ServiceNow and Palantir both posted jaw-dropping AI numbers in Q2, but their business models represent radically different bets on how enterprise AI actually wins. One valuation makes the choice obvious.
NVIDIA and Palantir both raised guidance and both accelerated, but they are capturing AI dollars at completely different layers of the stack. Which position actually earns the next trillion matters more than…
Palantir is betting that the most valuable AI workloads are the ones OpenAI can never touch, and a fresh Nvidia partnership just gave that argument serious hardware backing. The question is whether…
Jim Cramer wrote off Palantir as ice cold just 48 hours before Nvidia revealed which software company it trusts to run every component inside its most advanced AI rack, and the timing…
Nvidia just turned its own Vera Rubin production line into the proving ground for a joint AI stack with Palantir, and the stakes run straight through a supply chain Nvidia's CEO calls…
Michael Burry just quietly closed one of his biggest bearish AI bets, but he insists he has not gone bullish. The reason behind his retreat reveals something uncomfortable about the cost of…
Palantir just posted what its CEO called an otherworldly quarter, yet the stock keeps sliding. The path to $250 exists, but it hinges on three specific conditions that could just as easily…
Vandita Jadeja Palantir keeps beating Wall Street's expectations while trading at a valuation that makes most analysts flinch, and the tension between those two realities is exactly what makes its next move so hard…
Palantir is winning the AI sovereignty race but has a glaring gap in its stack, and a little-known European cloud player just stepped in to fill it at a scale that could…
Palantir just handed Nebius a coveted sovereign AI label, but traders are punishing one side of the partnership and rewarding the other in ways that reveal exactly where the market thinks the…
Palantir's blowout growth numbers look like pure software success, but a closer look at how the company actually wins its deals reveals a business model that the current valuation may be dangerously…
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a…
SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the…
ServiceNow surged nearly 30% in a month without releasing a single earnings report, leaving investors caught between locking in gains and betting the sector re-rating still has room to run.
