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Palantir just posted revenue growth above 90% year-over-year with a Rule of 40 score that has Wall Street rubbing its eyes, yet the five-year model tells a far more complicated story than the bull hype suggests.

Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR) used to be a regular feature on Jim Cramer’s radar in 2025. The CNBC TV host praised the firm with no end as he remained optimistic about its ability to help businesses reduce costs and also play a role in the Trump administration’s cost cutting efforts. Cramer also […]

A fight over business secrets could reshape the AI debate

Palantir, AT&T, and Spotify have lagged the market in 2026, but UBS rates each of the stocks as strong buys.

Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.

Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.

Ives pointed to Meta’s roughly 3.5 billion users, noting that companies with large existing user bases have an advantage in monetizing AI.

Warren Buffett steps down as Berkshire chairman, tech stocks and crypto assets are rising, oil prices fall, and more news to start your day.

Palantir stock is flat on the year, but meaningful upside could be on the horizon.

The famous investor sees consulting-industry-like risks in Palantir, but several of the company's operating metrics tell a different story.

Palantir Technologies (PLTR) is back in focus after a cluster of AI focused partnerships with Method Security, NVIDIA and Nebius, raising fresh questions about how these deals might influence the stock’s long term narrative. Recent trading reflects that story taking hold. Palantir Technologies has a 7 day share price return of 6.22% and a 90 day share price return of 37.14%. However, the 1 year total shareholder return is slightly down at 0.45%, while the 3 year total shareholder return is...

Palantir Technologies Inc. has hired Tom Watson, a former Labour deputy leader, as a new executive in the UK, where it faces a barrage of criticism threatening a major contract.

Palantir climbs 30 places and Rocket Lab 34 places in the Roundtable 100 this week.

Burry is putting his bearish reputation back to work

Karp argues the push for oversight could be a bid for nationalization.

Chipotle is piloting a Palantir-built food safety dashboard after a summer of outbreaks, putting employee data in the hands of a company seeded by the CIA's venture arm.

Thales is pitching export-control independence against Maven, turning data sovereignty into a procurement variable.

Jim Cramer reaffirmed his $250 Palantir target as UBS and D.A. Davidson matched it. Wall Street's average sits at $202.

Palantir Technologies’ CEO called for “reasonable guidelines” on AI and said developers should face civil and criminal liability for the consequences of their technology.

Palantir CEO Alex Karp says AI companies are concerned about the liability risk posed by their product and that some businesses might want to be nationalized.

Burry could have another "big short" in his portfolio.

The company said the technology is designed to provide a more consistent and centralized view of risks across its system.

Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.

Find insight on LG Display, OpenAI, Soitec and more in the latest Market Talks covering Technology, Media and Telecom.

Surf Air Mobility has signed its first commercial OperatorOS agreement with Sprintbach Aviation, creating a revenue-sharing arrangement tied to flights managed through the software.

The platform scores stores on health inspections, pest incidents and employee illness

Chipotle is adding AI-driven analytics to food safety as outbreaks, supply chain risks pressure industry.

On 8 September 2026, Palantir Technologies and Nebius Group announced a partnership making Nebius Palantir's preferred sovereign AI infrastructure provider, integrating Nebius' AI-native cloud and inference endpoints into Palantir's commercial perimeter to give eligible customers more control over compute, data, and models. This alliance highlights Nebius' positioning as an AI-first cloud platform built specifically for demanding AI workloads, potentially broadening its reach through...

Senior administration officials have gathered almost daily in recent months to plot potential guardrails.

Palantir Technologies (NasdaqGS:PLTR) has tightened rules on advanced generative AI, curbing use of OpenAI and Anthropic models across its platforms. Alongside Nvidia and Booz Allen, the firm has introduced stricter controls on external AI tools to address data security and safety concerns. Palantir now requires zero data retention guarantees before Anthropic’s models can be integrated into its enterprise and government solutions. Palantir's push for zero retention on Anthropic models is a...