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Palantir Stock Holds Near $323 Billion Value. Can Growth Keep Up?

The concern is whether foundational AI labs can capture more enterprise value.

Palantir's expanding customer base and rising U.S. commercial adoption are strengthening its enterprise AI growth story despite sector volatility.

TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]

Wood just added Cerebras, the latest hot AI name, to two of her Ark Invest funds.

CSCO, CRM, PLTR, NET and DDOG are riding AI and big data demand as Wall Street's rally boosts interest in analytics and cloud platforms.

Palantir's stock is down 35% from its all-time high.

D. E. Shaw ranks among the list of the richest hedge fund managers in the world. Accounting for a 0.95% share of the billionaire’s portfolio, Palantir Technologies Inc. (NASDAQ:PLTR) ranks among D. E. Shaw’s top stock picks. Palantir Technologies Inc. (NASDAQ:PLTR) released its first-quarter report on May 4, with what it described as the company’s […]

IBM stock has shed 25% in 2026, topping mega-cap decliners. Strong earnings haven't stopped the slide. Here's what investors need to know.

In the first quarter of 2026, Ondas Inc. reported sales of US$50.12 million, up sharply from US$4.25 million a year earlier, and moved from a net loss of US$14.14 million to net income of US$361.25 million, while also lifting its full-year 2026 revenue target to at least US$390 million. Alongside this swing to profitability, Ondas has rapidly expanded into defense and autonomous systems through multiple acquisitions, a large contract backlog, and an AI partnership with Palantir, reshaping...

Healthy investments in wafer and fabrication equipment should drive more upside for this semiconductor stock.

Dell partners with Nvidia to expand its AI factory surrounding agentic AI.

Innodata (INOD) might be one of the most overlooked artificial intelligence stocks in the market today. While retail investors pile into premium-priced software platforms, a structural necessity in how AI models are built is handing this legacy data player an unprecedented advantage.

The Global X Defense Tech ETF (NASDAQ:SHLD) has done something unusual for a defense fund in a year when NATO is rewriting its spending playbook. It has gone down. SHLD trades around $62, off roughly a fifth from its spring peak after a 14% drop over the past month. The selloff has happened against a ... Smart Investors Are Backing up the Truck on This Defense ETF at a 20% Discount

The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

Palantir's artificial intelligence platform relies on foundational models like those from Anthropic and OpenAI, raising questions about who deserves a better valuation.

At $134, Palantir (NASDAQ:PLTR) screens as fully valued, while at $220, NVIDIA (NASDAQ:NVDA) screens more attractively on the numbers. Both anchor the AI trade, but their setups differ sharply. Palantir builds data and AI software (Gotham, Foundry, AIP) for U.S. defense, intelligence, and commercial markets. After reaching a $207.52 high in February, the stock unwound ... Buy, Sell, or Hold: Palantir at $134 and NVIDIA at $220

Palantir, Salesforce and other AI-powered software laggards could see strong short-term upside as enterprise AI demand accelerates.

With a one-month return of 337.59%, Rackspace Technology, Inc. (NASDAQ:RXT) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds. On May 12, BMO Capital raised its price target on Rackspace Technology, Inc. (NASDAQ:RXT) to $5 from $2 while maintaining a Market Perform rating following the company’s first-quarter results. According to the analyst, […]

A US District Judge has ordered Palantir Technologies to arbitrate trade secret claims against former engineers who founded rival Percepta AI. The case centers on alleged misuse of confidential information and will now move from federal court to a private arbitration forum. This legal development focuses attention on how Palantir handles data security, intellectual property and competition in AI and data analytics. For investors watching NasdaqGS:PLTR, this ruling adds a fresh legal angle...

The Pentagon just placed the largest drone order in U.S. history, and every one of those drones needs rare earth magnets… ideally not from China.

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

The AI data analytics company will need to keep growing rapidly to justify its lofty stock price.

CGNT's rising recurring revenue mix and strong backlog boost visibility, with subscription wins and repeat business driving more predictable growth.

At $133, Palantir (NASDAQ:PLTR) is starting to look juicy to many analysts. This is especially true paired with social-media chatter about presidential interest and analyst consensus pointing higher. The stock has been a 2026 battlefield, caught between extraordinary business momentum and a valuation that asks you to underwrite years of flawless execution. Palantir sells Gotham ... President Trump Went on a Palantir Buying Spree. Is It Time for You to Do the Same?

AI-powered Internet software laggards like PLTR, CRM, TEAM, NET and HUBS offer strong short-term upside as SaaS demand and AI adoption accelerate.

In case you missed it, shares of Nvidia (NASDAQ:NVDA) finally broke out to hit new highs of $235 and change per share before pulling back slightly. It’s been a long time coming, and the upward move came as quite a surprise, as it wasn’t a blowout quarterly earnings reveal, another new circular deal or partnership, ... Nvidia Is Soaring — The Big Question Is When Does Palantir’s Turn Come?

Palantir Technologies (PLTR) is back in focus for investors after recent trading has left the stock down about 8% over the past month, despite modest gains over the past 3 months. See our latest analysis for Palantir Technologies. That recent 8% decline over the past month sits within a softer year to date share price return of about 20% down, even though the 1 year total shareholder return is 6% and the 3 year total shareholder return is more than 10x. If Palantir’s recent swings have you...

President Donald Trump personally purchased shares of Palantir Technologies (NasdaqGS:PLTR) before publicly praising the company. This is the first reported instance of a sitting U.S. president buying stock in a defense technology company ahead of an endorsement. The move is drawing attention to potential conflicts of interest, disclosure practices, and governance standards. Palantir, listed on NasdaqGS:PLTR, builds data analytics platforms used by government and commercial clients,...

New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.