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Palantir

All articles tagged with #palantir

business20 hours ago•2 min saved

Palantir Falls as Anthropic Fears Spark AI Selloff, Trump Throws Support

Palantir Technologies' shares slid about 7% on Thursday, extending roughly a 37% drop from their November peak as fears about Anthropic's Mythos AI roil the sector. Wedbush argues the concerns are overstated, pointing to Palantir’s Ontology data architecture and expanding deals across commercial and government work. Trump publicly endorsed Palantir on Truth Social, but the stock’s weakness underscores how AI hype is weighing on software names, even those with a strong data moat.

via Barron's|

#ai #anthropic-mythos #business

business1 day ago•3 min saved

Palantir Slips on Anthropic Fears as Trump Voices Support

Palantir Technologies’ stock fell more than 7% on Thursday, extending a 37% retreat from its November high as fears about Anthropic’s Mythos AI weigh on the software sector; Wedbush characterized the worries as overblown, highlighting Palantir’s data-mapping Ontology and growing deals, while President Trump publicly offered supportive comments, underscoring the stock’s prominent AI narrative.

via Barron's|

#anthropic #business #mythos-ai

business1 day ago•2 min saved

Burry Holds Palantir Bear Bet After Trump's Praise Lifts Stock

Big Short investor Michael Burry says he’s still betting against Palantir, maintaining long-dated put options (June 17, 2027 $50 puts and Dec 19, 2026 $100 puts) since fall 2025, unchanged by a Trump Truth Social endorsement that briefly lifted the stock. He argues Palantir’s fundamental value is well under $50 despite rallies, even as the stock trades near $127 amid government contracts and ongoing defense work.

via CNBC|

#bearish-bet #business #michael-burry

market-news1 day ago•18 min saved

Palantir Seen Climbing 30–40% After Dip, Says Top Investor

Palantir (PLTR) slid roughly 12% after Michael Burry questioned its AI strategy and Anthropic’s rise, but a leading investor argues Palantir’s growing defense/government footprint and rising U.S. commercial revenue justify a 30–40% upside over the next 12 months, with a bullish Wall Street consensus.

via TipRanks|

#anthropic #defense-contracts #market-news

business1 day ago•3 min saved

Anthropic Gains Momentum as Burry Bets Palantir's Edge Fades

Investor Michael Burry said Anthropic is outpacing Palantir, pointing to Anthropic’s rapid ARR growth (from $9B to $30B) and its easy-to-integrate, plug-and-play AI tools as reasons businesses are flocking to Claude, which helped send Palantir shares lower after his comments. Burry, who has a shorts position on Palantir, argues the AI market is shifting toward private-sector AI solutions, diminishing Palantir’s government-heavy edge. Ramp data cited by Burry suggests Anthropic is capturing a growing share of enterprise spending and impacting multiple sectors, highlighting a broader AI-driven rebalancing in software.

via Business Insider|

#ai #anthropic #business

technology1 day ago•130 min saved

Mythos fears spark AI-driven selloff in software stocks as PLTR, MSFT fall

Software stocks slid after fears around Anthropic’s Mythos AI model and related tools; Palantir (PLTR) and Microsoft (MSFT) led declines as Meta unveiled a new AI model and analysts warned of near-term disruption from Mythos.

via Investing.com|

#ai #anthropic #microsoft

market-news2 days ago•18 min saved

Palantir Slips on Burry AI Doubts as Valuation Hurdles Curb Optimism

Palantir (PLTR) stock fell about 5% after Michael Burry questioned Palantir's AI moat and suggested Anthropic is closing in; despite solid growth and strong demand for AI platforms, the stock's lofty forward multiple (~115x) and signs of weak international traction keep near-term upside in check, with Benchmark's Yi Fu Lee rating Palantir a Hold and the Street consensus targeting ~$195 (about 36% upside), underscoring valuation discipline and execution risk.

via TipRanks|

#anthropic #market-news #michael-burry

defense21 days ago•36 min saved

Pentagon formalizes Palantir Maven as official military AI backbone

The Pentagon says Palantir’s Maven AI system will become an official program of record, with funding and governance streamlined across the armed services, and oversight moved from the NGA to the Pentagon’s AI office; the system—already a primary battlefield AI tool for targeting—could be deployed widely by the end of the fiscal year, as the military expands AI use while addressing ethical and human-planning safeguards amid ongoing Palantir contracts.

via Yahoo|

#artificial-intelligence #defense #maven

business27 days ago•9 min saved

Alibaba's AI Push Could Surpass Micron and Palantir by 2027

The Motley Fool argues that Micron and Palantir are currently richly valued AI plays, but Alibaba could emerge as the standout AI stock to outsize both in value by 2027 due to growth in cloud services and AI offerings, supported by ongoing AI investments and a compelling valuation today.

via The Motley Fool|

#ai-stock #alibaba #business

technology27 days ago•161 min saved

Anduril Wins $20B Army Contract, Hinting a Palantir Boost in Defense AI

Anduril Industries landed a $20 billion U.S. Army contract to consolidate and deploy its commercial-defense AI via the Lattice platform, a 10-year program through 2036. The award is viewed as a positive read-through for Palantir, given their strategic edge-to-cloud collaboration, signaling potential fielding and revenue momentum for the defense AI ecosystem as orders under the umbrella are issued.

via Investing.com|

#ai #anduril #army

technology28 days ago•11 min saved

AI chatbots as war-planning tools: Palantir demos outline possibilities

WIRED reports on Palantir demos showing Claude-powered AI chatbots integrated with Maven and the Pentagon’s AI Platform (AIP) to analyze intelligence, generate courses of action, and draft potential operations, illustrating how AI assistants could aid analysts in time-sensitive planning—while public details are limited and Anthropic’s clashes with the DoD over access and surveillance linger.

via WIRED|

#aip #anthropic #maven

world29 days ago•16 min saved

Iran Names U.S. Tech Giants as Targets in Widening Conflict

Iran’s Tasnim News Agency listed Microsoft, Google, Palantir, IBM, Nvidia, and Oracle as potential targets in the widening regional conflict, signaling escalation as US-Israel strikes and Iranian retaliation continue.

via Gizmodo|

#iran #microsoft #palantir

technology29 days ago•4 min saved

Palantir and NVIDIA Unveil Sovereign AI OS for On-Prem AI Deployments

Palantir teams with NVIDIA to launch the Sovereign AI OS Reference Architecture (AIOS-RA), a turnkey on-prem AI datacenter that layers Palantir’s software stack (Foundry, Apollo, Rubix, AIP) on NVIDIA hardware and software, including Blackwell Ultra GPUs and Spectrum-X networking, to enable latency-sensitive, geo-distributed, data-sovereign AI workloads from hardware procurement to application deployment.

via Business Wire|

#ai-infrastructure #data-sovereignty #nvidia

markets1 month ago•24 min saved

Polymarket partners with Palantir to deploy real-time AI watchdog for sports bets

Polymarket is teaming up with Palantir (backed by Peter Thiel) to build a real-time sports-betting integrity platform using the Vergence AI engine. The system will monitor trades, screen prohibited users, and generate compliance reports to detect anomalies like market manipulation and insider activity as sports-prediction markets scale, reflecting the ongoing push to formalize oversight in this growing space.

via The Block|

#markets #palantir #polymarket

technology1 month ago•10 min saved

Anthropic’s Pentagon Showdown Highlights AI’s Dual-Use Dilemma

Anthropic, once a quiet AI-safety upstart, finds itself at the center of a high-stakes clash with the DoD after resisting broader safety restrictions on Claude for domestic surveillance and autonomous weapons; the Pentagon labeled Anthropic a supply-chain risk and pressed contractors to sever ties, a move that coincided with OpenAI striking its own DoD deal and sparked debate over dual-use AI, accountability, and regulation as Anthropic weighs court challenges and keeps negotiating.

via The Guardian|

#ai-safety #anthropic #autonomous-weapons