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Palantir CEO Warns AI Could Supercharge Wealth Inequality
Benzinga65d agoneutral
Palantir CEO Warns AI Could Supercharge Wealth Inequality

Palantir Technologies Inc stock gained by over half a percent during Thursday’s premarket session as risk appetite improves alongside firmer index futures, keeping buyers engaged even after the stock’s recent pullback. Nasdaq futures are up 1.22% while S&P 500 futures...

Revisiting SpaceX Fundamentals
Barrons.com65d agoneutral
Revisiting SpaceX Fundamentals

With the stock trading and early Wall Street estimates rolling in, it's possible to reexamine SpaceX fundamentals. SpaceX shares were at $166 in midday trading on Friday, up nicely from their $135 IPO price. The valuation is also about 220 times estimated 2026 earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $10 billion and 96 times estimated 2027 Ebitda of $23 billion.

The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability
24/7 Wall St.65d agoneutral
The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability

Oracle (NYSE:ORCL) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and EPS came in at $2.11 ($1.96 estimated). Both of these figures would’ve led to an equally blockbuster stock market performance, but the opposite has happened. Oracle is ... The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability

Palantir Expands Commercial AI Footprint With New Multiyear Enterprise Deals
Simply Wall St.65d agoneutral
Palantir Expands Commercial AI Footprint With New Multiyear Enterprise Deals

Palantir Technologies (NasdaqGS:PLTR) has announced a series of new enterprise AI deployments tied to customer demand. The company unveiled multiyear, multimillion dollar collaborations with McCarthy Building Companies, GNP Seguros in Mexico, and law firm Kirkland & Ellis. These deals, highlighted at AIPCon 10, cover AI operating systems for construction and insurance, plus a legal AI platform focused on private equity fundraising. Palantir is expanding its presence in commercial markets,...

Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?
24/7 Wall St.66d agobearish
Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?

Shares of Marvell Technology (NASDAQ:MRVL) are up 8% today, trading at around $273 in midday action on Thursday, June 11. The move extends a remarkable run that has the stock up 57% over the past month heading into its scheduled index debut. The catalyst is well known. S&P Dow Jones Indices confirmed in its June ... Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?

Forget Palantir: As Sticky Macro Volatility Hits Tech, This Stock Is A Better Buy
24/7 Wall St.66d agobullish
Forget Palantir: As Sticky Macro Volatility Hits Tech, This Stock Is A Better Buy

Palantir (NASDAQ:PLTR) is the ticker every retail trader keeps tweeting about, riding an AI government-software narrative into one of the richest valuations in large-cap software. But here’s what you should actually be watching: the unloved data platform that just printed its strongest sequential growth quarter in company history while the headline name was busy cracking. ... Forget Palantir: As Sticky Macro Volatility Hits Tech, This Stock Is A Better Buy

Palantir CEO takes pointed shot at Anthropic
TheStreet66d agoneutral
Palantir CEO takes pointed shot at Anthropic

Palantir (PLTR) CEO Alex Karp isn’t buying into the idea that Anthropic, OpenAI, or any other large language model company can simply move into Palantir’s world. Though he sees the threat that Wall Street is worried about, he feels investors are asking the wrong question. That jab lands ...

The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?
24/7 Wall St.66d agobullish
The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is one of the rare ones doing both. AIQ is up 20.6% year-to-date through June 10, ... The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

2 High-Flying Stocks with Promising Prospects and 1 We Question
StockStory66d agoneutral
2 High-Flying Stocks with Promising Prospects and 1 We Question

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Exploring High Growth Tech Stocks In The US Market
Simply Wall St.66d agoneutral
Exploring High Growth Tech Stocks In The US Market

Over the last 7 days, the United States market has seen a decline of 4.1%, yet it remains up by 21% over the past year with earnings projected to grow by 18% annually in the coming years. In this context, identifying high growth tech stocks involves looking for companies that not only demonstrate robust innovation and scalability but also have strong fundamentals to navigate current market fluctuations.

How Wild the Market’s Bet on AI Really Is
The Wall Street Journal66d agoneutral
How Wild the Market’s Bet on AI Really Is

Initial public offerings of AI giants were seen by many investors as a can’t miss opportunity, but it’s little wonder markets are getting cold feet. Say it was a hot spring in New York and you wanted to place a bet on Polymarket about the temperature reaching 100 degrees in Central Park this month.

SpaceX IPO Will Mint Billions for a New Silicon Valley Hierarchy
Bloomberg66d agoneutral
SpaceX IPO Will Mint Billions for a New Silicon Valley Hierarchy

(Bloomberg) -- The initial public offering for SpaceX is poised to generate billions of dollars in profits for the fortunate few investors who got in early on Elon Musk’s rocket, satellite and artificial intelligence company.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Ru

UK NHS Review Tests Palantir’s Role In Sensitive Health Data Contracts
Simply Wall St.66d agoneutral
UK NHS Review Tests Palantir’s Role In Sensitive Health Data Contracts

The UK government is reviewing whether to extend or terminate Palantir’s £330 million contract to manage the NHS health data platform. Lawmakers have raised concerns about patient data privacy and dependence on a small group of U.S. technology providers. The decision directly affects one of NasdaqGS:PLTR’s largest international public sector healthcare contracts. For NasdaqGS:PLTR, the NHS platform sits at the intersection of government software and healthcare data infrastructure, an area...

Decoding PLTR Stock's Premium Valuation
Trefis66d agoneutral
Decoding PLTR Stock's Premium Valuation

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.