buying into.
As I wrote for TheStreet in "Microsoft CEO adds fuel to Palantir CEO's AI warning," Nadella argued that companies weren't merely paying for tokens. Moreover, they were feeding outside models the prompts, corrections, and institutional knowledge that eventually make those systems useful for their users.
"You essentially pay for intelligence twice, once with money, and again with something even more valuable," Nadella wrote in his July essay.
Days later, that warning became a central part of Palantir's bull case. Now, two months on, Palantir and Nvidia, two of the biggest names in the AI ******* e, are starting to act on it.
Palantir CEO Alex Karp pushed the argument further, which I covered in "Palantir CEO escalates Microsoft's AI warning."
#palantir #july #wrote
As I wrote for TheStreet in "Microsoft CEO adds fuel to Palantir CEO's AI warning," Nadella argued that companies weren't merely paying for tokens. Moreover, they were feeding outside models the prompts, corrections, and institutional knowledge that eventually make those systems useful for their users.
"You essentially pay for intelligence twice, once with money, and again with something even more valuable," Nadella wrote in his July essay.
Days later, that warning became a central part of Palantir's bull case. Now, two months on, Palantir and Nvidia, two of the biggest names in the AI ******* e, are starting to act on it.
Palantir CEO Alex Karp pushed the argument further, which I covered in "Palantir CEO escalates Microsoft's AI warning."
#palantir #july #wrote
4 days ago
Software stocks, once left in the dust, have bounced back in recent months as high-flying chip stocks take a back seat.
"One of the things that was greatly overstated earlier this year was the death of software," Brian Mulberry, Zacks Investment Management chief market strategist, told Yahoo Finance on Tuesday.
"In order to engage with these AI tools … you need software to customize those tools for your business, " he said.
The iShares Expanded Tech-Software Sector ETF (IGV) is up 15% over the past three months and more than 40% higher from its April lows. Among individual movers, Microsoft (MSFT) and Palantir (PLTR) are both up 30%, while Salesforce (CRM) has risen more than 50% since mid-June.
In comparison, the iShares Semiconductor ETF (SOXX) is down 17% over the three-month period, according to Yahoo Finance's AlphaSpace chart.
#brian
"One of the things that was greatly overstated earlier this year was the death of software," Brian Mulberry, Zacks Investment Management chief market strategist, told Yahoo Finance on Tuesday.
"In order to engage with these AI tools … you need software to customize those tools for your business, " he said.
The iShares Expanded Tech-Software Sector ETF (IGV) is up 15% over the past three months and more than 40% higher from its April lows. Among individual movers, Microsoft (MSFT) and Palantir (PLTR) are both up 30%, while Salesforce (CRM) has risen more than 50% since mid-June.
In comparison, the iShares Semiconductor ETF (SOXX) is down 17% over the three-month period, according to Yahoo Finance's AlphaSpace chart.
#brian
5 days ago
Palantir Technologies (PLTR) and Nebius Group (NBIS) have joined forces in a partnership that directly supports both companies' growth stories. Palantir gets a compute partner that can support its push into sovereign AI, while Nebius gains access to a prominent enterprise distribution channel through Palantir. That makes the deal appear straightforward and mutually beneficial on paper. Still, both stocks face growing investor skepticism. Palantir's valuation remains a major point of debate among investors, and Nebius still needs to show that its capital-heavy build-out will eventually lead to durable profitability.
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#palantir #compute #still
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#palantir #compute #still
5 days ago
Palantir stock has had a rough stretch. A 5-star Wall Street **** yst just said the market is reading the company wrong.
UBS **** yst Karl Keirstead raised his price target on Palantir Technologies to $250 from $220 on Sept. 15, reiterating his Buy rating, according to CNBC. At Palantir's Sept. 14 closing price of roughly $173, the new target implies about 44% upside.
Keirstead's updated view stemmed directly from Palantir's Sept. 10 AIPCon11 event, where Palantir brought together customers, executives, and partners to discuss how companies are deploying its AI platform in real operations.
"Our view of Palantir as the best AI enabler in the market, making frontier models and AI useful in large enterprises, was, if anything, bolstered by these conversations, and demand momentum seems robust," Keirstead wrote in a note shared with clients.
He described three points that stood out from the event. Customer conversations kept coming back to AI sovereignty, the idea that enterprises and governments want control over their own data and AI infrastructure, rather than handing it to a small number of large cloud providers.
#analyst #market #target #Event
UBS **** yst Karl Keirstead raised his price target on Palantir Technologies to $250 from $220 on Sept. 15, reiterating his Buy rating, according to CNBC. At Palantir's Sept. 14 closing price of roughly $173, the new target implies about 44% upside.
Keirstead's updated view stemmed directly from Palantir's Sept. 10 AIPCon11 event, where Palantir brought together customers, executives, and partners to discuss how companies are deploying its AI platform in real operations.
"Our view of Palantir as the best AI enabler in the market, making frontier models and AI useful in large enterprises, was, if anything, bolstered by these conversations, and demand momentum seems robust," Keirstead wrote in a note shared with clients.
He described three points that stood out from the event. Customer conversations kept coming back to AI sovereignty, the idea that enterprises and governments want control over their own data and AI infrastructure, rather than handing it to a small number of large cloud providers.
#analyst #market #target #Event
7 days ago
For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)'s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to the end customer. The reaction echoed throughout corporate software the next morning, adding to a rally that, for Salesforce, Inc. (NYSE:CRM) in particular, had already begun for its own reasons.
Snowflake Inc. (NYSE:SNOW) boosted its fiscal 2027 product revenues target to $6.07 billion from $5.84 billion, following a 37% increase in second-quarter product revenue to $1.49 billion. CEO Sridhar Ramaswamy stated that the company's AI products accounted for around half of that growth acceleration, which ****** ysts took as implying that AI demand is increasing Snowflake's core data platform, instead of just adoption of standalone AI add-ons. UBS ****** yst Karl Keirstead said the figures, together with Palantir and Databricks' rapid growth, gave compelling proof of robust enterprise AI adoption.
Snowflake's beat rippled across enterprise software, with ServiceNow, Atlassian, Adobe, Intuit, and Salesforce, Inc. (NYSE:CRM) all up 3.5% to 6% on the same day, while the sector-wide iShares Expanded Tech-Software ETF rose 3%.
That Snowflake-driven spike was piled on top of a much bigger adjustment made by Salesforce, Inc. (NYSE:CRM) on its own. The company released its second-quarter fiscal 2027 results on August 26, a week before Snowflake Inc. (NYSE:SNOW), with revenue of $11.35 billion, up 11% year-over-year, with current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90, exceeding the $3.27 consensus. Along with those results, Salesforce and Anthropic announced Claudeforce, an expanded partnership that initially brings Salesforce data, workflows and business logic directly into Claude through a plugin with 37 prebuilt sales skills. The companies plan additional integrations across Claude, Salesforce and Slack. That said, Salesforce recorded $2.61 billion in net gains on strategic investments during the quarter, which added $2.53 per share to non-GAAP EPS.
Taken together, the two events suggest that enterprise AI adoption can increase the value and consumption of established software platforms when AI is connected to existing corporate data and workflows
#billion #software #data #quarter
Snowflake Inc. (NYSE:SNOW) boosted its fiscal 2027 product revenues target to $6.07 billion from $5.84 billion, following a 37% increase in second-quarter product revenue to $1.49 billion. CEO Sridhar Ramaswamy stated that the company's AI products accounted for around half of that growth acceleration, which ****** ysts took as implying that AI demand is increasing Snowflake's core data platform, instead of just adoption of standalone AI add-ons. UBS ****** yst Karl Keirstead said the figures, together with Palantir and Databricks' rapid growth, gave compelling proof of robust enterprise AI adoption.
Snowflake's beat rippled across enterprise software, with ServiceNow, Atlassian, Adobe, Intuit, and Salesforce, Inc. (NYSE:CRM) all up 3.5% to 6% on the same day, while the sector-wide iShares Expanded Tech-Software ETF rose 3%.
That Snowflake-driven spike was piled on top of a much bigger adjustment made by Salesforce, Inc. (NYSE:CRM) on its own. The company released its second-quarter fiscal 2027 results on August 26, a week before Snowflake Inc. (NYSE:SNOW), with revenue of $11.35 billion, up 11% year-over-year, with current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90, exceeding the $3.27 consensus. Along with those results, Salesforce and Anthropic announced Claudeforce, an expanded partnership that initially brings Salesforce data, workflows and business logic directly into Claude through a plugin with 37 prebuilt sales skills. The companies plan additional integrations across Claude, Salesforce and Slack. That said, Salesforce recorded $2.61 billion in net gains on strategic investments during the quarter, which added $2.53 per share to non-GAAP EPS.
Taken together, the two events suggest that enterprise AI adoption can increase the value and consumption of established software platforms when AI is connected to existing corporate data and workflows
#billion #software #data #quarter
9 days ago
Private equity advisers are racing to leverage AI and automate the services they provide to fund managers and their investors. Law firms, such as Kirkland & Ellis, have been among the most active adopters.
The dominant name in private fund formation and sponsor-backed M&A, the firm rolled out its own AI platform in June, built with Palantir and designed to reshape the repetitive, boilerplate elements of fund formation work, such as drafting limited partnership agreements, closing investor commitments and conducting compliance.
Earlier this year, Kirkland reportedly earmarked $500 million to develop a proprietary AI tool over three to four years, no small sum even for a law firm that generated $10.6 billion in annual revenue last year.
Erica Berthou
Erica Berthou, a partner at Kirkland and a member of the firm's executive committee, recently spoke with PitchBook about how AI could reshape the practice of law—including how it will change the economics of legal work—and how the adoption of AI may affect practitioners, especially the young talent.
#kirkland #private
The dominant name in private fund formation and sponsor-backed M&A, the firm rolled out its own AI platform in June, built with Palantir and designed to reshape the repetitive, boilerplate elements of fund formation work, such as drafting limited partnership agreements, closing investor commitments and conducting compliance.
Earlier this year, Kirkland reportedly earmarked $500 million to develop a proprietary AI tool over three to four years, no small sum even for a law firm that generated $10.6 billion in annual revenue last year.
Erica Berthou
Erica Berthou, a partner at Kirkland and a member of the firm's executive committee, recently spoke with PitchBook about how AI could reshape the practice of law—including how it will change the economics of legal work—and how the adoption of AI may affect practitioners, especially the young talent.
#kirkland #private
9 days ago
Updated Sept 11, 2026, 2:37 pm EDT / Original Sept 11, 2026, 10:54 am EDT
Palantir Technologies
PLTR
+0.83%
is doing a pretty good job of convincing at least one Wall Streeter that businesses will keep adopting its enterprise software—mostly its AI platform—and, in turn, that it will keep growing. Whether the stock will move on the momentum is another question.
PLTR
+0.83%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#sept #streeter
Palantir Technologies
PLTR
+0.83%
is doing a pretty good job of convincing at least one Wall Streeter that businesses will keep adopting its enterprise software—mostly its AI platform—and, in turn, that it will keep growing. Whether the stock will move on the momentum is another question.
PLTR
+0.83%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#sept #streeter
11 days ago
Artificial intelligence (AI) software demand is increasing at a healthy clip, which isn't surprising considering the productivity gains this technology can deliver.
A recent survey by McKinsey revealed that 80% of respondents who use AI report higher productivity, while 50% report better decision-making. Not surprisingly, the generative AI tools offered by Palantir Technologies (NASDAQ:PLTR) are in high demand, as evidenced by the company's phenomenal growth.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Palantir is one of the pioneers in AI software. The productivity gains delivered by its Artificial Intelligence Platform (AIP) are driving solid revenue and earnings growth for Palantir by helping it land bigger deals and more customers. However, Palantir stock is expensively valued, and that's one of the reasons it has lost over 4% of its value in 2026.
But the same isn't true for Snowflake (NYSE:SNOW), another AI software company whose stock price has jumped 53% this year. Let's see why that has been the case and check whether it is too late to buy this AI software specialist.
#intelligence #flashing #demand
A recent survey by McKinsey revealed that 80% of respondents who use AI report higher productivity, while 50% report better decision-making. Not surprisingly, the generative AI tools offered by Palantir Technologies (NASDAQ:PLTR) are in high demand, as evidenced by the company's phenomenal growth.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Palantir is one of the pioneers in AI software. The productivity gains delivered by its Artificial Intelligence Platform (AIP) are driving solid revenue and earnings growth for Palantir by helping it land bigger deals and more customers. However, Palantir stock is expensively valued, and that's one of the reasons it has lost over 4% of its value in 2026.
But the same isn't true for Snowflake (NYSE:SNOW), another AI software company whose stock price has jumped 53% this year. Let's see why that has been the case and check whether it is too late to buy this AI software specialist.
#intelligence #flashing #demand
11 days ago
Shares of big data software pioneer Palantir (NASDAQ: PLTR) rallied 51.5% in August, according to data from S&P Global Market Intelligence.
Palantir became a darling of the AI era over the past couple of years, and hit a very high valuation at its peak last November. Since then, the "SaaS-pocalypse" has taken a toll on the entire software sector, including Palantir, as fears of disruption from leading AI labs cut its stock price nearly in half, from its November 2025 highs to its June 2026 lows.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The downturn set Palantir up for a bounce higher if it posted continued strong financial results. Its second-quarter August report provided that, in spades.
In the second quarter, Palantir delivered 93% revenue growth to $1.94 billion, while adjusted (non-GAAP) earnings per share grew 156% to $0.41. Both figures handily beat ****** yst expectations. This amazing growth marked a stunning acceleration from the 48% revenue growth in the year-ago quarter and the 85% growth in the first quarter of 2026. Another impressive metric was profitability, as adjusted free cash flow margins expanded to a massive 63% -- among the highest in the industry.
#palantir #quarter #august #software
Palantir became a darling of the AI era over the past couple of years, and hit a very high valuation at its peak last November. Since then, the "SaaS-pocalypse" has taken a toll on the entire software sector, including Palantir, as fears of disruption from leading AI labs cut its stock price nearly in half, from its November 2025 highs to its June 2026 lows.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The downturn set Palantir up for a bounce higher if it posted continued strong financial results. Its second-quarter August report provided that, in spades.
In the second quarter, Palantir delivered 93% revenue growth to $1.94 billion, while adjusted (non-GAAP) earnings per share grew 156% to $0.41. Both figures handily beat ****** yst expectations. This amazing growth marked a stunning acceleration from the 48% revenue growth in the year-ago quarter and the 85% growth in the first quarter of 2026. Another impressive metric was profitability, as adjusted free cash flow margins expanded to a massive 63% -- among the highest in the industry.
#palantir #quarter #august #software
0.00$ raised of 0.00$ goal
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to go
11 days ago
Fear that rising oil prices will cascade into broader inflationary pressures brought sellers into Thursday's stock market ahead of a key reading on consumer price trends. Nvidia (NVDA) led blue chips lower after the artificial intelligence leader announced a new partnership with Palantir (PLTR).
Around midday Thursday, the Dow Jones Industrial Average fell 0.6% as the S&P 500 dropped 0.5%. The Nasdaq composite also gave back 0.5%. All three indexes are on track for their fourth consecutive day of declines. The small-cap Russell 2000 index moved down 0.8%.
West Texas Intermediate crude futures moved above $101 a barrel — a near-6% rise. Brent futures also rose nearly 6% to trade close to the $107 level.
The consumer price index report for August is due on Friday with estimates indicating price increases amounting to 0.4% month-on-month and 3.4% annually. Core inflation is seen ticking up 0.2% from July and 2.4% from August 2025.
The 10-year Treasury yield jumped nine basis points to 4.93%. Bitcoin fell to roughly $76,900.
#price #august
Around midday Thursday, the Dow Jones Industrial Average fell 0.6% as the S&P 500 dropped 0.5%. The Nasdaq composite also gave back 0.5%. All three indexes are on track for their fourth consecutive day of declines. The small-cap Russell 2000 index moved down 0.8%.
West Texas Intermediate crude futures moved above $101 a barrel — a near-6% rise. Brent futures also rose nearly 6% to trade close to the $107 level.
The consumer price index report for August is due on Friday with estimates indicating price increases amounting to 0.4% month-on-month and 3.4% annually. Core inflation is seen ticking up 0.2% from July and 2.4% from August 2025.
The 10-year Treasury yield jumped nine basis points to 4.93%. Bitcoin fell to roughly $76,900.
#price #august
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0.00$
to go
14 days ago
Shares of tech company BigBear.ai (NYSE:BBAI) have been nosediving this year. As of the end of last week, they were trading below $3 per share, representing a year-to-date decline of 46%. The data **** ytics company, which has been seen by some as the next potential Palantir Technologies, has been anything but a top growth stock to own.
While there may still be hope that the company turns things around in the future, there is also, undoubtedly, plenty of risk with investing in the business today. Has BigBear.ai stock become so cheap that it's finally worth buying, despite its risks? Let's take a closer look.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Although BigBear.ai has close relationships with the government and there can sometimes appear to be similarities with Palantir, there are also considerable differences. Its growth, for instance, has been choppy. While revenue has been rising, there have been periods of decline. Its growth rate has often been underwhelming, for a growth stock, anyway. During its most recent quarter, which ended on June 30, its revenue was up a modest 13%, totaling $36.7 million. A year earlier, in the same period, however, its revenue had declined by more than 18%.
#company #year
While there may still be hope that the company turns things around in the future, there is also, undoubtedly, plenty of risk with investing in the business today. Has BigBear.ai stock become so cheap that it's finally worth buying, despite its risks? Let's take a closer look.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Although BigBear.ai has close relationships with the government and there can sometimes appear to be similarities with Palantir, there are also considerable differences. Its growth, for instance, has been choppy. While revenue has been rising, there have been periods of decline. Its growth rate has often been underwhelming, for a growth stock, anyway. During its most recent quarter, which ended on June 30, its revenue was up a modest 13%, totaling $36.7 million. A year earlier, in the same period, however, its revenue had declined by more than 18%.
#company #year
15 days ago
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same day, Globant introduced a MuleSoft AI Pod for Salesforce integration. Palantir Technologies Inc. (NASDAQ:PLTR) and Globant S.A. (NYSE:GLOB) are packaging expertise around software in very different ways.
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.
#glob
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.
#glob
16 days ago
Chief Executive David Steinberg cracked some XL-sized eggs before hatching Zeta Global (ZETA) and building it up into a soaring and swooping AI marketing stock. Just this year, Zeta shares have climbed more than 50%.
His prior company, InPhonic, drew condemnation from a Better Business Bureau chief executive, prized growth over profits, faced regulatory charges and landed in bankruptcy court. After it delisted, it seems the serial founder was ***** -bent on constructing its foil.
That's Zeta. Early on, it was apparently so bottom-line focused that venture capitalists deemed it "too profitable" to invest. Steinberg and his partners initially self-funded it.
Zeta is now a rising marketing and advertising platform — with partners such as Palantir (PLTR) and OpenAI, and an AI bot named after a Greek goddess.
Wall Street expects Zeta's revenue growth to accelerate. After rising an average of 30.3% over the past three years, ***** ysts see 39% growth this year, to $1.82 billion, per FactSet. They also anticipate rising quarterly profits, including $12.5 million in the third quarter and $22.4 million in the fourth, with a dip attributable to seasonality the following quarter.
#partners
His prior company, InPhonic, drew condemnation from a Better Business Bureau chief executive, prized growth over profits, faced regulatory charges and landed in bankruptcy court. After it delisted, it seems the serial founder was ***** -bent on constructing its foil.
That's Zeta. Early on, it was apparently so bottom-line focused that venture capitalists deemed it "too profitable" to invest. Steinberg and his partners initially self-funded it.
Zeta is now a rising marketing and advertising platform — with partners such as Palantir (PLTR) and OpenAI, and an AI bot named after a Greek goddess.
Wall Street expects Zeta's revenue growth to accelerate. After rising an average of 30.3% over the past three years, ***** ysts see 39% growth this year, to $1.82 billion, per FactSet. They also anticipate rising quarterly profits, including $12.5 million in the third quarter and $22.4 million in the fourth, with a dip attributable to seasonality the following quarter.
#partners
16 days ago
September 4 delivered a stark rotation. Memory, connectivity, chip-equipment, and power stocks rallied while Adobe fell 6.7% and Palantir dropped 4.5%. Adobe's decline followed news that Anil Chakravarthy will become chief executive on December 1, while Palantir faced a broader move away from richly valued software. Adobe Inc. (NASDAQ:ADBE) and Palantir Technologies Inc. (NASDAQ:PLTR) test whether investors are underestimating software monetization or correctly pricing greater disruption risk.
Adobe's bull case is embedded distribution across creative, document, and marketing workflows. Fiscal second-quarter revenue rose 13% to a record $6.62 billion, and AI-first annualized recurring revenue more than tripled to above $500 million. Chakravarthy already runs customer-experience orchestration, which could connect AI creation with enterprise activation. The bear case is that low-cost generative tools erode pricing, while its CEO and interim-CFO transitions complicate execution.
Insider Monkey counted 81 hedge funds holding Adobe Inc. (NASDAQ:ADBE) at June 30, down from 86 at March 31. Arrowstreet Capital, led by Peter Rathjens, Bruce Clarke, and John Campbell, disclosed 6,787,022 shares, roughly 0.1% fewer sequentially. The filing predates the leadership announcement.
Palantir's bull case is already visible in results. Second-quarter revenue grew 93% to $1.94 billion, U.S. commercial revenue rose 149%, and adjusted operating margin reached 62%. Its software can turn model output into governed operational decisions. The bear case is valuation, contract concentration, termination clauses, and the risk that current growth rates normalize as competitors improve.
Eighty-six hedge funds held Palantir Technologies Inc. (NASDAQ:PLTR) in Q2, down from 96 in Q1. Cathie Wood's ARK Investment Management reported 3,212,286 shares, about 3.3% more than in the prior quarter.
#revenue #chakravarthy #adbe
Adobe's bull case is embedded distribution across creative, document, and marketing workflows. Fiscal second-quarter revenue rose 13% to a record $6.62 billion, and AI-first annualized recurring revenue more than tripled to above $500 million. Chakravarthy already runs customer-experience orchestration, which could connect AI creation with enterprise activation. The bear case is that low-cost generative tools erode pricing, while its CEO and interim-CFO transitions complicate execution.
Insider Monkey counted 81 hedge funds holding Adobe Inc. (NASDAQ:ADBE) at June 30, down from 86 at March 31. Arrowstreet Capital, led by Peter Rathjens, Bruce Clarke, and John Campbell, disclosed 6,787,022 shares, roughly 0.1% fewer sequentially. The filing predates the leadership announcement.
Palantir's bull case is already visible in results. Second-quarter revenue grew 93% to $1.94 billion, U.S. commercial revenue rose 149%, and adjusted operating margin reached 62%. Its software can turn model output into governed operational decisions. The bear case is valuation, contract concentration, termination clauses, and the risk that current growth rates normalize as competitors improve.
Eighty-six hedge funds held Palantir Technologies Inc. (NASDAQ:PLTR) in Q2, down from 96 in Q1. Cathie Wood's ARK Investment Management reported 3,212,286 shares, about 3.3% more than in the prior quarter.
#revenue #chakravarthy #adbe
16 days ago
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same day, Globant introduced a MuleSoft AI Pod for Salesforce integration. Palantir Technologies Inc. (NASDAQ:PLTR) and Globant S.A. (NYSE:GLOB) are packaging expertise around software in very different ways.
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.
#palantir #globant #shares #june
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.
#palantir #globant #shares #june
16 days ago
Swords, Ireland-based Trane Technologies plc (TT) designs, manufactures, sells, and services solutions for heating, ventilation, air conditioning, and custom and transport refrigeration. The company has a market cap of $96.6 billion and offers air conditioners, exchangers, and handlers; airside and terminal devices; air-sourced heat pumps; chillers; coils and condensers; auxiliary power, cold storage, and condensing units; and more.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." TT fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the building products and equipment industry.
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#billion
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." TT fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the building products and equipment industry.
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#billion
16 days ago
September Nasdaq 100 E-Mini futures (NQU26) are up +0.51% this morning, led by advances in chip and other AI-linked shares, while investors await the key U.S. jobs report for fresh clues on the Fed's interest-rate path.
Chip and AI infrastructure stocks gained in pre-market trading as lower bond yields eased pressure on their valuations. Sandisk (SNDK) and Marvell Technology (MRVL) were up over +2%, while Micron Technology (MU), Intel (INTC), and Advanced Micro Devices (AMD) were up more than +1%.
Why Palantir Stock Could Jump 50% From Here
Down 75%, This Tesla Rival Continues to Grow Vehicle Deliveries in 2026
Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results?
#chip #mini #sndk
Chip and AI infrastructure stocks gained in pre-market trading as lower bond yields eased pressure on their valuations. Sandisk (SNDK) and Marvell Technology (MRVL) were up over +2%, while Micron Technology (MU), Intel (INTC), and Advanced Micro Devices (AMD) were up more than +1%.
Why Palantir Stock Could Jump 50% From Here
Down 75%, This Tesla Rival Continues to Grow Vehicle Deliveries in 2026
Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results?
#chip #mini #sndk
17 days ago
Palantir Technologies' stock jumped approximately 8% on Thursday, recovering from the previous session's nearly 6% decline and trading near $183.
The rebound came even as prominent short-seller Michael Burry, known for his role in "The Big Short," renewed his long-standing bearish critique of the company.
In a detailed post on X early Thursday, Burry reiterated that Palantir is back in the stratosphere and that the facts have not changed. He described the firm as a consultant riding a bubble of AI FOMO demand and warned that its market cap could eventually fall well below $100 billion.
Burry focused on accounts receivable trends, noting that receivables had grown faster than revenue in 9 of the last 12 quarters, with one customer accounting for about 25% of receivables while contributing less than 10% of revenue.
He also highlighted rising days sales outstanding, deferred revenue patterns resembling those of consulting firms like Accenture rather than pure SaaS peers, elevated stock-based compensation, and large net operating losses. Burry disclosed that he remains short the stock and holds put options.
#Stock #revenue
The rebound came even as prominent short-seller Michael Burry, known for his role in "The Big Short," renewed his long-standing bearish critique of the company.
In a detailed post on X early Thursday, Burry reiterated that Palantir is back in the stratosphere and that the facts have not changed. He described the firm as a consultant riding a bubble of AI FOMO demand and warned that its market cap could eventually fall well below $100 billion.
Burry focused on accounts receivable trends, noting that receivables had grown faster than revenue in 9 of the last 12 quarters, with one customer accounting for about 25% of receivables while contributing less than 10% of revenue.
He also highlighted rising days sales outstanding, deferred revenue patterns resembling those of consulting firms like Accenture rather than pure SaaS peers, elevated stock-based compensation, and large net operating losses. Burry disclosed that he remains short the stock and holds put options.
#Stock #revenue
17 days ago
The S&P 500 Index ($SPX) (SPY) closed up by +1.06% on Thursday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up by +1.18%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +1.16%. E-mini S&P futures (ESU26) rose +1.00%, and September E-mini Nasdaq futures (NQU26) rose +1.15%.
Stocks settled sharply higher on Thursday as dovish comments from Fed Governor Waller knocked bond yields lower and reduced the chance of a Fed rate hike later this month. The 10-year T-note yield fell -2 bp to 4.76% after Mr. Waller said underlying inflation is better than core numbers suggest and he will support keeping interest rates steady if next week's inflation news shows "continued progress toward our 2% goal." Mr. Waller's comments reduced the chance of a Fed rate hike at the Sep 15-16 FOMC meeting to 52% from 65% before he spoke.
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#closed #reduced
Stocks settled sharply higher on Thursday as dovish comments from Fed Governor Waller knocked bond yields lower and reduced the chance of a Fed rate hike later this month. The 10-year T-note yield fell -2 bp to 4.76% after Mr. Waller said underlying inflation is better than core numbers suggest and he will support keeping interest rates steady if next week's inflation news shows "continued progress toward our 2% goal." Mr. Waller's comments reduced the chance of a Fed rate hike at the Sep 15-16 FOMC meeting to 52% from 65% before he spoke.
Why Palantir Stock Could Jump 50% From Here
Down 75%, This Tesla Rival Continues to Grow Vehicle Deliveries in 2026
After Nvidia's Earnings Pop, Options Traders Set Their Sights on $260. What It Will Take to Get There.
#closed #reduced
17 days ago
Michael Burry made his name betting against a market everyone else trusted. This time, the market pushed back harder than usual, and the damage showed up across nearly every corner of his bearish portfolio.
August turned into one of the roughest months yet for his bearish AI positions, even as he kept adding to them rather than backing away. The stretch offers a real test of how long conviction can hold up against a genuinely strong earnings season.
Most of the stocks Burry was bearish on advanced during August, led by sharp gains in Palantir, Nvidia, and Micron. The month highlighted a real risk for AI skeptics: valuation concerns can look extreme for a long time before momentum and earnings growth actually break. August gave little evidence that a break is imminent.
Palantir was by far the biggest problem. The stock surged 51.4% in August, even as Burry maintained out-of-the-money put options with a $100 strike expiring December 2026 and a $50 strike expiring June 2027, according to Yahoo Finance.
More AI:
#august
August turned into one of the roughest months yet for his bearish AI positions, even as he kept adding to them rather than backing away. The stretch offers a real test of how long conviction can hold up against a genuinely strong earnings season.
Most of the stocks Burry was bearish on advanced during August, led by sharp gains in Palantir, Nvidia, and Micron. The month highlighted a real risk for AI skeptics: valuation concerns can look extreme for a long time before momentum and earnings growth actually break. August gave little evidence that a break is imminent.
Palantir was by far the biggest problem. The stock surged 51.4% in August, even as Burry maintained out-of-the-money put options with a $100 strike expiring December 2026 and a $50 strike expiring June 2027, according to Yahoo Finance.
More AI:
#august
17 days ago
The expanded collaboration targets enterprise AI deployment, M&A transformation and ERP modernization, giving Palantir Technologies Inc. (NASDAQ:PLTR) a broader route for embedding its platforms into complex corporate workflows.
Palantir Technologies Inc. (NASDAQ:PLTR) and PwC US are expanding their strategic alliance around three areas: enterprise AI, M&A transformation and ERP modernization.
The collaboration combines Palantir Foundry and AIP with PwC's engineering, industry and transformation capabilities, potentially extending Palantir technology deeper into enterprise operations.
The companies are introducing an AI-native deals IT platform designed to help clients execute transactions up to 50% faster and cut one-time transaction costs by up to 45%.
PwC and Palantir will also target SAP and ERP transformation, using AI to improve data quality and identify process inefficiencies before implementation.
#palantir #technologies #NASDAQ #modernization
Palantir Technologies Inc. (NASDAQ:PLTR) and PwC US are expanding their strategic alliance around three areas: enterprise AI, M&A transformation and ERP modernization.
The collaboration combines Palantir Foundry and AIP with PwC's engineering, industry and transformation capabilities, potentially extending Palantir technology deeper into enterprise operations.
The companies are introducing an AI-native deals IT platform designed to help clients execute transactions up to 50% faster and cut one-time transaction costs by up to 45%.
PwC and Palantir will also target SAP and ERP transformation, using AI to improve data quality and identify process inefficiencies before implementation.
#palantir #technologies #NASDAQ #modernization
17 days ago
Wallingford, Connecticut-based Amphenol Corporation (APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States and internationally. The company has a market cap of $197.4 billion and operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." APH fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the electric components industry.
Why Palantir Stock Could Jump 50% From Here
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#billion #corporation
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." APH fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the electric components industry.
Why Palantir Stock Could Jump 50% From Here
Down 75%, This Tesla Rival Continues to Grow Vehicle Deliveries in 2026
Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results?
#billion #corporation
18 days ago
Sept 02, 2026, 1:45 pm EDT
Palantir Technologies
PLTR
+7.71%
was pacing toward its worst day in seven months on Wednesday in the absence of any appreciable news. It was far from the only software stock taking a beating.
PLTR
+7.71%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#jones #company #pacing
Palantir Technologies
PLTR
+7.71%
was pacing toward its worst day in seven months on Wednesday in the absence of any appreciable news. It was far from the only software stock taking a beating.
PLTR
+7.71%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#jones #company #pacing
18 days ago
During the August 31 episode of Mad Money, Jim Cramer highlighted Palantir Technologies Inc. (NASDAQ:PLTR) as one of the market's standout performers. He commented:
Second is Palantir which rallied 51%. My take is that Palantir shouldn't have ever been down to begin with based on the Rule of 40 that we typically use to judge this kind of business. When you add up the revenue growth plus the profit margin, the sum comes to 155. I don't know how you sell something with that kind of profitable growth.
Palantir Technologies Inc.'s (NASDAQ:PLTR) operational performance fully backs up Cramer's bullish view. In its Q2 report, the company posted total revenue of $1.94 billion, representing a staggering 93% year-over-year increase. Growth was driven mainly by its domestic operations, where U.S. commercial revenue surged 149% as enterprise clients aggressively deployed its Artificial Intelligence Platform.
The company generated a GAAP net income margin of 55% along with an adjusted free cash flow margin of 63%. More importantly for the Rule of 40 calculation, Palantir posted a 62% adjusted operating margin. Combined with its 93% revenue growth, Palantir Technologies Inc.'s (NASDAQ:PLTR) Rule of 40 score reached an extraordinary 155%, which places it in a rare tier compared to standard enterprise software peers.
Despite these significantly strong numbers, the valuation multiples have reached extreme territory. Trading at 115x forward earnings, Palantir Technologies Inc. (NASDAQ:PLTR) prices in nearly flawless future execution.
#technologies #pltr #kind #company
Second is Palantir which rallied 51%. My take is that Palantir shouldn't have ever been down to begin with based on the Rule of 40 that we typically use to judge this kind of business. When you add up the revenue growth plus the profit margin, the sum comes to 155. I don't know how you sell something with that kind of profitable growth.
Palantir Technologies Inc.'s (NASDAQ:PLTR) operational performance fully backs up Cramer's bullish view. In its Q2 report, the company posted total revenue of $1.94 billion, representing a staggering 93% year-over-year increase. Growth was driven mainly by its domestic operations, where U.S. commercial revenue surged 149% as enterprise clients aggressively deployed its Artificial Intelligence Platform.
The company generated a GAAP net income margin of 55% along with an adjusted free cash flow margin of 63%. More importantly for the Rule of 40 calculation, Palantir posted a 62% adjusted operating margin. Combined with its 93% revenue growth, Palantir Technologies Inc.'s (NASDAQ:PLTR) Rule of 40 score reached an extraordinary 155%, which places it in a rare tier compared to standard enterprise software peers.
Despite these significantly strong numbers, the valuation multiples have reached extreme territory. Trading at 115x forward earnings, Palantir Technologies Inc. (NASDAQ:PLTR) prices in nearly flawless future execution.
#technologies #pltr #kind #company
19 days ago
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir. He was the first outside investor in Facebook, and he runs Founders Fund, the venture firm that put the first institutional money into ******* eX.
Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows the fund bought 308,617 shares of American Electric Power Company, Inc. (NASDAQ:AEP) and 839,319 shares of FirstEnergy Corp. (NYSE:FE) in the second quarter. The AEP stake was worth $42.22 million at the end of the quarter, and the FirstEnergy stake was worth $39.90 million.
In this article, we will focus on AEP.
For decades, American Electric Power was just a major utility company providing electricity to American households, with no prospects of explosive growth. But the AI boom changed everything. Training and running large models need enormous amounts of round-the-clock electricity, and hyperscalers are racing to build data centers wherever they can get power. Demand is now coming to AEP faster than it can serve it. Why? Because it runs a major transmission network in the US across 11 states. The company now has 69 gigawatts of contracted load additions through 2030, up 6 gigawatts in the second quarter alone. Around 90% of that is data centers. Texas customers alone have put up nearly $2 billion in cash and collateral. If a customer walks away, termination fees and minimum demand clauses protect the shareholder.
AEP locks customers in with letters of agreement, electric service agreements and large-load tariffs that require minimum demand after ramp, plus collateral and termination fees.
#power #company #thiel
Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows the fund bought 308,617 shares of American Electric Power Company, Inc. (NASDAQ:AEP) and 839,319 shares of FirstEnergy Corp. (NYSE:FE) in the second quarter. The AEP stake was worth $42.22 million at the end of the quarter, and the FirstEnergy stake was worth $39.90 million.
In this article, we will focus on AEP.
For decades, American Electric Power was just a major utility company providing electricity to American households, with no prospects of explosive growth. But the AI boom changed everything. Training and running large models need enormous amounts of round-the-clock electricity, and hyperscalers are racing to build data centers wherever they can get power. Demand is now coming to AEP faster than it can serve it. Why? Because it runs a major transmission network in the US across 11 states. The company now has 69 gigawatts of contracted load additions through 2030, up 6 gigawatts in the second quarter alone. Around 90% of that is data centers. Texas customers alone have put up nearly $2 billion in cash and collateral. If a customer walks away, termination fees and minimum demand clauses protect the shareholder.
AEP locks customers in with letters of agreement, electric service agreements and large-load tariffs that require minimum demand after ramp, plus collateral and termination fees.
#power #company #thiel
