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INOD's expanding AI services and raised outlook highlight its growth story, but customer concentration remains a key risk.

Jim Cramer spent two years telling investors to trust Palantir, so when he walked onto Mad Dash and called a company-produced video satanic, the enterprise software world took notice and so did the stock.

ONDS expands AI-powered autonomous defense with new platforms, Palantir partnership and DZYNE acquisition while raising 2026 revenue guidance.

Zeta Global (NYSE:ZETA) executives said the company is moving beyond its core marketing technology positioning and toward what they described as an AI infrastructure and business intelligence platform, supported by recently announced partnerships with Palantir, OpenAI and Snowflake. Speaking during

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 ...

An expanding AI platform makes the $400 billion market cap case compelling, but Palantir investors still need to watch the risks.

Novogratz linked AI concerns to broader market trends, suggesting investor capital is rotating between AI-related stocks and crypto assets.

Rackspace stock is falling after cutting its revenue and announcing a planned stock offering.

MarketBeat recaps the week's top stories, covering SK Hynix's debut, AI stock rotation, earnings from D.R. Horton, and analysis of Palantir, Microsoft, Meta, Broadcom, Rivian, ASML, and Circle.

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.

Earlier this week, Rackspace Technology cut its 2026 revenue guidance to US$2.45–2.55 billion, reduced expected adjusted EBITDA, and outlined exits from low-margin public cloud resale and legacy hosting while launching a US$250 million at-the-market equity program to fund an enterprise AI push. At the same time, Rackspace deepened its AI focus by becoming Palantir’s preferred operator for regulated and sovereign deployments and committing to expand AMD-powered AI capacity, effectively...

Rackspace Technology (NASDAQ:RXT) said it is accelerating its push into enterprise artificial intelligence infrastructure, announcing a $250 million at-the-market equity offering and updated 2026 financial outlook as it moves away from lower-margin revenue streams. On a conference call, Chief Execu

Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers back up the swagger or just paper over a valuation that has Michael Burry betting against it.

One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and the question is whether this recovery has any real foundation under it.

PLTR's U.S. business is expanding at an exceptional pace, making domestic revenue growth one of the company's most important performance indicators.

By Karen Roman BigBear.ai Holdings, Inc. (NYSE: BBAI) said its Pangiam Threat Detection solution received Dutch national approval from the Netherlands’ National Coordinator for Counterterrorism and Security. The authorization comes […]

Share gains and expanded partnerships are among the positive catalysts boosting Dell.

PAYC vs. PLTR: Which Stock Is the Better Value Option?

Rackspace Technology (RXT) may generate $450 million to $600 million in annual enterprise AI revenue

Palantir Technologies is gearing up to release its second-quarter earnings, and Wall Street expects profit to surge by a triple-digit percentage.

Palantir Technologies (NasdaqGS:PLTR) announced a multi-year, multimillion-dollar expansion with GNP Seguros, Mexico’s largest insurer. The deal marks Palantir’s first publicly disclosed commercial customer in Latin America across multiple insurance lines. Palantir also finalized an operating model with Rackspace to deploy its AI platforms in regulated and sovereign environments. The Rackspace partnership targets mission-critical sectors including healthcare, finance, and energy. Palantir...

After a sharp slide, Palantir's stock is testing a price floor that has held strong before, forcing investors to decide if the company's explosive growth is enough to command a fourth defense.

AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.

On Tuesday, Sen. Bernie Sanders (I-Vt) criticized billionaire investor Peter Thiel after the tech entrepreneur accused Pope Leo XIV of effectively aiding China by advocating stronger global regulation of artificial intelligence. Peter Thiel Targets Pope Leo XIV Over AI Regulation...

The business keeps getting better. The valuation is still the sticking point.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

tech firm Palantir is challenging a decision to block a contract with London police, arguing on Thursday that ‌London mayor Sadiq Khan's office wrongly took into account the company's "values ‌and ethics". Palantir had agreed a two-year, £50 million ($67.

Stock offering overshadows ambitious enterprise AI expansion plans

Despite a good bounce from its recent lows, Palantir stock still has lots of upside left.

Palantir Slides Despite AI Momentum as Risk-Off Mood Grips Markets