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Palantir CEO Takes Aim at AI Giants While Defending Anthropic's Amodei

Investors will watch whether AI-driven demand and defense contracts continue to fuel growth.

Government demand is strong, but one segment remains uncertain

Palantir stock is in focus ahead of Q2 earnings on Aug. 4. Here’s what the data tells us to expect from PLTR shares heading into the quarterly print.

Analysts expect 80% revenue growth this quarter.

PLTR's second-quarter revenues are expected to jump 80% as AI-driven demand lifts its government and commercial businesses.

IPO Edge hosted a fireside chat on July 28 from the floor of the New York Stock Exchange with Don Duffy, President and Chairman of the Board of ICR […]

Selling the Aug. 7-expiring put with a strike price of 110 could generate around $230 in option premium.

Michael Burry Targets Nvidia, Micron With Bigger AI Downside Bets

No earnings beat may be sufficient to prop up Palantir's shares this earnings season.

EMCOR Group (NYSE:EME) reported record second-quarter revenue, operating income and remaining performance obligations, driven by strong demand in data centers, institutional projects, manufacturing and industrial work, and other end markets. The company also raised its full-year 2026 revenue and ear

Palantir Technologies stock has underperformed the broader market over the past year, while analysts remain fairly bullish about its prospects.

Though Palantir Technologies Inc. (Nasdaq: PLTR), Space Exploration Technologies or SpaceX (Nasdaq: SPCX), and Bitcoin (BTC) are entirely different assets, they are all different kinds of stake on the same geopolitical shift, 10x Research said on May 19. Founded by Peter Thiel, Stephen Cohen, Joe ...

Michael Burry reveals fresh portfolio moves, adding to existing holdings while expanding short positions tied to AI and semiconductor stocks.

Analysts favor Palantir ahead of earnings.

OpenAI CEO Sam Altman says the AI singularity has already arrived. Palantir CEO Alex Karp says it’s time for Silicon Valley to get serious about the risks of this game-changing technology.

Investors are increasingly nervous about the sustainability of the artificial intelligence infrastructure spending boom.

Palantir heads into Q2 earnings with 80% revenue growth expected, strong customer momentum and a steep valuation after a sharp share-price pullback.

The company's guidance method excluded a product it had only just launched, and management said so two months before the run began.

The business and the stock spent a year moving in opposite directions. Monday's report decides whether the gap keeps closing.

Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire categories of SaaS businesses overnight.

With Q2 earnings due for Palantir stock, analysts are eying U.S. commercial growth and international performance as wild cards.

There are no shortages of opinions about the divisive company and its stock.

Palantir stock looks attractive after tumbling 40% from its high.

In recent weeks, Palantir Technologies has prepared to report its second-quarter results amid intense attention on its Artificial Intelligence Platform, ongoing U.S. government and commercial demand, and France’s move to replace Palantir in national security work with domestic provider ChapsVision as part of a digital sovereignty push. This mix of strong AI-driven U.S. momentum and emerging European headwinds is sharpening debate over how durable and geographically balanced Palantir’s...

Microsoft (NASDAQ:MSFT) closed fiscal 2026 with record revenue and continued growth in cloud and artificial intelligence services, while outlining plans for further infrastructure investment and forecasting double-digit revenue and operating-income growth in fiscal 2027. For the fiscal fourth quart

Palantir (NASDAQ:PLTR) shares sit near $123, down about 25% this year, and on paper that looks like a stock in trouble. It isn’t. The company delivered first quarter revenue of $1.63 billion, up 85% from a year earlier, and management responded by raising full year guidance to $7.65 billion to $7.66 billion, well above the […]

Jensen Huang’s first X post wasn’t about Nvidia. The CEO shared a letter to Congress outlining why open AI models are essential for the U.S. to win the AI era.

Palantir’s Q2 earnings are just around the corner as the results could determine the stock’s near-term trajectory. Investors will circle this date.

Palantir posts some of the most jaw-dropping growth numbers in software, yet insiders are selling, options traders are hedging hard, and a binary event looms days away. Before you buy, there are a few things worth understanding about what that 147x multiple is actually pricing in.