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Palantir Technologies (PLTR) is not your typical artificial intelligence trade anymore. The corporation is one of Wall Street’s most important software names related to defense, intelligence and national security infrastructure. That role is becoming a major engine of growth. It’s also making the ...

Palantir (NASDAQ:PLTR) is the AI stock retail traders cannot stop talking about, with Reddit sentiment scores spiking to 88 on May 19 and CEO Alex Karp boasting the company is “an n of 1” with a Rule of 40 score of 127%. Yet the valuation tells a very different story. The Palantir Problem: Priced for ... Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead

GE Aerospace's Defense & Propulsion unit is gaining from strong military contracts and rising defense demand, supporting continued growth momentum.

Palantir Stock Holds Near $323 Billion Value. Can Growth Keep Up?

The concern is whether foundational AI labs can capture more enterprise value.

Palantir's expanding customer base and rising U.S. commercial adoption are strengthening its enterprise AI growth story despite sector volatility.

TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]

Wood just added Cerebras, the latest hot AI name, to two of her Ark Invest funds.

CSCO, CRM, PLTR, NET and DDOG are riding AI and big data demand as Wall Street's rally boosts interest in analytics and cloud platforms.

Palantir's stock is down 35% from its all-time high.

D. E. Shaw ranks among the list of the richest hedge fund managers in the world. Accounting for a 0.95% share of the billionaire’s portfolio, Palantir Technologies Inc. (NASDAQ:PLTR) ranks among D. E. Shaw’s top stock picks. Palantir Technologies Inc. (NASDAQ:PLTR) released its first-quarter report on May 4, with what it described as the company’s […]

IBM stock has shed 25% in 2026, topping mega-cap decliners. Strong earnings haven't stopped the slide. Here's what investors need to know.

In the first quarter of 2026, Ondas Inc. reported sales of US$50.12 million, up sharply from US$4.25 million a year earlier, and moved from a net loss of US$14.14 million to net income of US$361.25 million, while also lifting its full-year 2026 revenue target to at least US$390 million. Alongside this swing to profitability, Ondas has rapidly expanded into defense and autonomous systems through multiple acquisitions, a large contract backlog, and an AI partnership with Palantir, reshaping...

Healthy investments in wafer and fabrication equipment should drive more upside for this semiconductor stock.

Dell partners with Nvidia to expand its AI factory surrounding agentic AI.

Innodata (INOD) might be one of the most overlooked artificial intelligence stocks in the market today. While retail investors pile into premium-priced software platforms, a structural necessity in how AI models are built is handing this legacy data player an unprecedented advantage.

The Global X Defense Tech ETF (NASDAQ:SHLD) has done something unusual for a defense fund in a year when NATO is rewriting its spending playbook. It has gone down. SHLD trades around $62, off roughly a fifth from its spring peak after a 14% drop over the past month. The selloff has happened against a ... Smart Investors Are Backing up the Truck on This Defense ETF at a 20% Discount

The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

Palantir's artificial intelligence platform relies on foundational models like those from Anthropic and OpenAI, raising questions about who deserves a better valuation.

At $134, Palantir (NASDAQ:PLTR) screens as fully valued, while at $220, NVIDIA (NASDAQ:NVDA) screens more attractively on the numbers. Both anchor the AI trade, but their setups differ sharply. Palantir builds data and AI software (Gotham, Foundry, AIP) for U.S. defense, intelligence, and commercial markets. After reaching a $207.52 high in February, the stock unwound ... Buy, Sell, or Hold: Palantir at $134 and NVIDIA at $220

Palantir, Salesforce and other AI-powered software laggards could see strong short-term upside as enterprise AI demand accelerates.

With a one-month return of 337.59%, Rackspace Technology, Inc. (NASDAQ:RXT) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds. On May 12, BMO Capital raised its price target on Rackspace Technology, Inc. (NASDAQ:RXT) to $5 from $2 while maintaining a Market Perform rating following the company’s first-quarter results. According to the analyst, […]

A US District Judge has ordered Palantir Technologies to arbitrate trade secret claims against former engineers who founded rival Percepta AI. The case centers on alleged misuse of confidential information and will now move from federal court to a private arbitration forum. This legal development focuses attention on how Palantir handles data security, intellectual property and competition in AI and data analytics. For investors watching NasdaqGS:PLTR, this ruling adds a fresh legal angle...

The Pentagon just placed the largest drone order in U.S. history, and every one of those drones needs rare earth magnets… ideally not from China.

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

The AI data analytics company will need to keep growing rapidly to justify its lofty stock price.

CGNT's rising recurring revenue mix and strong backlog boost visibility, with subscription wins and repeat business driving more predictable growth.