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Palantir CEO has a blunt verdict on OpenAI and Anthropic
TheStreet31d agoneutral
Palantir CEO has a blunt verdict on OpenAI and Anthropic

Palantir posted the highest revenue growth rate in its history in the first quarter of fiscal year 2026. U.S. commercial revenue jumped 133%. The company raised its full-year guidance by 10 points. By any operational measure, things are going well. And yet Alex Karp walked onto CNBC's Squawk Box ...

Alex Karp Is Saying What Every Angry CEO Is Thinking About AI
The Wall Street Journal33d agoneutral
Alex Karp Is Saying What Every Angry CEO Is Thinking About AI

Alex Karp —describing himself as a “madman”—has brought the simmering tension between fast-rising AI giants and established tech players to a boil. In both nuanced and dramatic fashion, the Palantir Technologies chief executive is drawing attention to concerns over the power and insight AI labs derive from their business customers’ data and decision-making—the magic sauce behind what makes a company successful. This past week, Palantir released a dense white paper—entitled: “Institutional Sovereignty in the Age of AI”—that laid out 15 steps companies and governments could take to protect themselves from the likes of OpenAI and Anthropic.

The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code
24/7 Wall St.35d agoneutral
The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code

On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code

Trump accounts’ Palantir sale hides a bigger AI shift
TheStreet36d agoneutral
Trump accounts’ Palantir sale hides a bigger AI shift

President Donald Trump’s investment accounts just put a familiar artificial intelligence trade next to a less obvious one. That doesn’t mean Trump himself did the trading. According to the source, external parties handled the accounts, and outside managers made the buying and selling choices. ...

Palantir’s AI valuation problem may finally be easing
TheStreet37d agoneutral
Palantir’s AI valuation problem may finally be easing

Palantir Technologies (PLTR) is giving Wall Street a familiar problem. Investors admire the company's stance on artificial intelligence, government software, national security, and enterprise automation. They also ask how much they should pay for that growth. That tension has haunted Palantir for ...

A battle 3,000 miles away could shape Palantir's next move
TheStreet38d agoneutral
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, a system designed to connect ...

Axon and Rocket Lab rallied while chip stocks sank
TheStreet39d agoneutral
Axon and Rocket Lab rallied while chip stocks sank

SanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...

Palantir doubles down on national security with Nvidia AI alliance
TheStreet39d agoneutral
Palantir doubles down on national security with Nvidia AI alliance

Palantir Technologies is betting big on a simple idea: The U.S. government should never have to depend on someone else's AI model to protect the country. That idea is now a formal partnership. Palantir (PLTR) recently announced it is teaming with NVIDIA to give federal agencies and companies that ...

Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More
24/7 Wall St.41d agoneutral
Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

Pre-Market Stock Futures: Futures are trading mixed as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

Bloomberg42d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

Amazon doubles down on enterprise AI bet
TheStreet42d agoneutral
Amazon doubles down on enterprise AI bet

Palantir invented the forward-deployed engineer model more than a decade ago. The firm's engineers became known for living inside government agencies and Fortune 500 companies for months at a time, not to train employees on software, but to build systems alongside them from the inside. On June 30, ...

Palantir's 2 deals answer a question investors keep asking
TheStreet43d agoneutral
Palantir's 2 deals answer a question investors keep asking

Palantir Technologies Inc. (PLTR) confirmed two separate partnerships on Monday, June 29, one with a private aviation startup and one with Nvidia. Most coverage will treat these as routine corporate news. The pattern underneath them is not routine, however. It points to how Palantir plans to defend ...

Palantir gets powerful AI signal from key ally of U.S.
TheStreet44d agoneutral
Palantir gets powerful AI signal from key ally of U.S.

Palantir Technologies (PLTR) is no longer simply another AI stock chasing the latest Wall Street craze. It’s emerging as one of the clearest tests of how much investors will pay for military AI. That’s significant for more than just hedge funds and defense analysts. A carefully watched stock among ...

Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market
Barrons.com45d agoneutral
Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

Michael Burry pulls back on massive Palantir short bet
TheStreet46d agoneutral
Michael Burry pulls back on massive Palantir short bet

Michael Burry is not a name the market ignores. The investor behind the "Big Short" trade that predicted the 2008 financial crisis has made his bearish stance on Palantir Technologies one of the more talked-about positions on Wall Street. Now, something has shifted. According to GuruFocus: Burry's ...

Wedbush spots clear investor opportunities in tech stocks
TheStreet47d agoneutral
Wedbush spots clear investor opportunities in tech stocks

Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...

Microsoft Is Trading at Its Lowest Level in a Year
The Wall Street Journal47d agoneutral
Microsoft Is Trading at Its Lowest Level in a Year

There's been a lot of focus on the recent selloff in tech stocks. As Dan Ives at Wedbush Securities sees it, investors are growing frustrated that big spending by some companies on AI infrastructure has yet to produce a clearer growth payoff. "Microsoft and Meta are being treated by investors like they are wearing winter jackets to the beach in the summer," he wrote.