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This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks
24/7 Wall St.37d agobullish
This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks

David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to pop is when you start seeing companies have the good news everyone’s been talking about and cheerleading and then the stocks don’t respond,” ... This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks

Palantir gets powerful AI signal from key ally of U.S.
TheStreet37d 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 ...

Investing.com37d agobullish
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a strategic initiative with NVIDIA Corporation (NASDAQ:NVDA) to deploy open AI models inside classified and air-gapped government environments. The partnership pertains to a jointly developed intelligent engine pairing Nvidia's Blackwell Ultra GPUs and Nemotron open models with Pal

Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market
Barrons.com38d 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%.

The US Army Just Made Palantir (PLTR) Foundry the Data Backbone of Its Biggest Tech Overhaul
Insider Monkey38d agoneutral
The US Army Just Made Palantir (PLTR) Foundry the Data Backbone of Its Biggest Tech Overhaul

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Palantir Technologies Inc. (NASDAQ:PLTR) announced that the US Army has established the common data layer baseline for its Next Generation Command and Control (NGC2) program, and selected its Foundry platform as the cloud data […]

Zeta Global (ZETA) Enters into a Strategic Partnership with Palantir Technologies
Insider Monkey39d agobullish
Zeta Global (ZETA) Enters into a Strategic Partnership with Palantir Technologies

Zeta Global Holdings Corp. (NYSE:ZETA) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers. On June 23, Zeta Global Holdings Corp. (NYSE:ZETA) revealed that the company has formed a strategic alliance with Palantir Technologies (NASDAQ:PLTR). The aim is to develop an AI infrastructure layer that integrates customer and operational […]

Michael Burry pulls back on massive Palantir short bet
TheStreet39d 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 ...

Palantir (PLTR) Wins Key Army Role As Europe Contracts Slip
Simply Wall St.39d agobullish
Palantir (PLTR) Wins Key Army Role As Europe Contracts Slip

Palantir Technologies (NasdaqGS:PLTR) is seeing major European government contracts shift, including France opting for a domestic software provider. Government engagements in the UK and Germany are also under pressure, affecting the company’s European public sector footprint. At the same time, Palantir has secured a core role as the cloud data layer for the U.S. Army’s Next Generation Command and Control project. Institutional investors such as ARK Invest have increased positions during the...

Palantir (PLTR) Selected as Data Architecture for US Army’s NGC2 Program
Insider Monkey39d agoneutral
Palantir (PLTR) Selected as Data Architecture for US Army’s NGC2 Program

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best future stocks to buy and hold for 10 years. On June 23, Palantir was selected to serve as the cloud data layer for the US Army’s Next Generation Command and Control (NGC2) program. By using Palantir Foundry as the foundational data architecture, the Army aims to […]

Cathie Wood makes striking Palantir move as shares tumble
TheStreet39d agobearish
Cathie Wood makes striking Palantir move as shares tumble

Palantir Technologies (PLTR) is emerging as one of the market’s trickiest AI plays. The company is closely related to the AI boom with its government data platforms, commercial software and artificial intelligence platform. But investors now are seeing such exposure less as a clear tailwind and ...

Wedbush spots clear investor opportunities in tech stocks
TheStreet40d 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 ...

The Strain Inside Palantir Stock
Trefis40d agoneutral
The Strain Inside Palantir Stock

For anyone holding Palantir (PLTR) stock, the numbers can feel like a paradox. The company just posted 85% year-over-year revenue growth, yet the stock has been under pressure, falling 25% over the past 12 months. Rather than a sign that the market is blind, this indicates investors are grappling with a single, difficult question: can Palantir’s specialized, high-intensity model actually scale to meet the opportunity it has created.