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.
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 …
The Intercept Sues Trump for Selling Premium Access to TruthSocial Announcements
A lawsuit filed with two legal advocacy groups argues the president is restricting First Amendment-protected information in a scheme to enrich himself. The post The Intercept Sues Trump for Selling Premium Access to TruthSocial Announcements appeared first on…
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 …
Michael Burry Just Shorted Palantir Again -- He Thinks It's Headed Below $1
Michael Burry rose to prominence as one of the hedge fund managers who foresaw the 2007-2009 housing market collapse, a prediction later detailed in the book and feature film The Big Short. That one correct call effectively cemented his reputation as a skille…
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...
Palantir’s no-bid pipeline just got bigger
A new $244M Pentagon memo skips the Federal Acquisition Regulation's process for sole-source justifications and urges agencies to find ways to work with the company.
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…
America’s AI lead depends on unleashing innovation
By Paul PrenticeAmerica built the world’s most successful modern economy not simply by creating innovative technologies, but by spreading them throughout the economy.
Media Briefing: Publishers are replacing Google with a little bit of everything
Publishers are preparing for a future with less Google traffic — but are still figuring out what replaces it.