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Three companies are compounding revenue at rates that dwarf the broader tech market in 2026, yet each carries a specific risk that could unravel the trade fast. The July window for all three may be narrower than it looks.
Palantir stock is down over 24% in 2026 despite strong revenue growth, as its rich valuation, insider selling, and analyst price targets keep bulls and bears divided ahead of Q2 earnings.
Palantir CEO Alex Karp recently placed his company alongside Nvidia, Micron, and SK Hynix as the biggest beneficiaries of rising investment in artificial intelligence (AI) infrastructure.
Palantir's CTO says Chinese AI models may rely on distillation attacks and urges stronger protection of U.S. AI intellectual property.
Palantir Technologies Inc (NASDAQ:PLTR) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts see Palantir’s stock price rising more than 40% from the current level. Elite investors are big fans of Palantir, as the stock is in the portfolio of 96 hedge funds. Palantir Technologies […]
The stocks are at opposite ends of the valuation spectrum.
Nvidia and Palantir are partnering up for sovereign AI.
Violent threats against artificial-intelligence companies are rising and spilling over into real-world security incidents.
A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.
In early July 2026, the U.S. Small Business Administration said it is expanding use of Palantir Technologies’ software to power a nationwide fraud detection push across pandemic-era relief programs, while new commercial alliances with Rackspace, SNP SE, and GNP Seguros extend Palantir’s AI platforms into regulated and SAP-centric environments. Together these moves show Palantir’s tools becoming embedded as core infrastructure for secure, governed AI across government, insurance, healthcare,...
Palantir Technologies (PLTR) Chief Technology Officer Shyam Sankar said China's latest artificial in
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most price targets ignore.
Palantir Technologies Inc. CEO Alex Karp warned that AI could become the biggest driver of wealth inequality in the U.S., saying that while the technology is likely to improve the standard of living for the average person, the biggest gains...
(Bloomberg) -- Palantir Technologies Inc. Chief Technology Officer Shyam Sankar said that China has developed a new vanguard of artificial intelligence models through unauthorized use of work produced by Silicon Valley AI developers, posing an economic threat to the US.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits
Palantir Gains as Aug. 3 Earnings Countdown Begins
Monumental founder Salar al Khafaji is bringing his fleet of autonomous bricklaying robots to the U.S. this year, backed by a new Khosla Ventures-led round.
It turns out that Palantir (PLTR) CEO Alex Karp’s thunderous warning about the AI industry wasn’t a one-off rant. Over the past couple of years, the word "AI" has become like a broken record, heard at least once almost every day, often followed by a wave of anxiety. What has happened amid all the ...
There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...
(Bloomberg) -- Three days of losses have brought SpaceX shares to the brink of falling below their initial public offering price, a key level that traders and investors watch to assess the health of new issues.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf Pressure'We Faltered': IBM Plunges Most Since at Least 1968 on MissA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Ti
(Bloomberg) -- Three days of losses have brought SpaceX shares to the brink of falling below their initial public offering price, a key level that traders and investors watch to assess the health of new issues.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Ti
The stock burned investors who shelled out for Palantir near the stock's highs last year.
Palantir Boss Warns AI May Deliver Massive Fortunes to a Select Few
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best Growth Stocks With Highest Upside Potential. On July 9, 2026, Rackspace (RXT) and Palantir Technologies Inc. (NASDAQ:PLTR) announced an operating model framework to help regulated and sovereign enterprises own and operate AI in production. Delivered through Rackspace, the framework combines Palantir Foundry and AIP with […]
Palantir might be a buy after earnings -- if the free cash flow holds up.
For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.
PLTR's Ontology platform is helping deepen enterprise AI adoption by embedding operational workflows beyond standalone AI models.
Meta and Palantir both crushed Q1 expectations, but their valuations now live in completely different universes. The case for owning one and merely renting the other comes down to a single uncomfortable question about what you are actually paying for.
Palantir's Alex Karp went on CNBC to blast OpenAI and Anthropic for overselling AI, and his frustration touches a real nerve as enterprises burn cash on tokens without clear returns. But his proposed fix raises bigger questions than the problem itself.
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