Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest…
Palantir has lost nearly 40% of its value as critics dismissed it as just another AI middleman, but one obscure software metric buried in its latest earnings report tells a strikingly different…
Rich Duprey Palantir just delivered one of the most jaw-dropping software quarters in recent memory, while SpaceX enters August weighed down by lock-up pressure and a skeptical prediction market. Two NASDAQ giants, two radically…
Palantir just posted numbers that a top Liontrust strategist calls proof that AI value is migrating up the stack, and she believes one private aerospace giant is about to force investors to…
Jim Cramer called it the most exciting moment of his career on live television, pointing to a trillion-dollar spending wave that sent two very different stocks surging in real time. A record-shattering…
Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually…
Palantir's CEO just described his company's latest quarter with a word rarely used in earnings calls, and the market reaction is making traders pay attention. With oil sliding on Mideast diplomacy and…
Palantir just delivered a quarter its CEO called otherworldly, sending shares surging while every peer name in the agentic-AI space sat completely frozen. The split reaction raises a sharp question about whether…
Wall Street wasted no time Monday, sending the Nasdaq surging past 25,900 while analysts took aim at some of the market's biggest names with fresh upgrades, downgrades, and new coverage that could…
Palantir has posted triple-digit U.S. commercial growth and a Rule of 40 score that dwarfs NVIDIA, yet the stock sits 30% in the red for the year. Something has to give when…
Thomas Richmond Palantir posted blowout earnings while its stock cratered 30% this year, creating a tension that forces a hard question about whether the market is punishing a compounding machine or finally pricing in…
Both Palantir and Snowflake just posted quarters that strengthened their grip on enterprise AI, but their financial profiles could not be more different, and only one of them sets up as a…
Palantir's stock has cratered 40% from its peak and critics are calling it a glorified chatbot wrapper, but the company's own financials are moving in the opposite direction from the narrative.
Rich Duprey 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…
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…
