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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

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Bloomberg25d agobullish
Google Expands in Miami After Its Billionaire Founders Buy Homes

(Bloomberg) -- Alphabet Inc., has more than quadrupled its office space in Miami this year shortly after co-founders Larry Page and Sergey Brin bought homes in the area.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Campaign After Troops KilledGoogle’s pa

Palantir (PLTR) Stock May Be 10% Below Fair Value Following Regulated AI Expansion
Simply Wall St.26d agoneutral
Palantir (PLTR) Stock May Be 10% Below Fair Value Following Regulated AI Expansion

Palantir Technologies has delivered a very large 3 year share price gain, yet its valuation signals are pulling in different directions, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to the stock as undervalued while market multiples make it look expensive and the overall value score remains weak. Over the past 3 years the stock has returned roughly 7x, which puts extra focus on whether today’s price still leaves a margin between market value and intrinsic...

Claude AI Says Zeta Global (ZETA) Is a Better Buy Than Microsoft (MSFT)
Insider Monkey26d agobullish
Claude AI Says Zeta Global (ZETA) Is a Better Buy Than Microsoft (MSFT)

Zeta Global Holdings (NASDAQ:ZETA) is one of the top picks of Claude AI. According to “The Claude Portfolio” account on X, which is associated with Autopilot, a fintech investment platform, the AI chatbot swapped MSFT for Zeta earlier this year, citing strong revenue growth and increasing usage of the omnichannel data-driven cloud platform company. In […]

Palantir CEO admits AI would make him 20 times richer
TheStreet26d agoneutral
Palantir CEO admits AI would make him 20 times richer

Most tech executives selling the AI revolution focus on what it will do for everyone. Better products, more efficiency, higher productivity, broadly shared prosperity. It's the pitch that keeps the investment flowing and the public sentiment warm. Alex Karp isn't making that pitch. The Palantir ...

Palantir (NasdaqGS:PLTR) Teams Up With Nvidia On Sovereign AI For Governments
Simply Wall St.28d agoneutral
Palantir (NasdaqGS:PLTR) Teams Up With Nvidia On Sovereign AI For Governments

Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with Nvidia to deploy sovereign AI solutions for government agencies. The collaboration will use Nvidia's open AI model Nemotron as a core building block within Palantir's software platforms. The partnership focuses on high-security government workloads where data control, compliance, and national sovereignty are central requirements. For investors tracking Palantir Technologies, this move directly targets the government AI...