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.
Michael Burry Is Short Nebius and Palantir. Both Are Now Soaring and His Short Thesis Looks Broken
The post Michael Burry Is Short Nebius and Palantir. Both Are Now Soaring and His Short Thesis Looks Broken. appeared first on 24/7 Wall St.. Shares of Nebius Group (NASDAQ:NBIS) surged Wednesday afternoon, up 34% to $259.20 following a blowout second-quarter…
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 enterp…
Bitcoin decouples from software stocks, signaling investor shifts
Bitcoin's decoupling from software stocks may redefine its role in portfolios, offering diversification but raising questions about crypto-specific risks. The post Bitcoin decouples from software stocks, signaling investor shifts appeared first on Crypto Brie…
Top Iron Condor Setups for August 11th (Screener Results)
A short iron condor is an income strategy that aims to profit when a stock stays within a specified range over the course of the trade. The trade is composed...
Surf Air Mobility Inc. Q2 2026 Earnings Call Summary
Moby summary of Surf Air Mobility Inc.'s Q2 2026 earnings call
Palantir's Sovereign AI Boom Is Almost Entirely In America
The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.
Can Palantir Stock Keep Climbing After Its "Otherworldly" Earnings?
Palantir Technologies' (NASDAQ: PLTR) share price soared after the company delivered another quarter of exceptional revenue growth and continued improvements in profitability. CEO Alex Karp described the quarter as "otherworldly" in the company's earnings rel…
EXCLUSIVE: CPI Lands Tomorrow and Could Send PLTR, TSLA Surging—But Only if It's A 'Serious Shock,' Cato Economist Says
The July Consumer Price Index lands Wednesday at 8:30 a.m. ET, and traders are hoping a soft number can reignite momentum in high-beta names like Palantir Te...
CPI Lands Tomorrow and Could Send PLTR, TSLA Surging—But Only if It's A 'Serious Shock,' Cato Economist Says
CPI Lands Tomorrow and Could Send PLTR, TSLA Surging—But Only if It's A 'Serious Shock,' Cato Economist Says Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The July Consumer Price Index lands Wednesday at …
Rackspace Technology Q2 Earnings Call Highlights
Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise...
Michael Burry Sends Fresh Warning For Palantir Stock Fans
This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is positioning for a potential pullback in Palantir Technologies (NASDAQ:PLTR), opening a fresh options trade against the AI software company even as its business continues to post ra…
40% of Wall Street Is Betting Against This Little-Known Defense Stock. Here's Why They Might Be Wrong.
Ondas is rapidly expanding its defense and infrastructure business, but with short interest near 40%, investors are betting it won't be able to turn its mass...
Down 0.5% in 2026, Is Palantir Stock a Buy?
Shares of Palantir Technologies (NASDAQ: PLTR) are down 0.5% year-to-date, underperforming the Nasdaq Composite's roughly 14.4% gain. Much of that underperformance reflects the stock's lofty valuation coming into the year -- not a collapse in demand. In fact,…
The Palantir Bull Case Is Getting Harder to Ignore
The post The Palantir Bull Case Is Getting Harder to Ignore appeared first on 24/7 Wall St.. Palantir (NASDAQ:PLTR) has spent the past year confounding shorts and vindicating believers, and the setup heading into the back half of 2026 keeps getting stronger. …
Cathie Wood Just Sold $21 Million of Palantir Stock. Here's Why That Could Be a Big Mistake
After Palantir Technologies (NASDAQ: PLTR) delivered an impressive second-quarter earnings report last week, the stock market rewarded its success with a big share price move. Palantir stock is up more than 35% over the last week, and its market cap has grown…
Cathie Wood Is Dumping More Palantir Shares. But Revenue Growth and Swelling Cash Flows Bode Well for PLTR Stock.
Cathie Wood's ARK unloaded PLTR shares last week. However, the amount sold was small, and Palantir's business looks strong.
Cathie Wood Is Dumping More Palantir Shares. But Revenue Growth and Swelling Cash Flows Bode Well for PLTR Stock
Amidst volatility, Palantir (PLTR) stock has remained sideways in the last 52 weeks. While the company’s growth has been robust, valuation concerns seem to be the reason for PLTR stock witnessing time correction. Among prominent investors with exposure to Pal…