News & Intel
LiveDaily AI-curated intelligence on Palantir Foundry, Ontology, AIP, Apollo, contracts, and community feedback. Updated automatically via GitHub Actions every day at 7 AM UTC.
Garry Tan says turning down Peter Thiel's early offer to join Palantir was a $2-4 billion 'mistake'
Y Combinator CEO Garry Tan said he turned down an offer to be on Palantir's founding team. Bloomberg/Getty Images Garry Tan said he once passed up a role on Palantir's founding team to stay at Microsoft. It was a "$2-4 billion mistake," he said. He learned no…
Anthropic investors salivate over expected $2 trillion valuation in upcoming IPO: report
Anthropic investors are salivating over the AI giant's forthcoming IPO, expecting a jaw-dropping valuation of at least $2 trillion -- blowing past the record set by Elon Musk's SpaceX earlier this summer. The Dario Amodei-led AI lab’s surging revenue could al…
Democrats Demand Answers On Trump’s ‘Unprecedented’ Stock Trading Volume
“The American people deserve to know that the President is not using his office to increase the value of his stock portfolios, rather than working to bring down the cost of groceries,” they wrote.
Speedrun: Your First End-to-End Workflow - inactive?
“Speedrun: Your First End-to-End Workflow” shows as “Inactive” on my Palantir/Learn profile. Doe that means the course was discontinued/replaced? Out of curiosity I repeated the course and now I have several inactive records of this course on my profile. TIA 1 post - 1 participant Read full topic
Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?
Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, includin...
Palantir Just Crushed Earnings Again. These 2 Legacy Defense Stocks Are the Cheaper Way to Play the Same Budget.
If you click 'Accept all', we and our partners, including 250 who are part of the IAB Transparency & Consent Framework, will also store and / or access information on a device (in other words, us… [+1046 chars]
Palantir Just Crushed Earnings Again. These 2 Legacy Defense Stocks Are the Cheaper Way to Play the Same Budget
Palantir Just Crushed Earnings Again. These 2 Legacy Defense Stocks Are the Cheaper Way to Play the Same Budget. Palantir Technologies (NASDAQ: PLTR) saw its stock soar this month after reporting another strong earnings result. It now has a market cap larger …
Jefferies' Latest Warning on Palantir Sends Clear Message: Stay Cautious on PLTR Stock
PLTR stock jumped after a blowout quarter, but Jefferies kept its "Underperform" rating, warning the valuation leaves no room for error.
Palantir Stock's Premium Sits On One Country's Demand
Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.
Citadel Securities called the stock-market reset. Now it sees a leverage buildup on the horizon.
Strategist Scott Rubner says a growing list of stock-market buyers are pushing it in a positive direction, notably big hedge funds and institutional managers...
Jefferies' Latest Warning on Palantir Sends Clear Message: Stay Cautious on PLTR Stock
Palantir Technologies (PLTR) just posted one of the strongest quarters in its history. Revenue grew 93% year-over-year (YoY), the fastest pace the company has ever reported, driving shares higher by more than 20% the day after the Q2 report. Yet not everyone …
Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?
Palantir just posted a quarter that left investors speechless, but trading at 150 times earnings with rivals racing to close the gap, the real question is wh...
Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?
The post Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple? appeared first on 24/7 Wall St.. Could it be that Palantir (NASDAQ:PLTR) is already on the right path to justifying its seemingly absurd pie-in-the-sky valuation? Or is the …
Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30%
Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an...
Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30%
Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30% Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted…
Michael Burry delivers brutal verdict on $420 billion AI giant
I covered Michael Burry's first Palantir short thesis on June 4, when he called the stock a "sand castle" trading at 16 times intrinsic value. The stock dropped sharply the following day. Then Palantir reported one of the most extraordinary quarters in enter…
Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high
The investor made famous by The Big Short is doubling down on his bets against some of the biggest names in AI.
Tesla, Palantir Fall as CPI Sends September Fed Hike Odds to 33%
Tesla Inc. (NASDAQ:TSLA) and Palantir Technologies Inc. (NASDAQ:PLTR) fell Wednesday even as a benign July inflation report lifted the broader tech market an...