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Palantir

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Palantir Slips as Broad Tech Selloff Highlights Valuation Worries
business1 day ago

Palantir Slips as Broad Tech Selloff Highlights Valuation Worries

Palantir Technologies’ shares fell about 4% as investors rotated away from richly valued enterprise software names amid broader market weakness and renewed geopolitical tensions, with macro concerns and valuation pressures weighing on the stock more than company-specific news; Palantir has been expanding its AI offerings through Nvidia Nemotron integrations and a SNP SE collaboration, but the broader risk-off mood dominated the move.

via Yahoo Finance|
#ai#business#enterprise-software
Palantir's Karp Says Enterprise AI Is Broken; True Value Comes From Compute and Controlled Apps
technology8 days ago

Palantir's Karp Says Enterprise AI Is Broken; True Value Comes From Compute and Controlled Apps

Palantir CEO Alex Karp argues that enterprises buying token-based access to frontier AI are paying for little value while exposing their IP, calling the model flawed. He contends durable AI profits sit at the compute layer (NVIDIA) and Palantir’s own ontology/application layer, not in frontier labs, and argues firms should control their data and models. Palantir’s strong Q1 2026 results—high growth and margins with raised guidance—support his thesis, though the stock trades at rich valuations versus NVIDIA. He also frames AI as a national-security issue, underscoring the push for sovereign AI stacks where enterprises own the means of production.

via 24/7 Wall St.|
#ai#enterprise-ai#nvidia
Palantir Sees Government AI Pivot to Open-Source, Frames Itself as Gatekeeper
technology8 days ago

Palantir Sees Government AI Pivot to Open-Source, Frames Itself as Gatekeeper

Palantir CEO Alex Karp says some U.S. government customers have shifted to open-source AI, arguing that enterprises want Palantir as a trusted intermediary between buyers and big AI firms like OpenAI and Anthropic to govern data and costs; he also accused those firms of stealing data and overcharging, pitching Palantir’s platform as an essential 'application layer' to protect government and business users.

via The Information|
#ai#enterprise#government
Trump’s Sons Back Defense Startups as U.S. Armed-Goods Spending Surges
politics9 days ago

Trump’s Sons Back Defense Startups as U.S. Armed-Goods Spending Surges

MS NOW reports Donald Trump Jr. and Eric Trump have become backers or investors in at least 10 defense- and drone-focused companies, including Unusual Machines, Xtend, Powerus, and others, with these firms receiving about $3.7 billion in federal defense funding since Trump’s second term began. The piece notes executives and the White House deny they influence contracts, while critics argue the investments create potential conflicts of interest as the administration accelerates military modernization and drone programs. Lawmakers are calling for more scrutiny of such ties, and the article points to other 1789 Capital-backed firms like Anduril and Palantir as part of the broader pattern of defense spending and access to government funds.

via MS NOW|
#defense-contracting#drone-industry#palantir
Karp unleashes on AI rivals in chaotic CNBC interview
technology9 days ago

Karp unleashes on AI rivals in chaotic CNBC interview

Palantir CEO Alex Karp raged at rival AI labs during a CNBC interview, accusing Anthropic and OpenAI of selling risky AI narratives and threatening partners’ data with their models, calling their business models “effing insane.” He even described himself as a “mad man” and feared he was about to be kicked out of the room, in a chaotic on-air moment that comes as Palantir maintains close government ties.

via The Independent|
#alex-karp#anthropic#artificial-intelligence
Palantir CEO’s CNBC Tirade Triggers AI, Tax and Policy Debates
business10 days ago

Palantir CEO’s CNBC Tirade Triggers AI, Tax and Policy Debates

Palantir CEO Alex Karp delivered a high-energy CNBC interview railing against frontier AI firms' token-based models, warning about intellectual-property security, criticizing proposals for wealth taxes on tech companies, and weighing in on politics and Israel, all while addressing past drug-use rumors and turning the appearance into a televised spectacle.

via Gizmodo|
#alex-karp#artificial-intelligence#business
Karp Slams AI Tokens, Bets on Open-Weight Models for Enterprises
technology10 days ago

Karp Slams AI Tokens, Bets on Open-Weight Models for Enterprises

Palantir CEO Alex Karp criticized the token-based pricing used by OpenAI and Anthropic as overpriced and called for enterprises to own their data and compute, signaling a shift toward open-weight models and in-house tools; he noted Palantir’s expanded partnership with Nvidia to build government-focused AI models and argued that control over compute, models and the data stack is what customers want as AI costs rise and competition from China grows.

via CNBC|
#ai-tokens#alex-karp#nvidia
Palantir and Surf Air Expand SurfOS Rollout to Modernize Private Aviation
technology12 days ago

Palantir and Surf Air Expand SurfOS Rollout to Modernize Private Aviation

Palantir and Surf Air Mobility are expanding their partnership and dedicating more engineering and go-to-market resources to accelerate the commercial rollout of SurfOS—including OperatorOS, OwnerOS, and SurfOS Enterprise Solutions—building on the BrokerOS launch and a multi‑million‑dollar Wheels Up contract. SurfOS, powered by Palantir Foundry and AIP, is positioned as the central operating system to modernize private aviation by connecting operators, brokers, owners, and manufacturers and driving efficiencies.

via Business Wire|
#operatoros#owneros#palantir
Palantir Emerges as the Leading Oversold Mega-Cap Tech on RSI Signal
business15 days ago

Palantir Emerges as the Leading Oversold Mega-Cap Tech on RSI Signal

Palantir (PLTR) tops a list of oversold mega-cap tech stocks in a risk-off session, with a near-27 RSI—the lowest in the group—suggesting selling pressure may be exhausted and a rebound could be near; the piece also notes other giants like Microsoft, Apple and Oracle with higher RSI readings, reflecting how AI narratives can magnify moves in high-growth tech names.

via Yahoo Finance|
#ai#business#mega-cap-tech
Palantir Eyes Upside as Analysts See Room to Run to $150
business16 days ago

Palantir Eyes Upside as Analysts See Room to Run to $150

Palantir (PLTR) has fallen about 36% year-to-date, but 24/7 Wall St. assigns a $150 12‑month target (roughly 32% upside). In Q1 2026, revenue jumped ~85% to $1.63B with an EPS beat and management raised FY2026 guidance, driven by AI-enabled demand across commercial and government segments. Bulls point to accelerating AI platform adoption and higher target scenarios (up to the upper $180s–$190s range), while bears warn that the stock trades at a steep multiple (roughly 131x trailing earnings) and faces valuation risk if AI demand cools. Analyst sentiment remains mixed, with some calling for caution despite strong fundamentals, and market chatter includes skepticism from noted investors.

via Yahoo Finance|
#ai#business#palantir
Palantir Eyes 32% Upside as AI Momentum Keeps Growth in Focus
business16 days ago

Palantir Eyes 32% Upside as AI Momentum Keeps Growth in Focus

Palantir (PLTR) trades around $113 after a sharp pullback, with 24/7 Wall St. assigning a $150.02 price target for the next 12 months (about 32% upside) on Q1 2026 revenue of roughly $1.63 billion, up about 85% YoY, driven by AI demand that management says is supply-constrained. The stock carries a rich valuation (~131x trailing earnings), with bull and bear cases pointing toward potential upside to around $198 or downside to roughly $136 depending on AI adoption and execution; analysts broadly rate the stock as a Buy.

via 24/7 Wall St.|
#ai-momentum#business#palantir
Palantir Powers Army’s NGC2 Data Layer with Foundry Backbone
defense18 days ago

Palantir Powers Army’s NGC2 Data Layer with Foundry Backbone

Palantir announced it will underpin the Army’s NGC2 data layer, with Foundry as the cloud data layer and Anduril’s Lattice as the tactical layer, enabling rapid scaling and cross-formation interoperability as NGC2 moves from prototype to production; Palantir has supported NGC2 from early development and will continue delivering data-driven tools to give commanders faster, better information and decision advantage.

via Business Wire|
#army#defense#foundry
technology21 days ago

AI Eyes on the Runway: FAA Teams with Palantir to Predict Safety Risks

The FAA has partnered with Palantir to deploy Foundry, an AI-driven platform that aggregates safety data across government and industry to detect patterns and rising risks in takeoffs and landings, aiming to move from reactive to proactive — and potentially predictive — runway safety, with actions like banning parallel landings at San Francisco while acknowledging limits and the need for human oversight.

via Politico|
#ai#aviation-safety#faa