News

Analysts expect BigBear.ai to emerge from its slump and deliver solid gains over the coming year.

The biggest long-term winners of the AI revolution may be the companies supplying the compute, power, cooling, deployment, and data infrastructure that every AI model depends on.

Today, July 1, 2026, investors digested slower manufacturing data and the Fed's commitment to lower inflation amid a volatile session.

Despite recent pullbacks, Palantir and Cerebras continue to post impressive growth.

In late June 2026, Palantir Technologies announced a new sovereign AI initiative with NVIDIA to run Nemotron open models on Palantir’s AIP, Foundry, Ontology, and Apollo platforms for U.S. government agencies and critical infrastructure, alongside an expanded Surf Air Mobility partnership to accelerate SurfOS aviation software powered by Palantir. Together, these alliances deepen Palantir’s role at the core of secure, domain-specific AI infrastructure, spanning classified government systems...

If you bought GraniteShares 2x Long PLTR Daily ETF (NASDAQ:PTIR) a year ago to double up on Palantir Technologies (NASDAQ:PLTR), you didn’t. The underlying stock fell about 14.41% over the past year. PTIR fell about 49.16%. The math of “2x” quietly ate the rest. What You’re Actually Paying The sticker cost is the expense ratio. ... PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses

Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with NVIDIA to deliver sovereign AI solutions for U.S. government agencies and critical infrastructure operators. The company also expanded its work with Surf Air Mobility to speed up deployment of AI-powered aviation software across commercial applications. These moves broaden Palantir's AI footprint across national security and specialized commercial sectors, highlighting its focus on secure and regulated...

Michael Burry Eases Palantir Short as Nvidia Partnership Fuels Stock Surge

The CEO said companies want more control over their data, models and computing costs.

Palantir stock is rising following the announcement of a partnership with Nvidia to build custom artificial intelligence models for the U.S. government.

Report lists Nvidia, Apple and Palantir stakes.

Palantir stock is rising following the announcement of a partnership with Nvidia to build custom artificial intelligence models for the U.S. government.

Palantir Technologies (NASDAQ:PLTR) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo Alto Networks (NASDAQ:PANW) stock is riding the risk-on tape higher, up 4% to $355.40. The move for Palantir stock caps a sharp reversal for a ... Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%

Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value flows to model providers. Karp framed the new Palantir partnership with NVIDIA as a direct response, positioning the two companies as the operational ... Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value

Palantir's recent pullback contrasts with accelerating AI adoption, rising profitability and growing commercial momentum, supporting its long-term outlook.

Alex Karp said enterprise leaders have told him privately they are paying for tokens that create no value

Looking back on data analytics stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Palantir Technologies (NASDAQ:PLTR) and its peers.

Is Palantir becoming a hot stock again?

Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the AI stocks beyond NVIDIA that could surge in 2026. On June 16, Wolfe Research began coverage of Palantir Technologies Inc. (NASDAQ:PLTR) with a Peer Perform rating, describing the company’s enterprise AI product portfolio as best-in-class but citing its premium valuation as a roadblock to a more positive outlook. […]

During an interview with CNBC, Karp argued that the frontier AI model developers OpenAI and Anthropic reportedly lack measures to protect their clients' intellectual property.

Trump's Portfolio Surprise: Apple, Palantir Among Biggest Stock Holdings

Cathie Wood Loads Up on AI Winners as She Cuts Roku and China Exposure

Cathie Wood over at Ark Invest has been making moves in recent months amid the barrage of volatility slamming the tech sector. Undoubtedly, semiconductors have continued to be the leadership group while the Magnificent Seven have pulled the brakes a bit. With the flagship Ark Innovation ETF (ARKK) trailing the markets, up just over 3%, ... Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip

The thesis is straightforward: SpaceX (NASDAQ:SPCX) gets added to the Nasdaq-100 on July 7, and every index fund, ETF and benchmark-tracking pension on the planet has to buy it whether they like the valuation or not. That is mechanical demand against a float that has been public for 11 trading days, and it is the ... Here’s a Massive Reason You Should Buy SpaceX Before July 7th

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

Etched has emerged from stealth mode, unveiling its working AI chip alongside securing over $1 billion in customer contracts. The company announced the raising of $800 million in funding, highlighting significant support from notable investors and thought leaders in the AI field. Etched has achieved first-pass silicon success and is validating its rack-scale inference systems with clients, aiming to make AI inference significantly faster, cheaper, and more efficient. With production ramping...

President Donald Trump made more than $1 billion from his crypto ventures last year, according to his latest financial disclosure filing.

Wedbush’s Dan Ives says SpaceX could become a major AI-driven hyperscaler, while remaining bullish on semiconductors and select software stocks.

The Philadelphia Semiconductor Index hit its best quarter on record.

Binance expands its bStocks offering and adds support for Microsoft, Meta and more as tokenized U.S. securities.