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Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
24/7 Wall St.34d agoneutral
Palantir vs. SanDisk: Two Paths to AI Riches, One Winner

Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI. SanDisk sells the NAND flash memory that feeds hyperscaler datacenters. Comparing them shows how the AI buildout is minting winners at opposite ends of the stack. ... Palantir vs. SanDisk: Two Paths to AI Riches, One Winner

Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners
24/7 Wall St.34d agoneutral
Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners

Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR) is now the cheapest he has ever seen it. That is a striking sentence about a company still trading at a trailing P/E of 146x. Cramer’s exact framing, after watching CEO Alex Karp’s recent interview, was “I will say this ... Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners

Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge
24/7 Wall St.34d agoneutral
Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge

Palantir Technologies (NASDAQ:PLTR) co-founder and CEO Alex Karp argued this week that generative AI sales to enterprises are structurally broken. In his words, “something has gone completely wrong” in the industry, and customers buying token-based access to frontier large language models are paying to expose their intellectual property and their “alpha” while getting little value ... Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their C

The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started
24/7 Wall St.34d agoneutral
The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. The question now is which names have the fundamental firepower to keep compounding into the back half. Growth ... The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

Prediction: Palantir Will End The Year at This Price
24/7 Wall St.34d agoneutral
Prediction: Palantir Will End The Year at This Price

Our Palantir (NASDAQ:PLTR) call is straightforward heading into the back half of 2026: after a brutal drawdown, the stock has room to run, but not as much as the loudest bulls think. The 24/7 Wall St. price target for Palantir is $153.09, implying roughly 21.76% upside from the $125.73 close on July 1. Our recommendation ... Prediction: Palantir Will End The Year at This Price

How Investors Are Reacting To NVIDIA (NVDA) Expanding Into Full‑Stack AI Infrastructure Partnerships
Simply Wall St.34d agobullish
How Investors Are Reacting To NVIDIA (NVDA) Expanding Into Full‑Stack AI Infrastructure Partnerships

Nvidia recently unveiled a wave of AI infrastructure moves, including the Vera Rubin scientific computing platform, the BioNeMo Agent Toolkit for life sciences, the Halos safety stack for robotics, and multiple new collaborations spanning Palantir, Firmus, CIQ, Verkada, and others. Together, these initiatives extend Nvidia’s role from chip supplier to core AI infrastructure partner across government, healthcare, clean energy, robotics, and security workloads built on its accelerated...

Karp unleashes on frontier AI labs
Axios34d agoneutral
Karp unleashes on frontier AI labs

For 20 minutes on CNBC Wednesday, Palantir CEO Alex Karp unloaded on frontier AI labs, arguing they've become so obsessed with building ever-more-powerful models that they're failing their biggest enterprise customers.

Zeta Global (ZETA) Teams With Palantir To Build Enterprise AI Marketing Stack
Simply Wall St.34d agoneutral
Zeta Global (ZETA) Teams With Palantir To Build Enterprise AI Marketing Stack

Zeta Global Holdings (NYSE:ZETA) has entered into a partnership with Palantir Technologies to build an enterprise AI infrastructure layer for data driven, agentic marketing. The collaboration includes rearchitecting Zeta's Data Cloud on Palantir Foundry and upgrading Athena, Zeta's AI powered decisioning system, for real time and secure marketing at scale. The partnership targets large enterprises that place a high priority on data security, governance, and effective marketing...

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.34d 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

The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race
24/7 Wall St.34d agobullish
The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race

The AI gold rush continues in mid-2026, with companies racing to turn flashy models into actual money-making systems. While the market obsesses over token prices and frontier lab drama, a quieter shift is underway. Governments and enterprises want AI they control — not rent — especially when national security or trade secrets sit on the ... The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race

Palantir Technologies Inc. (PLTR) Is a Key Enterprise AI Player, Says Wedbush
Insider Monkey34d agoneutral
Palantir Technologies Inc. (PLTR) Is a Key Enterprise AI Player, Says Wedbush

Palantir Technologies Inc. (NASDAQ:PLTR) is among the most profitable software stocks to buy right now. On June 24, Wedbush reiterated an Outperform rating and a price target of $230 on Palantir Technologies Inc. (NASDAQ:PLTR). In its analysis, the firm highlighted the company’s partnership with Zeta, which is focused on marketing infrastructure within the AI landscape. […]

Why Surf Air Mobility (SRFM) Is Up 14.3% After New Palantir Deal And Electric Flight Push
Simply Wall St.34d agoneutral
Why Surf Air Mobility (SRFM) Is Up 14.3% After New Palantir Deal And Electric Flight Push

In recent days, Palantir Technologies and Surf Air Mobility expanded their partnership to accelerate the SurfOS aviation software suite, while Surf Air also launched a Hawaiʻi electric aircraft demonstration with BETA Technologies and signed Wheels Up as the first Enterprise BrokerOS customer in a multi-year, up to US$12 million subscription deal. Together, these moves highlight Surf Air Mobility’s push to pair AI-powered software with emerging electric aircraft operations, aiming to create...

Bloomberg34d 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
TheStreet35d 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, ...