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.
Mistral CEO warns closed AI models give providers ‘immense leverage’ over your business
Arthur Mensch, cofounder and chief executive of French AI lab Mistral, has urged enterprise leaders to abandon closed AI models. In a LinkedIn post, he argued that closed providers are now forcing data retention and gaining “immense leverage” over their custo…
Tired vs. Wired: Our Deep Dive on Why Software Spend Is Up Record Amounts … Yet Half of SaaS Is Still Dying
Two things are true in B2B right now, and they look like they can’t both be true. Total software spend is growing 15% this year, the fastest in a decade, up from 12.8% last year. Gartner has it going from $1.2T to $1.4T. At the same time, public software is t…
Alex Karp, frontier models and the real fight for Enterprise AI
Palantir Technologies Inc. Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central enterprise artificial intelligence debate. Karp’s argument is that frontier model vendors (he didn’t mention An…
A battle 3,000 miles away could shape Palantir's next move
Palantir Technologies (PLTR) has a new political headache on its hands in the UK. It has a strong defense too. The U.S. data-analytics company is facing fresh pressure over its £330 million contract to run the National Health Service's federated data platform…
Corporate trust in AI declines
Corporate trust in AI is declining as businesses reassess investments amidst concerns over job security and unfulfilled promises.
AMD vs Palantir: Which AI Giant Is a Better Buy?
If you click 'Accept all', we and our partners, including 249 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]
AMD vs Palantir: Which AI Giant Is a Better Buy?
The post AMD vs Palantir: Which AI Giant Is a Better Buy? appeared first on 24/7 Wall St.. AMD (NASDAQ:AMD) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles. AMD sold the si…
Palantir Technologies Stock Could Soar 55% in 1 Year, According to Wall Street. Should You Buy It Hand Over Fist?
Palantir Technologies Stock Could Soar 55% in 1 Year, According to Wall Street. Should You Buy It Hand Over Fist? Palantir Technologies (NASDAQ: PLTR) has lost its mojo on the stock market in recent months. The stock hit a 52-week high on Nov. 3 last year, an…
Michael Burry’s bearish bet against memory chipmakers is starting to look less crazy
Michael Burry has shorted Micron at $1,051 per share, warning AI chip stocks face a 30% correction as $500B in new capacity threatens to flood the market. The post Michael Burry’s bearish bet against memory chipmakers is starting to look less crazy appeared f…
Even Gavin Newsom knows his wealth-tax flip-flop won’t work
Gov. Gavin Newsom seems to understand the folly of a wealth tax in California, yet he’s suddenly pushing one for the whole nation.
Here is Why Palantir Technologies (PLTR) is One of BlackRock’s 30 Most Important AI Stock Picks
Palantir Technologies Inc. (NASDAQ:PLTR) is one of BlackRock's 30 most important AI stocks right now. BlackRock is the largest institutional investor in the company, holding 8.67% or 188.99 million of outstanding shares, as per the filings on March 31. On Jun…
Palantir Is Down 38% From Its High -- and It Just Got a Wall Street Upgrade. Time to Buy?
Palantir Technologies (NASDAQ: PLTR) picked up an upgrade to a buy rating this week, and the argument behind it is one bulls have waited years to hear: the earnings have finally caught up to the price. After a 38% slide from its 52-week high of $207.52, the s…
Why Palantir Stock Popped This Week
Shares of Palantir Technologies (NASDAQ: PLTR) rose 14% this past week, following news of a potentially lucrative collaboration with an artificial intelligence (AI) giant and a bullish analyst note. A powerful alliance Palantir is teaming up with Nvidia (NASD…
Can Partiful keep the party going?
One hundred dollars will buy you 8 pounds of glitter; 10 Domino's pizzas; 406 miniature disco balls from Temu; or 100 cans of Coors Light. For a friend's birthday party one year, Ayla D'Silva spent $100 on sour candy and made a "sour candy salad." Even sweete…
Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfire
Jefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arguing markets may soon push back against rising debt-funded investments. He also flagged geopolitical risks and drew atte…
Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfire
Jefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arguing markets may soon push back against rising debt-funded investments. He also flagged geopolitical risks and drew atte…
President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023
If you click 'Accept all', we and our partners, including 249 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]
President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023
President Trump's investment accounts made 3,642 stock trades during the first quarter, according to a recent public disclosure from the U.S. Office of Government Ethics. Importantly, the accounts are managed by third-party institutions, meaning the president…