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For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.
PLTR's Ontology platform is helping deepen enterprise AI adoption by embedding operational workflows beyond standalone AI models.
Meta and Palantir both crushed Q1 expectations, but their valuations now live in completely different universes. The case for owning one and merely renting the other comes down to a single uncomfortable question about what you are actually paying for.
Palantir's Alex Karp went on CNBC to blast OpenAI and Anthropic for overselling AI, and his frustration touches a real nerve as enterprises burn cash on tokens without clear returns. But his proposed fix raises bigger questions than the problem itself.
Palantir Technologies (NasdaqGS:PLTR) is deepening its work with Rackspace to power governed AI stacks for highly regulated sectors such as healthcare, finance, and energy. Zeta Global is integrating Palantir's Foundry platform and plans to migrate its entire Data Cloud client base onto Palantir's infrastructure. These developments position Palantir's software as core plumbing for data sovereignty, compliance, and large scale operational AI in commercial settings. Palantir enters this phase...
BBAI has pulled back sharply as investors weigh AI growth opportunities against slower revenue growth and ongoing profitability challenges.
The artificial intelligence boom has been nothing but a headache for Apple (AAPL) since it started. The stock quickly gained a reputation as an AI laggard. The company recently had to raise prices for some of its products due to the skyrocketing memory prices, caused by the AI buildout. The ...
Rackspace Technology Inc. is moving the conversation away from raw GPU capacity and toward who actually owns the AI outcomes those chips enable. In an exclusive interview with Benzinga, CFO Mark Marino laid out Rackspace’s strategy that he describes as...
The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.
Palantir and Snowflake both crushed earnings this spring, but the market punished one and rewarded the other in dramatic fashion. Their AI strategies point in completely opposite directions, and only one of them looks like the better bet right now.
While retail traders rush back into a stock priced like a lottery ticket, one overlooked mega-cap is quietly printing record cash flow and beating earnings estimates by double digits. The valuation gap between hype and reality has rarely been this wide.
Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.
Nvidia, AMD, Palantir, and Tesla are all riding the AI wave in 2026, but the gap between their valuations, momentum, and math needed to reach bold 2029 targets reveals which name deserves conviction and which requires a leap of faith.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...
Palantir Technologies stock may be expensive right now, but its growing share of the AI software platforms market points toward substantial upside.
INOD is targeting safer AI model work and platform growth, but customer concentration remains a key factor to watch.
Innodata's rapid AI growth and margin gains support its outlook, but can its premium valuation withstand execution risks?
INOD's expanding AI services and raised outlook highlight its growth story, but customer concentration remains a key risk.
Jim Cramer spent two years telling investors to trust Palantir, so when he walked onto Mad Dash and called a company-produced video satanic, the enterprise software world took notice and so did the stock.
ONDS expands AI-powered autonomous defense with new platforms, Palantir partnership and DZYNE acquisition while raising 2026 revenue guidance.
Zeta Global (NYSE:ZETA) executives said the company is moving beyond its core marketing technology positioning and toward what they described as an AI infrastructure and business intelligence platform, supported by recently announced partnerships with Palantir, OpenAI and Snowflake. Speaking during
Palantir posted the highest revenue growth rate in its history in the first quarter of fiscal year 2026. U.S. commercial revenue jumped 133%. The company raised its full-year guidance by 10 points. By any operational measure, things are going well. And yet Alex Karp walked onto CNBC's Squawk Box ...
An expanding AI platform makes the $400 billion market cap case compelling, but Palantir investors still need to watch the risks.
Novogratz linked AI concerns to broader market trends, suggesting investor capital is rotating between AI-related stocks and crypto assets.
Rackspace stock is falling after cutting its revenue and announcing a planned stock offering.
Alex Karp —describing himself as a “madman”—has brought the simmering tension between fast-rising AI giants and established tech players to a boil. In both nuanced and dramatic fashion, the Palantir Technologies chief executive is drawing attention to concerns over the power and insight AI labs derive from their business customers’ data and decision-making—the magic sauce behind what makes a company successful. This past week, Palantir released a dense white paper—entitled: “Institutional Sovereignty in the Age of AI”—that laid out 15 steps companies and governments could take to protect themselves from the likes of OpenAI and Anthropic.
Earlier this week, Rackspace Technology cut its 2026 revenue guidance to US$2.45–2.55 billion, reduced expected adjusted EBITDA, and outlined exits from low-margin public cloud resale and legacy hosting while launching a US$250 million at-the-market equity program to fund an enterprise AI push. At the same time, Rackspace deepened its AI focus by becoming Palantir’s preferred operator for regulated and sovereign deployments and committing to expand AMD-powered AI capacity, effectively...
Rackspace Technology (NASDAQ:RXT) said it is accelerating its push into enterprise artificial intelligence infrastructure, announcing a $250 million at-the-market equity offering and updated 2026 financial outlook as it moves away from lower-margin revenue streams. On a conference call, Chief Execu
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